YC W26: Investment Insights by Lobster Capital

​YC W26 is one of the most consequential batches in Y Combinator's history, and we've been in the weeds on every company. Join Lobster Capital for a live deep dive into the Winter 2026 batch. We'll share which companies we've invested in, the themes we're most excited about, and the signals we used to cut through 200+ startups to find the ones that matter. What we'll cover:

• ​The macro themes shaping W26 (agentic AI moving from demo to deployment, AI as default infrastructure, and the next wave of vertical SaaS)

• ​Our favorite companies from the batch, and why

• ​The traction signals that stood out before Demo Day

• ​How we think about valuation and entry points at this stage This isn't a rehash of Demo Day slides. It's our unfiltered take on where the best opportunities are — and where we think the market is wrong. Free to attend. Spots are limited.