LLMs

2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Jul 30, 2025 by Amjad Masad · across every show →

Everything said about LLMs, oldest first

Jul 30, 2025 neutral

Insight

Masad: AI models remix existing data and cannot create new knowledge

“GPT, ChatGPT, Cod, all of them, are simply machines that are trained to regurgitate all the materials they've read online, right? They're amazing machines, they can do programming, all that stuff, but they are a function of their data. You know, like you say…”

Amjad Masad Jul 30, 2025 ▶ 1:21:56 AI CEO: How To Make A $10M Business With AI Employees (Amjad Masad, CEO of @replit)

Apr 21, 2026 bearish

Opinion

Sanchez: AI's true choke points are data centers and chips, not LLMs

“What do you think that is in AI? Oh, it's data storage, data centers, it's chips. It's not actually the LLMs. It's figuring out where do we store all this data? How do we move it faster? Those are the choke points.”

Codie Sanchez Apr 21, 2026 ▶ 9:27 The 7 Money Rules From the Richest Man Who Ever Lived

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LLMs

Everything said about LLMs, oldest first

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