YC创始人总结的这6个趋势很实在，告诉你AI到底怎么在工厂、供应链里落地，以及为什么创始人都在往美国跑，值得做创业或投资的看看。
YC最新一期创业公司中，AI在制造业、供应链、物流等“实体经济”领域落地，出现能在多平台可靠操作的智能体。传统中介业务正被改造为智能体运营的平台，创始人绕过官方API直接逆向工程前端来访问遗留系统。首批客户的平均合同价值（ACV）上升，创始人从第一天就瞄准企业级客户。大量国际团队在YC结束后数周内迁往美国，旧金山成为重心。还出现了由智能体“组织架构”运营、能自主改进产品的自我进化产品。
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📖 阅读全文： x.com/omooretweets/s… r Olivia Moore @omooretweets Nothing more energizing than a week of meeting with @ycombinator companies! Congrats to @garrytan and the whole team for another fantastic cohort - and to the founders taking big swings. YC is often a few months ahead of the market - trends I noticed from the batch 👇 1. "Real economy" AI is here. Manufacturing, supply chain, logistics, etc. We have agents that can reliably operate across platforms, plug into legacy equipment, and scrape data from systems of record. Businesses that haven't bought new software in decades are now customers of AI. 2. The broker and the agency are becoming software. Founders are taking businesses that have always run on human middlemen and rebuilding them as agent-run platforms. This both unlocks labor budgets + allows you to own transactions and get outcome data that can be further used to improve the product / build a network. 3. Vertical AI is (often) routing around incumbents, not integrating with them. For many founders, the new playbook is to skip the official API entirely (computer-use, front-end reverse-engineering) so legacy software can't shut you off. Fragmented industries with no dominant platform are suddenly wide open. 4. Founders are going upmarket early, not eventually. ACVs for the first few customers are going up. Founders are starting on enterprise logos from day one and treating SMB as validation they've already outgrown. This might mean 1-2 $100k + ACV customers in the first 6 months versus a long tail of $10 - $20k logos. 5. Everyone is moving to the US - fast. A striking number of teams are international and already have real traction in their home markets, but are relocating to the US within weeks (visas in progress) post-YC to chase the bigger market. Yes, there will be outliers who build massive cos locally - but SF is the center of gravity. 6. Self-improving products are here. Teams are spinning up companies operated by agent "org charts" - who can not only run the product but proactively and autonomously make it better over time. Customers can prompt their own workflows...or the product will start to do this intelligently over time (on a per-product basis). 🔗 View Quoted Tweet 💬 1 🔄 0 ❤️ 0 👀 232 📊 1 ⚡