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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

00:44:30

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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00:33:53

YC Investing Secrets Revealed: Navigating Uncertainty...

The Lobster Talks Podcast by Lobster Capital ·

2025/04/30

In this episode of The Lobster Talks, we delve into the current state of the tech investment landscape, highlighting how fear and uncertainty in the market, partly driven by political factors like Trump's tariffs, influence investor behavior. Gabriel discusses the unique ecosystem of Y Combinator (YC) and its resilience during tumultuous times, noting that the best startups tend to thrive even when broader market conditions are bearish. The conversation also touches on the importance of

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00:37:16

From (almost) Homeless to $1B in LOIs: Building Space...

The Lobster Talks Podcast by Lobster Capital ·

2025/04/25

In this episode of Lobster Talks, I sit down with Ashi and Reza, the unstoppable founders of Spaceium—a YC-backed startup building orbital gas stations. 🚀They share the raw and incredible story of how they went from nearly homeless right before YC to raising $6.3M, signing $86.5M in commercial contracts, and securing $1B+ in LOIs—all before launching their first mission to space. We cover: How they pitched an insanely hard idea and actually built it The truth about LOIs and how they

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00:35:36

Inside YC’s Record-Breaking Demo Day: AI Startups...

The Lobster Talks Podcast by Lobster Capital ·

2025/03/19

In this episode of Lobster Talks, Gabriel dives deep into the groundbreaking Y Combinator Winter 2025 Demo Day. Discover how the latest YC batch shattered revenue records, including a startup already pulling in $50 million in profits and another hitting $2 million in revenue at demo day. They discuss why the quality bar is rising, the explosion of AI-powered startups, and whether the AI wave has peaked or is just getting started. Plus, get insights on what metrics truly matter beyond vanity

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00:30:34

Building Data Centers in Space?! StarCloud’s Mission...

The Lobster Talks Podcast by Lobster Capital ·

2025/03/17

In this episode of The Lobster Talks, we sit down with Philip Johnston, Founder & CEO of Starcloud (formerly Lumen Orbit). He’s on a groundbreaking mission to build massive GPU data centers in outer space—tapping into abundant solar energy, sidestepping Earth’s power constraints, and completely rethinking what’s possible for cloud computing.Listen in as we explore: • How Starcloud plans to harness orbital launch cost drops (thanks, Starship!) • Why running GPUs in space could

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00:42:40

From Zero to Unicorn: How Airbyte Is Revolutionizing...

The Lobster Talks Podcast by Lobster Capital ·

2025/03/10

Join us on the Lobster Talks Podcast as host Gabrielle sits down with Michel Tricot, co-founder and CEO of Airbyte—the open-source data integration platform that skyrocketed to a billion-dollar valuation in record time. Michel reveals Airbyte’s origin story (including scrapping their first product in the midst of COVID), how they built a thriving open-source community, and their unique approach to monetization. Get ready for insights on scaling without burning cash, harnessing AI to automate

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00:34:54

How a 3x Founder Became an Investor in Startups &...

The Lobster Talks Podcast by Lobster Capital ·

2025/03/04

In this episode of The Lobster Talks, I’m joined by entrepreneur-turned-investor Johannes Hatt. After founding and exiting multiple companies—including a SaaS startup scaled to 300 employees and 30M ARR—Johannes has invested in over 80 early-stage startups and over 10 venture funds. Now, he’s jumping back into the CEO seat!We Discuss • His journey from founding companies to investing in startups and funds • How he analyzes opportunities—both as an angel and as an LP • Why Europe’s

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00:29:20

Using AI to automate climate: How Offstream Is...

The Lobster Talks Podcast by Lobster Capital ·

2025/02/25

In this episode of The Lobster Talks, I chat with Varsha—co-founder of Offstream, a YC-backed startup helping big infrastructure projects (solar farms, data centers, and more) secure crucial carbon-compliance certifications. Varsha shares how her consulting background and direct experience with manual, PDF-heavy compliance processes inspired her to build a smarter, AI-driven solution—something she likens to “Vanta for Carbon Compliance.”Key Topics We Cover • Why Carbon Compliance Matters –

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00:46:04

From creating Google Slides, back to YC Partner, and...

The Lobster Talks Podcast by Lobster Capital ·

2025/02/19

In this episode of The Lobster Talks, we’re joined by Wayne Crosby, a true startup veteran with a remarkable full-circle journey:• 2007: Wayne became a Y Combinator founder in one of the earliest cohorts, quickly landing a Google acquisition that evolved into Google Slides. • A Decade at Google: He stayed on to help grow G Suite, diving into AI and shaping how millions of users collaborate online. • Startup #2 & Another Exit: After co-founding a second company with Google’s former CHRO,

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