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