The Lobster Talks Podcast by Lobster Capital Podcast
1) This YC Company Made AI Mandatory by Law
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...Show More
2) Replacing GPS: Inside YC’s Universal Positioning System Startup
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. ...Show More
3) From YC Pivot to Profit: The AI Tax Hack Creators Need
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: cont...Show More
4) Why Voice AI Will Outsell Your Best Reps
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 trol...Show More
5) F25 Demo Day: YC's Biggest EVER Valuation
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-sta...Show More
6) 200K Users, No Ad Spend: HeRA’s Figma-Play for Motion Graphics
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 b...Show More
7) We Picked our YC Favorites Before Demo Day
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 fus...Show More
8) The YC Startup Fixing Healthcare’s $260B Problem
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...Show More
9) How a Last-Minute YC App Became a Global Payroll Wedge
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 + stabl...Show More
10) The Startup Turning Your AirPods Into a Virtual Assistant
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. ...Show More