Possible scenario
AI Applications Push
42% Chance
Vivian Shen and Raphael Schaad use their new general partner roles to sharpen Y Combinator's focus on AI-native application companies, founder tooling, and education-related software. This is the most likely path because YC has been leaning into AI startups since the 2023 funding wave, while Schaad's product background and Shen's education work fit practical application layers.
Portfolio impact
S&P 5000.0%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
Keeping an eye on this scenario?
Tilt can alert you when its probability or impact shifts, or send you a recommendation when it crosses a threshold.