Thanks, Jude! From a quick scan, it seems there are quite a few companies in direct competition--particularly in: 1) incoming sharing education, 2) bespoke computer processors, 3) medical billing, and 4) recruiting software.
Good observation! I don't think any of the ISA companies were direct competitors, but the number of companies that planned to earn revenue with ISAs this batch was super interesting to me.
In this batch, Juno College of Technology and Microverse both teach coding using income sharing agreements. Of course, from previous batches, Lambda School and Modern Labor are coding schools that charge via income sharing.
off-topic, @glennon, I remember you compiled a list of all YC companies under github/investor-school before their official launches on demo days. Was expecting similar for YC S19. Not doing it this time?
Tensil.ai and Vorticity.xyz. If they are not both on Golden's list (I'm on mobile right now so cannot easily check), they can be found on YC's companies page. Ycombinator.com/companies
Wasn't YC about funding people before they even have a product?
The claims of big customers are likely mostly exaggerated—product-market fit is as difficult to achieve as ever.
Serious question: Where's the "research" here? Sorry, not trying to be antagonistic, just not seeing what's new here.