large language model

also referred to as: large language models · llm

8 statements across 7 episodes · 2 bullish · 2 bearish · 1 people on the record · first statement Dec 5, 2022 by Benedict Evans · across every show →

Everything said about large language model, oldest first

Dec 5, 2022 negative
Insight
Evans: Large language models are actually just bullshitting everything they know
“What you're actually getting here is say to me everything you know about this. Which is, it's actually bullshitting.”
Benedict Evans Dec 5, 2022 ▶ 18:34 ChatGPT and the Imagenet Moment
Apr 16, 2023 bullish
Prediction Not checkable as stated
Evans: If VR succeeds, LLMs will power all VR applications within five years
“You know, I mean, if VR works, then in five years' time, everything you do on VR will be built using large language models.”
Benedict Evans Apr 16, 2023 ▶ 6:59 Metaverse and crypto - beyond the BS
Aug 17, 2023 neutral
Prediction Not checkable as stated
Evans: Prompt interfaces will be abstracted away inside software tooling
“It seems to me incredibly obvious that what's going to happen is that this stuff will get abstracted inside and away. And then the actual technology of it may be running a prompt that gets inserted into an LLM, but the user will probably very often won't see t…”
Benedict Evans Aug 17, 2023 ▶ 16:15 Unbundling ChatGPT
Aug 17, 2023 bullish
Prediction Held up
Evans: Dating apps will integrate LLMs for flirty message generation
“The next thing will be dating apps, like why all the dating apps don't have an LLM for like, write me something quirky and slightly flirtatious based on this profile. Go. Clearly that's like the next use case.”
Benedict Evans Aug 17, 2023 ▶ 22:47 Unbundling ChatGPT
Oct 29, 2023 neutral
Insight
Evans: LLM interfaces resemble Battleship more than document editing
“When you're using LLM, it's a kind of call and response model. You type the prompt, you press go, you wait, And something comes back. I compared it to playing battleships. You know, you call out your move and you find out if you hit anything and then you wait …”
Benedict Evans Oct 29, 2023 ▶ 15:10 LLMs, links, and the death of links
Apr 1, 2024 neutral
Insight
Evans: LLMs are rebundling the curation that influencers unbundled from magazines
“Influences unbundling for magazines and TV, but mostly for magazines. And of course, LLM then, you know, ChatGPT goes off and reads the whole web and synthesizes it for you, so it's bundling all the influences back up to the top again”
Benedict Evans Apr 1, 2024 ▶ 16:10 Looking for AI use-cases
Dec 8, 2024 neutral
Insight
Evans: Testing LLMs on complex logic is like testing Apple II for five-nines uptime
“This is, you know, classic disruption that the new thing tends to be crap at the stuff that was important for the old thing, but then it does something different that's new. And if you test an LLM by asking it to do complex logic problems or masquerade problem…”
Benedict Evans Dec 8, 2024 ▶ 16:15 Ai eats the world
Jul 15, 2026 bearish
Opinion
Evans: LLMs lack broad product-market fit beyond software developers
“The LLM itself Is not a great product for most people. Usage is a mile wide and an inch deep, and you have this kind of polarization between people where this really, really works, and they really, really have product market fit, which is basically software de…”
Benedict Evans Jul 15, 2026 ▶ 22:05 Token pricing
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