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
Assertion Not checkable as stated
Ismail: Google missed early LLM deployment due to risk aversion
“Google was basically the foundation of LLMs, right? They were too nervous and careful and risk averse to launching.”
Salim Ismail May 25, 2023 ▶ 47:39 The Rise of the Exponential Organization with Peter Diamandis and Salim Ismail
Nov 6, 2023 bullish
Prediction Not checkable as stated
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 …”
Martin Casado Nov 6, 2023 ▶ 24:12 Inside AI Town: What AI Can Teach Us About Being Human
Dec 15, 2023 positive
Assertion Not checkable as stated
Acharya Explains How LLMs Enable Voice Apps to Reach 99% Fidelity
“You can get to 90%, you just can't get to 99%, and this new technology really lets you get to 99%”
Anish Acharya Dec 15, 2023 ▶ 4:13 Big Ideas in 2024: Voice-First Apps Will Become Integral to Our Lives with Anish Acharya
Dec 22, 2023 bullish
Prediction Not checkable as stated
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…”
Angela Strange Dec 22, 2023 ▶ 12:09 Big Ideas 2024: The Rise of the Developer as a Buyer in Financial Services with Angela Strange
Dec 27, 2023 neutral
Insight
Immerman: Traditional moats will drive long-term winners in consumer AI
“LLMs can be a source of differentiation. Today, they might provide a first-mover advantage, but old-fashioned modes like network effects, high switching costs, scale, and brand are still what will likely win long term.”
Alex Immerman Dec 27, 2023 ▶ 3:24 Big Ideas 2024: The Consumer AI Battleground Moves from Model to UX with Alex Immerman
Feb 28, 2024 negative
Prediction Not checkable as stated
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…”
Chris Dixon Feb 28, 2024 ▶ 1:11:11 Future of Crypto, Blockchain & Web3 w/ Chris Dixon
Mar 11, 2024 positive
Disclosure
Mulchandani: CIA has deployed large language models for open-source intelligence
“We're public with the fact that we actually have LLMs in production at the agency. We have it in production in the open source team.”
Nand Mulchandani Mar 11, 2024 ▶ 15:31 Intelligence in the Age of AI with new CTO of the CIA
Apr 30, 2024 neutral
Insight
AI regulation must focus on external API boundaries, not internal model thoughts
“That's going to be an important principle for LLMs and AIs generally as they start agenting and causing change in the world. We have to care a lot about those boundaries.”
Marty Chavez Apr 30, 2024 ▶ 20:20 Marty Chavez (Sixth Street): Finding a Single Source of AI Truth
Sep 24, 2024 neutral
Insight
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 …”
Alexandr Wang Sep 24, 2024 ▶ 4:57 Why Human Data is Key to AI: Alexandr Wang from Scale AI
Oct 30, 2024 negative
Insight
Balasubramaniyan: LLM hallucinations make models ideal tools for fraudsters
“Like in LLMs, hallucination is a problem. So the fact that you're making shit up is a bad idea. But if you have to make shit up to convince someone, LLM is great and perfect.”
Vijay Balasubramaniyan Oct 30, 2024 ▶ 7:12 Can We Detect a Deepfake?
Nov 5, 2024 neutral
Assertion Supported
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…”
Marc Andreessen Nov 5, 2024 ▶ 23:56 Marc & Ben on AI Policy, Safety, Censorship & Unexpected Risks
Dec 16, 2024 negative
Insight
Strange: LLM hallucination is a feature in consumer apps, but a bug in compliance
“So LLM's hallucinating, and for my consumer colleagues, that's a feature. It comes out with great, great creative, fun and enhancing things in the world of compliance that is definitively a bug.”
Angela Strange Dec 16, 2024 ▶ 4:25 When Regulation Becomes Code
Dec 17, 2024 positive
Insight
Andrusko: LLMs are most pervasive in processing unstructured accounting data
“LLMs are really good at making sense of unstructured data. So this is where we've seen them sort of most pervasive in the early innings of this movement.”
Marc Andrusko Dec 17, 2024 ▶ 9:23 How AI Will Transform Accounting: A $100B Opportunity Explained
Dec 23, 2024 positive
Insight
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…”
Joe Schmidt Dec 23, 2024 ▶ 1:41 AI-Powered Acquisitions: A New Playbook
Feb 6, 2025 negative
Opinion
Sinofsky: LLMs will struggle to replace traditional search engines
“These LLMs are going to replace search. But it turns out that's actually going to be really, really hard because there's a lot of things that search does that, that the models are bad at it really bad.”
Steven Sinofsky Feb 6, 2025 ▶ 15:54 What DeepSeek Means For The Future Of AI | Tech Veterans Weigh In
Feb 28, 2025 negative
Assertion Supported
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…”
Dylan Ayrey Feb 28, 2025 ▶ 2:38 Avoiding vulnerabilities in AI code
Feb 28, 2025 neutral
Assertion Not checkable as stated
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?”
Dylan Ayrey Feb 28, 2025 ▶ 3:52 Avoiding vulnerabilities in AI code
Mar 21, 2025 positive
Insight
Rocha: Documentation investments directly improve LLM output quality
“The more you invest in docs and knowledge base, The more quality of the LLMs that you're going to have, like in terms of the output there.”
Zeno Rocha Mar 21, 2025 ▶ 3:53 Automating Developer Email with MCP and AI Agents
May 16, 2025 positive
Prediction Not checkable as stated
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 …”
Guido Appenzeller May 16, 2025 ▶ 0:10 Who's Coding Now? - AI and the Future of Software Development
May 23, 2025 negative
Insight
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.”
Scott Clark May 23, 2025 ▶ 4:05 Building AI Systems You Can Trust
Jun 4, 2025 bullish
Assertion Not checkable as stated
Casado: LLMs are unit economic positive and quickly solved language problems
“And then out of nowhere comes these LLMs, and they are unit economic positive, they solve all of these language problems, like, basically immediately.”
Martin Casado Jun 4, 2025 ▶ 9:42 How Fei-Fei Li Is Rebuilding AI for the Real World
Jun 10, 2025 bullish
Prediction Not checkable as stated
Bhardwaj: Major capital will flow into building reliability systems around LLMs
“And that is going to be a lot of investment that you will see across the board, which is how do we build the right systems around AI and LLMs that solves the problem.”
Anant Bhardwaj Jun 10, 2025 ▶ 12:57 Giving New Life to Unstructured Data with LLMs and Agents
Jun 26, 2025 positive
Assertion Not checkable as stated
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…”
Ankit Jain Jun 26, 2025 ▶ 16:14 Can AI Solve Healthcare's Urgent Workforce Challenges? w/ Ankit Jain
Jun 26, 2025 neutral
Opinion
Jain: Healthcare AI buyers care about patient outcomes, not LLM selection
“Our customers don't care what models we use. They want to make sure they can deliver a better, faster, and more proactive experience to their patient populations.”
Ankit Jain Jun 26, 2025 ▶ 16:42 Can AI Solve Healthcare's Urgent Workforce Challenges? w/ Ankit Jain
Aug 14, 2025 neutral
Insight
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.”
Michael Lingelbach Aug 14, 2025 ▶ 25:15 Why AI Characters & Virtual Influencers Are the Next Frontier in Video ft Hedra’s Michael Lingelbach
Aug 14, 2025 bullish
Prediction Not checkable as stated
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.”
Michael Lingelbach Aug 14, 2025 ▶ 6:12 Why AI Characters & Virtual Influencers Are the Next Frontier in Video ft Hedra’s Michael Lingelbach
Sep 17, 2025 negative
Assertion Not checkable as stated
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.”
Justine Moore Sep 17, 2025 ▶ 21:19 The Death of Search: How Shopping Will Work In The Age of AI
Sep 30, 2025 bullish
Prediction Not checkable as stated
Cubuk: Quantum mechanics foundation models are AI's next frontier
“And we feel like teaching these LLMs to be foundation models, but for quantum mechanics will be the next frontier for LLMs.”
Doge Cubuk Sep 30, 2025 ▶ 10:05 Building an AI Physicist: ChatGPT Co-Creator’s Next Venture
Oct 8, 2025 bullish
Prediction Not checkable as stated
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…”
Sam Altman Oct 8, 2025 ▶ 13:38 Sam Altman on Sora, Energy, and Building an AI Empire
Oct 13, 2025 negative
Insight
Misra: Adding data to LLMs cannot create new mathematical manifolds
“There has to be an architectural lead that is able to create these manifolds and just throwing new data will not do it. It'll just smoothen out the already existing manifolds.”
Vishal Misra Oct 13, 2025 ▶ 37:47 Will LLMs Get Us To AGI?
Oct 13, 2025
Insight
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.”
Martin Casado Oct 13, 2025 ▶ 2:14 Will LLMs Get Us To AGI?
Oct 20, 2025 bullish
Prediction Not checkable as stated
Hoffman: Future AI will combine LLMs and diffusion models via unified fabric
“But the thing that people on track is it's going to be LMS and diffusion models. And I think other things with a fabric across them.”
Reid Hoffman Oct 20, 2025 ▶ 28:03 Reid Hoffman on AI, Consciousness, and the Future of Labor
Oct 21, 2025 bullish
Prediction Not checkable as stated
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…”
Augusto Marietti Oct 21, 2025 ▶ 33:47 How Kong Was Born: APIs, Hustle, and the Future of AI Infrastructure
Oct 23, 2025 negative
Assertion Not checkable as stated
Masad: LLMs market million-token context but fail after 200,000 tokens
“I would say LLMs today, you know, they're marketed as a million token length. Which is like a million words almost. In reality, it's about 200,000, and then they start to struggle.”
Amjad Masad Oct 23, 2025 ▶ 14:35 Marc Andreessen & Amjad Masad on “Good Enough” AI, AGI, and the End of Coding
Nov 7, 2025 bullish
Opinion
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…”
Adam D'Angelo Nov 7, 2025 ▶ 3:43 Amjad Masad & Adam D’Angelo: How Far Are We From AGI?
Nov 7, 2025 negative
Opinion
Amjad Masad: LLMs are distracting top researchers from fundamental AI science
“It just does, it does feel like the LLMs in a way are distracting from that because all the talent is going there. And therefore there's less talent that are trying to do basic research on, on intelligence.”
Amjad Masad Nov 7, 2025 ▶ 11:46 Amjad Masad & Adam D’Angelo: How Far Are We From AGI?
Nov 7, 2025 negative
Prediction Not checkable as stated
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…”
Amjad Masad Nov 7, 2025 ▶ 17:23 Amjad Masad & Adam D’Angelo: How Far Are We From AGI?
Nov 7, 2025 bullish
Prediction Not checkable as stated
Adam D'Angelo: LLMs will perform all human tasks cheaper within 5-15 years
“I do think at some point you get to LMs can, they can do Everything, every single thing a human can do for cheaper. Like, I don't see a reason why we don't eventually get there. That may take five, 1015 years.”
Adam D'Angelo Nov 7, 2025 ▶ 15:01 Amjad Masad & Adam D’Angelo: How Far Are We From AGI?
Nov 7, 2025 negative
Assertion Supported
Adam D'Angelo: LLMs are substituting for entry-level computer science jobs
“CS majors graduating from college, there's just not as many jobs as there used to be, and LLMs are a little more substitutable for what they previously would have done, and I'm sure that's contributing to it.”
Adam D'Angelo Nov 7, 2025 ▶ 16:29 Amjad Masad & Adam D’Angelo: How Far Are We From AGI?
Nov 7, 2025 neutral
Insight
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…”
Amjad Masad Nov 7, 2025 ▶ 7:31 Amjad Masad & Adam D’Angelo: How Far Are We From AGI?
Nov 7, 2025 bearish
Opinion
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 …”
Amjad Masad Nov 7, 2025 ▶ 8:47 Amjad Masad & Adam D’Angelo: How Far Are We From AGI?
Nov 17, 2025 negative
Insight
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 …”
Emmett Shear Nov 17, 2025 ▶ 1:00:11 Emmett Shear on Building AI That Actually Cares: Beyond Control and Steering
Nov 28, 2025 positive
Insight
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…”
Martin Casado Nov 28, 2025 ▶ 12:41 How OpenAI Builds for 800 Million Weekly Users: Model Specialization and Fine-Tuning
Mar 17, 2026
Assertion Supported
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.”
Vishal Misra Mar 17, 2026 ▶ 6:35 Why Scale Will Not Solve AGI | Vishal Misra - The a16z Show
Mar 17, 2026 negative
Assertion Not checkable as stated
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…”
Vishal Misra Mar 17, 2026 ▶ 26:07 Why Scale Will Not Solve AGI | Vishal Misra - The a16z Show
Mar 17, 2026 neutral
Insight
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.”
Vishal Misra Mar 17, 2026 ▶ 7:22 Why Scale Will Not Solve AGI | Vishal Misra - The a16z Show
Apr 7, 2026 bearish
Prediction Not checkable as stated
Balaji Srinivasan: Large language models will not lead to AGI
“No. Actually, the opposite.”
Balaji Srinivasan Apr 7, 2026 ▶ 0:30 Why Balaji Srinivasan Thinks the SaaS Apocalypse Is Overhyped | The a16z Show
Jun 8, 2026 neutral
Prediction Not checkable as stated
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…”
Benedict Evans Jun 8, 2026 ▶ 48:01 The Economics of AI Usage and What's Next For SaaS | Benedict Evans on a16z
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