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PODCAST

The Lobster Talks Podcast by Lobster Capital

Gabriel Jarrosson

Feast into the Startup Hustle with The Lobster Talks Podcast by Lobster Capital! Craving the real deal on starting and scaling a business? The Lobster Talks Podcast by Lobster Capital serves up raw, unscripted conversations with experienced founders who"ve been there, done that (and gotten the investor backing!). Join us as we dissect the triumphs and trials of the entrepreneurial journey, peeling back the layers to reveal the nitty-gritty of building a startup from the ground up. Our guests share

business investing

All Episodes

00:51:16

YC Demo Day: What Happens Off-Stage

The Lobster Talks Podcast by Lobster Capital ·

2025/09/16

Founders closing rounds before lunch. Investors making handshake commitments in the hallway. A startup with $9M+ ARR and another with $15M ARR lighting up the room. YC Demo Day isn’t a show; it’s a marketplace where speed and execution decide everything.In this fast, founder-first debrief, we break down what actually happened at the latest YC Demo Day: the subtle format changes (that matter), why the one-minute pitch is only the opener, and how deals really get done. We cover the batch’s

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00:49:51

The 32-Second Advantage: truemetrics vs. Google Maps

The Lobster Talks Podcast by Lobster Capital ·

2025/09/09

A surfer duct-tapes a phone to his board… and ends up saving enterprise couriers 32 seconds per stop. The last meter of delivery — not the last mile — is where the money is.In this Lobster Talks episode, Ingo Boegemann, co-founder/CEO of truemetrics, breaks down how sensor fusion + mission intelligence turn messy building entrances, courtyards, and wrong pins into precise, repeatable delivery actions. We go deep on Europe vs. US GTM, GDPR constraints (and why the US may unlock even more

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00:48:49

The Startup Who Tested Reality Before Launch

The Lobster Talks Podcast by Lobster Capital ·

2025/09/02

What if you could simulate human reactions — and know exactly how your customers, investors, or audience will respond before you act? James He is building precisely that with Artificial Societies. In this episode, we dive deep with James, YC W25 founder of Artificial Societies — a wildly ambitious startup that simulates entire groups of humans using AI personas to predict how messages spread, markets react, and products succeed (or fail). From simulating 1,000 VCs to get into YC… to replacing

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00:42:17

Inside YC’s Boldest RFS Yet: AI, Agents & More

The Lobster Talks Podcast by Lobster Capital ·

2025/08/26

YC just dropped its latest Requests for Startups — and they’re not just ideas, they’re roadmaps to the future. From AI-native enterprise software to 10-person $100B companies, these signals reveal where the smartest founders (and investors) should be looking.In this episode of Lobster Talks, Laurie and I break down Y Combinator’s newest RFS — from retraining workers for the AI economy to video generation as a computing primitive. We debate the real opportunities, the traps, and how these

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00:46:31

Killing the Timeline: Mosaic’s Bold Future for Video...

The Lobster Talks Podcast by Lobster Capital ·

2025/08/19

Video editing hasn’t changed in decades — until now. Mosaic is killing the timeline and replacing it with agent-powered automation that can take you from raw footage to polished video in record time. In this episode of Lobster Talks, I sit down with Adish Jain, co-founder of Mosaic, the YC startup rethinking how creators edit video. We talk about Mosaic’s agentic canvas approach, why timelines are becoming optional, and how AI will bring millions of new creators into the fold. You’ll

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00:49:45

#1 Trending on GitHub: The Open Source Playbook by...

The Lobster Talks Podcast by Lobster Capital ·

2025/08/12

What if you built a tool so powerful, it became the #1 repo on GitHub—twice?That’s exactly what Daniel Farrell did with Onlook, an open-source AI-powered visual editor for code. From crashing Chrome extensions to crashing Hacker News, Daniel takes us through how he and his co-founder built momentum, community, and virality from nothing. In this fast, founder-first conversation, we cover: • How Onlook went from prototype to #1 GitHub repo • Why Hacker News beat Product Hunt for

