Avi Bharadwaj

speaker

355 appearances 1 recordings 1 series first heard Jul 2026 last heard 7 Jul

Avi Bharadwaj’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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Talking AI · The VC's Lens: How AI Is Rewriting the Rules of Defensibility · 7 Jul 2026 podcast

The chatbot era was very brief where everybody tried to build a chatbot.

But I think today agents are essentially, as you said, first class citizens.

So as an example, a lot of enterprises were thinking of, hey, we have, let's say, insurance policies or healthcare data, and let's try to build a chatbot that can answer going through all of these.

But the conversation has moved to, hey, how do we build actual claim processing or revenue cycle management using agents?

Yeah, it's a great question.

So I think it's a mistake to think that better models kill modes.

In reality, I think what's happening is that they are commoditizing one layer of the puzzle.

So as I'm sure most sophisticated software has multiple layers, the model being one of those layers, but there are many other important layers that make up an entire software platform.

So what we are saying is that defensibility or the focus on defensibility

Is shifting to these other layers.

So let me talk about it in a bit more detail.

Maybe I'll talk about the application layer companies first and then I'll talk about infrastructure layer companies.

At the application layer, I'd say data modes are still relevant.

It's just different from what it was before.

Just

So previously, just more data was important, I think, given when you were building your own models, you just had to get a lot of different data.

But today it has shifted that not just more data, but more unique data is important.

Frontier models, they are largely trained on publicly available data.

So they have uh data on language and coding and reasoning and so on, but they don't have data that's proprietary to an enterprise.

So think of, let's say, triggers within your CRM system or domain-specific data in areas like healthcare and legal and so on.

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