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Artwork for The Lobster Talks Podcast by Lobster Capital

The Lobster Talks Podcast by Lobster Capital

Gabriel Jarrosson
Y Combinator
Artificial Intelligence
Lobster Capital
YC (Y Combinator)
Hardware
Voice AI
Superset
Lucie
Cerrion
AI In Legal Technology
Motives
Fleetzero
Lunabill
Shor
Realroots
Artificial Societies
Onlook
Sunflower
Video Editing
AI Video

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, peeli... more

PublishesWeeklyEpisodes107Founded2 years ago
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Artwork for The Lobster Talks Podcast by Lobster Capital

Latest Episodes

The first AI founder in YC history doesn't sell software. He converts tokens directly into capital at a 3x return.

Most founders sell tools. Thomas built an autonomous entity that hires itself out for digital labor, collects payments, and reinvests ... more

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Juno reached 20,000 daily active users with AI health tracking, took $2M from OpenAI, and cracked consumer growth. Here’s how.

In this episode, I sit down with Marshall Gold, founder of Juno (YC Spring 26), to unpack how an Oxford genetics research... more

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Most founders think identity verification is just a boring compliance box.

Alberto Rosas, CEO of Didit, flipped the script by offering a developer-first freemium model that took the US market by storm.

In this episode, we unpack how Didit is using ... more

The standard view in enterprise tech is that hospitals are an impossible sell.

The sales cycles take years, legacy systems are hopelessly entrenched, and bureaucracy kills early-stage companies. But there is a massive structural loophole.

Insurance... more

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Silicon Valley loves software, but the massive gains of the next decade belong to atoms.

Fleetzero founder Steven Henderson joined YC to solve a multi-billion dollar problem: decarbonizing ocean freight without crushing the global economy. By redesi... more

YouTube

The boots on the ground download from YC P26 Demo Day in San Francisco shows the macro venture market is shifting fast.

We sit down right after talking to founders on the floor to analyze the wild valuation spikes, the hardware renaissance, and the... more

Most founders think they need to monetize on day one, but this YC breakout grew to 2 million weekly downloads by giving everything away for free, and now they power ChatGPT.

In this episode of The Lobster Talks, we sit down with Bereket, the founde... more

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The consensus view is that early-stage investing is entirely about a gut feeling on game day. The reality? By the time the first founder steps on stage at Y Combinator’s Demo Day, the best deals are already effectively closed.

In this episode of T... more

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Recent Guests

Alberto Rosas
CEO of Didit
Didit
Episode: This YC Founder Gives Away What Others Sell for Millions
David Fondo
YC alum and investor, affiliated with Fondo
Fondo
Episode: How to Ace YC Demo Day
Koby Conrad
CEO of Sunflower
Sunflower
Episode: $60M Bet on AI Replacing Addiction Therapy
August Chen
CEO and founder of Hazel
Hazel
Episode: YC Founder Fixes $2.7T Gov Waste with AI
Grant Shaddick
Founder of Tella, YC 2020 alumnus
Tella
Episode: From Loom Rival to AI Video Powerhouse
Max Berthelot
Founder and CEO of Lucie (Lucis)
Lucie
Episode: YC Founder Cracks Europe's Preventive Health Goldmine
Karim Saleh
CEO of Cerrion, YC-backed founder
Cerrion
Episode: The AI Gold Rush Isn’t SaaS. It’s Factories
Katon Luaces
Founder and CEO of PointOne
PointOne
Episode: The #1 Pain in Law Firms, Solved with AI.
Tanner Jones
Founder and CEO of Vulcan Technology
Vulcan Technology
Episode: This YC Company Made AI Mandatory by Law

Hosts

Sixa
Host of The Lobster Talks Podcast
Gabriel
Host of The Lobster Talks Podcast

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Talking Points

Recent interactions between the hosts and their guests.

The Startup Who Tested Reality Before Launch
Q: Tell us in your own words what Artificial Societies does exactly and why you wanted to build this?
Artificial Societies is a large group of AI personas that simulate how humans interact and influence each other, used to test messages, product propositions, and investor reactions before real-world deployment.
Killing the Timeline: Mosaic’s Bold Future for Video Editing
Q: What does launch strategy look like—beta, invites, and when do you plan broad access?
They describe a staged rollout: closed beta with one-on-one onboarding, alpha feedback, a second beta, and plans for a public beta by the end of the month, with waitlist access opening to the broader public soon after.
Killing the Timeline: Mosaic’s Bold Future for Video Editing
Q: How do you manage expectations around AI autonomy in the near term and plan for a future where agents can be more autonomous?
They emphasize a human-in-the-loop approach today, with a gradual shift toward autonomy via guardrails and configurable tiles, and acknowledge that full autonomy will come later as models improve and UX keeps pace with user needs.
Killing the Timeline: Mosaic’s Bold Future for Video Editing
Q: Why not brand as 'Cursor for video editing' in marketing, and how did you decide on the current naming and framing?
They initially explored Cursor for video editing but discovered that a broader automation canvas with modular tiles better communicates the product's capabilities, and the branding shifted to emphasize an automation-first approach rather than a single-copilot chat UI.
Killing the Timeline: Mosaic’s Bold Future for Video Editing
Q: You've achieved rapid progress and won pitch competitions—how did Mosaic come together conceptually, and what was the ideation path?
The founder described starting from a simple cyber-truck counting idea that led to a Cursor-like prototype, which then evolved into an automation-first, tile-based workflow that could handle video editing tasks more efficiently, eventually moving away from labeling it as Cursor for Video Editing to a more agnostic automation platform.

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Frequently Asked Questions About This Podcast

What is This Podcast about and what kind of topics does it cover?

This show focuses on raw, unfiltered conversations with experienced founders and investors who have navigated fundraising, growth, and early-stage scaling. Across episodes, listeners get practical insights on go-to-market GTM strategies, startup pivots, YC experiences, and the interplay between technology trends (AI, AI-assisted tooling, open source, hardware-enabled startups) and funding dynamics. Notable threads include practical fundraising tips, lessons from YC batches, go-to-market experimentation, and strategic decision-making under uncertainty. The format often features founder journeys, candid reflections on traction and monetization, and forward-looking bets about industries like AI, energy, and immersive media. The mix of founder ... more

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this podcast launched 2 years ago and published 107 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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Recent guests on this podcast include:

1. Alberto Rosas
2. David Fondo
3. Koby Conrad
4. August Chen
5. Grant Shaddick
6. Max Berthelot
7. Karim Saleh
8. Katon Luaces

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