In depth · Xiaohu explains

YC: we're all in on these directions — if you're building one, come get funded

From an AI tutor for kids to data centers hauled out to sea — and, for the first time, a request from the sitting U.S. Secretary of the Army.
The one-minute version
  • YC, the world's best-known startup accelerator (Airbnb and Stripe both came out of it), has laid out the 13 directions it most wants to fund in fall 2026. The subtext is simple: we love these, so if you're building one, come get funded. And if you're not, you can still apply.
  • This batch has one unifying theme: AI stepping out of the screen and into the real world — defense, elder care, job sites, the ocean. Pure generative AI (text-to-image, text-to-video, the models themselves) is almost entirely absent this time.
  • For the first time ever, one direction was written by the sitting U.S. Secretary of the Army himself. He's openly asking founders for low-cost interceptors and for sensors and drones that plug into the military's open architecture — the goal being to drive down the "cost per kill."
  • Why bet now: intelligence is finally good enough (you can treat an Agent like a person you delegate to), and costs are falling 10x a year. YC figures the consumer tipping point is right around the corner.
  • For founders, it's a ready-made map of what to build. For everyone else, it's an official signal of where the world's top accelerator is putting its money in 2026.
⚑ This is YC and its authors' public call for startups, written with an obvious recruiting angle. Every judgment here — which space looks promising, why now — comes from the authors themselves, not a neutral third-party assessment.
1 What this is

First, what exactly is this YC list

YC is the world's best-known startup accelerator — Airbnb, Stripe, and Coinbase all came out of it. It makes money by betting on the next company like those. So every so often it publishes a list of the directions it most wants to fund, with one simple subtext: if you're building this, come get funded.

The list is called RFS (Requests for Startups). The fall 2026 batch has 13 entries, and there's a single theme: get AI out of the screen and into the real world. Each one is written by a YC partner or a working founder, spelling out the pain point, the opportunity, and what they'd like someone to build.

So the list works on two levels: it points founders toward opportunities, and it's YC publicly shopping for companies. These are directions it's genuinely excited about — build one and come get funding and support. YC also says up front that the list is just a way of sharing what's on its mind: even if you build none of these, you can still apply.

🎖️
The most unusual entry in this batch: of the 13 directions, one has a strikingly unusual author — Daniel Driscoll, the sitting U.S. Secretary of the Army (the 26th, sworn in February 2025), wrote it himself. A senior government official going to a startup accelerator's page to publicly post a wish list is a first in YC's history.
2 The full picture

All 13 directions, laid out on one table

Thirteen sounds like a lot, but they group into four buckets. Scan the whole map first to get your bearings.

Physical world & hardware4 entries
The future of American defense
Low-cost interceptors; hardware and software that plug into military open architecture
Compute at sea
Move data centers offshore, around the power and land crunch
A new OS for the physical world
Coordinate three kinds of worker: AI, robots, and people
Real-world data
Use robots and weather balloons to gather dense physical-world data
Consumer & society4 entries
The Primer
AI that teaches kids reading, writing, and math like a top tutor
Consumer AI for a billion people
The next AI product on every phone
AI for an aging society
Companionship, monitoring, care coordination
Prove you're human
Rebuild the internet's layer of trust that there's a real person on the other end
AI-native software infra4 entries
A cloud for small software
Share a little tool as easily as a Google Doc
Multiplayer AI
A whole team inside the same Agent session
AI-native compliance infra
Auto-track regulations, flag anomalies, keep an audit trail
Self-maintaining APIs
The API provider sends an Agent to fix your code directly
Crypto & finance1 entry
Now is the best time to build crypto
In a bear market no one's fighting you, and only the real builders stay
3 The through-line

Why this batch is all about the physical world

String the 13 together and a through-line emerges: for the past few years, AI's battlefield was almost entirely inside the screen — writing code, generating text and images, answering questions in a chat box. This batch, YC pushed its chips beyond the screen.

Earlier years In the screen Coding, generating text & images Q&A in a chat box Output stays on screen Center shifts This batch The real world Defense · sea compute Job sites · elder care · education Landing in hardware & offline

Defense, moving compute out to sea, an OS for job sites, gathering physical-world data — all of these have to grapple directly with hardware and the offline world. Even the consumer-and-society entries carry a strong offline flavor: elder care depends on in-home monitoring and robots, education is aimed at real children, and "prove you're human" tackles exactly the trust that's breaking down both online and off.