The New Physics of Business — Garry Tan, Y Combinator
Jul 17, 2026 · 21:08
Y Combinator CEO Garry Tan argues founders must build AI-native companies that treat AI as a workforce, not auto-complete, to achieve 400x productivity. He details how skill files (Markdown documents) act as employees, a resolver table as an org chart, and a company brain (like his open-source GBrain) as the memory layer that selects the right context for each task. Tan cites YC's Winter '25 batch where 25% of companies had 95% AI-generated code, and portfolio companies Emergence and Retail reaching $15M ARR with 15 people and $60M with 40 respectively. His core message: never do one-off work—always "skillify" completed tasks into reusable skills, so the organization compounds knowledge daily rather than waking up with amnesia.
