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What changed
Every data update, newest first: which formations appeared or dropped out, which changed direction, and which moved most in share of new YC companies. Computed once when the data is published.
October 24, 2026
Data as of October 24, 2026 (previously October 22, 2026). 6,357 YC companies (+5). 23 formations, previously 134.
Biggest moves in share of new YC companies
- Developer Tools YC tag: +0.3 pp (6.7% → 7.0% of new companies, latest four batches)
- Robotic System description cluster: -0.3 pp (1.4% → 1.2% of new companies, latest four batches)
- Infrastructure YC industry: +0.1 pp (9.9% → 10.0% of new companies, latest four batches)
- Supply Chain description cluster: +0.1 pp (0.9% → 1.0% of new companies, latest four batches)
- Drug Discovery description cluster: -0.1 pp (1.0% → 0.9% of new companies, latest four batches)
- Voice Agent description cluster: -0.1 pp (1.8% → 1.7% of new companies, latest four batches)
New formations 5
- Autonomous Drone description cluster: growing, 3.10×, first detected F26
- AI Business Automation description cluster: shrinking, 0.61×, first detected F26
- Data Center description cluster: growing, 2.19×, first detected F26
- AI Assistants description cluster: growing, 2.19×, first detected W24
- AI Content Creation description cluster: growing, 1.94×, first detected W24
Changed direction
- Conversational AI YC tag: was growing, now shrinking
- AI Agent Platforms description cluster: was growing, now shrinking
- API YC tag: was growing, now shrinking
No longer detected 60
Usually a description cluster that was renamed or reshaped by re-clustering, not a category that disappeared.
- Autonomous Robots description cluster (was growing, 3.24×)
- AI Customer Service Agents description cluster (was shrinking, 0.59×)
- Infrastructure Monitoring Software description cluster (was growing, 3.09×)
- Drone Defense description cluster (was growing, 6.17×)
- AI Finance Automation description cluster (was growing, 2.30×)
- AI Workplace Tools description cluster (was growing, 2.55×)
- Vision Model description cluster (was growing, 1.70×)
- Biotech YC tag (was shrinking, 0.46×)
- Video Platform description cluster (was growing, 2.07×)
- Digital Health YC tag (was shrinking, 0.41×)
- Security YC industry (was growing, 1.93×)
- AI Compute Infrastructure description cluster (was growing, 3.07×)
- GPU Compute Infrastructure description cluster (was growing, 2.30×)
- Agentic AI Platforms description cluster (was growing, 2.50×)
- Reinforcement Learning YC tag (was growing, 4.17×)
- Cybersecurity YC tag (was growing, 1.95×)
- GovTech YC tag (was growing, 1.95×)
- Data Labeling YC tag (was growing, 2.60×)
- Supply Chain and Logistics YC industry (was shrinking, 0.71×)
- Operations YC industry (was shrinking, 0.59×)
- Design YC tag (was growing, 3.47×)
- General Intelligence description cluster (was growing, 3.46×)
- Hardware YC tag (was growing, 5.49×)
- Manufacturing YC tag (was growing, 3.24×)
- Industrial YC tag (was growing, 8.98×)
- Legal Tech description cluster (was growing, 3.36×)
- Video YC tag (was shrinking, 0.50×)
- Payments YC tag (was shrinking, 0.31×)
- Aviation and Space YC industry (was growing, 2.08×)
- LegalTech YC tag (was growing, 2.08×)
- Sales Automation description cluster (was growing, 2.39×)
- Automated Testing description cluster (was growing, 2.99×)
- Call Center YC tag (was growing, 2.97×)
- Telecommunications YC tag (was growing, 2.98×)
- Healthcare Agents description cluster (was growing, 4.53×)
- Healthcare Operations AI description cluster (was growing, 3.44×)
- Healthcare AI Automation description cluster (was growing, 2.86×)
- Legal YC tag (was growing, 4.80×)
- Video Infrastructure description cluster (was growing, 3.01×)
- Aerospace YC tag (was growing, 2.60×)
- Databases YC tag (was growing, 4.27×)
- Big Data YC tag (was growing, 3.60×)
- Web Data API description cluster (was growing, 2.89×)
- Automation YC tag (was growing, 5.19×)
- Crypto / Web3 YC tag (was shrinking, 0.24×)
- Cross-Border Payments description cluster (was shrinking, 0.26×)
- Healthcare Operations Software description cluster (was growing, 3.30×)
- Workflow Automation YC tag (was growing, 3.32×)
- Finance YC tag (was growing, 2.83×)
- Generative AI Creative Tools description cluster (was growing, 3.46×)
- Emerging Markets Payments description cluster (was shrinking, 0.37×)
- Generative AI Content description cluster (was growing, 2.94×)
- Legal Tech Software description cluster (was growing, 4.15×)
- E-commerce YC tag (was shrinking, 0.31×)
- Workflow Automation Assistants description cluster (was growing, 3.88×)
- Developer Tools description cluster (was growing, 6.89×)
- AI For Finance Ops description cluster (was growing, 4.68×)
- LLM Application description cluster (was growing, 4.68×)
- Bank Fintech description cluster (was growing, 3.58×)
- Search YC tag (was growing, 3.42×)
October 22, 2026
Data as of October 22, 2026 (previously October 2, 2026). 6,352 YC companies (+65). 134 formations, previously 116.
