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

So I think, yeah, those are the things that that I think about a lot, that I think other VCs think about a lot and and the startups we invest in think about a lot as well.

Yeah, yeah, absolutely.

I think there has been quite a drastic shift in in a quick couple of years from just having chatbots that could provide good answers to deeply embedded vertical workflows, right?

So I think 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?

And and the shift essentially on the infra layer is that agents are similar to humans in many ways, but they're different from humans in in a lot of ways.

Yeah.

Like you need to be able to build memory, you need to be able to understand how context works for these agents.

The speed of execution is very different.

The whole search ecosystem is built for humans who are essentially reading at maybe five tokens per second to agents who can read at hundreds of tokens per second.

So how do you enable agentic action there?

I think is important as well.

And reinforcement learning within an enterprise.

So agents may have skills through through the LLMs, like generic skills, but they may not have specific skills within an enterprise as to

So why would you approve a certain claim versus deny a certain claim and so on?

So there are techniques within reinforcement learning that are helping improve that.

So I think these are a few areas of changes that I have seen from moving from, let's say, a chatbot type activity to more of an agent experience.

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