The Lobster Talks Podcast by Lobster Capital

Gabriel Jarrosson
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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 their unfiltered insights, hard-won lessons, and practical tips to help you navigate the exciting (and sometimes messy) world of startups. Subscribe now and get ready to hear honest, unfiltered stories from seasoned founders, uncover valuable insights and actionable tips for your startup journey, gain inspiration from those who've successfully navigated the fundraising game and join a community of passionate entrepreneurs eager to learn and grow.

  1. 2 NGÀY TRƯỚC

    This Startup Brought a Remote-Controlled Excavator at Demo Day

    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 actually do hardware at YC in 90 days without getting stuck in pilot hell. You’ll learn Why construction’s bottleneck is skilled operators — and how tele-op removes it The dangerous blind-spot reality on sites and the true cost of safety incidents Flywheel’s retrofit + single-screen UX that works on any excavator brand/size The autonomy roadmap: camera-only stack, data flywheel, edge-case capture How to win data rights on site (be the only retrofit, own the dataset) The YC hardware playbook: sell first, build last; parallelize to kill lead-time 📌 Watch now and subscribe for more smart, fast, founder-first interviews. Chapters: 00:00 From Sandbox to Real Excavator: The Journey Begins 00:20 Introducing Flywheel AI: Revolutionizing Excavators 01:49 The Labor Shortage Crisis in Construction 03:51 The Dangers of Operating Excavators 05:58 Teleoperation: Enhancing Safety and Efficiency 11:28 The Path to Autonomous Excavators 16:34 Competing in the Autonomous Excavator Market 22:26 Demo Day: Bringing an Excavator to YC 24:37 Returning the Excavator 24:47 Demo Day Setup and Reactions 26:04 Autonomy and Data Training 26:38 Joining YC and Initial Thoughts 28:03 YC's Impact on Hardware Startups 29:18 Building and Iterating Hardware 33:13 Advice for Hardware Startups 34:49 Final Thoughts and Reflections 45:03 Accelerating Iteration Cycles 48:38 Conclusion and Contact Information

    50 phút

  2. 7 THG 10

    The Most Overlooked Startup from YC S25

    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 → paid), and why cofounder fit is a “you’ll know in 10 seconds” decision. You’ll learn: -Why “consumer is back” at YC—and how RealRoots rode a stigma shift -The manual-first, AI-next method that actually finds PMF -How 2–3k cold DMs converted to 11% paid ($20) and seeded the funnel -The marketplace + AI stack behind curated IRL events at scale -Investor pattern errors: scar tissue vs. behavior/tech inflections -Co-founder tactics, hiring posture, and sustainable pace vs. 9-9-6 Chapters: 00:00 Introduction to RealRoots and Demo Day Success 00:48 Meet Dorothy Li: Founder of RealRoots 01:32 The Problem of Loneliness and Finding Community 02:43 How RealRoots Uses AI to Build Friendships 04:02 Expansion and Success of RealRoots 08:07 The YC Experience and Its Impact 17:39 Overcoming Stigma and Building for the Future 29:27 Investor Hesitations and Scar Tissue 30:12 Challenges in the Friendship App Space 30:59 The Concept of 'Targets' in Startups 32:04 The Importance of Consumer Behavior and Technology Changes 33:04 Co-Founder Story: Meeting Through RealRoots 36:16 Manual Efforts in Early Startup Stages 38:49 The Impact of a Co-Founder 39:45 Work-Life Balance in Startups 44:18 YC's Focus on Younger Founders 48:21 Validating Your Startup Idea 55:09 Customer Acquisition Strategies 56:30 Conclusion and Final Thoughts 📌 Watch now and subscribe for more smart, fast, founder-first interviews. 🎧 Listen on the go: Spotify: https://open.spotify.com/show/1u1JyRKH8JYFjhBkvTUOAP Apple: https://apple.co/4cZ8RMm My other YouTube Channel: https://www.youtube.com/@GJarrosson

    57 phút

  3. 30 THG 9

    Garry Tan Invited Him Into YC

    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 the coming wave of AI-generated influencers. You’ll learn: How a YC pivot formed around a founder’s own pain (and real demand) The playbook: sourcing, outreach, negotiation, and QA with AI agents Why “every better model makes us stronger” is the right moat test Micro vs. macro creators: what actually converts in 2025 The next act: AI-native UGC, personalization, and brand-owned AI faces Tactical Demo Day lessons: energy + social proof = signed checks Chapters: 00:00 Introduction and Cold Open 00:13 Welcome to Lobster Talks 00:37 Demo Day Insights 03:05 The Journey of Stormy AI 04:39 From Viral Demos to YC Acceptance 07:35 Pivoting to Stormy AI 09:41 Automating Influencer Marketing 18:39 The Future of Influencer Marketing 19:50 AI and UGC: The Future of Influencer Marketing 20:11 The Rise of AI Influencers 20:41 AI-Generated Content vs. Human Content 21:05 The Makeup Industry and AI Influencers 22:26 The Shift to Micro-Influencers 23:23 Emerging Platforms and the Decline of Meta 25:22 The Future of AI in Content Creation 28:58 Preparing for an AI-Driven Future 31:46 Building a Moat in the AI Industry 34:54 The Importance of Vision and Customer Interaction 38:16 Stormy AI: Current and Future Plans 39:20 Conclusion and Call to Action 📌 Watch now and subscribe for more smart, fast, founder-first interviews. 🎧 Listen on the go: Spotify: https://open.spotify.com/show/1u1JyRKH8JYFjhBkvTUOAP Apple: https://apple.co/4cZ8RMm My other YouTube Channel: https://www.youtube.com/@GJarrosson

