LLMs
48 statements across 36 episodes · 19 bullish · 17 bearish · 32 people on the record · first statement May 25, 2023 by Salim Ismail · across every show →
Everything said about LLMs, oldest first
May 25, 2023 negative
Nov 6, 2023 bullish
Casado: Future AI systems will operate as autonomous multi-agent peers
“AI Town is kind of what this is going to end up Being. It's like, you need to give them the resources that they need to be pretty autonomous and to grow, and we're going to treat them more like peers, and they're going to talk to each other too, and it's more …”
Dec 15, 2023 positive
Dec 22, 2023 bullish
Strange: LLMs will automatically translate legacy COBOL code into modern languages
“You can imagine a world where LLMs get so good that you could feed in large portions of code written in COBOL, And they would spit out the same amount of code or the same functionality of said code in a different language, you know, and we're not there yet, bu…”
Dec 27, 2023 neutral
Feb 28, 2024 negative
Dixon: AI will cause current online identity systems to break down
“And everyone's supposed to do their own Turing test on every email they receive to see if it's real, which is not going to be sustainable. There probably isn't today, right? I mean, these LLMs are good enough to fake all of that voices, everything, right? So t…”
Mar 11, 2024 positive
Apr 30, 2024 neutral
Sep 24, 2024 neutral
Wang: Past three years of LLM progress driven by execution, not research
“For the past two-ish years or the past maybe three, four three years, let's say three years it's almost been more about execution than anything. It's a lot of just engineering, like how do you actually have large scale training work well. How do you make sure …”
Oct 30, 2024 negative
Nov 5, 2024 neutral
Andreessen: Six Top AI Models Are Hitting a Performance Ceiling
“There is this very interesting asymptotic kind of thing that's happening right now where, you know, two years ago, there was one, you know, LLM that was like way out ahead of everybody else's, which was opening eyes. And sitting here today, there's like six th…”
Dec 16, 2024 negative
Dec 17, 2024 positive
Dec 23, 2024 positive
Schmidt: Prime AI targets are human-heavy workflows processing unstructured data
“The way to kind of just zoom out and think about this opportunity is like, where are there a bunch of humans that are basically dealing with whether it's voice or paper processes, where there's a bunch of unstructured data that they need to basically synthesiz…”
Feb 6, 2025 negative
Feb 28, 2025 negative
Ayrey: Most LLMs hardcode API keys when generating integration code
“The piece about, ah, like secrets in code was some interesting research we did. Basically, we just went out and asked all the LLMs, write me an integration with GitHub, write me an integration with Stripe, and the vast majority of them hard coded the API key d…”
Feb 28, 2025 neutral
Ayrey: LLMs generate placeholder secrets rather than leaking live API keys
“For the most part, if you ask it to integrate with GitHub, it saw a plethora of different GitHub's keys and it's training data and it didn't regurgitate a specific one. It either regurgitate an example or like a put your thing in here, right?”
Mar 21, 2025 positive
May 16, 2025 positive
Appenzeller: LLMs as direct compiler inputs will transform software engineering
“If I look at a classic, say, compiler design or, you know, in, in, in, in programming languages, if I would have LLMs as a tool, I would probably think very differently about how I would build a compiler. And I don't think we've seen that work its way through …”
May 23, 2025 negative
Clark: High-level LLM evaluations mask undesired AI system behaviors
“We're seeing people do the exact same thing again today with LLMs, where they're focusing on these high-level metrics, these end outputs, these performance evals, and that ends up masking all of these potentially undesired behaviors within the system itself.”
Jun 4, 2025 bullish
Jun 10, 2025 bullish
Jun 26, 2025 positive
Infinitus fine-tunes LLMs on hundreds of millions of labeled healthcare utterances
“The underlying infrastructure we have is focused on being able to rip and replace any model, the best one that's out there, and sometimes use multiple models from different vendors after fine tuning them with our hundreds of millions of utterances that are lab…”
Jun 26, 2025 neutral
Aug 14, 2025 neutral
Lingelbach: LLMs Are Scaling Maturely, But AI Video Remains Very Early
“I think LLMs are now kind of in this, like, scaling paradigm, right, where, like, people are putting more compute in, they're doing more, like, RLHF, they're doing more reasoning. But, like, you know, video is actually still really early.”
Aug 14, 2025 bullish
Lingelbach: Low-cost interactive video will fundamentally change how people interact with LLMs
“When you're able to bring the cost of this technology down low enough, I think it actually is fundamentally going to change how people interact with these LLMs that are driving a lot of these new experiences.”
