Stormy

Executive Summary

Stormy is a YC-backed (S24) seed-stage AI agent for influencer marketing automation, targeting the genuinely massive and fast-growing influencer marketing platform market ($21B+ in 2024, ~23% CAGR). The core thesis — that incumbent platforms like GRIN and Aspire are not agentic and leave enormous manual work on the table — is correct, and the timing is right. However, the single biggest risk is a combination of founder continuity uncertainty (Robert Lukoszko's LinkedIn now references a YC S25 stealth project, suggesting he may have moved on), a product that currently only covers YouTube and TikTok despite marketing claims of 8+ platforms, and a stack of serious regulatory and platform-dependency risks that a $500K seed round is not equipped to handle. At this stage, investors are effectively betting on the founder — and right now there are real questions about whether he's still running this company.