LLMs
5 statements across 5 episodes · 2 bullish · 0 bearish · 5 people on the record · first statement Sep 7, 2023 by Kevin Mandich · across every show →
Everything said about LLMs, oldest first
Sep 7, 2023 neutral
Complex non-deterministic LLM tasks still require manual human evaluation
“And that's just, that's something that's really hard to evaluate in an automated manner, at least right now, because it's a more complex task, because the output is, you know, non-deterministic and freeform. For now, it really just does require some manual eva…”
Jun 6, 2024 neutral
Schillace: High-value LLM applications work like a cryptographic trapdoor
“The things that work well with LLMs have this shape almost like a cryptographic trapdoor. There are like things where it's started work for the human to create the work, but easy for the human to validate the work. Those are the things that tend to have high v…”
Sep 11, 2025 positive
Sekar: LLMs allow Samsara AI to reward defensive driving in video
“Now we can use LLMs as a starting point and we can start to do things that just would have been impossible before, right? So for example, now if you slam on the brakes and it's because someone cut you off or a pedestrian ran into the road or an ambulance cross…”
Feb 26, 2026 neutral
Degnan: LLM companies are just taking orders until they build sales organizations
“CRM is Salesforce is water to the sales team. That's not selling. You don't know how to sell. You know how to do a deal. It's order taking. And so that's what the LLMs are doing right now. They're order taking. At some point, if you build a world-class organiz…”
Jul 24, 2026 bullish
Noronha: LLMs Compress Product Agility Cycles From Months to Days
“The kind of insane thing about LLMs is that agility used to mean that you would do all those things over, let's say, a six to 12 month cycle, and now it's become possible, keyword being possible, to do them over a day to week cycle instead.”