Virio reposted this
One week ago, 196 startups presented at YC W26 Demo Day. 14 companies already at $1M+ ARR before Demo Day even finished That's 3x more than W25, and the highest in YC history. The dust is still settling, but so far the facts have been astounding. Average weekly revenue growth across the entire ~200 company cohort? 14%. Also the highest ever recorded. Several startups raised at $100M+ valuations within days. The "default" seed round this batch sits around $30M, roughly 2x the current market average. No batch has come close - maybe bc "cracked" caught on during this batch ;) This cohort is 64% B2B. ~60% AI. 66% SF-based (highest geographic concentration in YC history - YAY SF!!). I went deep on the B2B ones. Some standouts: Proximitty (YC W26) (Wye Yew Ho & Zi Zhang): AI-native loan management for banks and fintechs. $700K ARR in 3 weeks. Working with 4 large banks processing $2B+ in delinquent loans. CEO previously scaled Taptap Send from $75M to $200M ARR. CTO is ex-Bloomberg security infrastructure. 👀 Corvera (YC W26): AI agent workforce for CPG back-office. Went from $0 to $33K MRR in 4 weeks, serving 12 brands, growing 130% week-on-week. Founded by Christopher Kong, Dirk Breeuwer, and Matthew Collins. Raised $2M pre-seed from firstminute capital. 📈 Cardinal (Devi Jha & Jianna Liu): AI platform for precision outbound. Already running outbound for 40+ YC companies, including Corgi, Ordinal Mintlify, Greptile, and Luminai. Selling to your own batch is clutch. Beacon Health (YC W26) (Mark Pothen & Obinna A.): AI employees that double revenue for primary care practices. $5.4M raised from Accel, the largest healthcare raise in the batch by a wide margin. Hex Security (YC W26) (Huzaifa Ahmad, Ahmad Khan & Prama Yudhistira): AI agents that run continuous penetration tests against your apps and infrastructure 24/7. One of 14 companies that crossed $1M ARR before Demo Day. Veriad (YC W26) (Rohan Mahendraker & Anton Muratov): AI compliance officers that automatically check whether content meets brand and legal guidelines so teams can publish 10x faster. Sonarly (YC W26) (Dimittri Choudhury & Alexandre Klobb): AI agent that triages and fixes production alerts autonomously. Your 24/7 on-call engineer that never burns out. General Legal (YC26) (Ryan Walker): AI-native law firm for commercial contracting. Turns around contracts in hours instead of days, saving founders hundreds to thousands per contract. Arcline (YC W26) (Pamir Ehsas): AI-powered legal for startups.Founder is ex-outside counsel to OpenAI. The founders are getting younger and more technical... I applied 6 times! Sheesh! Who did I miss? Drop them in the comments and lmk why.