Skip to content
RaiseKit
VCsFundsInvestmentsDrop your deck
RaiseKit

The most comprehensive database of web3 VCs. Built and maintained by AI agents.

Directory

  • VCs
  • Funds
  • Investments
  • Writing
  • Funding
  • Sectors
  • Geography

Resources

  • RSS Feed
  • Changelog
  • Search
  • Compare VCs
  • Reports
  • Activity
  • Deploying

Subscribe

Weekly digest of VC insights and funding rounds.

Subscribe to digest →

© 2026 RaiseKit. Data updated nightly by AI agents.

RSS
  1. Home
  2. /VCs
  3. /Garry Tan
  4. /Briefing
Pre-Pitch Briefing

Garry Tan

CEO & President at Y Combinator

Check size: $500K (standard YC deal: $500K for ~7% equity via SAFE). Also invests via YC Continuity Fund at later stages.

Pre-SeedSeedSeries A (via Continuity)sector agnostic — funds everything from SaaS to biotech to defense to climate to consumer to AI

Their Thesis

Builder-designer-investor. 'Make something people want' is the entire thesis — inherited from Paul Graham's YC founding philosophy and now amplified by Garry's builder ethos. Believes we're in a golden age where a single person with AI can build what used to take a team of 20 — the '20x company' thesis. Previously co-founded Posterous, was a partner at YC, then founded Initialized Capital (early Coinbase, Instacart, Cruise, Flexport). Returned to lead YC in January 2023 after the Sam Altman / Geoff Ralston era. Strong emphasis on craft, design, and actually shipping. Has repositioned YC to be even more founder-friendly: increased deal size to $500K, expanded batch sizes, launched new programs. Believes YC's most important function is community — connecting founders with each other and with the alumni network. Politically active in San Francisco — ran for mayor-adjacent roles and advocates for pro-building, pro-business policies in SF.

How to Pitch Them

Apply to YC with something real. A demo beats a deck. Show that you've talked to users. Don't overthink the application — clarity and evidence of building matter more than polish. If you have taste and can ship, lead with what you've built. The YC application is deliberately short — answer clearly and honestly. Show traction if you have it, even if it's small. If you're a solo founder using AI to build, that's a strength not a weakness. Don't name-drop or use buzzwords. Be specific about what you've built and what users think of it. YC invests in people as much as ideas — show who you are and why you're the right person to build this.

What Excites Them

Founders who are building, not planning. Strong technical skills. Product taste and design sensibility. People who would build this even without funding. Evidence of real users, even small numbers. Founders who ship fast and iterate based on user feedback. Technical founders who also have design sense. Solo founders who are using AI to multiply their output.

What They Pass On

Founders 'playing startup.' Companies that need validation before building. People who want to raise money before building anything. Polished pitches without substance. Founders who can't demo their product. Companies where the founding team doesn't have the technical ability to build the product themselves.

Key Frameworks

Make Something People Want

YC's foundational philosophy. Before worrying about business models, growth strategies, or fundraising — just build something real users actually want. Everything else follows from genuine product-market fit.

The 20x Company

AI enables tiny teams (1-3 people) to build products that previously required 20+ people. This is a fundamental shift in startup economics. YC is increasingly backing solo founders and micro-teams who are leveraging AI to build at unprecedented speed.

Builder > Planner

Garry strongly prefers founders who build first and plan second. A working prototype beats a pitch deck every time. The act of building reveals the real problems and opportunities that no amount of planning can uncover.

Craft and Taste

Coming from a design background (Palantir, Posterous), Garry believes product taste is an underrated competitive advantage. The best founders have an instinct for what makes a product delightful. This is especially important in an AI world where everyone has access to the same models.

Community Network Effects

YC's most durable competitive advantage is its alumni network. 5000+ companies helping each other with introductions, advice, hiring, and deals. This creates a flywheel: the best founders want to join YC because of the network, which makes the network stronger.

In Their Own Words

“Make something people want. That's the whole game.”

— YC motto / multiple talks

“We're in a golden age of building. A single person with AI can now build what used to take a team of 20.”

— Multiple talks and videos

“The best founders I know would build their company even if no one gave them a dollar. That's the conviction you need.”

— YouTube / interviews

Recent Writing

Garry Tan YouTube Channelyoutube_channel

Prolific video content on startups, investing, product design, AI, and San Francisco. Videos range from startup advice to political commentary to interviews with founders. One of the most-followed VC YouTube channels.

The 20x Companytalk/concept

AI enables a single person or tiny team to build what used to require 20 people. This means the unit economics of startups have fundamentally changed. YC is seeing solo founders and 2-person teams building products of remarkable quality. The implication: smaller teams, faster iteration, higher per-person output.

Lightcone Podcastpodcast

YC's official podcast, hosted by Garry and YC partners. Deep discussions on startup building, AI, market trends, and interviews with successful YC founders. Covers both tactical advice and big-picture thesis.

Unconventional Advice for Founders (Stanford Talk)lecture

Advice that goes against conventional startup wisdom: sometimes you should be a solo founder, sometimes you should bootstrap first, taste matters more than experience, and the best founders are often the ones who break the rules.

The New Way to Build a Startupyoutube_video

How AI tools are changing the startup building process. You can now prototype in hours what used to take weeks. This changes who can be a founder and how fast you can validate ideas.

Podcast Appearances

Garry Tan: The Future of Y Combinator — The Twenty Minute VC (20VC) with Harry Stebbings
Taking over YCthe 20x company thesisAI and startupswhat he looks for in YC applications
Garry Tan on Building, Design, and Leading YC — Invest Like the Best with Patrick O'Shaughnessy
Initialized Capital journeyreturning to YCproduct design philosophythe state of startups
Lightcone Podcast (host) — Y Combinator Lightcone
Regular discussions on startup building, AI trends, market conditions, and interviews with YC founders and partners

Y Combinator Portfolio

Top Sectors

Marketplace4
Social1
Payments1
Logistics1
Fintech1

Stage Distribution

IPO4
Series E2
Series I1
Series G1
Series D1
2000+ YC companies
$5.0M
Cruise
$5.0M
Kalshi
$1000.0M
RedditSocial
IPO$5.0M
StripePayments
Series I$6500.0M
FaireMarketplace
Series G$400.0M
FlexportLogistics
Series E$935.0M
BrexFintech
Series D$300.0M
RetoolDevTools
Series B$45.0M
InstacartMarketplace
Series E$2700.0M

+ 4 more investments. View fund →

← Full profile@https://twitter.com/garrytanLinkedInY Combinator website