Episode #57: Founder update signals, AI is a bubble and that's good and bad, YC's call to build "fundable" companies

The Learning Corner by Precursor · Nov 20, 2025 · 17m · transcript

This week on The Learning Corner by Precursor, Mia Farnham and Charles Hudson dive into three thought-provoking reads shaking up the venture ecosystem: First, we break down Ben Zises’ take on why consistent founder updates may signal future success — and why that doesn’t always align with our own portfolio data. Next, we explore M.G. Siegler’s “Hey, There’s a Bubble” and what today’s AI funding frenzy reveals about hype cycles, economic dissonance, and the uneasy optimism baked into bubbles. Finally, we unpack Kyle Harrison’s “Build What’s Fundable” and its take on YC’s shifting tone…