LLMs

6 statements across 5 episodes · 4 bullish · 2 bearish · 5 people on the record · first statement Jul 18, 2023 by Marc Andreessen · across every show →

Everything said about LLMs, oldest first

Jul 18, 2023 positive
Prediction Not checkable as stated
Andreessen: Search will shift from links to direct synthesized answers
“Does the defining paradigm of the era go from, oh, here's a bunch of links. Good luck to here's the answer. Yes. On that, I think it's very, very clear that that's what's going to happen.”
Marc Andreessen Jul 18, 2023 ▶ 29:36 Ep 65: Marc Andreessen and the Case for AI Optimism · Joe Lonsdale
Nov 2, 2024 bullish
Prediction Not checkable as stated
Gil: LLMs will eventually advance to perform all human services
“You have these steps, and so it's this ladder that you're climbing, and eventually you're going to hit a point where it can do all of human services, right? And I don't know if that's GPT seven equivalent or eight or six or 10 or whatever, but we're going to g…”
Elad Gil Nov 2, 2024 ▶ 37:26 Secrets Of Investing Early – Lessons From A Billion-Dollar Investor · Joe Lonsdale
Sep 15, 2025 negative
Insight
Meyer: Writing Is Thinking, and Should Not Be Delegated to LLMs
“Writing is really just a process of thinking. And unless you're convinced that the LLM is smarter than you, then you should do the hard work of thinking through the ideas.”
Max Meyer Sep 15, 2025 ▶ 23:46 The One Thing AI Will Never Replace · Joe Lonsdale
Apr 17, 2026 bullish
Disclosure
Melas-Kyriazi: Standard Metrics Creates Marketing Content Engineered for LLMs
“We're creating content specifically for LLMs that's also human readable and useful for humans, but it's really engineered to make sure that LLMs understand what we do.”
John Milles-Kiriazzi Apr 17, 2026 ▶ 24:11 How AI Agents are Changing Investing · Joe Lonsdale
Apr 17, 2026 bullish
Disclosure
Melas-Kyriazi: Standard Metrics Tracks LLM Search Visibility With Daily Prompts
“So yeah, so we actually use software that helps us. It runs hundreds of prompts per day across four or five kind of major LLMs. It helps us to identify exactly where standard metrics is getting mentioned. Which pieces of content that are linked to standard met…”
John Milles-Kiriazzi Apr 17, 2026 ▶ 23:45 How AI Agents are Changing Investing · Joe Lonsdale
May 29, 2026 negative
Opinion
Hughes: Wikipedia's Bias Corrupts LLMs Trained on Its Data
“The fact that Grokipedia is a great intervention because Wikipedia is going wonky and their efforts to influence it, and that therefore influences the LLMs because they're trained on Wikipedia.”
Coleman Hughes May 29, 2026 ▶ 45:39 How the Left Weaponized Slavery · Joe Lonsdale
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