LLMs

3 statements across 3 episodes · 1 bullish · 0 bearish · 3 people on the record · first statement Oct 22, 2025 by Dan Sundheim · across every show →

Everything said about LLMs, oldest first

Oct 22, 2025 neutral
Insight
Sundheim: Few tech companies before LLMs combined huge fixed costs with high margins
“Up until the LLMs are very few tech companies where it's like a huge fixed investment. And then the incremental, ah, margins on the sales are extremely high.”
Dan Sundheim Oct 22, 2025 ▶ 9:03 Dan Sundheim of D1 Capital on the art of public market investing
Feb 26, 2026 positive
Disclosure
Pope: MatX trains small LLMs from scratch daily for hardware co-design
“So our ML team is actual, real ML research. What they do every day is they train small LLMs from scratch, focusing on numerics and attention.”
Reiner Pope Feb 26, 2026 ▶ 56:57 Reiner Pope of MatX on accelerating AI with transformer-optimized chips
Mar 10, 2026
Insight
Taylor: Grounding AI agents is harder for famous brands than obscure ones
“It's actually easier when the internet has never heard of you and you want to make a well-grounded agent, it's actually pretty easy because there's no temptation from the LLMs to go off script. So actually, I would say. Ironically, the harder challenge is when…”
Bret Taylor Mar 10, 2026 ▶ 43:09 Bret Taylor of Sierra on AI agents, outcome-based pricing, and the OpenAI board
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