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Lobster Capital

Lobster Capital
Platform
Substack
PricingOnly free issuesPublishesTwice weekly
Issues35SubscribersRead lobstercap.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Our $50M Markup Shows Why Small Business Is the Last AI Frontier.

Harper, the AI-native insurance brokerage we backed coming out of YC W25, raised a $47M Series A led by Emergence Capital.

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A lot of funds say they invest in YC companies. What they usually mean is they have access to some YC deals - they can get meetings with founders after Demo Day, or maybe even they were invited to attend the event.

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The New Due Diligence for VCs: AI Coding Ability

YC is famous for its application process. Across 20 questions and a 1 minute video it forces brutal clarity on who you are as a founder, the problem you’re solving, your solution, and importantly - action, not theory.

20 days ago
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A Robot Just Folded Someone's Laundry. The Company Behind It Is Worth $39 Billion.

A robot just folded someone’s laundry in a demo video, and the company behind it is worth $39 billion. Another company raised $1.4 billion to build “robot brains.” A third is taking $20,000 pre-orders for a home robot that’s 100% teleoperat...

22 days ago
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  • Lobster Capital
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