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Episode #57: Founder update signals, AI is a bubble and that's good and bad, YC's call to build "fundable" companies
This week on The Learning Corner by Precursor, Mia Farnham and Charles Hudson dive into three thought-provoking reads shaking up the venture ecosystem:
First, we break down Ben Zises’ take on why consistent founder updates may signal future success — and why that doesn’t always align with our own portfolio data.
Next, we explore M.G. Siegler’s “Hey, There’s a Bubble” and what today’s AI funding frenzy reveals about hype cycles, economic dissonance, and the uneasy optimism baked into bubbles.
Finally, we unpack Kyle Harrison’s “Build What’s Fundable” and its take on YC’s shifting tone, consensus capital, and the rising prevalence of ‘slop startups’—and what it means for early-stage builders trying to think independently in a world that rewards conformity.
Consistent written updates from founders are the single biggest leading indicator of future success.… | Ben Zises
“Hey, There's a Bubble.”
“Build What’s Fundable”
(0:15) Introduction and welcome
(0:50) Consistent founder updates and their significance; Challenges with founder updates and investor engagement
(5:52) The current AI funding bubble; The impact of tech bubbles on everyday people; Shorting the AI market
(11:09) Evolution of YC's request for startups; The current archetype of a YC founder
(17:05) Closing remarks and thank you to listeners
View all episodes
By Mia Farnham, Charles HudsonThis week on The Learning Corner by Precursor, Mia Farnham and Charles Hudson dive into three thought-provoking reads shaking up the venture ecosystem:
First, we break down Ben Zises’ take on why consistent founder updates may signal future success — and why that doesn’t always align with our own portfolio data.
Next, we explore M.G. Siegler’s “Hey, There’s a Bubble” and what today’s AI funding frenzy reveals about hype cycles, economic dissonance, and the uneasy optimism baked into bubbles.
Finally, we unpack Kyle Harrison’s “Build What’s Fundable” and its take on YC’s shifting tone, consensus capital, and the rising prevalence of ‘slop startups’—and what it means for early-stage builders trying to think independently in a world that rewards conformity.
Consistent written updates from founders are the single biggest leading indicator of future success.… | Ben Zises
“Hey, There's a Bubble.”
“Build What’s Fundable”
(0:15) Introduction and welcome
(0:50) Consistent founder updates and their significance; Challenges with founder updates and investor engagement
(5:52) The current AI funding bubble; The impact of tech bubbles on everyday people; Shorting the AI market
(11:09) Evolution of YC's request for startups; The current archetype of a YC founder
(17:05) Closing remarks and thank you to listeners