YC just dropped its latest Requests for Startups — and they’re not just ideas, they’re roadmaps to the future. From AI-native enterprise software to 10-person $100B companies, these signals reveal where the smartest founders (and investors) should be looking.

In this episode of Lobster Talks, Laurie and I break down Y Combinator’s newest RFS — from retraining workers for the AI economy to video generation as a computing primitive. We debate the real opportunities, the traps, and how these trends could reshape the startup ecosystem.

What you’ll learn:

- Why YC’s RFS is one of the best ways to predict upcoming demo day winners

- The massive opportunity in retraining workers for the AI economy

- Why video generation is shifting from an output to a primitive

- How AI-native startups could disrupt giants like Salesforce

- Whether 10-person $100B companies are actually possible

- The risks, politics, and second-order effects of LLMs in government

Chapters:

00:00 Introduction: The Value of Customer Money

00:26 Y Combinator's Request for Startups

01:14 AI and Worker Retraining

02:30 The Future of Semiconductors and Deep Tech

04:34 AR, VR, and AI in Training

09:02 Video Generation: The Next Frontier

16:12 The First 10-Person $100 Billion Company

22:31 The Future of Small Teams and Fundraising

24:03 Challenges and Opportunities in Multi-Agent Systems

28:12 AI Native Enterprise Software

34:39 Using AI to Revolutionize Government Consulting

41:24 Conclusion and Upcoming Events

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

🎧 Listen on the go:

Spotify: https://open.spotify.com/show/1u1JyRKH8JYFjhBkvTUOAP

Apple: https://apple.co/4cZ8RMm

My other YouTube Channel: https://www.youtube.com/@GJarrosson

What if you built a tool so powerful, it became the #1 repo on GitHub—twice?

That’s exactly what Daniel Farrell did with Onlook, an open-source AI-powered visual editor for code. From crashing Chrome extensions to crashing Hacker News, Daniel takes us through how he and his co-founder built momentum, community, and virality from nothing.

In this fast, founder-first conversation, we cover:

• How Onlook went from prototype to #1 GitHub repo

• Why Hacker News beat Product Hunt for traction

• The real benefits and tradeoffs of going open source

• How open source GTM can win enterprise customers

• What most people misunderstand about AI and design• Why taste, story, and community still matter more than code

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

00:00 The Most Trending Repo in the World

00:16 Meet Daniel Farrell: Co-Founder of Onlook

00:59 The Vision Behind Onlook

01:57 Building the Prototype and Early Challenges

04:55 Finding the Perfect Co-Founder

11:57 The Open Source Journey

14:49 The Hacker News Effect

16:47 Global Impact and Community Building

19:40 The Importance of Open Source

24:31 Challenges of Maintaining a Community

25:00 Open Source Success Stories

25:21 The Super Base Playbook

26:33 Advantages of Open Source for Enterprises

33:42 Impact of AI on Design and Marketing Teams

42:25 Future Bets and Bold Predictions

48:00 Where to Find Onlook and Final Thoughts

Listen on the go:

Spotify: https://open.spotify.com/show/1u1JyRKH8JYFjhBkvTUOAP

Apple: https://apple.co/4cZ8RMm

My other YouTube Channel: https://www.youtube.com/@GJarrosson

What if launching a tech startup was as easy as filling out a form?

Ben Collins, co-founder of Woz, joins Gabriel to unpack how his AI platform helps anyone — even non-technical founders — build full-stack software businesses. From betting against vertical SaaS to designing an AI cofounder you can trust, this conversation is a tactical deep dive into where startup creation is headed.

🔍 In this episode:

Why Woz pivoted away from a holding company model

What most AI-first code tools get totally wrong

How mobile-first enables higher quality standards

A unique approach to betting on future AI capability curves

The real reason most AI startups are failing users

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

⏱ Chapters:

00:00 Introduction to Scaling and Bottlenecks

00:18 Introducing Ben Collins and Woz

01:04 The Vision Behind Woz

03:43 The Founding Story

06:06 The Shift to a Platform Approach

08:53 Navigating the Competitive Landscape

12:39 Philosophical and Strategic Insights

17:02 The Mobile-First Strategy

25:34 The Journey to Product-Market Fit

27:15 Navigating Rapid Technological Changes

32:21 The Impact of Y Combinator

35:00 AI's Role in Scaling Service Businesses

36:42 Challenges for Non-Technical Founders

39:13 Bold Predictions and Future Bets

45:02 Exciting Announcements and Closing Thoughts

🎧 Listen on the go:

Spotify: https://open.spotify.com/show/1u1JyRKH8JYFjhBkvTUOAP

Apple: https://apple.co/4cZ8RMm

My other YouTube Channel: https://www.youtube.com/@GJarrosson