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YC

What changed, and what is the evidence.

Physical AIModelsDataComputeInferenceDeploymentsControlFactoryFundingRuntimeSensingHumanoidsActuationHandsLidarPolicyVision

🗞️ Pulse first · 3 news posts

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  1. 🗓️ 2026-10-22 · ✍️ RoboterminalEka's Robot Picks 1,500 Things an Hour. Its Gripper Is Rated for About 139 Days of That.
  2. 🗓️ 2026-10-21 · ✍️ RoboterminalSchaeffler Will Buy Thousands of Humanoids From Its Actuator Customers. Its €400 Million Order Book Doesn't Count Those Deals.
  3. 🗓️ 2026-10-19 · ✍️ RoboterminalFifteen Humanoids Are Loading Car Parts at 98%. The Number That Decides Their Future Is 15 Seconds.

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What changed, and what is the evidence.

Oct 12, 2026 · Deployment · posted
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What if a single scan could turn an entire factory into a digital twin in just 48 hours? 🏭 Moving Atoms (YC S26) is introducing Scan to Model, converting LiDAR or SLAM scans into separated, measured and editable 3D objects. The output…

『イチゴ収穫ロボットと運用ソフトで農業の人手不足に挑む』 https://t.co/GG7Ovx6JEc 映像から動作を決めるAIを現場で検証。進捗・完了を可視化。 農場向けサービスに加え、基盤モデル企業へデータ・評価も販売。 #AgTech #PhysicalAI #picking #harvest #YCP26 #Synphony https://t.co/qbUZxIJqEA

10 AI labs you've never heard of 👇 1. @timbralai = human-level hearing for AI 2. @presagelabs_ai = world models for cloud infrastructure 3. @perfectbitai = policies for robots that do real work 4. @chariot_in = teaching machines to think…

The pattern I keep seeing this month: once a model layer commoditizes, the fight moves one layer down to whoever serves it fastest. RunAnywhere, a YC W26 company, launched Wally this week, an inference stack for open frontier models that…

Just spent a couple of hours with a YC funded robotics company. The founder says everything is about to flip in robotics from janky to good, which is exciting to investors. https://t.co/nriaSsvBBH

EARLY: 5 companies under 100 followers across Robotics, Space and AI.👇 @ardawaste - 2 followers - (Robotics): autonomous refuse collection. garbage trucks that drive themselves. @minamoto__ai - 6 followers - (Physical AI): the data and…

10 founders building in stealth 🥷 👇 1. @achowdhery = PaLM and Gemini lead at DeepMind, now CEO of a stealth AI startup 2. @skcd42 = shipped Grok Code Fast 1 at xAI, co-founded CodeStory (YC S23) 3. @scv119 = scaled training infra at…

Anthropic's Sept threat report: a China-based actor built about 16 air-defense-suppression modules with Claude, one scenario listing 12 Taiwan targets; per the report Alibaba ran 151 million distillation queries. YC's Garry Tan says US…

EARLY: 5 companies across Robotics, AI, Infrastructure and Healthcare.👇 @superradiant_ai - 5 followers - (Robotics): robot scientists that form hypotheses and run real experiments. YC F26. @purposerobotics - 9 followers - (Robotics):…

The YC Summer 2026 batch just closed. Here is the pattern I keep seeing in it. Three years ago, the batch was dominated by pure software plays. SaaS tooling, dev infrastructure, marketplaces. The common thread: code is the product. This…

The bottleneck for production agents isn't the model. It's the plumbing. Sessions time out. Contexts overflow. Sandboxes need provisioning. Coordinating work across multiple subagents requires bespoke glue code that becomes a second…

The thing I keep coming back to in YC's RFS for Fall 2026: "AI is moving into the physical world." Not as a metaphor. As a literal investment thesis. They laid out 13 categories. Physical data collection. A physical world OS. AI for aging…

A terminal multiplexer for AI coding agents just raised $6M. Bessemer led it. YC and E2 participated. Tobi Lutke, Dane Knecht from Cloudflare, and Gorkem Yurtseven from https://t.co/wgZmOqI59X came in as angels. Herdr is open source, built…

EARLY: 5 companies across Robotics, FinTech, Security and AI.👇 @graypasshq - 24 followers - (Security): checks the right human is still in control before a sensitive action executes. YC F26. @utopia_labs_ - 27 followers - (Robotics):…

The thing that got buried in the Navier-Stokes story is not the math. It is what the compute profile looks like. 10,000 coordinating AI agents. 88 hours. Cost estimated in the millions of dollars. A model OpenAI describes as a…

Same Claude Opus 5. One run scored 30% on ARC-AGI-3. Another hit 95.5%. The model weights did not change. The harness did. Y Combinator released a one-hour class this week pulling together three teams: Prime Agent, Stanford's OpenJarvis,…

EARLY: 5 companies under 50 followers across FinTech, AI and Robotics.👇 @oasiveai - 4 followers - (FinTech): research, valuation and reporting for fixed income, automated. YC F26. @trytenera - 10 followers - (AI): predict how users react…

The framing from YC's latest hackathon is different from what I usually see from accelerators: build and own your own intelligence. Not your own product. Not your own LLM wrapper. Specifically: your own agent, your own models, your own…

plugged the Machine Age memo into claude + the @frontrunvc mcp. companies flagged in the last 30 days that fit the thesis: 👇 chips + compute: @stanmachines AI that designs chips, YC S26 @neurophos a rack in the size and power draw of one…

plugged this article into claude + the @frontrunvc mcp. companies that fit the thesis: 👇 vertical, owning a category: @cosmic_robotics autonomous construction @shiraz_ai robots that learn on the job @gravisrobotics turns any excavator…

scaling laws do not apply to physical AI yet. i'll say it again. scaling laws do not apply to physical AI. chelsea finn from physical intelligence showed this during her YC talk. they trained pi0.7 to make coffee. the robot couldn't learn…

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