Thoughts from Singularity Capital after Spring 25 Demo Day.

If you’ve followed us for even a few weeks, you’ve probably noticed a pattern: we invest in a lot of Y Combinator companies. It’s not a coincidence. It’s a strategy we’ve refined over years of backing early-stage teams tackling hard problems with speed, scrappiness, and ambition.

Our team spent time in San Francisco for the Spring 25 Y Combinator Demo Day, where over 100 startups took the stage for one-minute pitches. Some investors were seeing the companies for the first time, scribbling notes and swiping through the new YC app to request introductions to companies that piqued their interest. We walked in already knowing who we were backing.

At Singularity Capital, we do our work early (especially with YC batches that tend to fill quickly). We met with founders before their Demo Day spotlight, which allowed us to make investment decisions well before the crowd. By the time Demo Day rolled around, our investment team had already committed to 9 companies from the batch.

That’s one of the perks of being a dedicated YC investor. We’re able to connect early and most of our commitments are made in real time on the call with founders.

This is what we love about YC:

1. The Speed

YC founders build fast. Not just product velocity, but insight velocity. By the time Demo Day arrives, the best teams have already tested assumptions, reworked core features, and identified early traction points. They come to play. They have customers. They have the backing and support of the best accelerator in the world.

2. The Community

YC has created a gravitational field that attracts top technical talent, repeat founders, and mission-driven first-timers from every corner of the world.

3. The Range

From the Spring 25 batch we backed 9 startups building across:

• AI Agents & Infrastructure
• Industrial Automation & Robotics
• Quantum Computing
• AI-native SaaS
• Ed-Tech
• Advanced Manufacturing

We’re sector-agnostic. But thesis-driven.

4. The Track Record

YC has backed 1 in 5 companies founded in the past decade that reached a $5B+ valuation.

As YC President and CEO Garry Tan said in his Demo Day kickoff, it’s

"the only room in the entire world where you can come and meet a double-digit percentage of tomorrow’s startups that matter."

YC helps us cut through the noise and get to conviction faster when we see founders building something people want.

5. The Opportunity

Some of our most compelling portfolio companies got their start at YC. We’re excited to keep backing the kinds of founders who make that risk worth it. Our strategy is built to find them early and support them with conviction.

What’s next?

Summer 25 Demo Day has been announced and we're eager waiting for our next opportunity to invest in the newest wave.

If you’re curious about our portfolio and the future of tech, follow along here, on X, and sign up for our newsletter.

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