Adam Cochran (adamscochran.eth)
Adam Cochran (adamscochran.eth)|Apr 04, 2026 21:00
You can draw a straight line between the increasing number of scam companies coming out of YC with Garry Tan thinking 37k LOC a day is good. Once the best incubator in the world it now has: * No sense of if a claim is viable or not * No technical acumen to evaluate claims * A President with no introspection who cannot take critique * Focuses on telling people to “move fast and break things” and push growth at all costs So two young smart kids, make a claim that they’ve used AI to solve complex regulation they have no experience with. LLM-psychosis Gary naturally would be on board with that. This company focuses on selling to other YC companies, who trust the YC brand. Turns out it’s a big old fraud. I invest in a lot of startups, and it used to be that getting allocation in a YC start-up was the cream of the crop. That began to decline over the past decade, but it was still a *very* good signal. Over the past 3-5 years that quality has plunged, and now their reputation is taking a nose dive. As an investor I actually think of it as a signal of a startup I have to vet with even more scrutiny now. And that was before Gary started speed-running his insanity of GStack. Because I can’t imagine any serious startup, with actual technical knowledge, looking at this behavior and going “yeah that’s where we want to be” Truly a generational fumble. If Paul Graham still has control, it’s probably time for him to step in and right the ship before the brand goes to zero.(Adam Cochran (adamscochran.eth))
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