x

75% of people globally want unbiased news (Pew Research) but are concerned they're not getting that.

Get balanced coverage with Symby. See how stories are covered across diverse outlets and spot when one side covers a story the other skips.

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

00:43:40

10 YC Startups Hit $100M Valuations - W26 Demo Day...

The Lobster Talks Podcast by Lobster Capital ·

2026/03/31

The YC Winter 2026 batch just broke every record in the book. We’re seeing valuations hit $100M before founders even finish their slide decks. Is this a peak or just the new baseline? In this episode of The Lobster Talks, we debrief the W26 Demo Day. We go behind the scenes on the "Agentic" boom, why hardware is suddenly the hottest play in the valley, and the real math behind why YC startups are worth 4x more than their peers. What you’ll learn: Why 10+ companies in this batch raised at

en

00:56:24

The Founder Who Did YC 9 Years Apart: What Changed,...

The Lobster Talks Podcast by Lobster Capital ·

2026/03/17

He did YC in 2016 from France with a Slack bot nobody had heard of. 9 years later, he came back… second company, second batch, $10M seed closed in 3 days. Dalton told him: "Don't overlearn." Quang is the founder of Vybe, a YC W25 company building the internal app layer for the AI era. Before that: Plato, a mentorship platform for engineers he grew to 70 people, raised $22M for, and sold to Coda, where he worked as a GM before quitting to start over. In this conversation, we go deep on what

en

00:52:42

$60M Bet on AI Replacing Addiction Therapy

The Lobster Talks Podcast by Lobster Capital ·

2026/03/10

The recovery market is broken, and most VCs are too scared to touch it.Koby Conrad (CEO of Sunflower) joins the show to discuss why he’s betting his career on solving addiction using AI. After a successful exit at Rupa Health, Koby moved to Buenos Aires with nothing but a backpack to "vibe code" the future of sobriety. In this episode, we dive into the "no-meeting" SAFE phenomenon, why SaaS moats are dying, and how Sunflower reached $1M ARR in record time. What you will learn: Why the

en

00:46:25

YC Founder Fixes $2.7T Gov Waste with AI

The Lobster Talks Podcast by Lobster Capital ·

2026/03/03

The US government spends $2.7 trillion a year on everything from water bottles to fighter jets, yet the entire process is held together by Microsoft Word and tribal knowledge.In this episode, we sit down with August Chen, founder of Hazel (YC W24), to discuss why he left Palantir to tackle the antiquated world of government procurement. We dive into the "missionary vs. mercenary" mindset, the reality of the 1% acceptance rate at YC, and why the "death of the paper-pusher" is the greatest

en

00:48:38

From Loom Rival to AI Video Powerhouse

The Lobster Talks Podcast by Lobster Capital ·

2026/02/24

The most successful YC companies aren't always the loudest. They're the ones that survive the "Valley of Death" to become indispensable infrastructure.In this episode, I sit down with Grant Shaddick, founder of Tella (YC W20), the video tool that has quietly taken over the YC ecosystem. We dive into the grit required to build a category leader, why they chose to stay lean while others over-raised, and how AI is finally killing the "video editing" bottleneck. What you’ll learn: Why

en

00:31:55

Vibe Coding: YC's New Founder Test

The Lobster Talks Podcast by Lobster Capital ·

2026/02/17

YC just added one question that quietly changes what it means to be a founder. And it’s not about your TAM. It’s not about your pitch. It’s about how you use AI to build. In this episode of Lobster Talks, we break down YC’s newest application change, the rise of coding agents like Claude Code, and what this signals about where startup building, and venture capital is heading next. We also go deep on YC Roaster, Lobster Capital’s new initiative helping founders improve their YC applications

en

00:40:40

YC Founder Cracks Europe's Preventive Health Goldmine

The Lobster Talks Podcast by Lobster Capital ·

2026/02/10

Most people treat their bodies like a car they only fix after it crashes. Max Berthelot and Lucis are rewriting that script by turning longitudinal blood data into a high-margin, preventive software play. In this episode, we sit down with Max Berthelot, founder of Lucis (YC S25), to discuss why "Function Health for Europe" is one of the most compelling arbitrage opportunities in the venture world. We dive into the cultural shift of paying for health in Europe, the technical challenge of

