Tomasz Tunguz Blog · 2025-06-09
· 360d
YC Investment Trends: 5-Year Analysis of Sector Shifts and Growth Patterns
Analysis of Y Combinator's investment patterns since 2020 reveals a significant shift toward pragmatic, customer-problem-focused investments. Cybersecurity and industrial/manufacturing have emerged as the fastest-growing categories, while B2B's share increased from 80% to 90%. The data shows YC's portfolio increasingly mirrors broader venture industry trends away from speculative technologies.
Metrics in this report
B2B Investment Share
80-90%
change over 5 years
YC portfolio composition
Blog Subscriber Base
150,000readers
current
Tomasz Tunguz newsletter subscribers
Crypto/Web3 Investment Share
5%
average
YC portfolio composition