Inside YC’s Boldest RFS Yet: AI, Agents & More
- S2E58
- 42:17
- August 26th 2025
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
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