en

00:37:18

The AI Gold Rush Isn’t SaaS. It’s Factories

The Lobster Talks Podcast by Lobster Capital ·

2026/02/03

Factories don’t buy hype. They buy uptime.In this episode, YC-backed Cerrion CEO Karim Saleh explains why industrial computer vision is one of YC’s most underrated AI wedges, and why it can beat flashier “copilot” markets on sheer dollar-weight and defensibility. Karim breaks down how Cerrion deploys camera-based AI agents to detect production issues in real time, why manufacturing is a $20T opportunity, and what most investors get wrong about selling into factories. If you’re building

en

00:48:22

The #1 Pain in Law Firms, Solved with AI.

The Lobster Talks Podcast by Lobster Capital ·

2026/01/27

Lawyers hate tracking time. PointOne turned that universal pain into an AI wedge, and used the YC playbook to move fast in one of the most conservative, high-ARPU markets on earth.In this episode of Lobster Talks, Katon Luaces (YC ’24) breaks down how PointOne built an “AI time platform” for law firms, why “hard thing first” compounds, and what investors routinely misread about early traction vs. real product validation. You’ll learn: - Why “why now” is the only filter that matters for

en

00:55:09

$50K Focus Groups Are About to Be Replaced by AI

The Lobster Talks Podcast by Lobster Capital ·

2026/01/20

Focus groups used to take 6–8 weeks and cost around $30–50k. Motives is a YC Summer ’25 company that does it in a day, and is doing it the hard way: with real humans, not synthetic personas. In this episode of Lobster Talks, we sit down with Sean (Motives, YC S25) to unpack how AI-native companies are replacing legacy services, why YC is doubling down on agents, and the real tradeoffs of building outside San Francisco. You’ll learn: Why Motives can run focus-group-grade research in 1–2 days

en

00:39:41

Will 2026 Be Venture Capital’s Best Ever Year?

The Lobster Talks Podcast by Lobster Capital ·

2026/01/13

A seed-stage fund gets 10 markups… and a YC company hits a 4.5x in 9 months.That’s the vibe heading into 2026. Speed is up, liquidity is thawing, and AI is compressing timelines across YC and the broader venture market. In this episode of The Lobster Talks, we recap Lobster Capital’s breakout 2025, unpack why seed → Series A is getting cut in half, and lay out the sharpest 2026 prediction: the liquidity cycle is coming back… via IPOs, M&A, secondaries, and “creative” acquihires. We also

en

00:48:13

This YC Company Made AI Mandatory by Law

The Lobster Talks Podcast by Lobster Capital ·

2026/01/06

Everyone’s chasing shiny AI agents. Tanner Jones is quietly using AI to tear out 25% of a state’s rule book, and got Virginia to require his product by law.This episode goes inside Vulcan Technology, a YC startup using AI to map every law and regulation in America, undercut Deloitte and McKinsey, and turn a $4T regulatory burden into a trillion-dollar software market. We talk about Virginia’s $24K cheaper homes, destroying the Big Four with code, how to actually sell into government, and why

en

01:00:29

Replacing GPS: Inside YC’s Universal Positioning...

The Lobster Talks Podcast by Lobster Capital ·

2025/12/30

Most people think GPS is “good enough”, until you realize 90% of human and object movement happens where GPS doesn’t work at all. Warehouses, hospitals, tunnels, battlefields… completely blind spots.In this episode of Lobster Talks, Raymond Lee (Twill, YC) sits down with John Ferrara, solo founder of Juxta (YC S25), who’s building a Universal Positioning System... a no-hardware GPS alternative that works indoors, underground, and anywhere humans or machines move. We break down the tech,

en

00:45:53

From YC Pivot to Profit: The AI Tax Hack Creators Need

The Lobster Talks Podcast by Lobster Capital ·

2025/12/23

YC pivot. Creator taxes. Real savings. Fernando from Beluga Labs explains how AI moves tax planning from “black box” to one-click, year-round optimization, starting with the messiest edge case: content creators. In today’s episode, Nikki hosts Fernando (Beluga Labs, YC S24) on building AI-first tax planning for creators, why they pivoted in-batch, and how YC’s “light cone” advice shaped a focused GTM. We cover messy creator income, quarterly taxes, line-by-line deductions, and fundraising

