large language model

“The switching cost is not with the LLM. I agree with you on this. The switching cost is really around where your data resides, right? We've heard this talked about data gravity.”

“A lot of the incremental work that's being done on AI projects are Stitching together external databases with the LLM and the LLM gets relegated to being an interpreter of the human or to being the interpreter of the data back to the human, but is not involved…”

“It doesn't appear to me that if agents are connectors to the external world, you know, to me, that's a lot like an enterprise when people would build connectors to other apps and I just don't see it on this kind of exponential scale that we got, you know, as t…”

“The capital intensity of that undertaking is very different than starting a software company, right? And so the risk reward to both the founders and the risk reward to the investors changes a lot.”

“My quick reaction would be that Meta is somewhat unique in the group in that if there were an air pocket, you know, or something that came out of the LLM AGI world, they're not really, I mean, they're playing with the open source models, but they're not really…”

“Language models are going to be involved in everything. It took us, took the industry enormous technology and effort to train a language model, to train these large language models. Now we're using a large language model in every single step of the way.”

“Historically, Mathematical algorithms that do some type of fit, and this is a very sophisticated form of that, but when you take the variables up to a certain level, they, it stops adding value. You just get too close to the fit.”

“Yeah, look, I think the LLM is a commodity. People are not saying that, but it is a commodity. Like, and, you know, when I took econ classes, commodity was when it's interchangeable. Like, you can get gas from this gas station, or you can get gas from that gas…”