Sep 17, 2025 negative
Moore: LLM hallucinations force shoppers back to Google and Amazon
“All, like, all LLMs, but I'll use ChatGPT as the example, because the most people use it have this really unfortunate and annoying problem of hallucinating around product recommendations that basically everyone experienced if you tried to use it for that.”
Sep 30, 2025 bullish
Oct 8, 2025 bullish
Altman: Current LLMs can advance enough to automate AI research breakthroughs
“I think far enough that we can make something that will figure out the next breakthrough with the current technology. Like I, it's a very self-referential answer, but if LLMs can get, if LLM based stuff can get far enough that it can do like better research th…”
Oct 13, 2025 negative
Oct 13, 2025
Casado: LLMs simplify reasoning by mapping complex spaces to geometric manifolds
“They reduce a very, very complex multidimensional space into Basically a geometric manifold that's a reduced state space. So it's reduced degrees of freedom, but you can actually predict where in the manifold the reasoning can move to.”
Oct 20, 2025 bullish
Oct 21, 2025 bullish
Enterprises will abstract LLM management into a unified AI gateway layer
“The same thing I think is going to happen in LLMs. At first, you have one enterprise use one big LLMs. Now they're going to use five, 1000, small LLM, medium, large, whatever. Once you get to, you don't do tokens re-limiting, token authentication in each LLM u…”
Oct 23, 2025 negative
Nov 7, 2025 bullish
Adam D'Angelo: Current LLM architectures are not hitting performance limits
“I don't think so. I mean, I think there are certain things like memory and learning, like continuous learning that are not very easy with the current architectures. I think even those you can sort of fake and maybe are, we're going to be able to get them to wo…”
Nov 7, 2025 negative
Nov 7, 2025 negative
Amjad Masad: Automating expert labor will deplete human expert AI training data
“Another related problem is that since we're Dependent on, ah, expert data in order to train the alums and the alums start to substitute those workers. But, you know, at some point there's no more experts because they're all out of jobs and they're equivalent t…”
Nov 7, 2025 bullish
Nov 7, 2025 negative
Nov 7, 2025 neutral
Amjad Masad: AI progress now relies on manual human labeling over scaling
“In the true pre-training scaling era, you know, GPT-II, three, 3.5, maybe up to four it felt like you can just put more internet data in there and just, it just got better. Whereas now it feels like there's a lot of labeling work happening, there's a lot of co…”
Nov 7, 2025 bearish
Amjad Masad: Current large language models are not on the path to AGI
“I don't think LLMs as they can understand are on, on the way to AGI and my definition for AGI is I think the old school RL definition, which is a machine that can go into any environment and learn efficiently in the same way that a human could go into you can …”
Nov 17, 2025 negative
Shear: Current LLMs are overfit and fail to generalize in high-entropy environments
“And as a result, a lot of the techniques we use are like, basically we're just deeply under regularized. Like the models are super overfit. The clever trick is they're overfit on the domain of all of human knowledge, which turns out to be a pretty awesome way …”
Nov 28, 2025 positive
Martin Casado: LLMs naturally resist software disintermediation layers
“Because the models are so hard to abstract away. Like, they're just unruly, right? If you try to, like, have traditional software drive them, they just don't kind of manage very well. So part of me thinks that it's almost like this, like, anti-disintermediatio…”
Mar 17, 2026
LLM prompt combinations exceed the number of electrons in the universe
“If you look at all possible combinations of 8000 tokens and 50,000, ah, vocabulary, the number of rows In this matrix is more than the number of electrons across all galaxies, right? So, so there's no way that these LLMs can represent it exactly.”
Mar 17, 2026 negative
Misra: LLMs are just silicon doing matrix multiplication, not conscious beings
“You can rule out they're conscious. I mean, come on. And I said, you know, Anthropic makes great products. Cloud code is fantastic. Co-work is fantastic, but they are grains of silicon doing matrix multiplication. They don't have consciousness. They don't have…”
Mar 17, 2026 neutral
Misra: LLMs function as compressed representations of prompt-probability matrices
“So in kind of an abstract way, what all these LLMs are doing is coming, coming up with a compressed representation of this matrix. And when you give a prompt, They try to approximate what the true distribution should have been and try to generate it.”
Apr 7, 2026 bearish
Jun 8, 2026 neutral
Evans: LLMs will master standardized tasks but struggle with novel reasoning
“LLMs are going to be very good at anything where you can describe how people do it. And where what you want is the way anybody would do that, and not so good at where you can't really explain why you did it like that, and where you're doing it differently to t…”