『The Lobster Talks Podcast by Lobster Capital』のカバーアート

The Lobster Talks Podcast by Lobster Capital

The Lobster Talks Podcast by Lobster Capital

著者: Gabriel Jarrosson
無料で聴く

今ならプレミアムプランが3カ月 月額99円

2026年5月12日まで。4か月目以降は月額1,500円で自動更新します。

概要

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.

2026 Lobster Capital
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エピソード
  • Beyond the Prompt: Building the Next Generation of AI Video
    2026/04/28

    Hollywood is about to hit a "James Cameron" moment where $200M visions no longer require $200M budgets.


    In this episode, I sit down with Mehul, the 24-year-old founder of Koyal (YC), who is building the platform that generated the first full-length Bollywood film entirely with AI. We dive into why traditional experience is becoming a liability in Silicon Valley, the "Film Arena" benchmarking the world's best models, and why the future of Netflix is a "choose your own adventure" generated in real-time.


    What you’ll learn:

    - Why Silicon Valley views 24 as the cutoff for "young" founders.

    - The "Film Arena": How Koyal benchmarks Runway, Luma, and Kling.

    - Why the "Infinite Canvas" UI is a mistake for creative tools.

    - How AI allows for "reshooting" a movie without a single set.

    - The future of interactive media: Starring in your own Harry Potter.


    📌 Watch now and subscribe for more smart, fast, founder-first interviews.


    TIMESTAMPS:

    00:00 AI Films Explained

    00:33 Sponsor YC Roaster

    01:13 Meet Koyal Founder

    02:01 Young Founder Advantage

    02:58 Experience Versus New Tech

    07:01 Co Founding With Family

    10:46 Democratizing Movie Budgets

    12:35 Actors Avatars Hybrid Sets

    14:02 Selling To Hollywood

    15:46 Koyal Workflow Like Filmmaking

    18:30 Hollywood Adoption And Theaters

    20:37 T Series And Product Evolution

    25:07 Shooting Impossible Locations

    26:35 AI Beats Green Screen

    26:46 Avatar Lesson on Timing

    27:52 AI Augments Creators

    28:56 Future Media Two Paths

    29:32 Real Time Interactive Movies

    30:50 Bandersnatch and Engagement

    34:30 Pixels to 3D Immersion

    38:09 How Much Control Is Too Much

    39:19 Personalized Harry Potter Worlds

    41:29 Licensing IP and UGC

    42:42 Koyal Strong Product Opinions

    48:37 Wrap Up and Community Plans


    🎧 Listen on the go:

    Spotify: https://open.spotify.com/show/1u1JyRKH8JYFjhBkvTUOAP

    Apple: https://apple.co/4cZ8RMm

    My other YouTube Channel: https://www.youtube.com/@lobstercap


    This Lobster Talks episode is brought to you by YC Roaster, a free tool helping founders improve their YC applications.

    🔗 https://ycroaster.com

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    51 分
  • Stop Being a Coder. Start Being an AI Boss.
    2026/04/21

    Most developers are still coding in the past.

    While the world is obsessed with AI autocomplete, a new breed of YC founders is building a future where one developer manages ten AI agents in parallel.

    In this episode, I sit down with Kiet, co-founder of Superset (YC P26), to discuss the massive shift from writing code to orchestrating swarms of agents. We dive into why traditional IDEs like Cursor are failing the agentic era and how "worktrees" are the secret to scaling your output.

    What you will learn:

    • Why the role of a developer has shifted from "Writer" to "Editor" to "Orchestrator."
    • The technical limitations of current IDEs when running multiple agents.
    • How to use Git worktrees to give every AI agent its own isolated environment.
    • The future of "Intent" and how tools like Linear will integrate directly into the code.
    • Why "human-in-the-loop" is the current meta, and where it goes next.


    📌 Watch now and subscribe for more smart, fast, founder-first interviews.


