Some thoughts from a product manager working in tech:
AI increasing productivity allows startups to do more with less. I wouldn’t necessarily expect it to significantly accelerate growth in general as coding speed is rarely the bottleneck for scaling products. You still need to grow your team, reach your target audience, find product-market fit, build your brand, convince customers to change habits, etc. This all takes time and effort. Coding is a surprisingly small part of it in most cases, especially for startups that aren’t lacking funds for hiring engineers (which I’d expect to encompass ~all of the YC-backed ones).
None of your metrics is actually measuring the rate of growth. You are measuring the absolute size (valuation) of a company after a certain amount of time passes. It’s entirely possible that the startups are indeed growing faster but are smaller than before, sold off earlier or taking less investment (making the post-YC valuation less accurate).
A few effects that would incentivize this:
(1) AI enables doing the same work with a smaller team, decreasing the need for external investment and therefore founder dilution, lowering founder incentives for high valuation (for a founder 30% share in a $50M company is actually better than a 10% share in $150M one, as they maintain more steering power)
(2) AI makes copying a product easier, increasing the bargaining power of larger incumbents offering acquisition
(3) Advances in general-purpose AI are reshaping markets and societies faster than any technological change before, increasing the risk of a startup becoming irrelevant despite early success.AI capable of significantly accelerating coding in non-trivial use cases has only been available since mid 2025 - early 2026, depending on who you ask. The benefits of AI for coding that we’re discussing today would not be visible in your data yet anyway.
The objections section feels pretty strawmanny here.
In the linked essay, truth is called “assymetric weapon” in the context of a logical debate. Unfortunately, the vast majority of the world doesn’t form opinions based on logical debate. Storytelling and rhetoric prevail, especially in the short term.
For storytelling, truth (or rather data) is also asymmetric but in the exact opposite way. The more you share (especially of “raw” internal comms), the easier it is to cherrypick parts that make you look bad.
Debunking misleading claims takes significantly more effort than making those claims in the first place. Just take a look at the rise of alt-right or anti-vaccine movement.
The objections you stated as 2, 4 and 5 are logically flowing from this:
(Objection 1) Your enemies can use your transparency against you ->
(4) this can damage the reputation of the org and anyone who works with it → a mix of two outcomes happens:
(2) The org accepts the risk, this can sometimes result in materially bad outcomes (e.g. withdrawn funding or another org refusing to collaborate due to perceived hazard)
(5) The org (and the people in it) tries to mitigate the risk by investing more time to craft communication in a way that is less prone to be misused
I think that especially the last point is severely underestimated by calls for radical transparency. To be efficient, internal comms hugely rely on shared context, mutual good faith and short loop for asking clarifying questions. External comms have none of those benefits so crafting them takes significantly more effort—one needs to explain the context, pre-empt questions and account for the possible bad faith interpretations.