YC in 2025: 4 Batches, AI’s Rapid Rise, and Europe’s Next Moves
- S2E31
- 47:05
- January 20th 2025
In this Lobster Talks episode, Gabriel returns to discuss what’s on the horizon for YC and startup investing in 2025. We dive into Y Combinator’s shift to four batches per year, why AI is fueling rapid growth (and even potential AGI!), and how that might reshape the investment landscape. We also reflect on Lobster Capital’s stellar 2024—from an oversubscribed Fund 1 to multiple fast-growing portfolio companies—and explore Europe’s evolving role in the global startup scene. If you’re curious how AI, YC, and cross-border opportunities will collide in 2025, this one’s for you!
Chapters
0:00 – Introduction
1:12 – Reflecting on Lobster Capital’s Milestones in 2024
4:39 – Inside YC’s Four Batches per Year
9:55 – AI’s Acceleration & the Push Toward AGI
14:02 – Revenue Traction vs. Defensibility: Key Investing Criteria
18:47 – Shifts in Seed, Series A, and Beyond
23:15 – Potential Exit Strategies & Secondary Markets
27:44 – The Future of European Startups vs. Silicon Valley
31:58 – Closing Thoughts & What’s Next for 2025
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