large language model

also referred to as: large language models · llm

6 statements across 6 episodes · 4 bullish · 1 bearish · 6 people on the record · first statement May 11, 2023 by Richard Craib · across every show →

Everything said about large language model, oldest first

May 11, 2023 bullish
Disclosure
Craib: Numerai plans to build dataset features using LLMs
“Large language models, which is probably the most hyped thing in the world, is actually something I want to have Numeri become the best at. And I think we have a shot at it because Machine learning is so in our DNA. So I think that's something I'm excited abou…”
Richard Craib May 11, 2023 ▶ 43:07 Richard Craib – Crowdsourcing Data Science for Returns at Numerai (Capital Allocators, EP.314)
Nov 9, 2023 bullish
Assertion Not checkable as stated
Martell: Maverick uses custom LLMs to extract loan terms beyond human scale
“We are able to build a large language model that actually ingests the loan documents and pulls terms From those loan documents, inputs them into a spreadsheet. It's able to do that at a rate that is superior to what a human can do, and at a scale that no human…”
Ted Martell Nov 9, 2023 ▶ 31:09 Ted Martell – Empty Rooms: Commercial Real Estate Non-Performing Loans in NYC at Maverick Real Estate (EP.349)
Jun 30, 2025 bullish
Prediction Not checkable as stated
Barth: LLMs will outperform humans at underwriting small-balance asset-backed loans
“The underwriting process might have software that scores something first, but if that score can be a LLM that is looking at your data and outcomes and learning, it will do that better than a human.”
Brett Barth Jun 30, 2025 ▶ 45:11 Friends Reunion 3 – Five Allocators Riff on Investing (EP.454)
Sep 8, 2025 bearish
Prediction Not checkable as stated
Seides: LLMs Won't Make Final Investment Decisions Anytime Soon
“It'll be a long time, unless you're a quant manager, before the ultimate decision gets made by an LLM.”
Ted Seides Sep 8, 2025 ▶ 31:55 Ted on Alt Goes Mainstream (EP.458)
Nov 20, 2025 neutral
Disclosure
MDT Advisers does not use LLMs or ChatGPT in investment modeling
“Large language models and ChatGPT specifically are not anything that we're presently making use of in our modeling.”
Daniel Mahr Nov 20, 2025 ▶ 46:28 Daniel Mahr – Glass Box Quant at MDT Advisers (EP.472)
Jun 22, 2026 positive
Disclosure
Williams College uses LLMs to find off-sheet diligence references in its network
“Somebody discovered recently that it's great at suggesting off-sheet references. We found some really good off-sheet references by saying this is who we're doing diligence on. Who in my network would you talk to?”
Abigail Wattley Jun 22, 2026 ▶ 47:09 Homegrown CIO at Williams College - Abigail Wattley (EP.507)
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