YC’s AI Agent Blitz: Why “Full-Stack” Startups Are the Next Gold Rush 🚀
- S2E46
- 36:50
- May 23rd 2025
You think you know where YC is headed? Think again—agents are rewriting the playbook.
In this episode of Lobster Talks, Gabriel debriefs Laurie on YC’s quarterly Request for Startups focused on AI agents. From “full-stack” AI challengers to personal assistants that go from to-do lists to done lists, we unpack the highs, the lows, and the hidden opportunities for founders and investors alike.
What you’ll learn:
How “full-stack” AI companies can out-muscle incumbent software tools
Why AI agents like DeepResearch are already saving you a day’s work in an hour
The vision for a true AI personal assistant that manages your calendar, emails, and travel
Why voice interfaces (Super Whisper, Willow) are the dark horse for mainstream AI adoption
How big players (OpenAI, Apple, Google) threaten—and sometimes stimulate—new startups
The one metric (hint: $1M ARR) that de-risks AI investments in 2025
📌 Watch now and subscribe for more smart, fast, founder-first interviews.
Chapters
00:00 Introduction and Overview
00:20 Diving into the Latest YC Request for Startups
00:48 The Year of AI Agents
01:10 Full Stack AI Companies
02:11 Historical RFS and AI Personal Assistants
05:21 Voice Interfaces and AI Tools
07:16 Challenges and Opportunities in AI Startups
14:14 Verticalization and Specialized AI Models
30:30 Investor Perspectives and Metrics
36:23 Conclusion and Next Steps
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