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 could go on on some of the other interesting things we built.

I've been working on what I call Sierra Brain and some other things.

What's Sierra Brain?

Sierra Brain is, it starts with a 20 or 30 page document that grounds any agent in what we are as a company.

what we do, how we're organized, our team structure, the competitive landscape, our strengths and weaknesses, all of these things.

On top of that, I've given it access to every one of our recent board letters, every one of our recent operating reviews, other insights and observations we have about what we believe to be true about the world.

I can then use it to reason about what we should be doing as a company.

And so it's a bit like a strategy thought partner, if you will, that knows the company, you know, if not inside and out very deeply.

Yeah.

I think over the past six months, using a bunch of tokens was a proxy for you're using AI.

You're leaning into it.

You're trying to be more productive with it.

So I think it's generally been a positive signal.

I have heard and I have observed that top engineers who are really leaning in to Cloud Code, Codex, and so on are spending more than $100,000 on a run rate basis on tokens per year.

That's a meaningful fraction of an engineering salary.

So I think the direction that we're headed is some amount of token budgeting on a per employee basis.

I think for CFOs in the future, like capital allocation will look more like how do we allocate OPEX and then headcount and headcount will be both headcount for salaries and SBC and also tokens associated with headcount.

And so here is your salary.

Here's your token budget.

Have at it.

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