
This Startup Brought a Remote-Controlled Excavator at Demo Day
The Lobster Talks Podcast by Lobster Capital
Episode · 0 Play
Episode · 49:37 · Oct 14, 2025
About
A robotaxi playbook… for dirt. Flywheel AI is turning excavators into remotely operated, camera-first machines — collecting the data to make them autonomous next. In this YC-insider episode, we unpack Flywheel AI’s “Waymo for excavators” strategy: retrofit any machine in hours, deliver value with tele-op now, and use that profitably collected data to train autonomy later. We get into labor shortages, safety economics (OSHA penalties), competitor traps (drive-by-wire only), and how to actually do hardware at YC in 90 days without getting stuck in pilot hell. You’ll learn Why construction’s bottleneck is skilled operators — and how tele-op removes it The dangerous blind-spot reality on sites and the true cost of safety incidents Flywheel’s retrofit + single-screen UX that works on any excavator brand/size The autonomy roadmap: camera-only stack, data flywheel, edge-case capture How to win data rights on site (be the only retrofit, own the dataset) The YC hardware playbook: sell first, build last; parallelize to kill lead-time Watch now and subscribe for more smart, fast, founder-first interviews. Chapters: 00:00 From Sandbox to Real Excavator: The Journey Begins 00:20 Introducing Flywheel AI: Revolutionizing Excavators 01:49 The Labor Shortage Crisis in Construction 03:51 The Dangers of Operating Excavators 05:58 Teleoperation: Enhancing Safety and Efficiency 11:28 The Path to Autonomous Excavators 16:34 Competing in the Autonomous Excavator Market 22:26 Demo Day: Bringing an Excavator to YC 24:37 Returning the Excavator 24:47 Demo Day Setup and Reactions 26:04 Autonomy and Data Training 26:38 Joining YC and Initial Thoughts 28:03 YC's Impact on Hardware Startups 29:18 Building and Iterating Hardware 33:13 Advice for Hardware Startups 34:49 Final Thoughts and Reflections 45:03 Accelerating Iteration Cycles 48:38 Conclusion and Contact Information
49m 37s · Oct 14, 2025
© 2025 Podcaster Content-OG