On: What's working for YC companies since the AI boom

[OtherShrezzing]

Because of a mix of comparative advantage and opportunity cost. Google as an entity absolutely dwarfs those other companies, and competes at that scale. Airbnb’s annual revenues are lower than Googles annual r&d spend. Google’s “wins” need to move the needle on a $2tn valuation, and an Airbnb size win doesn’t do that.

[matt_s → OtherShrezzing]

This is also the case in the past with companies like Xerox and why didn't they do X with Y that came out of PARC.

There's only so much product bandwidth a company can take on that makes sense, look at the graveyard of Google products.