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YC路演日最抢手的9家初创公司

qimuai 发布于 阅读：14 一手编译

YC路演日最抢手的9家初创公司

内容来源：https://techcrunch.com/2025/09/15/the-9-most-sought-after-startups-from-yc-demo-day/

内容总结：

在上周举办的Y Combinator 2025夏季演示日上，160余家初创企业集中亮相。本批次项目仍以人工智能为核心，但呈现出显著趋势演变：企业不再局限于开发“AI赋能”产品，而是转向构建AI智能体及其底层开发工具。语音AI解决方案和助力企业通过广告与营销工具变现“AI经济”的新业态尤为突出。

根据与YC系投资人的交流，以下为关注度最高的明星项目：

中文翻译：

Y Combinator上周举办了2025年夏季演示日，展示了最新一批160余家初创企业。与近期批次相同，大多数初创企业都展示了以人工智能为核心的解决方案，但行业演进已显现出清晰轨迹：相较于单纯开发"AI驱动型"产品，如今更多公司正致力于构建AI智能体及其开发所需的基础设施工具。例如本批项目中，语音AI解决方案呈现井喷态势，更有不少新兴企业专注于通过广告和营销工具帮助他人实现"AI经济"货币化。

我们采访了多位关注YC的投资人，了解他们最感兴趣的初创企业及投资需求最高的项目。以下是被反复提及的热门企业：

Autumn
业务定位：AI初创领域的Stripe
亮点解析：多数AI初创企业采用复杂定价模式，通常混合按席位收取的固定订阅费、用量计费、积分及各类附加费用。在Stripe上管理复杂AI定价是项耗时的人工流程，因此Autumn开发了开源基础设施，为AI初创企业简化Stripe集成流程。该公司称其技术已被数百个AI应用和40家YC初创企业采用。鉴于Stripe在支付领域的主导地位和AI市场的爆发式增长，专注于AI的专项计费解决方案或许将成为下一个金融科技传奇。

Dedalus Labs
业务定位：构建AI智能体领域的Vercel
亮点解析：正如Vercel帮助开发者部署和托管初创企业，Dedalus Labs宣称其平台能自动化构建AI智能体所需的基础设施，将数小时编码工作简化为数次点击。该公司处理自动扩缩容和负载均衡等复杂任务，据称可使智能体部署变得快速简易。

Design Arena
业务定位：众包式氛围编码设计排名平台
亮点解析：AI快速生成海量设计的能力催生了新痛点——如何甄别优质设计。Design Arena通过众包方式对AI生成视觉作品进行排名，形成迫使AI模型改进的反馈循环。大型AI实验室认可其训练模型生成更优设计的价值，目前已有部分实验室成为该平台客户。

Getasap Asia
业务定位：东南亚零售业科技化分销商
亮点解析：14岁少年Raghav Arora于三年前创立Getasap Asia。这家通过科技手段为东南亚杂货店、餐厅和大型超市提供8小时内极速配送的初创企业，已实现数百万美元营收。据其官网显示，Getasap Asia已完成General Catalyst领投的一轮融资，有消息称其估值在本批企业中位居前列。

Keystone
业务定位：修复生产环境漏洞的AI工程师
亮点解析：由20岁AI硕士Pablo Hansen创立的Keystone致力于减少系统故障。该公司的AI技术已为Lovable等客户发现并修复漏洞，据Hansen透露，他们已拒绝一份七位数美元的收购要约。

RealRoots
业务定位：女性交友AI红娘
亮点解析：在交友应用泛滥的当下，RealRoots瞄准了另一种孤独困境。其AI红娘Lisa通过访谈女性用户并组织社交活动来匹配契合的朋友。虽然AI功能或许存在表演性——与Lisa的对话未必比书面问卷获取更多洞察——但该模式已显现价值。创始人称上月单月即从9000名付费用户获得78.2万美元收入。

Solva
业务定位：AI自动化保险理赔
亮点解析：Solva的AI技术可自动化处理理赔员最常规的工作，从填写复杂理赔单到防止不当赔付。上线仅十周即实现24.5万美元年度经常性收入（ARR），该数据令投资者振奋。

Perseus Defense
业务定位：反无人机微型导弹
亮点解析：面对中国大规模廉价无人机群的报道，美军亟需成本效益突出的反制方案。Perseus正是开发此类小型导弹，其击落无人机的成本仅为现有系统的零头。多个美军部门已邀请该初创企业演示解决方案，后续可能签订重大合同。

Pingo AI
业务定位：AI外语导师
亮点解析：多邻国等应用使语言学习变得通俗有趣，但往往缺乏实现流利度的关键环节——持续对话。Pingo通过让用户与扮演母语者的AI对话解决此痛点。这种独特模式市场反响热烈，创始人称月增长率达70%，月收入达25万美元。

