Batchwatch · YC Fall 2026 · Oct 18–25 · No. 2
Boat's founder says it passed 1,000 active paying users growing 3x MoM, Pomerado's open-source launch drew 30.1k views, and Agent Relay climbed 48 places after launching.
The Momentum Index
The top 10 of 146 companies by traction on X this week, with the move since last week.
| 1 | ▲1 | Boat · The best cloud VMs for billions of agents |
| 2 | ▼1 | herdr · building the open agent runtime |
| 3 | ▲12 | Simulithic · AI users that test your app on every device… |
| 4 | ▲48 | Agent Relay · Let your teams' coding agents message each other |
| 5 | – | OpenSEO · Open source alternative to Semrush and Ahrefs |
| 6 | NEW | ObsessionDB · Real-time data warehouse for agents |
| 7 | ▲13 | Voyager · Open harness for video and other creative work |
| 8 | ▼1 | Dreamscale Labs · Real-time cloud inference for robotics |
| 9 | ▼6 | Melty · Mashup any game |
| 10 | ▲2 | Clean · We tell sellers exactly when a company is ready… |
Receipts
Traction claims posted this week, as the founders posted them. Each one links to its post; Batchwatch checks that the post says it, not that it is true.
- Boat: Founder @AniC_dev says Boat crossed 1,000 active paying users and is growing 3x MoM. He also says daily billable usage passed 10k vCPU and 20TB of RAM. All self-reported. post 1 · post 2
- Lark: Founder @jasonhywang says Lark's first customer is saving 50 hours a week on ERP data entry and reorder decisions. This is one customer, as stated at launch. post
- Antropi Robotics: Founder @namaangupta says the company built its first factory in 6 months, started shipping and turned profitable, all bootstrapped. post
- Ageospatial: The company account (@maazinsf) says it signed its largest insurance customer to date during the batch. No size was given. post 1 · post 2
- Veeza AI: Founder @alymoursy says WhatsApp messages went from 800 a week last month to 2,400, and that he has 10x the users and 5x the monthly revenue since an unstated date. post 1 · post 2
- Agent 37: Founder @an_engineer_log relays a customer's projection for 10,000 instances: $731,000 on Vercel Sandboxes versus $47,600 on Agent37. This is a cost model, not revenue. post
- Clean: Backer @namdao2000, not the company, says Clean reached $40k MRR in 10 weeks, growing 41% WoW. Treat it as secondhand until the founders confirm it. post
- Databuddy: Arabic tech outlets reported a YC-backed round, at $560K (@Jawlahco) and $500K (@ZTO__SA). Founder @izadoesdev did not post a figure and joked about being pre-revenue. post 1 · post 2
Launches
- Pomerado: Open-source, MIT-licensed tool that turns any website into an API or MCP; 30.1k views. post
- Veeza AI: AI tourist visa agent for weak passports launched; 23.3k views. post
- Melty: Melty Net: 256-player multiplayer in any game, mod or mashup, unsharded; 18.4k views. post
- Agent Relay: Open-source relay letting Codex, Claude and Conductor agents share sessions and hand off work. post
- Simulithic: YC launch of AI agents that test apps across browsers, devices and account types. post
- Lark: Inventory and ERP agents for wholesale distributors launched; 2.8k views. post
- Dreamscale Labs: Released Deployments for serving robot checkpoints and Training for fine-tuning π0.5 VLAs. post
- ObsessionDB: Real-time warehouse for agents: the ClickHouse engine rebuilt with storage and compute separated. post
- Antropi Robotics: Out of stealth with autonomous metal-parts factories promising delivery under 24 hours. post
- isoquant: Inference Engineering Benchmark shows Gemini 4 Argon leading GPU optimization at a 4.38x mean speedup. post
- OpenSEO: Became an official ChatGPT plugin and added Local Rank Grids via the /local-seo skill. post
- Munito AI: EU-hosted inference for GLM, Qwen and DeepSeek, with providers for four agent harnesses. post
Breakouts to watch
Companies outside the top five whose mentions grew fastest.
- ObsessionDB: Mentions went from 0 to 70, driven almost entirely by @marchoeffl's launch thread (74 likes, 5.3k views) and his replies on pricing against Snowflake. The company's own posts barely registered. post 1 · post 2
- Aucert: Mentions went from 0 to 21 on its YC launch, which @ycombinator retweeted, and a launch roundup. Some of the attention was negative: @nateliason alleged the team used a student's unsolicited site-redesign pitch without credit. The data shows no response. post 1 · post 2
- Composal: Mentions went from 1 to 12 after @PandelisZ's launch post on agent swarms replacing click-through QA. It was also mentioned at a founder dinner hosted by Maritime's CEO, where a guest said it is the idea he would pay for. post 1 · post 2
The batch mood
Agent sandboxes became a price war. Boat, Agent 37 and Maritime all pitch on cost against Vercel, Railway and unnamed incumbents, and outsiders are now publishing lists and benchmarks that put Boat and Agent37 side by side. post 1 · post 2
At least three companies sell agents that act as users to find bugs: Simulithic, Composal and Aucert. Investors should expect overlapping pitches at Demo Day. post 1 · post 2
Security hit founders directly. Databuddy had its environment variables leaked, migrated off Railway, then went closed-source. Melty fought malware claims it attributes to impersonators, and OpenHack used PHP and LiteLLM incidents as marketing. post 1 · post 2
Demo Day countdown
37 days to YC Fall 2026 Demo Day, Wednesday, December 2.
Meet first: Boat. Boat posted the batch's strongest self-reported numbers (1,000 paying users, growing 3x MoM) and names customers like @theo, and its founder says it needs to raise more. Ask to see the billing data. post 1 · post 2