Tan: Meta Is an AI Dark Horse Accelerating Progress Cheaply vs AR
Garry Tan · Y Combinator CEO Garry Tan: Turning Ambitious Misfits into Founders · Apr 29, 2025 · at 1:59:05
Y Combinator CEO Garry Tan discusses why he would allocate 20% of a hypothetical portfolio to Meta, citing Mark Zuckerberg's AI strategy.
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“I mean, I think Meta's sort of the dark horse, because, like, they are amassing talent, and then they have crazy distribution. And I think you know, I just would never count Zuck out. I think that he, you know, that it's so crazy that it's super smart that he is on that, you know, he's always thinking about what is The next version of computing, like so much so that he probably put more money than he should have into AR, and that was maybe premature. He might still end up being right there, but, ah, you know, AI for a fraction of what he's put into AR is likely to push forward all of humanity and, you know, and accelerate technological progress in a really profound way.”
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