Clay Bavor

speaker

1,248 appearances 2 recordings 2 series first heard Jul 2026 last heard 4 Jul

Clay Bavor’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 2 in all, peaking in Jul 2026 with 2.

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The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · 20VC: Open Models vs Frontier Models: Who Actually Wins? | The $100,000 Token Budget Every Engineer Will Need | Why Forward-Deployed Engineers Are the Future of Enterprise AI with Clay Bavor, Co-Founder of Sierra · 4 Jul 2026 podcast

I believe that.

And I think that makes the point, which is, okay, open weights models will be cheaper because you're kind of avoiding some of the margin stack in the hosted frontier models.

Okay, but what is the fundamental input?

It's GPU capacity, it's power.

Oh, it certainly wouldn't alleviate it.

I think it will make some consumer applications much better.

But I mean, the reality is you need, you know, petaflops, exaflops of compute, certainly for training.

And you want a whole bunch of compute quickly at inference time.

And you just run into thermal limits on your phone.

I do think it is shocking that we're all carrying around in our pockets, you know, hyper computers these days.

And will they get better?

Yes.

Will you have language model optimized hardware rolling out in our phones, in our computers?

Yes.

I can see a sort of home appliance, which is, you know, you plug into the mains and you get, you know, on demand access to a whole bunch of compute for things in your home.

And maybe that helps alleviate some of it.

Certainly for frontier workloads, though, it's like there's one place you can go to for that, and it is a giant rack of TPUs or GPUs in a data center somewhere.

Part of the driver of the difference is probably the willingness of Chinese companies to do scaled distillation of the frontier models from the labs.

My impression is many of the models, the open weights models coming from China are derived from training runs done in the US.

I think if you have the US-based labs and hyperscalers developing the frontier models, there's an obvious, are they going to compete with themselves and drive price pressure on the frontier models by developing and releasing open weights models that are of similar capability?

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