4 months ago Y Combinator graduates raised $40M in Series A rounds.
Today they’re shutting down.
I’ve watched 17 companies go from “we’re the next unicorn” to “we’re out of runway” in under 6 months.
The pattern is identical every time.
Raise big. Hire fast. Burn faster.
The market shifted but their burn rate didn’t.
$500K monthly burn becomes $50K revenue reality.
Nobody talks about the 90% that don’t make it past month 18.
The Valley celebrates the 1% unicorns.
Silicon Valley venture math worked when money was free.
2026 is different.
Revenue from day one isn’t optional anymore.
The companies surviving now started with $10K MRR before raising a dime.
They built profitable micro-businesses first.
Then scaled with capital.
The “growth at all costs” playbook is dead.
What survival strategy are you seeing work in your space?
๐๐ฟ๐ถ๐๐ต๐ป๐ฎ ๐๐ฎ๐ธ๐ฎ๐บ๐๐ฎ๐ป๐ถ | ๐๐ป๐๐ฟ๐ฒ๐ฝ๐ฟ๐ฒ๐ป๐ฒ๐๐ฟ ยท ๐ฉ๐ฒ๐ป๐๐๐ฟ๐ฒ ๐ฆ๐๐๐ฑ๐ถ๐ผ ๐๐ผ๐๐ป๐ฑ๐ฒ๐ฟ ยท ๐๐ป๐๐ฒ๐๐๐ผ๐ฟ
Writing at the intersection of AI, capital, and the future of the human job market – sharing mylife lessons, reflections, and honest takes from the founder-investor’s seat.