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00:47:18

The First AI Cofounder? How Woz is Changing Startups

The Lobster Talks Podcast by Lobster Capital ·

2025/08/05

What if launching a tech startup was as easy as filling out a form?Ben Collins, co-founder of Woz, joins Gabriel to unpack how his AI platform helps anyone — even non-technical founders — build full-stack software businesses. From betting against vertical SaaS to designing an AI cofounder you can trust, this conversation is a tactical deep dive into where startup creation is headed. 🔍 In this episode: Why Woz pivoted away from a holding company model What most AI-first code tools get

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00:40:07

Why Top Funds Are Panicking About YC Startups

The Lobster Talks Podcast by Lobster Capital ·

2025/07/30

YC isn't just about AI anymore — it's quietly becoming America’s new industrial engine. In this episode, Gabriel and Laurie break down how Y Combinator is doubling down on hardtech, defense, and energy — and why this matters more than ever. From geopolitical risk to deep tech traction, we unpack how YC startups are shaping the future — and why top seed investors are scrambling to keep up. We also reveal how internal partner dynamics at YC shape which billion-dollar startups get funded. 🎙

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00:44:30

From Dorm Room to a MILLION Users in 24 Hours — The...

The Lobster Talks Podcast by Lobster Capital ·

2025/07/23

What happens when a college student builds an AI tool that goes viral overnight — and changes how thousands of students study?Summary: In this episode of Lobster Talks, Gabriel sits down with David Yu, co-founder of YouLearn — the YC-backed AI tutor that transforms PDFs, class recordings, and YouTube videos into quizzes, notes, and a personal tutor. From a dorm-room side project to a viral social growth engine, this episode is packed with tactics, conviction, and bold bets on the future of

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00:44:16

Reinventing Email with AI - This YC Startup Might...

The Lobster Talks Podcast by Lobster Capital ·

2025/07/15

What if your inbox didn’t just organize itself — it acted on your behalf?Nizar Abi Zaher, founder of Zero, is building the AI-native email client that reads, replies, filters, and organizes without you lifting a finger. In this tactical, fast-paced conversation, we explore his path from Cal.com engineer to YC founder — and how he's going head-to-head with Superhuman. From open-source strategies to voice-powered inboxes, Nizar breaks down how Zero is redefining email — and what it takes to

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00:43:42

Building the AI Insurance Giant From Scratch

The Lobster Talks Podcast by Lobster Capital ·

2025/07/08

They didn’t sell to insurance brokers — they replaced them.Dakotah Rice didn’t build AI tools for the industry. He built an AI-first insurance company — and now Harper is scaling faster than they can handle. In this episode, Dakotah shares how Harper went from kitchen-table experiments to a high-growth, fully autonomous insurance brokerage. He breaks down the real bottlenecks, the AI architecture behind their workflows, and the bold bets that could reshape an entire industry. What

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00:39:14

Self-Improving Voice Bots: Replacing 100 Agents with AI

The Lobster Talks Podcast by Lobster Capital ·

2025/07/01

What if a single AI voice agent could handle 100,000 calls a day and free up your entire support team?Episode Summary: In this episode of Lobster Talks, Gabriel sits down with Kevin Wu, founder of Leaping AI, to unpack how voice-powered AI is automating 50–70% of repetitive support calls, self-optimizing over time, and achieving 90% customer satisfaction. We dive into the origin story, technical stack, ROI metrics, human-in-the-loop safeguards, and bold predictions for 2030. You’ll

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00:51:10

From YC to Viral: Prady's Wild AI Video Bet & the...

The Lobster Talks Podcast by Lobster Capital ·

2025/06/24

What if you could edit your face and voice like a Google Doc?That’s exactly what Prady Modukuru is building at Sync—an AI company making video editing fully editable in post-production. No more re-recording. Just fix it like text. In this high-velocity episode of Lobster Talks, we go deep on Sync’s origin story, how Prady and his team ship insanely fast, and why their AI-powered content tools are poised to redefine modern storytelling. It's a masterclass in product, research, and

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00:37:29

YC Spring 25 : Is This the Best Batch Ever? X25 Demo...

