LLMs
4 statements across 4 episodes · 1 bullish · 2 bearish · 4 people on the record · first statement Jun 15, 2023 by Seyed Madaeni · across every show →
Everything said about LLMs, oldest first
Jun 15, 2023 bearish
Mar 8, 2024 neutral
Groarke: Utility LLM use focuses on enterprise tasks, not grid operations
“We're seeing some application of LLMs across the industry, but usually at the enterprise level around regulatory documents around, you know, generating text or guidance. Less on the actual power sector side of the operation itself itself.”
Mar 20, 2025 bearish
Lubbershane: Robotics foundation models lack defensible long-term moats
“I have my skepticism about that About that approach, kind of in a similar way as I have some skepticism about LLMs themselves, which is that I'm not sure about the long-term moat, and I'm also, you know, not convinced that the companies who are building robots…”
Nov 6, 2025 bullish
Chubuk: LLMs already bridge solid-state chemistry and physics better than human specialists
“Like, there was probably a time when a physicist could contribute and be one of the best in the world on many fields of physics, but it's definitely not true today, and this is one of the reasons I think we are very excited about LLMs, because when you talk to…”