Tan: AI 'harness wars' for 1B consumers will erupt around 2027
Garry Tan · Garry Tan: New Rules for Founders · Aug 11, 2026 · at 42:53
Y Combinator CEO Garry Tan predicts when collapsed model compute costs will ignite consumer AI platform wars.
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“My guess is, like, next year, twenty-twenty-seven, will be, like, the harness wars. You know, and then, but it's really a cost thing. Like, it's just too expensive right now. You know but it won't be, like, there will be a war for a billion consumers. Right when, like, the frontier model compute of today will be, like, maybe 50 or a hundred bucks in, like, two or three years. And that will be when, like, the most few, the browser wars will be back on.”
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