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  • Stop Blaming LLMs: ZeroEntropy’s Founder on Killing AI Hallucinations & Building ‘Impossible’ Search
    2025/05/16

    Revolutionizing AI Search: Ghita Alami's Vision for Zero Entropy


    In this episode, we chat with Ghita Alami, founder of Zero Entropy, about her company's groundbreaking approach to rebuilding search systems for AI agents. Learn about early chaos theory, tactical product insights, and the future of intelligent retrieval systems.


    00:00 Introduction to AI Retrieval Systems

    00:07 Meet the Founder of Zero Entropy

    00:43 Building a High Accuracy Search Engine

    01:17 Challenges and Solutions in AI Retrieval

    02:34 Specific Use Cases and Examples

    08:09 Evaluating and Improving AI Systems

    12:02 YC Experience and Building Zero Entropy

    20:35 Technical Deep Dive: Measuring Accuracy

    22:50 Challenges of Internet Search

    23:33 Evaluating Retrieval Systems

    24:02 Improving Recall and Precision

    25:03 Advice for Founders on Search Issues

    26:11 Leveraging LLMs in Tech Stacks

    27:28 Staying Relevant in a Rapidly Changing AI Landscape

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    44 分
  • They Shrunk a Particle Accelerator 1,000× to Beat ASML — Inside Inversion Semiconductor’s Moonshot
    2025/05/09

    🎙️ Inversion Semiconductor: The Startup Taking On ASML with a Tabletop Particle Accelerator


    What if the next leap in chip manufacturing didn't come from a trillion-dollar company — but from two founders building a compact particle accelerator in Berkeley?


    In this episode of Lobster Talks, Gabriel Jarrosson sits down with Rohan Karthik and Daniel Vega, the founders of Inversion Semiconductor, a YC-backed deeptech startup building a radically new lithography machine. Their tech promises to manufacture the world’s most powerful chips — 15x faster than anything out there — and reshore advanced chipmaking to the U.S. for the first time in decades.


    We get into:


    How they shrunk a particle accelerator 1000×

    Why ASML can’t (and won’t) build this

    Fundraising for a moonshot in deeptech

    The gap between U.S. and European startup ecosystems

    Predictions on photonics, quantum computing, and the post-Moore’s Law era


    Whether you’re a founder, investor, engineer, or just deeptech-curious — this episode is a wild ride through physics, ambition, and the future of chips.


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


    CHAPTERS


    00:00 Introduction

    00:37 Meet the Founders: Rohan and Daniel

    00:57 The Technology Behind Inversion

    02:19 Why ASML Isn't Doing This

    05:16 Backgrounds: From ARM to Particle Accelerators

    08:44 The Inception of the Idea

    12:52 Exploring Other Applications

    15:54 Early Struggles and the Path to Validation

    21:42 Why Build in the US?

    24:49 Comparing Talent in Europe and the US

    25:43 Challenges in European Investment

    28:45 The YC Experience for Deep Tech Startups

    35:02 Building Advanced Semiconductor Tools in the US

    45:11 Future Predictions for Chip Technology

    47:07 Conclusion and Farewell


    🔗 LINKS

    Inversion Semiconductor: https://inversionsemi.com

    Follow Gabriel: https://twitter.com/gabjarrosson


    #Semiconductors #DeepTech #YC #HardwareStartups #ASML #Chips #Photonics #QuantumComputing #MooresLaw #StartupPodcast

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    48 分
  • The Future of Zero Gravity Manufacturing | Stef from Reditus Space
    2025/05/01

    Join us for an intriguing discussion with Stef from Reditus Space as we explore the potential of zero gravity manufacturing. Learn how Reditus Space aims to revolutionize production by using reusable satellites to create unique and superior materials in space. Discover the challenges and exciting opportunities this new frontier presents, from pharmaceuticals to semiconductors, and even the possibility of organ manufacturing. Dive deep into the fascinating world of space factories, the impact of AI, reusability in space travel, and the future of space exploration.


    00:00 Introduction

    00:20 Meet Stef

    00:34 Zero G Manufacturing

    01:43 Challenges and Opportunities

    05:38 Returning from Space

    08:37 Future of Space Manufacturing

    16:07 The Journey of Reditus Space

    18:23 Upcoming Mission

    20:38 Risk Mitigation

    21:20 Economics

    22:45 Reusability

    25:43 Reentry

    31:13 Future of Space Manufacturing

    35:29 Human Presence in Space

    37:50 Book Rec

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    39 分
  • YC Investing Secrets Revealed: Navigating Uncertainty in 2025
    2025/04/30

    In this episode of The Lobster Talks, we delve into the current state of the tech investment landscape, highlighting how fear and uncertainty in the market, partly driven by political factors like Trump's tariffs, influence investor behavior. Gabriel discusses the unique ecosystem of Y Combinator (YC) and its resilience during tumultuous times, noting that the best startups tend to thrive even when broader market conditions are bearish. The conversation also touches on the importance of investing during down cycles, the impact of AI on accelerating business processes, and the significance of founder passion and personal connection to their problem space. Gabriel also offers insights into the role of content creation and personal branding for founders, emphasizing how these elements can serve as powerful tools for customer acquisition and value creation.