Biggest moves in share of new YC companies
- Engineering, Product and Design YC industry: -0.3 pp (8.9% → 8.6% of new companies, latest four batches)
- Developer Tools YC tag: +0.3 pp (6.4% → 6.7% of new companies, latest four batches)
- Hardware YC tag: +0.3 pp (4.0% → 4.3% of new companies, latest four batches)
- Legal Tech description cluster: +0.3 pp (1.2% → 1.4% of new companies, latest four batches)
- Healthcare Software description cluster: +0.3 pp (0.4% → 0.7% of new companies, latest four batches)
- Infrastructure YC industry: +0.1 pp (9.8% → 9.9% of new companies, latest four batches)
- Drug Discovery description cluster: -0.1 pp (1.2% → 1.0% of new companies, latest four batches)
- Defense YC industry: -0.1 pp (2.5% → 2.3% of new companies, latest four batches)
- Voice Agent description cluster: -0.1 pp (1.9% → 1.8% of new companies, latest four batches)
- Supply Chain and Logistics YC industry: +0.1 pp (1.9% → 2.1% of new companies, latest four batches)
New formations 22
- Robotics YC tag: growing, 1.74×, first detected F26
- Autonomous Robots description cluster: growing, 3.24×, first detected F26
- AI Customer Service Agents description cluster: shrinking, 0.59×, first detected F26
- Infrastructure Monitoring Software description cluster: growing, 3.09×, first detected F26
- Supply Chain description cluster: growing, 3.09×, first detected F26
- Video Platform description cluster: growing, 2.07×, first detected Sp26
- GPU Compute Infrastructure description cluster: growing, 2.30×, first detected W26
- Agentic AI Platforms description cluster: growing, 2.50×, first detected F25
- Cybersecurity YC tag: growing, 1.95×, first detected F25
- General Intelligence description cluster: growing, 3.46×, first detected S25
- Sales Automation description cluster: growing, 2.39×, first detected W25
- Automated Testing description cluster: growing, 2.99×, first detected W25
- Healthcare AI Automation description cluster: growing, 2.86×, first detected F24
- Emerging Markets Payments description cluster: shrinking, 0.37×, first detected S24
- Developer Tools description cluster: growing, 6.89×, first detected W24
- API YC tag: growing, 2.19×, first detected S23
- AI Financial Software description cluster: growing, 2.80×, first detected S23
- Financial Management Software description cluster: growing, 1.97×, first detected S23
- Virtual Care description cluster: growing, 2.42×, first detected S23
- Fintech Trading Platforms description cluster: growing, 2.29×, first detected W23
- Women's Fashion Marketplace description cluster: shrinking, 0.37×, first detected S22
- B2B Saas description cluster: growing, 4.92×, first detected S21
No longer detected 4
Usually a description cluster that was renamed or reshaped by re-clustering, not a category that disappeared.
- Drone Technology description cluster (was growing, 7.49×)
- Manufacturing and Robotics YC industry (was growing, 1.57×)
- AI Business Platform description cluster (was shrinking, 0.44×)
- Robotics description cluster (was growing, 1.87×)
19 formations lost their latest-window count: AI Workplace Tools, Vision Model, AI Compute Infrastructure, Video Infrastructure, Healthcare Operations Software, Generative AI Content, LLM Application, AI Agent Platforms, Bank Fintech, Cloud Deployment Platform, Data Analytics, Search Engine, ….
