This YC cohort, 70% are working on Agents; B2B enterprise services have been fully AI-powered, and the startup trend is very clear.

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CoinNetwork
YC’s new batch of intelligent agents has turned into a default commodity—over 40% of projects are squeezed into a homogeneous B2B “red ocean,” racing to roll out as fast as possible
According to OneMillion_AI's analysis, among the 196 companies in YC Spring 2026 batch, 137 are building LLM agents, accounting for 70%, 95% are involved in AI, and 80% are AI-native. Data infrastructure ranks second with 38 companies, followed closely by CV/robotics/speech. The selected companies mainly focus on B2B, with 62% selling externally, and only 12% B2C. The most common business model is enterprise-level intelligent agents as a service (AAAS), with 86 companies accounting for 44%. Defense technology and hardware are warming up, with about 13 involved in drones/space, and 6 focusing on market prediction infrastructure. Founders with technical backgrounds make up 70%, and 49% have a full technical team.
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