The Lobster Talks Podcast by Lobster Capital

Replacing GPS: Inside YC’s Universal Positioning System Startup


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Most people think GPS is “good enough”, until you realize 90% of human and object movement happens where GPS doesn’t work at all. Warehouses, hospitals, tunnels, battlefields… completely blind spots.


In this episode of Lobster Talks, Raymond Lee (Twill, YC) sits down with John Ferrara, solo founder of Juxta (YC S25), who’s building a Universal Positioning System... a no-hardware GPS alternative that works indoors, underground, and anywhere humans or machines move.


We break down the tech, the wedge into logistics and defense, and how he raised $5M at a $40M cap in ~48 hours as a 21-year-old solo founder straight out of YC.


You’ll learn:

- Why 90% of location data on Earth is currently invisible — and why that’s such a big deal.

- How Juxta uses IMUs, 3D simulations, and “synthetic fingerprinting” to localize devices without satellites or beacons.

- Real use cases across logistics, warehouses, defense, and hospitals — and why these buyers are leaning in.

- How deeptech founders should think about tech risk vs market risk when pitching VCs.

- What it’s like to go through YC S25 as a solo founder, and why so many deeptech founders end up solo.

- The inside story on raising a fast, oversubscribed round from CRV, PG, SV Angel, Liquid 2, and more.


📌 Watch now and subscribe for more smart, fast, founder-first interviews.


Chapters

00:00 Introduction to GPS-Denied Spaces

00:44 Sponsor Message: Stable

01:45 Welcome to Lobster Talks Podcast

02:10 Meet Jonathan Ferrara from Juxta

03:39 Understanding Juxta's Technology

08:50 Applications and Use Cases of Juxta

10:34 Onboarding Process for Juxta

15:37 Competitors and Market Landscape

25:27 Deep Tech and Solo Founders in YC

34:47 Solo Founders and the Victim Complex

35:15 The YC Experience and Going Solo

37:18 Support Systems and Coping Mechanisms

40:23 Raising Funds as a Solo Founder

44:25 Choosing the Right Investors

56:17 Vision for the Future

59:05 Conclusion and Contact Information


🎧 Listen on the go:

Spotify: https://open.spotify.com/show/1u1JyRKH8JYFjhBkvTUOAP

Apple: https://apple.co/4cZ8RMm

My other YouTube Channel: https://www.youtube.com/@lobstercap


This podcast episode is sponsored by Stable. Click here to sign up for a virtual address:

https://dashboard.usestable.com/onboard/begin?utm_source=youtube&utm_medium=description&utm_campaign=influencer_lobster&promoCode=lobster50

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The Lobster Talks Podcast by Lobster CapitalBy Gabriel Jarrosson