LLMs

“I do think the text has kind of been solved and everything's kind of been scanned. And I think the next steps not Linear or super linear. I think it's going to be a little bit of a find.”

“Today, you know, as it stands, I would say if you were to rate these LLMs on their switching cost with zero maybe being none and a hundred being perfect, I'd say they're at two. Like, it's remarkably low”

“One thing that, that I think is really different between the full self-driving data point and is that it's not built on LLMs. It's a traditional use case of AI, which allows it to I think have much more finite input, output, and that example use case is fairly…”

“There are gonna be 20 LLMs that go to zero or many more”

“Today the switching costs based on every developer I've talked to are we mentioned this before, but about as low as you could possibly imagine. And if you're just using big context windows and not doing fine tuning, then you're just not, you can bounce from on…”

“You know, LLM's not going to do much for you on a manufacturing floor. The LLM part. AI might but the LLM won't.”

“I'm probably more skeptical. I think that the way that LLM's work is actually set up for diminishing marginal returns, but we will see.”

“The cost for delivering LLMs is Is tanking, which is going to induce demand, right?”