On the shifting landscape of YC batches

  1. YC is much less entertaining — From 2005 to 2009, entertainment startups represented a whopping 46% of all YC startups. In 2018 and 2019, just 11%. The dramatic decline of this sector is probably the most noticeable long-term trend and reflective of the tech industry overall.
  2. YC was never that consumer-focused (you just think it was) — A common misconception, perhaps bolstered by the fame of early YC successes like Reddit and Airbnb, is that YC favors consumer startups. But if you look at the data, consumer has always trailed other sectors in popularity and represents just 16% of YC startups overall.
  3. Everything old is new again— The most exciting trend IMO is the rise of startups disrupting ‘old school’ industries like finance, agriculture, transport, real estate, and especially healthcare. These industries tend to be heavily regulated which may have scared off some founders and investors, but the massive size of these markets could not be ignored forever.

--

--

--

Techie and investor. Founder at Rebel Fund and previously Pioneer Fund. Chairman of Infosurv/Intengo and CrowdMed (YC W13). Former Bain consultant. Data nerd.

Love podcasts or audiobooks? Learn on the go with our new app.

Get the Medium app

A button that says 'Download on the App Store', and if clicked it will lead you to the iOS App store
A button that says 'Get it on, Google Play', and if clicked it will lead you to the Google Play store
Jared Heyman

Jared Heyman

Techie and investor. Founder at Rebel Fund and previously Pioneer Fund. Chairman of Infosurv/Intengo and CrowdMed (YC W13). Former Bain consultant. Data nerd.

More from Medium

Why we won’t tell you who led an Eniac deal

Staring Down the Abyss: the Reality of Entrepreneurship

Investors Helping in a Downturn

Meet Alpaca’s New VP of Ops & Finance — Ray Updyke