GoKawiilYC's latest Demo Day batch leans deep tech, VCs spotlight nine startups
Y Combinator's newest Demo Day featured a batch skewed heavily toward deep tech, with startups like Atomarine pitching nuclear-powered floating data centers and Dipole Labs building optical networking hardware to cut power waste in AI clusters. TechCrunch surveyed early-stage investors who named nine companies that got flagged repeatedly as the standouts of the cohort. Investors noted the technology felt futuristic, but valuations across the batch were more restrained compared to recent quarters.