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 on the infra layer, the ultimate thing is that models aren't the end goal.

They're just one component of a bigger platform.

Mm-hmm.

So tools that help builders build these complex systems within enterprises.

So those are the types of companies that I'm seeing, and other VCs are investing in.

So how do you help enterprises understand these workflows, understand internal data, leverage these feedback loops, and create data flywheels?

And so on.

So those are the types of enterprise companies that are winning.

And in addition to building all this, you still need to evaluate, you still need to benchmark how things are performing, need to make sure that security and identity are taken care of and so on.

So those are still not in the purview of frontier models, if I may say so.

Yeah, absolutely.

I think some of the big takeaways around being able to do more with fewer people, being able to build products that have a faster feedback loop as opposed to in in the previous version, I think a lot of time got spent collecting data, labeling data, building proprietary machine learning models.

I was a data scientist before I became a V C Oh really?

And yeah.

And a big chunk of the work was essentially clearing data, getting data, labeling

Data and so on.

And even after you did all of that stuff, you got a fairly reasonable model, not the best model.

But the difference today is that frontier models are essentially because they're commoditizing intelligence, any developer anywhere in the world can immediately get access to the best model out there.

So they can essentially embed intelligence or the top of the state-of-the-art intelligence into their products.

And that allows them to

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