/
© 2026 RiffOn. All rights reserved.
  1. The Lobster Talks Podcast by Lobster Capital
  2. How a Last-Minute YC App Became a Global Payroll Wedge
How a Last-Minute YC App Became a Global Payroll Wedge

How a Last-Minute YC App Became a Global Payroll Wedge

The Lobster Talks Podcast by Lobster Capital · Nov 11, 2025

Shure's founder on pivoting in YC, using AI to disrupt global payroll, and leveraging a viral launch video to drive all inbound leads.

Anchor-Customer Bootstrapping Strategies Are Vulnerable to Black Swan Events

While bootstrapping, Shure's founders secured a large anchor customer, a sound wedge strategy. However, the customer's unexpected death completely derailed their progress, highlighting the extreme risk of building a fledgling company around a single point of failure.

How a Last-Minute YC App Became a Global Payroll Wedge thumbnail

How a Last-Minute YC App Became a Global Payroll Wedge

The Lobster Talks Podcast by Lobster Capital·3 months ago

YC Launch Is a "Cursed Gift" That Speeds Feedback But Masks Acquisition Gaps

The flood of inbound leads from a YC launch accelerates customer discovery. However, founders recognize this attention is temporary and doesn't replace the need to build their own sustainable customer acquisition engines, creating a potential false sense of security.

How a Last-Minute YC App Became a Global Payroll Wedge thumbnail

How a Last-Minute YC App Became a Global Payroll Wedge

The Lobster Talks Podcast by Lobster Capital·3 months ago

Startups Can Disrupt SaaS Incumbents by Rebuilding Back Offices with AI Agents

Shure challenges EOR giants like Deel by re-architecting their manual back office with AI agents. This vertical integration creates a moat, as incumbents with established processes and reseller models cannot easily adopt this approach without cannibalizing their existing business.

How a Last-Minute YC App Became a Global Payroll Wedge thumbnail

How a Last-Minute YC App Became a Global Payroll Wedge

The Lobster Talks Podcast by Lobster Capital·3 months ago

Shure Founders Secured a YC Spot With a 90-Minute, AI-Assisted Application

Shure's founders successfully applied to YC on the deadline day in under 90 minutes. They used ChatGPT to research and draft answers and filmed one-take videos, proving that an intensive, last-minute effort can succeed over weeks of meticulous preparation.

How a Last-Minute YC App Became a Global Payroll Wedge thumbnail

How a Last-Minute YC App Became a Global Payroll Wedge

The Lobster Talks Podcast by Lobster Capital·3 months ago

Dramatically Lowering Prices Can Unlock Entirely New Market Segments

Shure prices its service at $100/month vs. the industry's ~$600. This isn't just to compete with incumbents like Deel, but to serve a massive pool of smaller companies for whom traditional EORs were prohibitively expensive, thereby expanding the total addressable market.

How a Last-Minute YC App Became a Global Payroll Wedge thumbnail

How a Last-Minute YC App Became a Global Payroll Wedge

The Lobster Talks Podcast by Lobster Capital·3 months ago

De-Risk High-Stakes AI Products By Automating One Market at a Time

For its complex payroll product, Shure isn't attempting full automation on day one. It's taking a piecemeal approach, starting with one country (Nigeria) and keeping humans in the loop. This allows them to refine AI agents in a controlled environment before scaling globally.

How a Last-Minute YC App Became a Global Payroll Wedge thumbnail

How a Last-Minute YC App Became a Global Payroll Wedge

The Lobster Talks Podcast by Lobster Capital·3 months ago

YC's Launch Video Is an "Arms Race" Worth Winning for Inbound Leads

The founder of Shure notes an escalating trend in YC launch video quality. He advises founders to invest heavily in production, as the distribution from YC's channels is powerful enough to generate a startup's entire inbound lead flow for months, making it a high-ROI activity.

How a Last-Minute YC App Became a Global Payroll Wedge thumbnail

How a Last-Minute YC App Became a Global Payroll Wedge

The Lobster Talks Podcast by Lobster Capital·3 months ago

Failed Startup Ideas Can Be Revived Years Later When Enabling Tech Matures

Shure's founders pivoted back to their original EOR concept, which failed years prior due to a lack of automation infrastructure. The recent maturity of AI agents and stablecoin rails made the initial vision feasible, showing that timing and technological readiness are critical for an idea's success.

How a Last-Minute YC App Became a Global Payroll Wedge thumbnail

How a Last-Minute YC App Became a Global Payroll Wedge

The Lobster Talks Podcast by Lobster Capital·3 months ago