    40 phút

  4. 23 THG 9

    This YC Startup Exposes the AI Secrets the Top 1% Don’t Share

    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, team process, and how “specs become the new code.” You’ll learn - How HumanLayer emerged from a SQL “janitor” agent that needed human approvals - The YC grind as a solo founder and closing first revenue in a week - Why horizontal AI dev tools are hard — and how top 1% teams actually build - Context engineering 101: research → plan → implement, and why it beats vibe coding - How to review plans, not code, to scale quality across a team Where headless agents win first — and why culture, not models, is the bottleneck. Chapters 00:00 Introduction and Cold Open 00:21 Welcome to Lobster Talks 00:47 Guest Introduction and Background 01:12 Early Startup Journey 01:35 Building the AI Agent 02:18 Challenges and Pivots 03:52 Solo Founder Experience 05:28 The Importance of Data Tools 11:20 YC Experience and Revenue 13:59 Building for the 1% vs. 99% 23:50 Exploring New Ideas 25:18 Exploring Cloud Code SDK 25:34 Building Experiments with Claude 26:05 Challenges and Learnings 26:49 Insights from AI Engineering Talks 28:22 The Future of Coding with AI 30:22 Context Engineering and Workflow 32:19 Product Development and Customization 38:22 Scaling AI in Teams 48:10 Exciting Future Prospects 50:42 Conclusion and Farewell 📌 Watch now and subscribe for more smart, fast, founder-first interviews. Show Notes & Resources: • 14min Youtube video on wielding coding agents: https://hlyr.dev/ace • Blog post version - https://github.com/humanlayer/advanced-context-engineering-for-coding-agents/blob/main/ace-fca.md • Sign up for codelayer beta: https://humanlayer.dev/code 🎧 Listen on the go: Spotify: https://open.spotify.com/show/1u1JyRKH8JYFjhBkvTUOAP Apple: https://apple.co/4cZ8RMm My other YouTube Channel: https://www.youtube.com/@GJarrosson

    51 phút

  5. 16 THG 9

    YC Demo Day: What Happens Off-Stage

    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 AI/devtools tilt, the contrarian bets in defense and hardware, and why early traction remains the single best predictor at seed. We also unpack portfolio construction, conversion-rate dynamics inside YC, and what support looks like after the cameras stop. You’ll learn: - The real Demo Day mechanics: tranches, chat apps, long breaks for dealmaking - Why some hot rounds are already full and what to do about it - How to win YC deals: first-meeting decisions, 24–48h timelines, and prep work - The $9M+ ARR investment we made—and why traction beats narrative - Why we’re now backing deeptech/hardware (missiles vs drones, autonomous excavators) - Portfolio strategy: aiming for the fund returner, not spray-and-pray Chapters: 00:00 Introduction and Demo Day Overview 00:15 Behind the Scenes of Demo Day 01:03 Changes and Improvements at YC Demo Day 03:11 Investor Insights and Strategies 04:23 Engaging with YC Startups 06:35 The Importance of Early Traction 09:49 Demo Day Pitch Dynamics 13:42 Fundraising Conversations and Strategies 18:07 Lobster Capital's Investment Approach 21:54 Portfolio Construction and Future Prospects 27:02 AI and Dev Tools: A Crowded Space 27:39 Challenges in Identifying Winners 28:48 Customer Acquisition: The Key to Success 29:57 The Importance of Traction 33:32 Investing in Deep Tech and Hardware 39:24 Evaluating Flywheel's Potential 45:46 Supporting Startups Post-Demo Day 50:09 Looking Ahead: The Never-Ending Cycle 📌 Watch now and subscribe for more smart, fast, founder-first interviews. 🎧 Listen on the go: Spotify: https://open.spotify.com/show/1u1JyRKH8JYFjhBkvTUOAP Apple: https://apple.co/4cZ8RMm My other YouTube Channel: https://www.youtube.com/@GJarrosson

