Garry Tan: AI startups will not replace incumbent giants like Microsoft
Garry Tan · Garry Tan: New Rules for Founders · Aug 11, 2026 · at 41:14
Garry Tan, President and CEO of Y Combinator, pushes back on the common Silicon Valley belief that startups will displace major tech incumbents.
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“There are real motes to these things. Like, there are structural reasons why a Microsoft isn't going anywhere. And then, I guess, This is sort of a little antithetical to what most, you know, most people in Silicon Valley would say, like, I want to start up to replace all of them. And the reality is, like, they won't, you know.”
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