Earnestness requires courage and direct experience over following crowd consensus
Tan argues that genuine earnestness requires courage — trusting your own direct experience even when it contradicts the prevailing narrative or expert opinion. ✦ AI generated
Garry Tan · a16z Podcast · 2026-08-12 · original ↗
starts at this moment · 3:25
“What did it feel like when you first got in the game back in 2003 coming out of Stanford?”
Like if you know something that's sort of if someone just like comes and contradicts you or even if like a blog post or like someone on Twitter uh contradicts you, you're like, well, I don't agree with that because I believe my own direct experience. I know that I'm not a time traveler because if I was a time traveler, I would have sent a message back to myself and said, 'Just stay on working on web stuff.' Like you literally have 5 years of experience on top of everyone else. Like you could do an end run around everyone. Like you could have built like any kind of social software. But instead I was, um, you know, I was 22. So I was like being whipped around by, uh, whatever I could read in The Wall Street Journal.
verbatim transcript · starts at 3:25
3:06give up like the thing that could have been the next thing. >> What I love about what you're saying though is often when we hear earnest, we think naive, but actually what it sounds like you're saying is there's like earnestness is a sort of result of maturity and courage. >> Courage is actually I think the right thing. >> Yes. >> Like if you know something that's sort
3:25of if someone just like comes and contradicts you or even if like a blog post or like someone on Twitter uh contradicts you, >> Yeah. >> you're like, well, I I don't I don't agree with that because I believe my own direct experience. >> Yes. >> I know that I'm not a time traveler because if I was a time traveler, I would have I would have sent a message
3:45back to myself and said, "Just stay on working on web stuff." Like you literally have um 5 years of experience on top of everyone else. Like you could do an end run around everyone. Like you could have built like any kind of social software. >> Yes. >> But instead I was, um, you know, I was 22. So I was like being whipped around by, uh, whatever I could read in The
4:06Wall Street Journal. And, you know, I the the classic question I'm sure you get that, you know, all investors get all the time is, "What's hot and what should I work on?" >> Right. >> And that's the wrong question to ask. Like the right question is like, "What are you interested in? What do you know uniquely?" And so I was that's like, you know, one of a great many mistakes I
4:28made in my career. I feel like I'm a little bit, uh, doomed to be the first principle storyteller of, uh, all the mistakes that I made >> Well, I think that it's it's very inspiring for founders to hear your own journey and your own mistakes. And then not feel so bad about the ones that we've all made along the way. >> I mean, maybe talk about the culture of
4:48Silicon Valley today. You know, on one hand maybe it was despondent 20 years ago. It's crazy to think that was just 23 years ago that you're talking about. Um, now you think we would all be incredibly elated, yet there's this undercurrent. Maybe it's the LARPing thing that you mentioned. You know, it's being outside of the light cone, the permanent underclass. Where does that come from? Do you think there's any
- ·Trust your own direct experience
- ·Don't be swayed by crowd consensus
- ·Dare to contradict prevailing narratives
- ·Direct experience > second-hand opinions
- ·At 22, Tan was 'whipped around' by Wall Street Journal narratives
- ·Young founders defer to experts instead of trusting their own insights
- ·Direct experience gives you a unique advantage others lack
- ·Courage means standing firm when contradicted by blogs or Twitter