large language model

also referred to as: large language models · llm

6 statements across 4 episodes · 1 bullish · 3 bearish · 4 people on the record · first statement Mar 4, 2025 by Josh Wolfe · across every show →

Everything said about large language model, oldest first

Mar 4, 2025 bearish
Prediction Not checkable as stated
Wolfe: LLMs will trend toward zero and become commoditized
“Being able to do that is the real gold, and the large language models are effectively, like, over time, I think, going to trend toward zero in a commodity excavator of that data.”
Josh Wolfe Mar 4, 2025 ▶ 25:56 Josh Wolfe: Human Advantage in the World of AI
Apr 15, 2025
Disclosure
Bret Taylor: Ignored LLM progress entirely until OpenAI's DALL-E launch
“I hadn't been paying attention to large language models. I just, it didn't follow the progress after the Transformers paper. And I saw that and my reaction was, I had no idea computers could do that.”
Bret Taylor Apr 15, 2025 ▶ 3:22 Bret Taylor: A Vision for AI’s Next Frontier
Apr 15, 2025 bullish
Opinion
Taylor: Software Value Lies in Closed-Loop AI Systems, Not Chat Interfaces
“What I'm excited about in the software industry is not necessarily a large language model with a prompt and a response being The product of AI, but actually end to end closed loose systems that use large language models as pieces of infrastructure. And I actua…”
Bret Taylor Apr 15, 2025 ▶ 1:28:00 Bret Taylor: A Vision for AI’s Next Frontier
Sep 2, 2025 neutral
Insight
Evans: Meta and Amazon want LLMs to become commoditized infrastructure
“What Meta and Amazon want to do is to make LLM's commodity info that sold at cost. This is why Meta made it open source, because they want to make it commodity info that sold at cost, and they differentiate on top with Meta stuff, with Facebook, social, Instag…”
Benedict Evans Sep 2, 2025 ▶ 1:06:31 Why Everyone Is Wrong About AI (Including You) | Benedict Evans
Sep 2, 2025 negative
Insight
Evans: For LLMs, variance is bad and originality receives a lower score
“For an LLM, variance is bad. Originality is, is, is a lower score.”
Benedict Evans Sep 2, 2025 ▶ 47:30 Why Everyone Is Wrong About AI (Including You) | Benedict Evans
Sep 30, 2025 bearish
Opinion
Diller: LLMs cannot easily replicate Expedia's deep consumer travel planning capabilities
“I think from what I know now, it is not easy today for anyone else to do that other than our competitors can do that today. But it's not easy for any large language model or any Modality that, that I know of.”
Barry Diller Sep 30, 2025 ▶ 34:01 Barry Diller: Building IAC
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