Musk Rebuts Garry Tan's Two-Winner Thesis for Foundation Models

Y Combinator President Garry Tan argued that foundation models will only have two winners: the absolute strongest or the cheapest at a given price. Elon Musk pushed back, saying Grok's actual data contradicts the thesis.

2026-10-13 ~ 2026-10-13 · 2 related posts

• Garry Tan: Only two winning positions in foundation models — best or cheapest — garrytan · 2026-10-13
• Musk disputes Garry Tan's foundation model thesis: 'not at all what we see with Grok' — elonmusk · 2026-10-13