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Lobster Capital

@LobsterCapVC

Investing in the top 2% of YC startups

 San Francisco
lobstercap.com
Joined September 2025
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Nvidia Pays OpenAI. OpenAI Pays Oracle. Oracle Pays Nvidia. youtube.com/watch?v=11N6w3_7…
Nvidia Pays OpenAI. OpenAI Pays Oracle. Oracle Pays Nvidia.

Nvidia Pays OpenAI. OpenAI Pays Oracle. Oracle Pays Nvidia.

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Elon Says 200 AI Companies Are About To Die youtube.com/watch?v=4cHoxomj…
Elon Says 200 AI Companies Are About To Die

Elon Says 200 AI Companies Are About To Die

Elon Musk just said 200 neocloud companies are about to die. He cal...

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How Did Higgsfield Beat Cursor to a $1B Revenue Run Rate? youtube.com/watch?v=nYDiMxYC…
How Did Higgsfield Beat Cursor to a $1B Revenue Run Rate?

How Did Higgsfield Beat Cursor to a $1B Revenue Run Rate?

Try out Higgsfield here: https://higgsfield.ai/s/higgsfield-general...

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Who Gets Rich When Anthropic Goes Public youtube.com/watch?v=WLs-Nc6H…
$124M → $43B: Who Gets Paid When Anthropic IPOs

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14 Super Bowl Rings. Now They’re Writing Checks youtube.com/watch?v=0UyqNETN…
How Tom Brady Lost $30M On FTX

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Joe Montana won four Super Bowls. Then he quietly became a venture ...

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$2.2 Billion On The Table. Oura Said No Thanks. youtube.com/watch?v=5MAZKCm-…
Why Oura Pulled Its $2.2B IPO Hours Before Trading

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Why Anthropic Tried to Kill Its Own Stock Market youtube.com/watch?v=e3nKGQvA…
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**This video is sponsored by Lovable, check out their website and a...

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Startup Advice That Sounds Smart (It’s Not) youtube.com/watch?v=_Z_mW2V_…
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The NBA’s Next Billionaires Aren’t the Superstars youtube.com/watch?v=TvMnSqnj…
NBA Players Are Doing My Job (A VC Explains)

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From Flared Gas to $30 Billion in 8 Years youtube.com/watch?v=4vWOjPGH…
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$50M to $10B in Five Months with No Revenue. youtube.com/watch?v=_elE2uFc…
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$50M in April. $500M in August. $2.5B three weeks after that. And t...

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Why I Stopped Losing Deals To Big VC Firms youtube.com/watch?v=wNVOADoi…
Why I Stopped Losing Deals To Big VC Firms

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The $40M AI That OpenAI Copied In 3 Weeks youtube.com/watch?v=3wnDB5-5…
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Crypto's Promise Just Came True (For Robots) youtube.com/watch?v=UxgwfOvb…
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An Italian Company Is Buying Silicon Valley At 90% Off youtube.com/watch?v=U3dAZidt…
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Are AI Wrappers Useless? youtube.com/watch?v=athanjBY…
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Why AI Agents Can't Use Gmail | Adi, AgentMail youtube.com/watch?v=lc9p1orj…
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