Y Combinator flips AI thesis

- Commentary reports Y Combinator’s AI thesis has shifted from “AI speeds work” toward treating AI as a company operating layer — an "AI as the company OS" view. - The framing pushes founders to think about owning recurrent operating surfaces and automation that run a business, not only faster feature delivery. - That change signals investor appetite for startups that embed AI into workflows and decision processes rather than standalone model demos (quasa.io).