YC Visiting Partner, former CEO/Cofounder of Convex (acq by $TTAN), physical and vertical AI, services, & industrials investor. Dad.charliewarren.com San Francisco, CAJoined February 2026
Lots of people are comparing EveryApp to REA.
Yes, there probably will be open source clones of most software.
But... what's more exciting is that everything needs to rebuilt with agents in mind.
You can't clone this because they don't exist.
I've seen the rise of voice agents up close in vertical AI companies. And then the latency issues + skyrocketing costs of using exclusively closed models.
@hopper_research solves both of those.
Excited for the launch today --
There’s a huge blindspot in the inference market today: it’s built almost entirely for coding agents.
Voice is how billions of people will interface with AGI. That’s what we’re building at @hopper_research : the inference cloud for voice
Excited to launch today at
SaaS is evolving by natural selection. EveryApp is what's next.
Most horizontal software should be rebuilt for agents and open source.
@bensenescu already did it with OpenSEO: 25K+ GitHub stars, with all organic, crazy fast growth. CRM + Analytics are now live.
Launching today 👇
Introducing EveryApp (YC F26). Our mission: make every app open source.
We started with OpenSEO (24k GitHub stars). Now we're doing it for every app your business runs on.
Star the project, try an app, or build your own 🧵
The AI infrastructure build-out is short on workers. I've seen it firsthand with former customers building data centers.
@shepherd_si is taking it on. Wiring takes dexterity at the frontier of robotics, and few teams can pull it off.
Thrilled to back them at @ycombinator.
Introducing Shepherd Robotics (YC F26).
We’re building robots for data centers and advanced manufacturing—starting with equipment testing, inspection, and electrical wiring & assembly.
Bring capacity online faster. Increase production.
youtube.com/watch?v=UAw41Q…
There’s a misconception that a successful launch video needs to cost tens of thousands of dollars and feel like a high production commercial. But @FarzaTV has a different approach.
Farza is the founder of @heyclicky and previously built Buildspace, one of the largest online
Attended @ycombinator early access event yesterday evening!
AI is making software faster to build. A new generation of startups is building the tools to run, test, and improve it.
Five companies worth a closer look:
Boxes — Cloud computers for coding agents, letting teams run Claude Code and Codex in parallel.
Founders: Nick Bushak (@nbushak) and Drew Regitsky (@drewregitsky), both previously at Gem.
Caveman — Helps AI agents use fewer tokens and run more efficiently, reducing the cost of getting work done.
Founder: Julius Brussee (@julius_brussee).
Rystic — Builds simulated APIs so developers can test software and agents without depending on live services.
Founders: Zachary Kiihne and Evan Whitehouse.
Simulithic — Sends AI users through your app across devices and browsers to find broken flows, without manually writing every test.
Founders: Ryan Ning (@itsnotryan) and Satyam Singh (@KlausCodes).
ObsessionDB — A real-time data warehouse built for agents to ingest and query large amounts of data efficiently.
Founders: Rafael Aviles (@avilesrafa), Marc Höffl (@marchoeffl), and Marc Leuthardt (@marcmacmac).
Also great to reconnect with my friend from Harvard, Charlie Warren (@charliewarren), now a Visiting Partner at YC and previously cofounder and CEO of Convex.
My takeaway: faster development creates demand for better testing, infrastructure, and reliability. There’s room for significant companies across that stack.
Which other early-stage companies should I be following?
Company links in the reply below.
The internet may be melting. But I'm still getting unsolicited texts to sign up for new payroll software before the end of the year. We're gonna be alright.
@sequoia is leading our Series C at a $1B valuation.
We started Blacksmith in 2024 to make CI faster and less painful. In January we ran 5 million CI jobs a week. Today it's over 90 million and growing, and we’re still early.
Biggest change since I started my company in 2017: the "design partnership."
It's the Coach's Award of startup sales. Just ask for a paid contract and get used to 'no'
All businesses will need new websites for agents. @MilesPines has (already) built the best product on the market.
Incredible traction and incredibly happy customers across 10K+ sites.
Small businesses don't need a website builder. They need someone to do their marketing. They need Theo.
@theo_site (YC F26) is the AI agent that builds - or rebuilds - your site, then works 24/7 to get you found on Google and in AI search.
You run the business. Theo does the
Apply to YC and it will change your life
We grew from $0 to $1M annualized revenue during the batch
What you get from YC:
→ $500K investment
→ A cohort of ambitious founders who push you beyond your limits
→ Partners like @garrytan & @gustaf who have your back for life
→ $11.5M in perks and credits
→ Bookface + alumni founder community (also for life)
→ Demo Day in front of thousands of investors
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