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
Apr 15, 2025
Apr 15, 2025 bullish
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…”
Sep 2, 2025 neutral
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…”
Sep 2, 2025 negative
Sep 30, 2025 bearish
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.”