Lobster Capital is a San Francisco venture fund that invests only in Y Combinator companies, aiming for the top 2% of each batch: teams with early traction, a path to efficient growth and exceptional founders. Gabriel Jarrosson founded it in 2023, and its debut fund passed its $8M target. Its portfolio includes Didit, Crustdata, Better Auth, Onlook, Harper, Array Labs, Tella and Sync.