LLMs

“Whereas with AGI, we have no theoretical model for what AGI actually is, and we also actually don't have a theoretical model for how LLMs work. Other than at a very, very high, high level. So we don't actually know what will happen if we give it three X more d…”

“We don't have any kind of equivalent mathematics or any kind of equivalent chart that we could draw that says, well, AI is there, and we're here, and LLMs are in this place, and this is how fast it's going, and if it grows at the current rate, it will hit huma…”

“There's a classic economics formulation that, you know, efficiency gains tend to be competed away. So everybody, if you and all your competitors deploy this, is the end result just that you'll have roughly the same margins, roughly the same business.”

“These models are very good at automating certain kinds of things, but not others. They get stuff wrong, or rather what they do is they say, what would an answer to this question probably look like? That's about the best way I can come up with formulating it ri…”

“Meta is trying to make LLMs into generic commodity infrastructure that's sold at marginal cost. Because they want to differentiate on the features on top.”

“The chatbot isn't the right product is what's going to happen is these are going to spiral off in different places where they actually do have different product strategies.”

“Given that there's no network effects, or don't, or not yet any network effects in LLMs, that feels very fragile. Like, you know, if you remember, you know, I cannot, you know, remember, like, everyone used Yahoo, and then everyone switched to Google, because …”

“I use it for proofreading sometimes, and that's about it. I, you know, I can't use it for most of the stuff that I have that I would give to an intern, because it won't be able to do it, or it won't get it right.”