Co-founder of Sierra, an AI company building customer-service agents. He previously spent 18 years at Google, including leadership roles in virtual and augmented reality.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
Clay Bavor, after 18 years at Google, argues the company's combination of an ambitious enduring mission, incredibly smart people, and a culture valuing truth-seeking in service of that mission makes it capable of solving virtually any problem when aligned.
Bavor validates Nebius founder's claim about insatiable GPU demand, using it to support his thesis that GPU capacity and power remain the fundamental constrained inputs creating a floor on token economics for both frontier and open models.
Bavor explicitly credits Palantir's forward-deployed engineering model as the inspiration for Sierra's approach, noting Palantir has 'low hundreds of customers' while Sierra intends to operate at much larger scale across industry verticals.