October 22, 2026
Data as of October 2, 2026 (previously August 26, 2026). 6,287 YC companies (+87). 116 formations, previously 78.
New formations 39
- Engineering, Product and Design YC industry: shrinking, 0.51×, first detected F26
- Drone Technology description cluster: growing, 7.49×, first detected F26
- Hard Tech YC tag: growing, 2.03×, first detected F26
- AI Business Platform description cluster: shrinking, 0.44×, first detected F26
- Robotics description cluster: growing, 1.87×, first detected F26
- Drug Discovery description cluster: growing, 2.50×, first detected F26
- AI Workplace Tools description cluster: growing, 2.55×, first detected S26
- Vision Model description cluster: growing, 1.70×, first detected S26
- AIOps YC tag: shrinking, 0.31×, first detected Sp26
- Advertising YC tag: growing, 3.23×, first detected Sp26
- Legal Tech description cluster: growing, 3.36×, first detected Sp25
- Telecommunications YC tag: growing, 2.98×, first detected W25
- Healthcare Operations AI description cluster: growing, 3.44×, first detected F24
- Legal YC tag: growing, 4.80×, first detected F24
- Healthcare Operations Software description cluster: growing, 3.30×, first detected S24
- Generative AI Creative Tools description cluster: growing, 3.46×, first detected S24
- Generative AI Content description cluster: growing, 2.94×, first detected S24
- Legal Tech Software description cluster: growing, 4.15×, first detected S24
- Workflow Automation Assistants description cluster: growing, 3.88×, first detected W24
- Conversational AI YC tag: growing, 4.10×, first detected W24
- AI Agent Platforms description cluster: growing, 2.62×, first detected W24
- Bank Fintech description cluster: growing, 3.58×, first detected W24
- Cloud Deployment Platform description cluster: growing, 1.78×, first detected S23
- Data Analytics description cluster: growing, 1.86×, first detected S23
- Fintech Payments description cluster: growing, 5.82×, first detected W23
- Electric Vehicle description cluster: growing, 3.64×, first detected W23
- Search Engine description cluster: growing, 3.64×, first detected W23
- Hiring Platform description cluster: shrinking, 0.42×, first detected W23
- Biotech Alternative Proteins description cluster: growing, 3.27×, first detected W23
- Data Analytics Platform description cluster: growing, 3.51×, first detected S22
- Precision Medicine description cluster: shrinking, 0.53×, first detected S22
- Carbon Capture description cluster: growing, 2.63×, first detected S22
- Healthcare Software description cluster: growing, 1.76×, first detected S22
- Crossborder Payment description cluster: growing, 1.61×, first detected W22
- Bank Account description cluster: growing, 1.97×, first detected W22
- Health & Wellness YC tag: growing, 3.51×, first detected S21
- Online Learning description cluster: growing, 1.91×, first detected S21
- Video Chat description cluster: growing, 2.46×, first detected S21
- Business Management Software description cluster: growing, 2.19×, first detected S21
No longer detected 1
Usually a description cluster that was renamed or reshaped by re-clustering, not a category that disappeared.
- AI Agents description cluster (was growing, 11.38×)
August 26, 2026
Data as of August 26, 2026 (previously August 14, 2026). 6,200 YC companies (+32). 78 formations, previously 71. 301 forecasts registered (track record).
