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Podcast

Garry Tan on Taste, Agents and Founder Ambition

The a16z Show

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  • Do What You Know Not What’s Hot
    • Do work you uniquely know and care about instead of chasing what’s hot.
    • Garry Tan regrets leaving web programming in 2003 and urges founders to follow direct experience, not headlines or investors’ maps. (Time 0:02:35)
  • The Palantir Dinner He Said No To
    • Garry turned down a chance to join Palantir despite Peter Thiel offering a $70k check and flying him down for dinner.
    • He calls it a multi-billion dollar mistake and a lesson to trust people you know and the territory below the map. (Time 0:07:30)
  • How YC Turned Outsiders Into Insiders
    • YC standardized access to Silicon Valley by using a simple application and letting builders be judged on ideas and execution.
    • Garry credits Paul Graham and Jessica Livingston for opening doors to founders who lacked pedigree or networks. (Time 0:11:12)
  • Agents Multiply Founder Leverage
    • The startup game changed: one person with agents can become 400x more productive, so founders should be far more ambitious.
    • Garry warns pure per-seat SaaS without data or network moats may not survive the next 5–10 years. (Time 0:14:35)
  • Learn AI By Building Trivial Things
    • Try trivial projects and use every model to build a chassis for learning the new AI technology.
    • Garry says ship small consumer experiments and record office hours to build product intuition quickly. (Time 0:16:48)
  • Markdown Files Become Employees
    • Garry frames reusable agent skills as codified operational knowledge: a Markdown file is an employee.
    • He converts repetitive processes into skill files, tests, and cron jobs that an agent executes perfectly after iterations. (Time 0:21:11)
  • Pay To TokenMax For High‑Value Agents
    • Token‑max on critical agent workflows when it makes sense: pay for large context and memory to operate at higher ‘IQ’.
    • Garry notes top‑tier agent setups can cost tens of thousands per year but let founders ‘live in 2028 today.’ (Time 0:22:21)
  • Recursive Improvement With Skill Files
    • Agentic systems create recursive improvement loops: automate a task, fix bugs, convert fixes into permanent skills, then scale to many agents.
    • Garry claims two people plus hundreds of agents can reach $15M ARR in months using hundreds of skill files. (Time 0:24:31)
  • Provenance Is Critical As Agents Scale
    • Scaling agentic operations raises provenance and conflict management needs; provenance decides which fact wins.
    • Garry says cron jobs and trace history become crucial to resolve divergent agent outputs and keep accuracy. (Time 0:26:18)
  • Agents as Midlevel Managers
    • Mid‑level management tasks can become agentic: agents can read meeting transcripts, detect conflicts, and surface root causes.
    • Pedro at Brex built monitoring agents that flag team issues and let him walk into meetings already briefed. (Time 0:28:16)
  • The Next Computer Will Be A Memory‑First Voice Assistant
    • The next computer will emphasize voice and persistent memory, becoming a benevolent assistant knowing your hopes and context.
    • Garry predicts diarization, long memory, and voice will shift how people interact long term, not immediately. (Time 0:41:21)
  • From Jury Duty To Local Civic Action
    • Garry got engaged in local politics after seeing failures in San Francisco institutions during COVID and serving jury duty.
    • He launched GarysList.org to restore accountability on issues like elder crime and algebra access in schools. (Time 0:44:46)