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

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

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

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.

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!

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!

In this episode of The Lobster Talks, I’m joined by entrepreneur-turned-investor Johannes Hatt. After founding and exiting multiple companies—including a SaaS startup scaled to 300 employees and 30M ARR—Johannes has invested in over 80 early-stage startups and over 10 venture funds. Now, he’s jumping back into the CEO seat!

We Discuss

• His journey from founding companies to investing in startups and funds

• How he analyzes opportunities—both as an angel and as an LP

• Why Europe’s startup ecosystem has potential (despite U.S. dominance)

• The “checklist” he uses before writing any check

• His return to building and operating a startup

Johannes also shares practical insights on aligning incentives, navigating illiquidity, and scouting for that elusive 100x return. If you found this conversation helpful, like this video, subscribe to the channel, and let us know your biggest takeaway in the comments!

Timestamps

0:00 Introduction & Johannes’s Background

2:13 From Founder to Angel Investor to LP

8:47 How He Picks Funds & Why Differentiated Deal Flow Matters

14:10 Europe vs. U.S.: The Opportunity Gap

20:56 Rules for Investing (And When to Break Them)

24:32 Why Johannes Is Returning as CEO

27:45 Key Takeaways & Wrap-Up

Thanks for tuning in, and we’ll see you next time on The Lobster Talks!

In this episode of The Lobster Talks, I chat with Varsha—co-founder of Offstream, a YC-backed startup helping big infrastructure projects (solar farms, data centers, and more) secure crucial carbon-compliance certifications. Varsha shares how her consulting background and direct experience with manual, PDF-heavy compliance processes inspired her to build a smarter, AI-driven solution—something she likens to “Vanta for Carbon Compliance.”

Key Topics We Cover

• Why Carbon Compliance Matters – How certifications unlock massive revenue opportunities for developers building solar facilities, renewable fuels, data centers, and more.

• Building Offstream – How Varsha’s firsthand frustration with manual reporting led to the idea for Offstream and eventually landed them in Y Combinator’s Summer 24 batch.

• The Power of AI in Compliance – Where AI can streamline complex data extraction and predictive recommendations, transforming what was once a major bottleneck.

• Balancing Big Ambitions & Personal Growth – Varsha’s views on mentorship, coaching, and staying motivated by celebrating “the gain” while striving for big goals.

• Life after YC – Why Offstream chose Denver over the Bay Area, current product milestones, and what’s next on their roadmap.

If you’re a founder exploring hard-to-automate niches, or just curious about how AI is reshaping climate tech, this episode is for you.

Timestamps

0:00 Introduction & How Gabriel Met Varsha

3:18 The Spark Behind Offstream (Vanta for Carbon Compliance)

6:35 Navigating YC & Key Takeaways

10:42 The Role of AI in Streamlining Carbon Credits

14:50 Personal Mentors, Coaching & Founders’ Mentality

20:11 Real-Time Data & AI Agents in Sustainability Projects

24:18 Denver Headquarters & Future of Offstream

28:40 Pricing Challenges & Industry Partnerships

32:00 Recommended Reading: The Gap and the Gain + Lean In

34:22 Where to Connect & Final Thoughts

Enjoy the conversation? Like, Subscribe, and turn on Notifications so you don’t miss any future episodes of The Lobster Talks! And if you’re on a podcast platform, drop us a 5-star rating.

Connect with Offstream:

Website: https://useoffstream.com/

LinkedIn: Varsha’s Profile: https://www.linkedin.com/in/varsha-ramesh/

Thanks for watching! Feel free to leave questions or comments below.