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large language model

also referred to as: large language models · llm

16 statements across 15 episodes · 8 bullish · 6 bearish · 10 people on the record · first statement Feb 11, 2023 by Chamath Palihapitiya · across every show →

Everything said about large language model, oldest first

Feb 11, 2023 neutral
Assertion Contradicted
Palihapitiya claims transformer LLMs trained on identical data yield identical answers
“I'm saying when you look at transformer architecture today, every LLM that you write on the same corpus of underlying data for training will get to the same answer.”
Chamath Palihapitiya Feb 11, 2023 ▶ 56:28 E115: The AI Search Wars: Google vs. Microsoft, Nordstream report, State of the Union
Feb 17, 2023 neutral
Prediction Not checkable as stated
Friedberg: Large language models will very quickly commoditize like all technologies
“I think very quickly, like all technologies, they will commoditize.”
David Friedberg Feb 17, 2023 ▶ 1:17:11 E116: Toxic out-of-control trains, regulators, and AI
Mar 31, 2023 bearish
Prediction Not checkable as stated
Chamath: LLMs will converge into commodities without unique proprietary data
“All of these models will converge in the absence of highly unique data, right? What I've been calling these white truffles. So if you can hoard white truffles, your model will be better. Otherwise your model will be the same as everybody else's model.”
Chamath Palihapitiya Mar 31, 2023 ▶ 22:26 E122: Is AI the next great computing platform? ChatGPT vs. Google, containing AGI & RESTRICT Act
May 19, 2023 negative
Opinion
Sacks: ChatGPT and large language models are far from AGI
“Look, ChatGPT strings together, and these large language models string together words in really interesting ways, and they give computers the ability to have a natural language interface. That is so far from AGI.”
David Sacks May 19, 2023 ▶ 40:22 E129: Sam Altman plays chess with regulators, AI's "nuclear" potential, big pharma bundling & more
Sep 29, 2023 bullish
Prediction Not checkable as stated
Friedberg: LLMs will cause a wholesale rewriting of computing interfaces
“It's a wholesale rewriting of computing, computing interfaces, human computer interaction, that's going to rethink everything.”
David Friedberg Sep 29, 2023 ▶ 1:18:03 E147: TED goes woke, Canada's Nazi blunder, AI adds vision, plus: who owns OpenAI?
Jan 31, 2025 bearish
Prediction Not checkable as stated
Jason Calacanis predicts all large language models will become open-source commodities
“Gavin Baker came on this podcast and said it's the fastest deprecating asset in the world was a large language model. He's been proven right. They're not worth anything. They're all going to be open source. They're all going to be commoditized, and that's for …”
Jason Calacanis Jan 31, 2025 ▶ 44:01 DeepSeek Panic, US vs China, OpenAI $40B?, and Doge Delivers with Travis Kalanick and David Sacks
Feb 15, 2025 bearish
Opinion
Naval Ravikant: New York Times content is worthless to an LLM
“I think the New York Times content is worthless to an LLM, but that's a different story.”
Naval Ravikant Feb 15, 2025 ▶ 1:28:34 JD Vance's AI Speech, Techno-Optimists vs Doomers, Tariffs, AI Court Cases with Naval Ravikant
Mar 29, 2025 bullish
Prediction Not checkable as stated
Baker: Model Context Protocol will become the industry standard for LLMs
“I think it will become a standard, and it makes it really easy for an LLM, like Stripe can just integrate with MCP, and then any LLM that uses MCP can, you know, interact with Stripe.”
Gavin Baker Mar 29, 2025 ▶ 20:28 The AI Cold War, Signalgate, CoreWeave IPO, Tariff Endgames, El Salvador Deportations
Sep 9, 2025 bullish
Prediction Not checkable as stated
Cuban predicts there will be millions of specialized LLMs
“There'll be millions of large language models.”
Mark Cuban Sep 9, 2025 ▶ 37:57 Tucker Carlson and Mark Cuban Debate How to Save America 🔥 | All-In Summit 2025
Sep 12, 2025 bullish
Assertion Not checkable as stated
Hassabis denies rumors of flatlining LLM progress at Google DeepMind
“No, I mean, we're not seeing that internally, and we're still seeing a huge rate of progress.”
Demis Hassabis Sep 12, 2025 ▶ 20:23 Inside Google DeepMind: AGI, Robotics, & World Models Explained - Demis Hassabis
Jan 24, 2026 positive
Assertion Supported
Dr. Oz: Large language models outperform doctors on medical board exams
“The large language models do better on board exams. So, they take general knowledge. They're better than a doctor. They're more patient than a doctor.”
Dr. Mehmet Oz Jan 24, 2026 ▶ 14:11 Dr. Mehmet Oz on Fixing American Healthcare + Fraud | Live from Davos
Jan 25, 2026 negative
Assertion Partly supported
Kurtz: Hackers are deploying prompt-only autonomous malware that interacts with LLMs
“What we're seeing now is prompt only autonomous malware, meaning I can drop the prompt on your computer by a variety of means, and then it will autonomously interact with an LLM, and it will give a unique fingerprint every time it runs.”
George Kurtz Jan 25, 2026 ▶ 54:42 The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026
Jan 25, 2026 positive
Disclosure
Kurtz: CrowdStrike uses internal SLMs and guardrails when leveraging LLMs
“We, well, we have our small language models, and we do work with just about all of the large language models. But we've built our own guardrails around what gets shared, how it gets shared, and how we process any of the data back.”
George Kurtz Jan 25, 2026 ▶ 1:12:34 The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026
Apr 10, 2026 bullish
Prediction Not checkable as stated
Calacanis predicts open-source AI will capture 90% of total LLM token usage
“I believe open source is going to win the day on the large language models and take 90% of the token usage, and I think the entire frontier model space could be undercut by open source”
Jason Calacanis Apr 10, 2026 ▶ 30:54 Anthropic’s $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence
Jul 21, 2026 positive
Prediction Not checkable as stated
Cuban: Uncertain voters will increasingly turn to AI models for guidance
“I think people, as they become more uncertain with their politics, are going to go more and more and more to large language models and say, who should I vote for?”
Mark Cuban Jul 21, 2026 ▶ 28:21 Mark Cuban on the AI Bubble: Who Actually Gets Wiped Out?
Sep 4, 2026 negative
Assertion Supported
Calacanis: MIT study found 83% of LLM essay writers could not quote their work
“What happened was the LLM user showed severe deficits, quote, in memory and essay ownership, with 83% being unable to quote from the essays they had just written.”
Jason Calacanis Sep 4, 2026 ▶ 1:15:47 GPT-6 Hits AGI? Tech Euphoria 2.0, SF Mansion Shortage, NYC Bans AI in Schools & Venezuela Oil Deal
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