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 and as it turns out today, you don't need that for most green field coding.

You may still need that for some lower level coding.

Or you may need it for like code migration and a few use cases.

But for most green field coding, I think it turns out that big generalized models are pretty good there.

But I feel like there are still areas where specialized foundation models can be helpful.

I think your question had two aspects.

One was around specialized foundation models, and the other was around what happens if a tool like Claude Design comes out affecting something like Figma, right?

So on the specialized,

On this model side, I feel like there are certain fundamental things that make certain areas pretty attractive for specialized models.

So I'll give you a couple of examples.

So one is with unique data sets again, going back to data.

Like our portfolio company, Bria, for example, only trains on licensed images with the permission of the license holder.

So they cannot violate people's copyrights.

And there is a universe of customers that cares a lot about uh a lot about this.

So that's the universe that would use something like a BRIA model.

And another portfolio company of ours is Field AI, which trains on live deployments in industrial sites, which none of the frontier model companies are doing today, right?

So it's a very unique type of data set that they're getting.

The second angle is around unique model approaches.

So as I'm sure most of the big frontier model companies are trained on standard transformer-based LLMs.

But there are other approaches.

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