What Clay Bavor thinks about LLMs

@clay-bavor · 10 positions · On ppll ↗

Co-founder of the AI agent company Sierra, and previously an eighteen-year Google executive who ran product for Workspace, virtual and augmented reality, and Google Labs.

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1 dated position, 2025, in their own words. Our reading of what Clay Bavor has said — not written or endorsed by them.

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1. 18 Aug 2025

   Our readingAn application-layer AI company's real breakthroughs come from going a click or two down the stack rather than from using the models as they are.

   Their wordsmany of the breakthroughs that we've had that have enabled us to to deliver such quality and cost savings and more have come through novel agent architectures and and really going down a click or two in in the stack to innovate at at lower levels of the technology stack.

   ↗How is AI Different Than Other Technology Waves? (With Bret Taylor and Clay Bavor) [ACQ2]youtube.com 19th of 22 in this recording