en

00:46:36

Why Voice AI Will Outsell Your Best Reps

The Lobster Talks Podcast by Lobster Capital ·

2025/12/16

A YC insider walked away from the best seat in the Valley… to build “prank call” voice AI that now powers serious enterprise sales. Simple AI started as a consumer assistant that people used to troll their friends—and turned into a phone agent platform that’s replacing entire call centers. In this episode of The Lobster Talks, I sit down with Cat, founder of Simple AI and former YC product lead behind Startup School and YC’s co-founder matching tools. We go deep on the real difference

en

00:43:37

F25 Demo Day: YC's Biggest EVER Valuation

The Lobster Talks Podcast by Lobster Capital ·

2025/12/09

YC F25 just produced one of the wildest Demo Days we’ve seen: AI everywhere, hardware roaring back, and a drone startup raising at ~$200M straight out of the batch. If you care about where early-stage markets are really going, this is your field report. In this episode of The Lobster Talks Podcast, we break down YC F25 Demo Day just hours after it wrapped. We walk through the real themes behind the noise: AI as default, healthcare and finance getting rebuilt, deeptech and defense going

en

00:49:18

200K Users, No Ad Spend: HeRA’s Figma-Play for Motion...

The Lobster Talks Podcast by Lobster Capital ·

2025/12/02

YC to 200K users without a marketing budget? HeRA is trying to become the Figma of motion design and put After Effects on notice. This is a builder’s story: fast pivots, AI-native product, and a bold bet to scale from Berlin, not SF. In this episode, Chia, co-founder & CTO of HeRA breaks down how they pivoted into AI motion design, grew to hundreds of thousands of users, and why they’re betting on an onsite Berlin team post-YC. We cover PMF vs. virality, the UI/UX of AI video,

en

00:53:57

We Picked our YC Favorites Before Demo Day

The Lobster Talks Podcast by Lobster Capital ·

2025/11/25

YC Fall ’25 Demo Day isn’t here yet, but the signal is already loud. We went through 150+ companies and picked the ones we’d fight to get allocation in.From AI-native banks and eBay killers to fusion reactors in space and crowdsourced drug discovery, this episode is a pre–Demo Day breakdown of YC’s Fall ’25 batch. We go category by category (B2B, Consumer, Fintech, Healthcare, Industrial/Real Estate) and call our shots before founders hit the stage. No hindsight bias, just real-time

en

00:40:36

The YC Startup Fixing Healthcare’s $260B Problem

The Lobster Talks Podcast by Lobster Capital ·

2025/11/18

Hospitals are bleeding $260 billion a year to denied insurance claims — and AI is making it worse. One YC founder decided to fight back, using AI to beat insurers at their own game.In this episode, we dive deep into how Aegis, a Y Combinator startup, is using AI agents to help healthcare providers recover billions lost to claim denials. Founder Ong shares his journey from Calcutta to Carnegie Mellon to YC, the inside story of getting into YC at the last minute, and how his team is tackling

en

00:52:15

How a Last-Minute YC App Became a Global Payroll Wedge

The Lobster Talks Podcast by Lobster Capital ·

2025/11/11

They applied to YC with 90 minutes on the clock—and got in. Then they pivoted into the most operationally gnarly corner of fintech: global payroll. Avi Konduru (Shor) breaks down how AI agents + stablecoins can vertically rebuild EOR, cut costs by an order of magnitude, and expand the market beyond today’s incumbents.In this episode, we go deep on YC as an ambition amplifier, pivot mechanics under real pressure, price vs. TAM strategy, and why launch videos (done right) are still YC’s most

en

90 results

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

Handelsblatt Crime - spannende Streitfälle der deutschen Wirtschaft

Ina Karabasz, Solveig Gode, Sönke Iwersen

Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT

WELT

Black Box - La scatola nera della finanza

Guido Brera e Gian Luca Comandini -...