    TIMESTAMPS:

    00:00 Cursor Becomes Secondary

    00:51 YC Roaster Ad Break

    01:35 Podcast Welcome And Setup

    02:41 Meet Superset And The Problem

    05:12 Why Cursor No Longer Fits

    07:13 Superset Parallel Workspaces

    10:32 Go To Market And Growth

    14:50 Staying Relevant In Fast AI

    16:29 Invariants And Agent Future

    20:53 Building Primitives Now

    24:13 Linear And Task Systems Debate

    27:12 APIs And Defensibility

    28:41 YC Shoutouts And Whats Next

    30:11 YC Records And AI Boom

    31:43 AI Adoption Gap Outside SF

    32:30 YC Cycle Compresses With Agents

    10:32 Should YC Be One Month

    35:50 Second Time In YC

    37:18 Why Repeat Founders Return

    41:13 YC Confidence And Mentorship

    46:00 Leaving A Startup To Start Superset

    48:08 Team First Thesis For Superset

    53:11 Risk Taking And Fear Setting

    56:49 Superset Plug And Farewell


    🎧 Listen on the go:

    Spotify: https://open.spotify.com/show/1u1JyRKH8JYFjhBkvTUOAP

    Apple: https://apple.co/4cZ8RMm

    My other YouTube Channel: https://www.youtube.com/@lobstercap


    This Lobster Talks episode is brought to you by YC Roaster, a free tool helping founders improve their YC applications.

    🔗 https://ycroaster.com


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    59 分
  • YC Rejections & AI Pivots: How Hyperspell Won the Batch
    2026/04/14

    There is a dangerous "founder aura" in Silicon Valley… the idea that you must be a 22-year-old Ivy League dropout with a perfect linear trajectory to win. It’s a myth that keeps great founders from starting.

    Conor and Manu didn’t check a single "consensus" box: they were in their 30s, didn't come from FAANG, and were rejected by YC multiple times. Yet, Connor became the "star" of his batch by doing the opposite of what most PR firms advise: he leaned into the mess. He posted about sleeping in closets, being neurodivergent, and the "vibe" of his team.

    Authenticity isn't just a "nice to have" for your personal brand; it’s a filter for your cap table. By being brutally honest about the grittiness of the journey, you repel the "fair-weather" investors and attract the ones who actually understand that startups are mostly a series of controlled fires.

    In this episode, we sit down with Conor from Hyper Spell (YC F25) to discuss the "star" founder's journey, the brutal reality of YC rejections, and why the future of sales belongs to agents, not humans.


    What you’ll learn:

    • Why Hyper Spell refunded all its customers to pivot just months before YC.
    • How to optimize your technical documentation for "Agentic Discovery."
    • The "Slope vs. Intercept" framework for hiring wizards over Ivy League grads.
    • Why authenticity and "vibe" are the ultimate trust-builders in Silicon Valley.
    • The "Agent-to-Agent" hiring process that ignores resumes entirely.

    📌 Watch now and subscribe for more smart, fast, founder-first interviews.

    00:00 Resilience Mindset

    00:37 YC Roaster Sponsor

    01:21 Podcast Warm Welcome

    01:57 Why YC Community

    04:58 Hyperspell Explained

    05:33 Origin Story Pivot

    09:29 Pivot Timing YC

    11:03 YC Rejections Lessons

    00:00 No Means Not Yet

    14:19 Authenticity Builds Brand

    15:52 Breaking Founder Myths

    19:23 Being Real Online

    21:16 Unique Founder Stories

    26:22 Twitter and Customers

    27:53 Authenticity Builds Trust

    29:44 Overdelivering for Customers

    32:45 Humans Still Decide

    36:44 Selling to Agents Playbook

    39:01 Building for Agent UX

    43:29 Agent Hiring Meritocracy

    48:00 Choosing the Right Cofounder

    53:57 Hyper Spell Roadmap

    56:01 Closing Thanks and Wrap


    🎧 Listen on the go:

    Spotify: https://open.spotify.com/show/1u1JyRKH8JYFjhBkvTUOAP

    Apple: https://apple.co/4cZ8RMm

    My other YouTube Channel: https://www.youtube.com/@lobstercap


    This Lobster Talks episode is brought to you by YC Roaster, a free tool helping founders improve their YC applications.

    🔗 https://ycroaster.com

    続きを読む 一部表示
    57 分
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