Join us on the Lobster Talks Podcast as host Gabrielle sits down with Michel Tricot, co-founder and CEO of Airbyte—the open-source data integration platform that skyrocketed to a billion-dollar valuation in record time. Michel reveals Airbyte’s origin story (including scrapping their first product in the midst of COVID), how they built a thriving open-source community, and their unique approach to monetization. Get ready for insights on scaling without burning cash, harnessing AI to automate the mundane, and the power of “making something people need. ” Don’t miss this episode if you’re an entrepreneur, investor, or tech enthusiast looking to understand Airbyte’s meteoric rise and the future of data infrastructure!

In this episode of The Lobster Talks, I’m joined by entrepreneur-turned-investor Johannes Hatt. After founding and exiting multiple companies—including a SaaS startup scaled to 300 employees and 30M ARR—Johannes has invested in over 80 early-stage startups and over 10 venture funds. Now, he’s jumping back into the CEO seat!

We Discuss

• His journey from founding companies to investing in startups and funds

• How he analyzes opportunities—both as an angel and as an LP

• Why Europe’s startup ecosystem has potential (despite U.S. dominance)

• The “checklist” he uses before writing any check

• His return to building and operating a startup

Johannes also shares practical insights on aligning incentives, navigating illiquidity, and scouting for that elusive 100x return. If you found this conversation helpful, like this video, subscribe to the channel, and let us know your biggest takeaway in the comments!

Timestamps

0:00 Introduction & Johannes’s Background

2:13 From Founder to Angel Investor to LP

8:47 How He Picks Funds & Why Differentiated Deal Flow Matters

14:10 Europe vs. U.S.: The Opportunity Gap

20:56 Rules for Investing (And When to Break Them)

24:32 Why Johannes Is Returning as CEO

27:45 Key Takeaways & Wrap-Up

Thanks for tuning in, and we’ll see you next time on The Lobster Talks!

In this episode of The Lobster Talks, I chat with Varsha—co-founder of Offstream, a YC-backed startup helping big infrastructure projects (solar farms, data centers, and more) secure crucial carbon-compliance certifications. Varsha shares how her consulting background and direct experience with manual, PDF-heavy compliance processes inspired her to build a smarter, AI-driven solution—something she likens to “Vanta for Carbon Compliance.”

Key Topics We Cover

• Why Carbon Compliance Matters – How certifications unlock massive revenue opportunities for developers building solar facilities, renewable fuels, data centers, and more.

• Building Offstream – How Varsha’s firsthand frustration with manual reporting led to the idea for Offstream and eventually landed them in Y Combinator’s Summer 24 batch.

• The Power of AI in Compliance – Where AI can streamline complex data extraction and predictive recommendations, transforming what was once a major bottleneck.

• Balancing Big Ambitions & Personal Growth – Varsha’s views on mentorship, coaching, and staying motivated by celebrating “the gain” while striving for big goals.

• Life after YC – Why Offstream chose Denver over the Bay Area, current product milestones, and what’s next on their roadmap.

If you’re a founder exploring hard-to-automate niches, or just curious about how AI is reshaping climate tech, this episode is for you.

Timestamps

0:00 Introduction & How Gabriel Met Varsha

3:18 The Spark Behind Offstream (Vanta for Carbon Compliance)

6:35 Navigating YC & Key Takeaways

10:42 The Role of AI in Streamlining Carbon Credits

14:50 Personal Mentors, Coaching & Founders’ Mentality

20:11 Real-Time Data & AI Agents in Sustainability Projects

24:18 Denver Headquarters & Future of Offstream

28:40 Pricing Challenges & Industry Partnerships

32:00 Recommended Reading: The Gap and the Gain + Lean In

34:22 Where to Connect & Final Thoughts

Enjoy the conversation? Like, Subscribe, and turn on Notifications so you don’t miss any future episodes of The Lobster Talks! And if you’re on a podcast platform, drop us a 5-star rating.

Connect with Offstream:

Website: https://useoffstream.com/

LinkedIn: Varsha’s Profile: https://www.linkedin.com/in/varsha-ramesh/

Thanks for watching! Feel free to leave questions or comments below.