    51 phút

  6. 9 THG 9

    The 32-Second Advantage: truemetrics vs. Google Maps

    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 value), landing whales like GLS, and the unscalable POC that unlocked scale. You’ll learn Why “a generic geocode is just the starting point” — and how to map entrances that actually workThe POC → pilot → rollout playbook (and why Truemetrics charges for POCs)How to integrate via SDK without slowing ops — and show value before engineering lifts a fingerEurope vs. US: privacy ceilings, data linking, and why boots-on-the-ground still wins enterprise salesThe real driver bottleneck: pressure, compliance, and turning best drivers’ tacit knowledge into softwareThe long game: building a data moat for autonomous last-meter delivery Chapters 00:00 Introduction to Last Meter Delivery 01:07 Meet Ingo Boegemann: The Journey to Truemetrics 02:15 From Surfboards to Sensor Fusion 05:04 Challenges and Realizations in Delivery Solutions 06:47 European vs. US Market Dynamics 11:42 The Path to Scaling in North America 19:02 Innovative Solutions for Delivery Logistics 21:37 How Truemetrics Technology Works 26:36 Magnetic Field Intensity and Machine Learning Models 27:29 Challenges in Courier Data Integration 29:52 Sales Process and Proof of Concept 32:08 Logistics Industry Vulnerabilities 35:42 Future of Autonomous Deliveries 38:30 Data-Driven Delivery Solutions 48:31 Closing Remarks and Contact Information 📌 Watch now and subscribe for more smart, fast, founder-first interviews. 🎧 Listen on the go: Spotify: https://open.spotify.com/show/1u1JyRKH8JYFjhBkvTUOAP Apple: https://apple.co/4cZ8RMm My other YouTube Channel: https://www.youtube.com/@GJarrosson

    50 phút

  7. 2 THG 9

    The Startup Who Tested Reality Before Launch

    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 $20,000 market research surveys, this conversation is a masterclass in founder execution, behavioral science, and AI-first GTM strategy. What you’ll learn: • How Artificial Societies works (and how founders are really using it today) • Why traditional A/B testing and market research are broken • Product-led growth lessons from 15,000+ activated users • The surprising YC tricks James used to get into the batch • Practical ways AI can upgrade your messaging, GTM, and PMF search • The future of simulating entire economies (and why we’re not there yet) 📌 Watch now and subscribe for more smart, fast, founder-first interviews. Chapters: 00:00 Simulating Investors: The Early Days 00:27 Introducing Artificial Societies 00:48 Journey to YC and Beyond 01:06 How Artificial Societies Works 03:02 The Science Behind Social Influence 05:27 Technical Insights and Applications 17:28 James' Personal Journey 22:29 Building and Growing the Startup 24:50 Using Internal Tools for Optimization 27:38 The Evolution of A/B Testing with AI 29:41 Challenges in Market Research 33:14 AI's Role in Market Research 34:40 Balancing Customer Feedback and Product Vision 42:55 Future Predictions and AI Capabilities 47:48 Closing Remarks and Final Thoughts 🎧 Listen on the go: Spotify: https://open.spotify.com/show/1u1JyRKH8JYFjhBkvTUOAP Apple: https://apple.co/4cZ8RMm My other YouTube Channel: https://www.youtube.com/@UCahCIZ9KfmeK4rLosGNYpdg My other YouTube Channel: https://www.youtube.com/@GJarrosson

    49 phút

  8. 26 THG 8

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

    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 trends could reshape the startup ecosystem. What you’ll learn: - Why YC’s RFS is one of the best ways to predict upcoming demo day winners - The massive opportunity in retraining workers for the AI economy - Why video generation is shifting from an output to a primitive - How AI-native startups could disrupt giants like Salesforce - Whether 10-person $100B companies are actually possible - The risks, politics, and second-order effects of LLMs in government Chapters: 00:00 Introduction: The Value of Customer Money 00:26 Y Combinator's Request for Startups 01:14 AI and Worker Retraining 02:30 The Future of Semiconductors and Deep Tech 04:34 AR, VR, and AI in Training 09:02 Video Generation: The Next Frontier 16:12 The First 10-Person $100 Billion Company 22:31 The Future of Small Teams and Fundraising 24:03 Challenges and Opportunities in Multi-Agent Systems 28:12 AI Native Enterprise Software 34:39 Using AI to Revolutionize Government Consulting 41:24 Conclusion and Upcoming Events 📌 Watch now and subscribe for more smart, fast, founder-first interviews. 🎧 Listen on the go: Spotify: https://open.spotify.com/show/1u1JyRKH8JYFjhBkvTUOAP Apple: https://apple.co/4cZ8RMm My other YouTube Channel: https://www.youtube.com/@GJarrosson

    42 phút
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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 their unfiltered insights, hard-won lessons, and practical tips to help you navigate the exciting (and sometimes messy) world of startups. Subscribe now and get ready to hear honest, unfiltered stories from seasoned founders, uncover valuable insights and actionable tips for your startup journey, gain inspiration from those who've successfully navigated the fundraising game and join a community of passionate entrepreneurs eager to learn and grow.

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