A lot of people think that these days investors will only ever invest in AI companies, but it's starting to look like that's not the case at all...

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SOURCE
https://x.com/garrytan/status/1936559113414074557

Companies I mentioned:
https://nautilus.co/
https://cocreate.so/

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S/O Ph4se0n3 for the awesome edit 🙏

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Theo - t3․gg

Y Combinator's Summer 2025 batch shows a significant shift away from generic AI startups toward companies that deeply understand their target industries. Instead of developers building AI tools for unfamiliar domains, successful companies now combine deep domain expertise with AI capabilities. Examples include Nautilus (car wash platform by someone who worked in car washes since age 16) and co-create (video tools by actual video editors). This trend reflects higher acceptance standards and better investment outcomes, with domain experts learning AI rather than AI experts trying to understand new industries.

"AI Startups" are over done (finally)

Why car wash platform needs AI though?

Well this makes a lot of sense 👍🏻 rather than throw random AI darts at the board and see what sticks, take time to aim and hit the bullseye 🎯
You can’t beat inside personal info on a problem.