Last week marked our ninth Y Combinator Demo Day. From 153 startups that presented, we selected six to join the Singularity Capital portfolio.

Since Y Combinator’s founding, on average 6% of startups that go through the program have become unicorns (valued at $1B+). That track record speaks to the outsized impact YC companies have on the global economy and why we’re always excited to back the most ambitious teams we meet there.

What ties these six companies together? Each is solving a real-world problem with deep, defensible technology. Together, they highlight themes we’re bullish on: AI moving into physical workflows, automation modernizing legacy industries, and global platforms scaling logistics.

Here’s why we’re backing them.

Blank Bio (YC S25)

What they do: Blank Bio is building foundation models for RNA, enabling faster and more precise development of mRNA medicines.

Why it matters: mRNA opened a new frontier in healthcare, but designing new therapies is still a slow, trial-and-error process. Blank Bio’s models cut through the complexity, making it possible to design, test, and scale new drugs much faster.

Why we invested: The founders, Jonathan Hsu, Philip Fradkin, and Ruian Shi have already built models that power applications across the R&D pipeline. From designing better medicines to running smarter clinical trials, their work has the potential to reshape biotech at scale.

BootLoop

What they do: BootLoop created an AI agent that writes and tests firmware directly on hardware.

Why it matters: Every physical device (from cars to consumer electronics) depends on firmware. Yet developing and debugging it is slow, manual, and prone to errors. By automating this process, BootLoop accelerates hardware development and improves reliability.

Why we invested: BootLoop is bringing AI into one of the most technical, bottleneck-heavy workflows in engineering. We believe their approach can save companies years in development cycles while unlocking whole new categories of products.

GetASAP

What they do: Tech-enabled B2B distributor in Southeast Asia offering 8-hour restocking via a network of optimized fulfillment centers.

Why it matters: Corner stores, restaurants, and supermarket chains gain lower landed prices and faster turns; software-driven distribution improves availability and working capital.

Why we invested: Real traction at regional scale, a compelling ops + software wedge, and a massive, recurring demand surface in SEA retail supply chains.

Humoniq (YC S25)

What they do: The first AI-native BPO for travel & transport, using voice and text agents to handle customer support for airlines, OTAs, and TMCs.

Why it matters: Travel support is high-volume, time-sensitive, and integration-heavy; AI agents cut wait times, improve accuracy, and scale 24/7.

Why we invested: Deep domain experience (previously scaled a YC-backed travel company) plus an automation-first stack aimed at a $20B outsourced support market.

Magnetic

What they do: Magnetic automates tax document processing for finance teams.

Why it matters: Tax compliance is a massive operational burden, full of repetitive and error-prone manual work. For companies, mistakes aren’t just frustrating, they’re costly. Magnetic frees finance teams to focus on strategy instead of paperwork.

Why we invested: We’ve seen firsthand how automation creates lasting value when it solves critical, unavoidable workflows. Magnetic’s product addresses a universal pain point with clear ROI, making adoption a no-brainer for enterprises.

NOX METALS

What they do: NOX METALS is building the fastest metals processing factories in North America, vertically integrated and run end-to-end on software.

Why it matters: Metals processing is the backbone of manufacturing, yet factories are still largely manual and inefficient. By modernizing quoting, scheduling, and operations, NOX delivers custom-cut material at unmatched speed and cost.

Why we invested: Few industries are more essential to U.S. competitiveness. NOX is reimagining metals processing as a software-driven service — one that strengthens supply chains while reshoring industrial capacity.

Looking Ahead

From AI-driven hardware development to modern metals factories, biotech breakthroughs, and next-generation logistics, these six companies reflect a clear pattern: startups are the sharpest tool we have to transform our world.

It’s no accident that some of the world’s most important companies have come out of YC. The program consistently surfaces founders who redefine industries. We believe our six Summer 2025 investments have the potential to follow that same path.

At Singularity Capital, we’re proud to back founders who are not just building companies, they’re reshaping the systems our economy runs on.

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