（注：原文中重复的会议推广内容已按用户要求精简处理，仅保留实质项目信息）

英文来源：

Y Combinator hosted its Summer 2025 Demo Day last week, showcasing the latest batch of over 160 startups.
As with recent batches, the majority of startups presented AI-centric solutions. However, a clear evolution was evident. Instead of “AI-powered” products, many companies are now building AI agents or the infrastructure and tools needed to develop them. For instance, this batch had a flurry of voice AI solutions and new businesses focused on helping others monetize the “AI economy” with ads and marketing tools.
We spoke with a handful of YC-focused investors to learn which startups they found most interesting and which generated the highest investment demand.
Below are the most frequently mentioned ones:
Autumn
What it does: Stripe for AI startups
Why it’s a fave: Many AI startups use complex pricing models that often blend a flat subscription fee per seat with usage-based charges, credits, and various add-on costs. Managing complex AI pricing on Stripe is a time-consuming, manual process. That’s why Autumn developed an open-source infrastructure that simplifies Stripe integration for AI startups. The company says its technology is already used by hundreds of AI apps and 40 YC startups. Given Stripe’s dominance in payments and the explosive growth of the AI market, could a specialized billing solution for AI be the next major fintech success story?
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Join 10k+ tech and VC leaders for growth and connections at Disrupt 2025
Netflix, Box, a16z, ElevenLabs, Wayve, Sequoia Capital, Elad Gil — just some of the 250+ heavy hitters leading 200+ sessions designed to deliver the insights that fuel startup growth and sharpen your edge. Don’t miss the 20th anniversary of TechCrunch, and a chance to learn from the top voices in tech. Grab your ticket before Sept 26 to save up to $668.
Dedalus Labs
What it does: Builds Vercel for AI agents
Why it’s a fave: Just as Vercel helps developers deploy and host startups, Dedalus Labs claims its platform automates the infrastructure for building AI agents, cutting hours of coding down to a few clicks. The company handles complex tasks like autoscaling and load balancing, which it says makes agent deployment fast and simple.
Design Arena
What it does: crowdsource rankings of vibe coded designs
Why it’s a fave: The ability of AI to rapidly generate a huge number of designs creates a new problem: figuring out which ones are actually good. Design Arena solves this by crowdsourcing rankings of AI-generated visuals, creating a feedback loop that forces AI models to improve. Large AI labs see value in training their models to generate better designs, as some of them are already Design Arena’s customers.
Getasap Asia
What it does: Tech-enabled distributor for retailers in Southeast Asia
Why it’s a fave: Getasap Asia was founded by Raghav Arora three years ago when he was just 14 years old. Since then, the startup that uses tech to deliver supplies to corner stores, restaurants and large supermarkets in Southeast Asia in under eight hours, has earned millions in revenue. Getasap Asia closed a round from General Catalyst, according to its website, and we are hearing that the startup’s valuation was among the highest in the whole batch.
Keystone
What it does: AI engineer that fixes bugs in production
Why it’s a fave: Founded by a 20-year-old Pablo Hansen who last year earned a master’s degree in AI, Keystone is on a mission to reduce software breaks. The company’s AI finds and fixes bugs for clients like Lovable and has already turned down a seven-figure acquisition offer, Hansen said.
RealRoots
What it does: AI matchmaker for female friends
Why it’s a fave: While there isn’t a shortage of dating apps, RealRoots is tackling a different kind of loneliness. The company’s AI matchmaker, Lisa, interviews women and then organizes social experiences to connect them with compatible friends. While the AI part might be performative – conversations with Lisa probably wouldn’t give RealRoots more insights about participants than written answers would – RealRoots may be on to something. Last month alone, the company generated $782,000 from 9,000 paying clients, its founders said.
Solva
What it does: Automates insurance claims with AI
Why it’s a fave: Solva’s AI automates the most routine tasks for insurance adjusters, from filling out complex claims to preventing improper payouts. Just ten weeks after launching, Solva has already amassed $245,000 in annual recurring revenue (ARR), a figure that has investors excited.
Perseus Defense
What it does: counter-drone mini-missiles
Why it’s a fave: With China reportedly amassing swarms of inexpensive drones, the U.S. military faces an urgent need for cost-effective counter-drone solutions. Perseus is developing just that: small missiles designed to shoot down drones at a fraction of the cost of existing systems. Multiple branches of the U.S. military have already invited the startup to demonstrate its solution, which could lead to hefty contracts.
Pingo AI
What it does: AI foreign language tutor
Why it’s a fave: Apps like Duolingo have made language learning accessible and fun, but they often lack a key component of fluency: consistent conversation. Pingo solves this problem by allowing users to speak with its AI, which acts as a native speaker. The company’s unique approach is proving incredibly popular, with founders claiming it’s growing 70% monthly and earning $250,000 in monthly revenue.

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