2026 Y Combinator’s Winter Demo Day just wrapped
We track every new Microsoft Dynamics 365 and NetSuite job posting across North America, every single day, and October gave us the clearest read yet on where this market is actually heading. The short version is that ERP hiring cooled about 11% from September. That headline is true, and it is also misleading. Almost the entire drop sits in the Dynamics implementation tracks, while NetSuite held flat and demand for senior, in-house talent stayed strong. Whether this market feels soft or busy right now depends entirely on which role you are trying to fill. I pulled the full track by track breakdown into this month’s DynamicsFocus Recruiting Report, and it is attached below. If you have a role that has been sitting open since the summer, I would genuinely love to hear what you have tried so far and am more than happy to schedule a 30 minute Teams call to share potential strategies to rectify the situation, no strings attached. #MicrosoftDynamics #D365 #Dynamics365 #NetSuite #ERP #NetSuiteRecruiting #MicrosoftDynamicsRecruiting #TalentMarket #Hiring #AIAgents
November 6, 2026
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This is a real-time barometer of where institutional capital is flowing next. And the themes? They should matter to every PE/VC operator watching the ERP and enterprise tech landscape.
Here’s what investors were fighting over (Thanks to Marina Temkin at TechCrunch):
🛰️ Beyond Reach Labs — Deployable solar arrays for satellites. Unfolds from a dining table to a football field in orbit. $325M in LOIs. Space infrastructure is no longer fringe.
⚡ Byteport — A file transfer protocol 10-1,500x faster than TCP. If AI is bottlenecked by data movement, someone has to fix the pipes.
🔐 Hex Security — AI-powered continuous penetration testing. $1M+ run-rate in 8 WEEKS. VCs were reportedly fighting over the cap table. Agentic AI in cybersecurity is here.
🐄 GrazeMate — Autonomous drones that herd and monitor cattle. Founded by a college dropout who grew up on a 6,000-head Australian cattle station. The intersection of robotics and agriculture is real and it’s fundable.
🌕 GRU Space — A hotel on the Moon by 2032. $500M in LOIs. A White House invitation. A reservation from the Trump family. Call it moonshot or call it marketing genius; either way, the capital is following the narrative.
📊 Luel — A marketplace for human-captured multimodal data. $2M ARR in six weeks. Robotics and voice AI labs are starving for real-world training data. Someone had to build the supply chain.
🎮 Pax Historia — AI-powered alternative history strategy game. 35,000 daily users. 20 million rounds played. Consumer AI that actually has retention?
⚖️ Stilta — Agentic AI for patent and IP lawyers. Already deployed at Roche. $4M per patent dispute is the problem. AI is the answer. Swedish founders with a Lovable/Legora halo? Investors noticed.
Here’s the take nobody’s saying out loud:
Default valuations at this Demo Day were ~$30M — roughly 2x the current seed market average. And the top tier? Already closing at $100M+ with $1M+ in run-rate revenue to back it up.
This isn’t irrational exuberance. This is the market pricing in agentic AI as core infrastructure. This is not a feature, not a department, but the operating layer of the next enterprise stack.
For PE/VC-backed portfolio companies still debating whether to upgrade their ERP systems or talent capabilities? The window for ‘wait and see’ is closing fast.
The companies being funded today are building the tools your portfolio will depend on in 3 years.
💬 Which of these 8 surprised you most? Drop it below.
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