Y Combinator Startup Podcast

Physical Intelligence is building a foundation model that can control any robot to do any task — what the team describes as the GPT-1 moment for robotics.
The company's cross-embodiment approach trains across many different robot platforms, and recent results show tasks being performed zero-shot that last year required hundreds of hours of data collection.
In this episode of The Lightcone, co-founder Quan Vuong sat down with Garry, Jared, Diana, and Harj to talk about why robotics is finally ready for its scaling moment, how PI runs its models in the cloud rather than on-device, and the playbook for what Quan sees as a Cambrian explosion of vertical robotics companies.

1 in 11 babies born in America this year will be screened by a genetic test that didn't exist a decade ago.Biotech startup BillionToOne turned a simple but radical idea—detecting rare fragments of fetal DNA in a mother's blood—into one of the most widely used prenatal tests in the U.S. And they're not stopping there. The same approach could unlock something even bigger: early-stage cancer detection from a blood test, a breakthrough that could one day save millions of lives.In this episode of Hard Tech, YC's Jared Friedman sits down with David Tsao and Oguzhan Atay to hear how they went from half a lab bench to a $4B biotech company—and why they believe this is just the beginning of what their technology can do.

In this episode of Founder Firesides, YC Managing Partner Jared Friedman talks to Karine Mellata, co-founder of Variance (W23), who is coming out of stealth and announcing their $21 million Series A.

Variance builds purpose-built AI agents for risk and compliance — automating fraud detection, content review, and identity verification for Fortune 500 companies and platforms like GoFundMe. They discuss why Variance built in the shadows for three years, detecting state-sponsored fraud rings, and the accident that nearly ended the company.

François Chollet has spent years asking a different question than most of the AI world. Instead of scaling what already works, he’s trying to understand what intelligence actually is—and how to build it from first principles. In this episode of Lightcone, he traces that path from his early work on deep learning to the creation of the ARC prize, and the launch of ARC V3, a new benchmark designed to measure something deeper than performance: the ability to learn, adapt, and reason efficiently in entirely new environments. He explains why today’s systems may be hitting limits, what recent breakthroughs really mean, and why reaching true general intelligence may require a fundamentally different approach.00:00 - AGI by 2030?00:31 - Introducing Ndea: A New Path Beyond Deep Learning01:08 - A New ML Paradigm 01:30 - Replacing neural nets with compact symbolic programs03:04 - Why Ndea Isn’t Competing With Coding Agents05:20 - Why Everyone Might Be Wrong About Scaling LLMs07:22 - Why Coding Agents Suddenly Work So Well08:50 - The Limits of LLMs in Non-Verifiable Domains10:48 - What AGI Actually Means (And Why Most Definitions Are Wrong)13:30 - Why Deep Learning Hits a Wall 14:00 - ARC’s Origin Story18:20 - ARC Benchmarks Explained: From V1 to V322:49 - The RL Loop Powering Coding Agents Today27:03 - ARC-AGI V3: Measuring “Agentic Intelligence”31:14 - Inside the ARC Game Studio35:31 - Could AGI Fit in 10,000 Lines of Code?44:01 - Building Ndea: From Idea to Compounding Research Stack46:46 - The Future of ARC: Benchmarks That Evolve With AI47:21 - Why There’s Still Huge Opportunity for New AI Paradigms53:37 - How to Build a Breakout Open Source Project - Lessons From Kera56:39 - Advice For How To Think About AIApply to Y Combinator: https://www.ycombinator.com/applyWork at a startup: https://www.ycombinator.com/jobs

Solugen is reinventing the trillion-dollar chemical manufacturing industry by combining biology and chemistry in a new way. In this episode of Hard Tech, YC's Jared Friedman visits co-founders Gaurab Chakrabarti and Sean Hunt at their Houston HQ to see how they went from a $7,000 PVC reactor to a billion-dollar company competing with industry giants. They cover the breakthrough behind their enzymatic + catalytic production, how they found their first customers, and why starting small and staying close to customers let them win in a capital-intensive industry.

Chapters:00:00 - A New Kind of Chemical Plant01:02 - Fusing Biology + Chemistry In a New Way02:23 - The Eureka Moment: From Pancreatic Cancer to Hydrogen Peroxide03:30 - Using A Sugar Feedstock Over Oil and Gas 04:22 - Proving Enzymes Work at Scale In Chemical Manufacturing05:16 - The $7K PVC Reactor06:44 - Finding First Customers at YC08:12 - What The Co-founders Got Out of YC09:33 - Seed Round to Bio Forge10:32 - Scaling to a Full-Size Plant (Bioforge)11:57 - The Future of American Manufacturing12:29 - The Next Decade of Solugen

Apply to Y Combinator: https://www.ycombinator.com/applyWork at a startup: https://www.ycombinator.com/jobs