New formations 42
- Drone Defense description cluster: growing, 6.17×, first detected S26
- Infrastructure YC industry: growing, 1.48×, first detected S26
- Robotic System description cluster: growing, 3.63×, first detected S26
- AI Finance Automation description cluster: growing, 2.30×, first detected S26
- Biotech YC tag: shrinking, 0.46×, first detected Sp26
- AI Compute Infrastructure description cluster: growing, 3.07×, first detected W26
- Supply Chain and Logistics YC industry: shrinking, 0.71×, first detected F25
- Manufacturing YC tag: growing, 3.24×, first detected Sp25
- Industrial YC tag: growing, 8.98×, first detected Sp25
- Video YC tag: shrinking, 0.50×, first detected Sp25
- Call Center YC tag: growing, 2.97×, first detected W25
- Video Infrastructure description cluster: growing, 3.01×, first detected F24
- Aerospace YC tag: growing, 2.60×, first detected F24
- Databases YC tag: growing, 4.27×, first detected F24
- Big Data YC tag: growing, 3.60×, first detected F24
- Web Data API description cluster: growing, 2.89×, first detected F24
- AI Agent Infrastructure description cluster: growing, 4.71×, first detected S24
- Cross-Border Payments description cluster: shrinking, 0.26×, first detected S24
- Finance YC tag: growing, 2.83×, first detected S24
- AI For Finance Ops description cluster: growing, 4.68×, first detected W24
- LLM Application description cluster: growing, 4.68×, first detected W24
- Workflow Automation description cluster: growing, 2.24×, first detected W24
- Oncology YC tag: growing, 3.08×, first detected W24
- Documents YC tag: growing, 2.51×, first detected W24
- AI Sales Automation description cluster: growing, 7.50×, first detected S23
- AI Agents description cluster: growing, 11.38×, first detected S23
- Real Estate YC tag: growing, 3.10×, first detected S23
- Customer Support YC tag: growing, 7.24×, first detected S23
- AI Insurance Agents description cluster: growing, 2.81×, first detected S23
- Cloud Computing YC tag: growing, 3.10×, first detected S23
- AI Infrastructure Tools description cluster: growing, 3.39×, first detected W23
- Data Analytics Tools description cluster: growing, 2.18×, first detected W23
- Cancer Therapeutics description cluster: shrinking, 0.45×, first detected W23
- Investment Platforms description cluster: growing, 3.22×, first detected S22
- Security Infrastructure Tools description cluster: growing, 2.63×, first detected S22
- Ecommerce Tools description cluster: growing, 1.83×, first detected W22
- Carbon Emission description cluster: growing, 2.15×, first detected W22
- Emerging Market description cluster: growing, 1.72×, first detected W22
- Electric Vehicles YC tag: growing, 1.64×, first detected W22
- Therapeutics YC industry: shrinking, 0.45×, first detected S21
- Creator Economy YC tag: growing, 2.04×, first detected S21
- Diagnostic Testing description cluster: growing, 2.01×, first detected S21
Changed direction
- Voice Agent description cluster: was growing, now shrinking
No longer detected 35
Usually a description cluster that was renamed or reshaped by re-clustering, not a category that disappeared.
- Drug Discovery and Delivery YC industry (was growing, 3.69×)
- Advertising YC tag (was growing, 3.23×)
- Analytics YC tag (was shrinking, 0.50×)
- Browser Agents description cluster (was growing, 7.80×)
- Hard Tech YC tag (was growing, 4.30×)
- Open Source YC tag (was shrinking, 0.53×)
- Supply Chain description cluster (was growing, 2.73×)
- Telecommunications YC tag (was growing, 2.97×)
- Infrastructure YC tag (was growing, 3.11×)
- Legal YC tag (was growing, 4.80×)
- Video Editor description cluster (was growing, 3.01×)
- Healthcare IT YC industry (was growing, 1.80×)
- Engineering, Product and Design YC industry (was growing, 2.06×)
- Coding Agent description cluster (was growing, 3.47×)
- Humanoid Robots description cluster (was growing, 3.47×)
- Clinical Trial description cluster (was growing, 4.16×)
- AI Assistant YC tag (was growing, 3.10×)
- Conversational AI YC tag (was growing, 4.10×)
- Sales Leads description cluster (was growing, 3.31×)
- Sales YC tag (was growing, 2.80×)
- API YC tag (was growing, 2.19×)
- Marketing YC tag (was growing, 3.01×)
- Search Engine description cluster (was growing, 4.66×)
- Generative Models description cluster (was growing, 4.14×)
- Tax Filing description cluster (was growing, 3.62×)
- Digital Asset description cluster (was growing, 3.63×)
- Credit Card description cluster (was growing, 3.80×)
- Hedge Fund description cluster (was growing, 2.22×)
- Bank Account description cluster (was growing, 1.99×)
- Construction YC tag (was growing, 1.57×)
- Healthcare Services YC industry (was shrinking, 0.33×)
- Health & Wellness YC tag (was growing, 3.52×)
- Drug Discovery description cluster (was growing, 3.56×)
- Online Learning description cluster (was growing, 2.19×)
- Real Estate description cluster (was growing, 2.46×)