I'm going through 30+ companies from Y Combinator's Winter 2026 batch and ranking them based on what I'd actually invest in. Here's company #1: o11 What They Do: AI platform for capital markets built directly into Microsoft 365 (Excel, Word, PowerPoint). They're targeting investment banks, hedge funds, and asset managers. Why I'm Bullish (9/10 Rating): 1. They Meet Users Where They Are - Capital markets firms haven't changed workflows in decades - They live in Excel and Word - Most AI companies fail because they ask users to abandon everything and adopt new platforms - o11 just plugs into the tools they already use every day 2. Founder Credibility is Insane - Aryah: Morehead-Cain Scholar, led AI at two major capital markets firms - Ajay: 4x founder, ex-Mayo Clinic AI Lab - Technical depth + domain expertise = rare combo 3. Business Model is a Money Printer - B2B SaaS in fintech = high margins, sticky contracts - Enterprise deals in capital markets = massive contract values - If they land 2-3 major banks, they're set - Switching costs are HIGH once integrated into daily workflows 4. TAM is Massive - Trillions flow through these firms - Efficiency gains = direct bottom-line impact - AI in capital markets is inevitable; question is who captures it What do you think? Would you invest in o11? What am I missing in my analysis? Drop your thoughts below 👇 (29 more companies coming in this series - who should I cover next?) P.S. - Want access to my full ranking spreadsheet with all 30+ companies, my ratings, and investment theses? I'll be dropping that exclusively in here once I finish the series. 📊

If you're here from social media, welcome to Venture Insider 🚀 Google has just unveiled Disco - its new AI-powered browser that's set to revolutionize how we interact with the web. I got early access, and I'm breaking it all down here. GET EARLY ACCESS: 👉 https://labs.google/disco --- What is Disco? Disco is Google's experimental AI browser that integrates their latest Gemini models directly into your browsing experience. Think of it as Chrome on steroids - it can: → Summarize entire web pages in seconds → Answer questions about content you're viewing in real-time → Generate content based on multiple sources simultaneously → Navigate and extract info across tabs autonomously This isn't just another AI wrapper. It's Google's play to own the next generation of web browsing. --- Why VCs care (and why I'm paying attention): This signals a significant shift in how Google thinks about AI distribution. Instead of bolting AI onto existing products, they're rebuilding the browser from scratch with AI at the core. What this means for startups: - The "AI browser" vertical is about to get very crowded (Arc, Brave, Opera already moving) - Huge opportunity in AI-native productivity tools built FOR browsers like Disco - Search is being disrupted in real-time - I'm seeing deal flow spike in alternative search/discovery startups I'm actively evaluating companies building: ✅ AI-powered research tools ✅ Browser-native AI agents ✅ Next-gen knowledge management systems --- How to actually use Disco (my testing notes): Best use cases I've found: 1. Research deep-dives - Ask Disco to summarize 10+ articles on a topic and synthesize key insights 2. Competitive analysis - Have it compare competitor websites and extract differentiators 3. Content creation - Feed it sources and have it generate outlines/drafts based on multiple references 4. Learning - Ask questions about complex topics and get explanations with cited sources What works: - Way faster than manually clicking through sources

Hey everyone, Merry Christmas to those celebrating! 🎄 Thank you for being part of this from the start. We're 50 members in, and honestly, I'm pumped about what we're building here. Quick updates: Taking a few days off for the holidays, but I'll be back this week with: - First official deal highlight (a company I'm actually tracking right now) - AI tool recommendations - Some thoughts on what I'm seeing in the market heading into 2025 What's coming in 2026: - Weekly deal highlights (the best startups I'm seeing) - Monthly founder calls - Building this community to 1,000+ members - Launching Insider Pro for those who want full deal memos and direct access For now: Introduce yourself if you haven't already, check out the Start Here guide in the Classroom, and enjoy the holidays. We're building something special here. Early access to tomorrow's best companies, learning together, no BS. Let's make 2026 the year we all level up. - Drew 🚀 P.S. - If you know someone who'd love this community, invite them. We're just getting started.

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Drop a comment (or make a new post) introducing yourself: - Your name and where you're based - What you're building or investing in (if anything) - Are you a founder, investor, aspiring angel, or just curious about startups? - One thing you want to learn about VC or startups I'll go first 👇