    00:00 Intro

    00:51 Current Funding Landscape and Market Uncertainty

    01:55 The Resilience of YC Startups

    07:32 The Importance of Founder Passion and Connection

    17:53 The Role of Pivots in Startup Success

    22:55 Evaluating AI Investments and Technical Moats

    28:56 The Power of Content and Personal Branding

    33:41 Conclusion

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    34 分
  • From (almost) Homeless to $1B in LOIs: Building Space Hardware with $2
    2025/04/25

    In this episode of Lobster Talks, I sit down with Ashi and Reza, the unstoppable founders of Spaceium—a YC-backed startup building orbital gas stations. 🚀


    They share the raw and incredible story of how they went from nearly homeless right before YC to raising $6.3M, signing $86.5M in commercial contracts, and securing $1B+ in LOIs—all before launching their first mission to space.


    We cover:


    How they pitched an insanely hard idea and actually built it

    The truth about LOIs and how they converted them into binding contracts

    YC’s impact on hardware companies

    How they managed product, sales, and investor traction simultaneously—while not sleeping 🧠💥

    Whether you're a founder, investor, or just obsessed with space, this episode is a masterclass in grit, hardtech, and startup survival.


    00:00 Introduction to Spaceium

    00:25 Meet the Founders: Ashi and Reza

    00:44 Spaceium's Revolutionary Space Stations

    01:56 Challenges and Innovations in Space Refueling

    04:02 The Dual Mission: Refueling and Repairing

    05:13 Competing with SpaceX?

    06:24 From Homeless to YC Success

    08:59 The Power of LOIs and Contracts

    11:42 The YC Experience and Building Hardware

    20:00 Building Hardware in the US

    20:45 Managing Customer Expectations

    22:40 From LOIs to Binding Contracts

    24:06 Setting Timelines for Startups

    26:38 Pricing Strategies for Unbuilt Products

    29:11 Upcoming Missions and Exciting Developments

    30:58 Challenges and Rewards of Building Hard Tech

    32:55 Book Recommendations and Final Thoughts

    36:21 Where to Follow and Contact Us

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    37 分
  • Inside YC’s Record-Breaking Demo Day: AI Startups Hitting $50M Profits at Launch!
    2025/03/19

    In this episode of Lobster Talks, Gabriel dives deep into the groundbreaking Y Combinator Winter 2025 Demo Day. Discover how the latest YC batch shattered revenue records, including a startup already pulling in $50 million in profits and another hitting $2 million in revenue at demo day. They discuss why the quality bar is rising, the explosion of AI-powered startups, and whether the AI wave has peaked or is just getting started. Plus, get insights on what metrics truly matter beyond vanity revenue, navigating technical debt in the era of AI-generated code, and the strategic decisions founders face regarding fundraising and acquisitions. Tune in for a behind-the-scenes look at the future of startup investing.

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    36 分
  • Building Data Centers in Space?! StarCloud’s Mission to Revolutionize Compute
    2025/03/17

    00:00 - 00:50 Intro

    00:50 - 01:23 What's StarCloud?

    1:23 - 02:05 Why GPUs in Space?

    02:05 - 03:35 Abundant Energy

    03:35 - 05:50 Why No One Did It Before

    05:50 - 07:30 Starship Economics

    07:30 - 08:50 Philip’s Background

    08:50 - 10:00 Can Anyone Start a Space Company?

    10:00 - 12:30 Building in Space

    12:30 - 13:20 Does Space Solar Affect Earth?

    13:20 - 17:00 Raising an $11M Seed Round

    17:00 - 19:00 Spending Habits

    19:00 - 20:00 Hiring at StarCloud

    20:00 - 21:00 Relocating

    21:00 - 24:15 Hard vs. Easy Startups

    24:15 - 25:35 Skepticism & Critics

    25:35 - 27:00 The Rebrand

    27:00 - 29:25 Next Steps

    29:25 - 30:25 Book Recommendations

    30:25 - 30:56 Closing Thought


    In this episode of The Lobster Talks, we sit down with Philip Johnston, Founder & CEO of Starcloud (formerly Lumen Orbit). He’s on a groundbreaking mission to build massive GPU data centers in outer space—tapping into abundant solar energy, sidestepping Earth’s power constraints, and completely rethinking what’s possible for cloud computing.


    Listen in as we explore:

    • How Starcloud plans to harness orbital launch cost drops (thanks, Starship!)

    • Why running GPUs in space could transform data processing

    • The challenges and breakthroughs of launching a next-gen satellite

    • Raising a massive seed round—oversubscribed by top VCs


    If you’re curious about the frontier of hardware, AI, and space tech, don’t miss this deep dive into the future of data centers… in orbit!


    Enjoying the show?

    Give us a like, subscribe for more founder spotlights, and stay tuned for the next episode of The Lobster Talks by Lobster Capital!



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    31 分
  • From Zero to Unicorn: How Airbyte Is Revolutionizing Data Integration (feat. Michel Tricot)
    2025/03/10

    Join us on the Lobster Talks Podcast as host Gabrielle sits down with Michel Tricot, co-founder and CEO of Airbyte—the open-source data integration platform that skyrocketed to a billion-dollar valuation in record time. Michel reveals Airbyte’s origin story (including scrapping their first product in the midst of COVID), how they built a thriving open-source community, and their unique approach to monetization. Get ready for insights on scaling without burning cash, harnessing AI to automate the mundane, and the power of “making something people need. ” Don’t miss this episode if you’re an entrepreneur, investor, or tech enthusiast looking to understand Airbyte’s meteoric rise and the future of data infrastructure!

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    43 分