Videos eBUyTS7SzV4
Every company should have a Brain — Garry Tan, Y Combinator
Scene timeline
58 shot(s).
keyframes kept every frame deduplicated
What was stored
- cues
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- whisperx 253
- chunks
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- keyframes
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- kept of 58 captured
- frames with text
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- 1,266 lines read
- chapters
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- keyframe bytes
- 7.3 MB
- word timings on 253 cues
Provenance
| stage | state | model | started | took |
|---|---|---|---|---|
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done | — | 2026-08-10 11:56 | 1m 33s |
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done | — | 2026-08-10 11:57 | 22s |
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done | — | 2026-08-10 11:58 | 0s |
text_embed |
done | — | 2026-08-10 19:49 | 0s |
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done | — | 2026-08-10 11:58 | 2m 35s |
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done | — | 2026-08-10 12:00 | 15s |
frame_embed |
done | — | 2026-08-10 19:49 | 9s |
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Transcript
253 cues· 3,327 words· 17,731 chars
- 0:13 Okay, great.
- 0:14 Hey everyone, how's everyone doing?
- 0:17 All right, are we ready for the revolution?
- 0:21 Okay, Theo just asked the right question.
- 0:24 What do we build now?
- 0:27 I'm gonna answer it from the other side of the table.
- 0:30 I'm a founder, I'm an investor, and I run a 20-year-old institution that is becoming AI native right now, which is a strange and wonderful thing to do to a 20-year-old institution.
- 0:43 And I'll spend about 20 minutes talking about what YC is.
- 0:49 We're trying to build companies where one person does what it took to, one person does what used to take 1,000 people.
- 1:00 And I don't mean that as a metaphor.
- 1:03 I mean that mechanically this year.
- 1:06 The people in this room will do this.
- 1:09 In about an hour, some of you will walk into the startup battlefield, and I want you to walk in knowing what's actually possible right now, because what is possible now is much, much bigger than what people believe.
- 1:25 So let me start with a number and I got torn apart on the internet for this but I'm gonna say it again in front of all of you anyway.
- 1:32 This is the one room in the world that will stress test it and I'd rather stress test it with you myself.
- 1:38 In 2013 I was a YC partner building the internal social network at YC.
- 1:44 I was also investing in companies but
- 1:47 You know, I was also a near full-time engineer.
- 1:50 And when I was doing that, I could maybe do about 14 usable logical lines of code a day.
- 1:56 Take out the comments, take out all the bullshit, and that's how many lines of code I was writing.
- 2:02 And if you look at the literature from that era,
- 2:06 That's kind of normal, like some people write 15, some people write 50.
- 2:10 It was not the thousands of lines of code that I know a lot of you in this room are actually writing now per day.
- 2:17 That's about median 15.
- 2:18 That was me at full effort at that time.
- 2:21 This year I run YC full time, same person, same hours, actually way less hours weirdly, but I have a 5 p.m. kid pick up now, and I did the math on my output, and it's about 400x.
- 2:35 Now before the skeptic in the third row right there deflates the number for me, let me deflate it myself.
- 2:41 If you don't trust the raw code, well fine.
- 2:43 Take the most pathological verbosity penalty you can stomach and assume the agent writes bloated code.
- 2:50 Assume half of it is scaffolding.
- 2:51 Assume I'm flattering myself.
- 2:53 It's still 8x at the floor and 80x in the middle.
- 2:57 That number is large, no matter how you torture it.
- 3:00 And here's the part that matters, the part that I'd tattoo on the inside of everyone's eyelids if I could.
- 3:05 It's not the model.
- 3:07 The 2x people and the 100x people are using the exact same clod, same weights, same context window, same API.
- 3:17 So the leverage is not in the weights.
- 3:20 It's in how you wire the work.
- 3:22 And it's not just me.
- 3:23 At YC, we see this all the time.
- 3:25 In the winter 25 batch, a quarter of the companies had code bases that were 95% AI generated.
- 3:31 And that was a year ago.
- 3:32 That batch has become the fastest growing.
- 3:35 most profitable batch in the history of YC.
- 3:38 94 companies total have now crossed $100 million in revenue from a seed check in the history of YC.
- 3:45 So I think we know what we're talking about here.
- 3:48 And I can't prove that the AI generated code caused the growth, but what I can tell you is the fastest growing founders we fund
- 3:56 are not treating AI as autocomplete.
- 3:58 They're treating it as a workforce.
- 4:00 The companies that wired the work differently are the ones that are bending the curve.
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Chapters
- 0:00 Introduction: The AI revolution and YC's transformation
- 1:25 The 400x productivity jump: Coding in 2013 vs. today
- 3:38 Wiring the work: Treating AI as a workforce
- 4:11 The anatomy of an AI-native organization
- 6:12 Real-world impact: Companies scaling with lean teams
- 8:38 Latent space vs. deterministic space
- 10:53 Overcoming human memory limits: AI as a library
- 12:53 Context engineering: The importance of the 'librarian'
- 13:28 Building GBrain: Managing institutional knowledge
- 15:13 The discipline of 'skillifying' your work
- 16:40 The call to build AI-native companies
- 18:25 The power of abundance through shipped software
- 18:56 Abundance is not a policy paper. It is shipped software.
- 19:55 Every archive too big to read, every data set too gnarly to clean, every ocean you were told not to boil. We can boil the ocean now.