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  1. The Lobster Talks Podcast by Lobster Capital
  2. We Picked our YC Favorites Before Demo Day
We Picked our YC Favorites Before Demo Day

We Picked our YC Favorites Before Demo Day

The Lobster Talks Podcast by Lobster Capital · Nov 25, 2025

YC's latest batch reveals AI is rebuilding every industry, from 'swipe-to-apply' job platforms to deep-tech moonshots like fusion in space.

'Exonic' Applies the Open-Source Hedge Fund Model to Disrupt Drug Discovery

Exonic is building a platform for bioengineers to compete on open-source biological modeling, aiming to turn drug discovery into a meritocratic competition. This mirrors the model of crowdsourced hedge fund Numerai, applying a "wisdom of the crowd" approach to disrupt the closed, expensive R&D processes of large pharmaceutical companies.

We Picked our YC Favorites Before Demo Day thumbnail

We Picked our YC Favorites Before Demo Day

The Lobster Talks Podcast by Lobster Capital·3 months ago

Job-App 'Source' Risks Alienating Employers by Flooding Them with Unqualified Applicants

While the 'Tinder for Jobs' app Source creates a 100x better experience for applicants, it exacerbates the problem of application spam for employers. By making it too easy to apply, it risks flooding companies with irrelevant candidates, which could lead them to block or find ways to circumvent the platform, ultimately harming its own ecosystem.

We Picked our YC Favorites Before Demo Day thumbnail

We Picked our YC Favorites Before Demo Day

The Lobster Talks Podcast by Lobster Capital·3 months ago

'Zephyr Fusion' Bypasses Earth's Physical Constraints by Building Its Reactor in Space

Fusion reactors on Earth require massive, expensive vacuum chambers. Zephyr Fusion's core insight is to build its reactor in space, leveraging the perfect vacuum that already exists for free. This first-principles approach sidesteps a primary engineering and cost hurdle, potentially making fusion a more commercially viable energy source.

We Picked our YC Favorites Before Demo Day thumbnail

We Picked our YC Favorites Before Demo Day

The Lobster Talks Podcast by Lobster Capital·3 months ago

Source Founder Secured a $200K Angel Check from Dropbox's CEO via a Venmo Pitch

The founder of Source sent Drew Houston $1,000 on Venmo with a pitch in the description to get noticed. Houston, who had previously sent the founder $200 for a domain name after a brief meeting, responded by Venmoing back a $200,000 angel investment. This highlights the power of creative, direct outreach to high-profile investors.

We Picked our YC Favorites Before Demo Day thumbnail

We Picked our YC Favorites Before Demo Day

The Lobster Talks Podcast by Lobster Capital·3 months ago

AI Tool 'SellRaise' Uses a Trojan Horse Strategy to Become the Next eBay

SellRaise begins as a utility, helping sellers easily list items across multiple marketplaces like eBay and Poshmark. By aggregating a critical mass of sellers (the supply side), it can eventually attract buyers directly. This strategy allows it to leverage existing platforms to solve the chicken-and-egg problem before ultimately aiming to replace them as an AI-native marketplace.

We Picked our YC Favorites Before Demo Day thumbnail

We Picked our YC Favorites Before Demo Day

The Lobster Talks Podcast by Lobster Capital·3 months ago

Y Combinator Forces Deep Tech Startups to Build 3-Month Minimum Viable Proofs

While a fusion reactor can't be built in three months, YC pushes hardware and deep tech founders to create a tangible Minimum Viable Proof. This forces them to de-risk the venture by hitting a critical milestone, such as building a small-scale desert prototype or securing key letters of intent, proving traction on a non-obvious timeline.

We Picked our YC Favorites Before Demo Day thumbnail

We Picked our YC Favorites Before Demo Day

The Lobster Talks Podcast by Lobster Capital·3 months ago

AI Voice Bots like 'Lunabill' Signal a Future of Automated AI-to-AI Business Negotiations

Insurers use AI to auto-deny claims and require tedious phone calls for appeals. Lunabill provides hospitals with an AI voice bot to automate these calls. This creates an arms race where one company's AI will inevitably negotiate with another's, foreshadowing a future where many adversarial B2B processes become fully automated AI-to-AI interactions.

We Picked our YC Favorites Before Demo Day thumbnail

We Picked our YC Favorites Before Demo Day

The Lobster Talks Podcast by Lobster Capital·3 months ago

GenAI's Next Wave are Tools like 'Waffer' That Enable Precise, Iterative Editing

Most generative AI tools get users 80% of the way to their goal, but refining the final 20% is difficult without starting over. The key innovation of tools like AI video animator Waffer is allowing iterative, precise edits via text commands (e.g., "zoom in at 1.5 seconds"). This level of control is the next major step for creative AI tools.

We Picked our YC Favorites Before Demo Day thumbnail

We Picked our YC Favorites Before Demo Day

The Lobster Talks Podcast by Lobster Capital·3 months ago