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

If I was running that business, that's not something I would do.

So if you can't build frontier models yourself,

okay, maybe the next best approach is to distill them and offer them up.

I think that's probably the main driver of the difference.

I think the general direction of travel clearly is towards smaller, higher leverage teams.

We have software engineers who are completely AI-pilled and using Cloud Code, Codex, our own internal agent we call Pinecone that we use to run much of the company on.

They estimate they are between three and 20 times more productive in terms of features shipped.

The productivity gains certainly in software engineering and

data science, data analysis and other area, we're seeing it in spades.

But I think in time it will touch all parts of really every company.

So that's the general trend.

I think within a company like Sierra, where we serve in particular the large enterprise, we work with 40% of the Fortune 50.

We have 50% of our customers doing over a billion in revenue.

We have 30% doing over 10 billion in revenue.

These are some of the most complex and in cases regulated organizations in the world.

And to be able to sell and implement our product and solution successfully for organizations which are snowflakes.

And so the process of selling and more importantly, successfully implementing and deploying a solution like ours

into the large enterprise is still a lot about deeply understanding our customers' business outcomes and objectives, about understanding their technology stack, integrating with it successfully, building relationships, earning trust to show up not just as a vendor that throws some software over the wall, but as a true partner in diffusing this technology into, in our case, all of the front office, sales, support, marketing, and so on.

Yeah.

It's one of the more significant developments in how we run the company of the last six or nine months.

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