The future of AI isn't copilots. It's agents.
That's the thesis behind our Y Combinator F25 investments.
After meeting 90+ companies leading up to Demo Day, Eight Capital Management invested in 18 founding teams building the agentic AI stack:
The Infrastructure Layer
Hyperspell (YC F25) (Memory for AI Agents)
Soren (YC F25) (AI Evaluation)
s2.dev (Real-time Streaming Data)
Lemma (YC F25) (Continuous Learning)
Bear (YC F25) (Agent Marketing)
Aspect (YC F25) (Multimodal Understanding)
Vertical AI That Replaces Workflows
Semble AI (YC F25) (Construction Design)
Automax AI (Real Estate Appraisals)
Codyco (YC F25) | AI Receptionists for Hotel Groups (Hotel Reservations)
Zavo (YC F25) (Restaurant POS)
ComplyDo (YC F25) (Enterprise Compliance)
Global Enterprise AI
Bolna (YC F25) AI (Voice AI for India's 1.4B people)
Leadbay (YC F25) (Lead Discovery)
Unsiloed AI (YC F25) AI (Document Parsing)
Expected Parrot (Customer Simulation)
Security & Dev Tools
Veria Labs (YC F25) (AI Pentesting – founded by #1 US hacking team)
Clad Labs (YC F25) Labs (The Brainrot IDE)
Consumer AI
Sorce (YC F25) (AI-Powered Job Search – Tinder for Jobs)
What makes this batch special?
→ MIT Sloan School of Management professors building AI → 4x founders with 2 exits → The #1 competitive hackers in America → Teams that scaled Zomato, Uber, and Citadel Securities
The AI wave is real. These founders are building it.
Congrats to all 18 teams!
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