Clay Bavor is the Co-Founder of Sierra, one of the world's fastest-growing enterprise AI companies. Sierra is valued at approximately $15.8 billion, has raised more than $1.5BN from leading investors including Sequoia, Benchmark, Greenoaks, GV and Tiger Global, and today serves more than 40% of the Fortune 50. The company recently surpassed $150 ARR, making it one of the fastest-growing enterprise software businesses in history. ----------------------------------------------- Timestamps: 0:00 Intro 1:37 Why Clay finally said yes to building Sierra with Bret 5:53 Why Sierra chose not to train their own foundation models 7:15 The case for unbounded demand for frontier intelligence 10:41 Why token costs are rising, not falling 14:35 Open models: the US vs China gap 18:36 Inside Pinecone, Sierra's internal AI agent 26:00 Staying close to customers as an enterprise AI company 33:22 Forward deployed teams: kickoff to live in 6 weeks 43:02 Sierra's core values: craftsmanship, intensity, fa...