The full YC F25 breakdown with full list + our favorites
Hi all,
YC F25 Demo Day is Dec. 3 and at Lobster Capital we’ve been busy over the last few weeks meeting 1:1 with YC founders!
From conversations inside YC this cycle, a few themes kept coming up — especially around what founders were building, what partners were leaning into, and where the energy was shifting.
Today I’ve compiled for you the full list of startups from this batch & categorized them + I’ve picked some of my favorites!
At Lobster Capital we invest in the top 2% of YC startups in each batch!
If you want to dive deeper and learn more about this batch, join us at our upcoming webinar:
First, here’s the full list:
Here they are by category:
Here’s what that looks like in % :
Here are the group partners active in this batch and how many startups they backed in F25:
Yes, AI still dominates the batch
These are the most common words across all company descriptions:
Insider data: here’s what each group partner invested into
Garry Tan
This is the first batch where Garry has backed more than 20 companies since he took over as CEO in 2023. It seems his internal conviction has spiked.
Broadest spread across categories.
Very strong in Industrial Tech (6) — more than any other partner.
Mix of B2B, Consumer, and some Fintech.
Appears to gravitate toward hard tech + consumer apps.
Pete Koomen
Heavy B2B (13)
Some Healthcare, GovTech, Industrials, and Real Estate.
Very balanced mid-stage technical operator pattern.
Likely prefers technical founders + complex systems problems.
David Lieb
One of the most diverse partner profiles.
Meaningful presence in Fintech (3), Healthcare (2), GovTech (1).
Likely drawn to regulated industries, data-oriented products, and operationally complex products.
Nicolas Dessaigne
Dominantly B2B (13).
Strong second interest in Healthcare (4).
Appears to care about deep tech, APIs, infrastructure, ML tooling.
Pattern aligns with his background (Algolia).
Aaron Epstein
Strongest pure B2B tilt across all partners (19).
A couple of consumer companies, one healthcare, one real estate.
Very founder-market-fit to SaaS / B2B ops / SMB themes.
Harj Taggar
100% B2B.
Zero companies in any other category.
Most specialized partner in the dataset.
Andrew Miklas
Also strongly B2B (10).
One industrial tech company.
Very technical / infra-oriented pattern.
Tom Blomfield
High-volume partner.
Strong B2B interest (19).
Some exposure to Fintech (2)—aligned with his background (Monzo).
Some Real Estate (2).
Less consumer relative to Garry.
Strongest category across the entire dataset:
B2B dominates almost every partner.
Partners with the strongest category specialization:
Harj Taggar — 100% B2B
Aaron Epstein — 76% B2B
Tom Blomfield — 73% B2B
Andrew Miklas — 83% B2B
Most diversified partner:
Garry Tan (Consumer, B2B, Fintech, Industrials, Healthcare)
Only partners significantly touching Healthcare:
Nicolas Dessaigne
David Lieb
Pete Koomen
Garry Tan
Only partners touching Government:
David Lieb
Pete Koomen
Only partner heavily touching Industrials:
Garry Tan (6)
Fintech specialists:
David Lieb (3)
Garry Tan (2)
Tom Blomfield (2)
And now our favorite startups in the batch!
Sunflower
Sunflower is an AI-powered addiction recovery app that has already found early product–market fit, combining infinitely scalable AI sponsors with human therapists and fast-growing community engagement. With rapid revenue growth, strong unit economics, and a founder with a proven track record, it’s positioned to become a category-defining company in one of the world’s largest and most urgent markets.
Sorce
Sorce is Tinder for Jobs. Swipe right, AI applies on your behalf. They built the first AI-native job application agent with real consumer pull, viral distribution, and early monetization that could scale to huge revenue. They have created a new consumer behavior (swiping to apply for jobs) and demonstrated early signs of becoming the default job-seeking interface for Gen-Z.
Lunabill
Lunabill is automating one of the most painful, expensive, and labor-intensive parts of U.S. healthcare: claim follow-ups with insurance companies. They’ve achieved 100% pilot → paid conversion so far. Massive market. Real revenue. Clear efficiency gain. Strong team with insider access and proprietary data moat.
Zephyr Fusion
Zephyr Fusion is tackling fusion power from a completely unique angle: using the vacuum of space to shrink costs and complexity. Their dipole-based reactor design removes the need for massive Earth-bound infrastructure. Advances in superconductors and cheap launch costs make their approach newly feasible. They’re targeting megawatt-scale power in orbit at a fraction of the cost of solar. If they ignite plasma in space, they’ll unlock an entirely new space-industry energy frontier.
Sellraze
SellRaze eliminates the biggest pain in reselling: the exhausting, time-consuming listing process. With AI that instantly identifies items, determines market value, and generates polished listings across platforms, selling becomes effortless. The team pairs deep technical expertise with real seller experience, building a tool that truly scales. With thousands of items added daily, SellRaze is unlocking a massive wave of supply and transforming every smartphone into a selling machine. It’s infrastructure-level innovation for the next generation of marketplace commerce.
If you want to dive deeper and learn more about this batch, join us at our upcoming webinar:
If you’re coming at YC demo day, come say hi!
I’ll keep sharing behind-the-scenes views as we follow the next cohorts through YC. If you want more of the internal patterns we’re tracking inside future batches, reply with what you want to see next.
Thanks for reading, and don’t forget to subscribe: