LLM Companies
topic on 3 shows · 4 statements across 4 episodes
Latent Space 
the MAD Podcast 
20VC
4 statements about LLM Companies, every show
General Intuition publishes openly because its proprietary data moat prevents model replication
“Because we have such a large data mode, we don't have to be as concerned as the LLM companies about publishing, because we don't need the ones to be able to. Exactly. No one can replicate the models, right?”
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.…”
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…”