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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

00:43:37

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

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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,

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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

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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

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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

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00:44:23

The Startup Turning Your AirPods Into a Virtual...

The Lobster Talks Podcast by Lobster Capital ·

2025/11/04

We finally found a voice assistant that actually ships work. Not a demo, not a hype reel—April closes the loop on email and calendar while you’re driving, lifting, or walking to your next meeting.In this YC-insider conversation, Neha (co-founder of April) breaks down how a narrow, vertical agent can outperform “do-everything” assistants, why dogfooding—not retention dashboards—built their product moat, and what a screen-lite future means for founders and operators. We also cover YC batch

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00:45:37

How is this YC startup 90% cheaper than AWS?

The Lobster Talks Podcast by Lobster Capital ·

2025/10/28

A Netflix storage engineer walks into YC and ships an “infinite, shareable disk” on top of S3—30× faster and up to 90% cheaper—then dials GTM for the AI era. This is the file system’s comeback story.Today I sit down with Hunter Leath (ARL) to unpack how a decade inside AWS + Netflix revealed a gap the hyperscalers won’t close: developers want storage that feels local, scales like S3, and doesn’t nuke the budget. We get into: YC as confidence engine, moving a family to SF, rebuilding for

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00:52:00

Is Crypto Back at YC? (+ The New Rules for Series A)

The Lobster Talks Podcast by Lobster Capital ·

2025/10/21

YC just changed the rules—and the market is catching up. We break down why seed is the power position, how CVCs are reshaping Series A, and what YC’s new Early Decision really means for founders and investors.In this episode, we cover Lobster Capital updates (first Series A, first DPI), how we decide follow-ons from an insider vantage point, the rise of “seed-strapping,” Coinbase Ventures x YC’s RFS on Fintech 3.0, and why stablecoins + AI agents may be the next real on-chain wedge. We also

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00:49:37

This Startup Brought a Remote-Controlled Excavator at...

The Lobster Talks Podcast by Lobster Capital ·

2025/10/14

A robotaxi playbook… for dirt. Flywheel AI is turning excavators into remotely operated, camera-first machines — collecting the data to make them autonomous next.In this YC-insider episode, we unpack Flywheel AI’s “Waymo for excavators” strategy: retrofit any machine in hours, deliver value with tele-op now, and use that profitably collected data to train autonomy later. We get into labor shortages, safety economics (OSHA penalties), competitor traps (drive-by-wire only), and how to

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00:57:06

The Most Overlooked Startup from YC S25

The Lobster Talks Podcast by Lobster Capital ·

2025/10/07

A “cute idea” until it wasn’t: RealRoots walked into YC as an overlooked consumer play and walked out with $9.4M ARR and an oversubscribed round.Summary: In this YC-insider episode, Dorothy Li (RealRoots) breaks down how AI-powered friendship matchmaking turned into real traction across 80+ cities. We unpack the demo day shock, the stigma shift (friendship ≈ dating 10 years ago), and the manual-to-AI playbook that de-risks consumer. We also cover investor blind spots, GTM math (cold DMs →

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00:39:56

Garry Tan Invited Him Into YC

The Lobster Talks Podcast by Lobster Capital ·

2025/09/30

A YC founder turns a manual, low-IQ grind into an AI agent that finds creators, negotiates terms, and scales UGC—sometimes a little too far. What starts as a viral local-model demo becomes Stormy AI’s end-to-end engine for influencer marketing.Fresh off YC Demo Day, Robert Lukoszko (Stormy AI) breaks down the pivot, the fundraising blitz, and how agencies are replacing hours of scrolling with autonomous outreach. We get into model-proof moats, why micro-creators beat celebrity accounts, and

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00:51:28

This YC Startup Exposes the AI Secrets the Top 1%...

The Lobster Talks Podcast by Lobster Capital ·

2025/09/23

AI won’t live in chat. The future is headless agents doing real work — and calling humans only when it matters. Dexter Horthy, cofounder of HumanLayer, explains how agent-driven software actually ships.In this fast, tactical deep-dive, we unpack HumanLayer’s origin story (from failed data tools to paid customers in a week), why frameworks lag real production apps, and the workflow that lets AI agents ship in complex codebases. We cover research-plan-implement loops, context engineering,

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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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