Founder & Managing Partner @LobsterCapVC 🦞 Investing in the top 2% of @YCombinator startups. Founder with 3 exits. Creator of @YCRoaster

Joined September 2010
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How French investor Gabriel Jarrosson grew from posting on YouTube to raising a fund that backs YC companies exclusively. techcrunch.com/2025/09/29/th…
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Ships are going electric. The focus is on a core electric propulsion system, whether powered by current batteries or future innovations like fusion or modular reactors. The key is a cheaper, box-sized energy source.
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Teleoperated electric ships are more economical to build and operate than crewed ships. Removing human-centric equipment significantly reduces CapEx and OpEx.
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Starting a company felt daunting for these Silicon Valley outsiders. They found YC through online videos and Paul Graham's essays, realizing it was the path forward to gain deep insights and guidance.
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Gabriel Jarrosson reposted
The founder in their 40s with taste and discernment is the new gentleman unicorn founder Because there can be 100x to 1000x of them working at their beck and call via agents and software factories all the time
The age of the 40-year-old founder is back. Bryant Chou spent 12 years as CTO of Webflow, which now powers something like 1.5% of the entire internet. He's back in the current YC batch with Ploy, an AI marketing platform, and he describes himself as "a bit of a boomer, double the age of the YC founders." But over 13% of his batch is already using his product, within months of launch. There is a side of the argument which destroyed one of the main edges young founders have, which was being faster and cheaper at building.... speed is everyones game. If what's left is knowing what to build this is more likely to come from spending 15 years watching an industry up close, collecting the thousand small frustrations that tell you where the real problem is. Bryant can build an anti-slop website tool because he spent over a decade learning exactly why websites are slop. So I'm updating. I don't think it's young vs. old. I think AI rewards whoever has the most domain knowledge to point it at, and only sometimes is this younger founders who are thinking outside of the box...
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Focusing on propulsion systems, not hull design. We partner with naval architects and shipyards, selling our innovations to enhance their businesses. We're not competitors; we're suppliers making their operations better.
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Every AI founder gets asked the same question: "what happens when the next model ships?" Wrong question. The next model is your tailwind, not your tombstone. The teams that win treat every frontier release as free R&D they didn't have to fund. Sonnet 5 Fable 5 shipped this week. Build accordingly.
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Autonomous excavators start remote-controlled for safety and comfort in bad weather. This tech also allows 24/7 operation and remote work, potentially creating more jobs globally.
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The age of the 40-year-old founder is back. Bryant Chou spent 12 years as CTO of Webflow, which now powers something like 1.5% of the entire internet. He's back in the current YC batch with Ploy, an AI marketing platform, and he describes himself as "a bit of a boomer, double the age of the YC founders." But over 13% of his batch is already using his product, within months of launch. There is a side of the argument which destroyed one of the main edges young founders have, which was being faster and cheaper at building.... speed is everyones game. If what's left is knowing what to build this is more likely to come from spending 15 years watching an industry up close, collecting the thousand small frustrations that tell you where the real problem is. Bryant can build an anti-slop website tool because he spent over a decade learning exactly why websites are slop. So I'm updating. I don't think it's young vs. old. I think AI rewards whoever has the most domain knowledge to point it at, and only sometimes is this younger founders who are thinking outside of the box...
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We're designing products and systems for applications like military cargo, partnering with shipyards and integrators. We don't need to own factories; we focus on design, just like Apple.
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The future of shipping: fully electric commercial cargo ships are here. Battery energy density is not the limitation; port infrastructure is growing rapidly to meet demand. The future is electric.
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International shipping requires a 24/7 human lookout. This role involves constant visual and auditory scanning, mandated for every vessel worldwide.
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"AI companies still need a human CEO." This belief has 5 years left. We just backed Thomas, the first YC AI founder that isn't a person. Same with "you have to build on OpenAI or Anthropic" - open source models trained on your own data are already closing that gap. Two assumptions the whole industry treats as fact. Both are about to look naive.
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Hybrid power is a crucial step, acting as a wedge for economic infrastructure build-out. This allows for future upgrades to fully electric ships, recouped through power purchase agreements.
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Stop trying to be Corgi. Everyone points to them as the model to copy. Here's what they don't mention: the team works 7 days a week. Most founders think extreme hours are the price of a great outcome. But burnout kills more startups than slow growth ever will. Admire the results. Don't copy the method.
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The future of shipping involves humans, but differently. Teleoperated and on-board crews are key. True accountability and regulatory needs mean a human element will always be crucial for vessel operation.
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Stop polishing your deck. Founders spend weeks on slide transitions and font choices. Investors don't fund decks. They fund traction, team, and speed. Same with "never raise too much" - that's not a universal law, it depends entirely on your business. Fundraising advice on X has turned into a checklist of things that don't matter. Spend that time talking to customers instead.
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when people ask me how I got into venture: Was learning about investing in startups so started a startup that invests in other startups to help startups start up
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Hybrids are crucial for shipping infrastructure. In South America, a project uses batteries to enhance diesel efficiency via cycle charging. This reduces diesel wear and saves fuel, paying for the battery in just a couple of years.
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70% of the Fortune 500 still runs on software with no API. Minicor is an interesting solution they tripled their MRR during YC by building around the problem. Replacing legacy software is expensive, risky, and often impossible. Ripping out a system a bank or hospital has run for twenty years is a multi-year project, and there’s no guarantee it will work. So most AI deployments stall before they ever reach production. The agent works in the demo, then it hits a 20-year-old desktop app with no way in, and the project dies in IT review. While most AI vendors assume you'll eventually replace the old system, Minicor's agents operate the legacy software directly, clicking through the same screens a human would - no API required. Deterministic code handles the parts that can't break, agentic workflows handle the rest. Make old software usable is a huge opportunity in enterprise AI.
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Humanity needs to reverse the multi-century trend of reducing shipping costs. While climate needs are understood, increasing costs hinders global economic participation for places with incredible resources like Guinea's mangoes.
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