LLM companies
2 statements across 2 episodes · 0 bullish · 2 bearish · 2 people on the record · first statement Oct 11, 2024 by Eoghan McCabe · across every show →
Everything said about LLM companies, oldest first
Oct 11, 2024 bearish
McCabe: Claims that LLMs will crush software come from non-builders
“The people that tell these big visionary stories about how LLM companies or AGI is going to crush all of software, They're not actual business people. They're not actual builders, and they don't realize that businesses, consumers have real practical problems t…”
Apr 18, 2025 bearish
Socher: Thin-Layer LLM Providers Will Function Like High-Capex Telcos
“I think LLM companies, especially just the pure thin infrastructure layer of LLMs are going to look, I think, more and more like telcos in the sense that it's high capex, huge, you know, expenditure to build it, especially if you want to build it from scratch.…”