The Lobster Talks Podcast by Lobster Capital ·

2025/06/17

The YC Demo Day almost turned investors away at the door — and that might’ve been the point. In this behind-the-scenes breakdown, Gabriel Jarrosson (Lobster Capital) and Laurie dissect the most exclusive Demo Day yet, revealing why this Spring 25 batch could be the best in years.We explore YC's most AI-heavy cohort, debate sky-high valuations, and uncover what separates a good startup from a breakout unicorn. You’ll learn: Why YC Spring 25 had a record 0.8% acceptance rate What caused

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00:48:35

90% Lose Debt Lawsuits — He Built the Fix

The Lobster Talks Podcast by Lobster Capital ·

2025/06/03

He was getting sued. Now his startup helps millions fight back — and win.In this founder-first, no-fluff conversation, George Simons breaks down how SoloSuit is dismantling a $3.5B legal industry — one lawsuit at a time. From bootstrapped beginnings and courtroom chaos to SEO-powered growth and AI-driven debt settlement, this episode is a crash course in building a business with compounding advantages and real-world impact. What you’ll learn: Why 90% of debt lawsuits are lost by default

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00:53:40

Vibe Coding: Will AI Replace Designers & Engineers by...

The Lobster Talks Podcast by Lobster Capital ·

2025/05/30

What if your non-technical team could ship code overnight?In this fast-paced Lobster Talks roundtable, Gabriel Jarrosson sits down with Samraaj Bath (Ion Design) and Agree Ahmed (Flowglad) to unpack “Vibe Coding”—the AI-powered workflow that lets designers, PMs, and marketers iterate on real code. They clash over misconceptions, debate the future of frontend engineers, spin our Hot Take Wheel, and stake bold predictions on where AI will reshape product teams. In this episode you’ll

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00:36:50

YC’s AI Agent Blitz: Why “Full-Stack” Startups Are...

The Lobster Talks Podcast by Lobster Capital ·

2025/05/23

You think you know where YC is headed? Think again—agents are rewriting the playbook.In this episode of Lobster Talks, Gabriel debriefs Laurie on YC’s quarterly Request for Startups focused on AI agents. From “full-stack” AI challengers to personal assistants that go from to-do lists to done lists, we unpack the highs, the lows, and the hidden opportunities for founders and investors alike. What you’ll learn: How “full-stack” AI companies can out-muscle incumbent software tools Why AI

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00:44:21

Stop Blaming LLMs: ZeroEntropy’s Founder on Killing...

The Lobster Talks Podcast by Lobster Capital ·

2025/05/16

Revolutionizing AI Search: Ghita Alami's Vision for Zero EntropyIn this episode, we chat with Ghita Alami, founder of Zero Entropy, about her company's groundbreaking approach to rebuilding search systems for AI agents. Learn about early chaos theory, tactical product insights, and the future of intelligent retrieval systems. 00:00 Introduction to AI Retrieval Systems 00:07 Meet the Founder of Zero Entropy 00:43 Building a High Accuracy Search Engine 01:17 Challenges and Solutions in

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00:48:06

They Shrunk a Particle Accelerator 1,000× to...

The Lobster Talks Podcast by Lobster Capital ·

2025/05/09

🎙️ Inversion Semiconductor: The Startup Taking On ASML with a Tabletop Particle AcceleratorWhat if the next leap in chip manufacturing didn't come from a trillion-dollar company — but from two founders building a compact particle accelerator in Berkeley? In this episode of Lobster Talks, Gabriel Jarrosson sits down with Rohan Karthik and Daniel Vega, the founders of Inversion Semiconductor, a YC-backed deeptech startup building a radically new lithography machine. Their tech promises to

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00:39:05

The Future of Zero Gravity Manufacturing | Stef from...

The Lobster Talks Podcast by Lobster Capital ·

2025/05/01

Join us for an intriguing discussion with Stef from Reditus Space as we explore the potential of zero gravity manufacturing. Learn how Reditus Space aims to revolutionize production by using reusable satellites to create unique and superior materials in space. Discover the challenges and exciting opportunities this new frontier presents, from pharmaceuticals to semiconductors, and even the possibility of organ manufacturing. Dive deep into the fascinating world of space factories, the impact of

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