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SeedEst. 2005

Y Combinator

Managing $600B in AI investments

🇺🇸USA·Garry Tan, Jared Friedman, Diana Hu

$600B

Awaira Score

out of 100

Y Combinator focuses on AI, Enterprise, Consumer, Dev Tools. They typically invest at the Seed stage. With $600B under management, they've got the firepower to write big checks. They've backed 6 AI companies so far.

Investment Strategy Analysis

Y Combinator operates a thesis-driven portfolio concentrated in AI, Enterprise, Consumer, Dev Tools, with a geographic base in USA. By concentrating on Seed deals, the firm has developed pattern recognition and network advantages at that particular stage of the funding lifecycle. Managing $600B across 6 known investments suggests a concentrated, high-conviction approach to AI investing. Awaira rates Y Combinator in the top tier of tracked AI investors based on portfolio performance, deal activity, and market presence.

Score

94/100

AUM

$600B

Portfolio Size

6

Founded

2005

Stage Focus

Seed

Country

🇺🇸 USA

$600B

Total capital managed

6

Companies backed

Seed

Preferred investment stage

AIEnterpriseConsumerDev Tools

About Y Combinator

Y Combinator is a seed-stage venture capital firm founded in 2005, headquartered in USA, managing approximately $600B in assets under management. The firm concentrates on AI, Enterprise, Consumer, Dev Tools, deploying capital primarily at the seed level. Notable AI portfolio companies include OpenAI, Stripe, Airbnb, DoorDash, Cruise, Instacart. Y Combinator has participated in 1 funding round tracked by Awaira, deploying capital across AI, Enterprise, Consumer sectors. The firm's investment strategy emphasizes enterprise software and B2B AI applications. Awaira assigns Y Combinator an investor score of 94/100 based on portfolio strength, AI sector exposure, and market activity. The firm investment thesis centers on identifying AI companies that demonstrate strong technical moats, clear paths to revenue, and potential for category leadership within their respective segments. Y Combinator evaluates opportunities based on team quality, market timing, technology differentiation, and capital efficiency. Portfolio companies including OpenAI, Stripe, Airbnb, DoorDash, Cruise reflect the firm emphasis on backing founders who combine deep technical expertise with commercial execution capability.

Founded: 2005

AI Dev Tools
1

Portfolio Companies(1)

Portfolio Metrics

Companies

1

Categories

1

Top Sector

AI Dev Tools (1)

Avg Score

60/100

Khosla Ventures (2)Lerer Hippeau (1)

Y Combinator is a seed-stage venture capital firm founded in 2005, headquartered in USA, managing approximately $600B in assets under management. The firm concentrates on AI, Enterprise, Consumer, Dev Tools, deploying capital primarily at the seed level. Notable AI portfolio companies include OpenAI, Stripe, Airbnb, DoorDash, Cruise, Instacart. Y Combinator has participated in 1 funding round tracked by Awaira, deploying capital across AI, Enterprise, Consumer sectors. The firm's investment strategy emphasizes enterprise software and B2B AI applications. Awaira assigns Y Combinator an investor score of 94/100 based on portfolio strength, AI sector exposure, and market activity. The firm investment thesis centers on identifying AI companies that demonstrate strong technical moats, clear paths to revenue, and potential for category leadership within their respective segments. Y Combinator evaluates opportunities based on team quality, market timing, technology differentiation, and capital efficiency. Portfolio companies including OpenAI, Stripe, Airbnb, DoorDash, Cruise reflect the firm emphasis on backing founders who combine deep technical expertise with commercial execution capability.

Garry Tan, Jared Friedman, Diana Hu

Investment Track Record

AUM

$600B

Notable Deal

Y Combinator is a seed-stage venture capital firm ...

Founded

2005

Stage

Seed

With $600B under management, Y Combinator maintains a focused allocation strategy in the AI sector.

Frequently Asked Questions

What is Y Combinator's AUM?
Y Combinator manages approximately $600B in assets under management, deploying capital across AI and technology companies at various growth stages.
What sectors does Y Combinator focus on?
The firm's investment thesis centers on AI, Enterprise, Consumer, Dev Tools — sectors where they have built deep expertise and strong deal flow.
How many portfolio companies does Y Combinator have?
There are 6 portfolio companies on record for Y Combinator. This figure covers publicly known investments — stealth-mode and unannounced deals are not included.
What stage does Y Combinator invest in?
Y Combinator primarily writes checks at the Seed stage, though like most active funds, they may participate in adjacent rounds when the opportunity fits.
What is Y Combinator's most notable investment?
Y Combinator is a seed-stage venture capital firm founded in 2005, headquartered in USA, managing approximately $600B in assets under management. The firm concentrates on AI, Enterprise, Consumer, Dev Tools, deploying capital primarily at the seed level. Notable AI portfolio companies include OpenAI, Stripe, Airbnb, DoorDash, Cruise, Instacart. Y Combinator has participated in 1 funding round tracked by Awaira, deploying capital across AI, Enterprise, Consumer sectors. The firm's investment strategy emphasizes enterprise software and B2B AI applications. Awaira assigns Y Combinator an investor score of 94/100 based on portfolio strength, AI sector exposure, and market activity. The firm investment thesis centers on identifying AI companies that demonstrate strong technical moats, clear paths to revenue, and potential for category leadership within their respective segments. Y Combinator evaluates opportunities based on team quality, market timing, technology differentiation, and capital efficiency. Portfolio companies including OpenAI, Stripe, Airbnb, DoorDash, Cruise reflect the firm emphasis on backing founders who combine deep technical expertise with commercial execution capability. — that is widely considered Y Combinator's marquee bet. It captures the kind of opportunity the firm consistently seeks out.