LLMs
81 statements across 65 episodes · 37 bullish · 19 bearish · 68 people on the record · first statement Aug 31, 2023 by Eugene Cheah · across every show →
Everything said about LLMs, oldest first
Aug 31, 2023 neutral
Oct 12, 2023 bullish
Liu: Fine-tuned LLMs will become the primary scalable evaluation solution
“No, but these models will get better and you'll probably fine tune a model to be a better judge. I think that's probably what's going to happen. So I'm like reasonably bullish on this because I don't think there's really a good alternative beyond you just huma…”
Oct 12, 2023 positive
Oct 20, 2023
Dec 5, 2023
Dec 17, 2023
Feb 19, 2024 bearish
Switching Costs for Open-Source LLM Inference Providers Are Zero
“The LLM space is, like, the opposite. Like, the switching cost of LLMs is zero, right? Like, if all you're doing is, like, straight up, like, at least, like, open source, right? Like, if all you're doing is, like, you know, using some, you know, inference endp…”
Mar 27, 2024 bullish
Mar 27, 2024 positive
Luan: LLMs shortcut evolutionary RL by behaviorally cloning all human knowledge
“Like de novo RL is like a pretty terrible way to get there quickly. Why are we rediscovering all the knowledge about the world? Like years ago, I had a debate with a Berkeley professor as to like what will it actually take to build HCI? And his view is basical…”
Apr 27, 2024
Apr 27, 2024 negative
Apr 27, 2024 bearish
Apr 27, 2024 positive
Malhotra: Modern language models contain internal models of the world
“Today we have language models that are powerful enough and big enough to have really, really good models of the world. They know a ball that's bouncy will bounce, will, when you throw it in the air, it'll land, when it's on water, it'll float, like, these basi…”
Jun 11, 2024 negative
Jun 11, 2024 positive
Conover: Classical ML provides statistical output guarantees that LLMs cannot offer
“Traditional machine learning has a real material role to play in producing a system that hangs together, and there are, you know, guaranteeable Like statistical promises that classical machine learning systems to include traditional deep learning can make abou…”
Jul 23, 2024 bullish
Scialom: Overtrain models beyond Chinchilla optimal to minimize inference costs
“And so, to be compute efficient at inference time, it's much better to train it much longer training time, even if it's an effort, an additional effort, than to have a bigger model. That's what I call, like, I refer to the chinchilla trap, Not that Chinchilla …”
Aug 2, 2024 neutral
Developers will trade 50 milliseconds of latency for higher model quality
“I think the biggest change in this market is like, Latency is actually not that important anymore. Like we lived in the past 10 years in a world where like 10, 15, 20 milliseconds made a big difference. I think today people will be happy to trade 50 millisecon…”
Aug 22, 2024 positive
Cosine built code retrieval tooling before LLMs could support autonomous agents
“Well, there are going to be some things that you need to build this when the tech does catch up. So retrieval being one of the most important things, like the model is going to have to be able to like pull code out for code base somehow. So we were like, well,…”
Aug 28, 2024
Carlini: If prompt engineering takes longer than manual work, LLMs save no time
“If I have to spend so much time thinking about how I want to frame the question that it would have been faster for me just to get the answer. Didn't save me any time. And so oftentimes, you know, what I do is like, I just dump in whatever current thought that …”
Aug 28, 2024 positive
Sep 17, 2024 positive
Sep 20, 2024
Sep 21, 2024 bullish
Karpathy predicts LLMs will act as compilers generating bare-metal CUDA code
“If LLINs are about to become much better at coding over time, then I think you can expect that the LLIN could actually do this for any custom application over time. And so the LLINs could act as a kind of compiler What you're interested in, they're gonna do al…”
Sep 27, 2024 neutral
Harrison Chase says developers should guide agent planning explicitly in code
“Sometimes I say that like the LLMs aren't
[4137] Great at planning yet.
[4138] So we can help them plan by telling them how to plan and code.
[4140] Cause that's very explicit and that's a good way of communicating how they should plan and stuff like that.”
Oct 11, 2024 positive
Oct 18, 2024 positive
Houston: Proper Algorithms and LLMs Yield Strong Results Without Massive Data
“If you choose, like, the right algorithm and the right approach, you can actually get, like, super good results without having, like, a ton of data, and even with LLMs. You can apply all these other techniques to give them, to kind of bootstrap, kind of like t…”
Nov 29, 2024 positive
Dec 2, 2024 positive
Friedman: AI Agents Will Shift Developer Focus From Code to Specs and Tests
“Eventually, I think that that's where the world is going to. Like the code It's going to be there, and we're, there will be developers, et cetera, but as agent improves and capabilities of the LLMs and integrations to different parts of the environment, develo…”
Dec 22, 2024 bearish
Korupati: Vision-Language Models Are Lagging Behind LLMs in Reasoning
“LLMs are showing enormous progress in reasoning, especially with the latest set of models that we've seen, but we're not really seeing, I have a feeling that VLMs are lagging behind, as we can see with these tasks that should be very simple for a human to do t…”
Jan 10, 2025 bullish
Bryk: 200x drop in LLM costs requires rethinking search from scratch
“When some very useful tool goes down in cost by 200 X in like the space of, I don't know, a couple years, There are going to be new opportunities in search, right? So like, to not integrate this and build up, to not like rethink search from scratch, the search…”
Jan 10, 2025 positive
Jan 17, 2025 positive
Swyx: Diff critiques steer LLM style better than few-shot examples
“And actually I found that that is a better way of doing this than when doing, you know, XML bracket, good example, close bracket, bad example, close bracket. Those examples tend to meet. There's an issue of prompts leaking, example leaking. Where there's a few…”
Jan 26, 2025 negative
Beauchamp: LLMs are next-token simulators, not reasoning engines
“The models have proven to just be far worse at reasoning than people sort of thought, and I think whenever I hear people talk about LLMs as reasoning engines, I sort of cringe a bit. I don't think that's what they are. I think of them more as like a simulator.”
Feb 5, 2025 positive
Agarwal: AI gateways act as operational platforms offering governance beyond basic proxies
“So I think AI gateways are essentially the operational platforms that enable teams to connect to LLMs more efficiently. They help you improve cost, performance, and accuracy by not having you to build individual connections to all of these different AI service…”
Feb 17, 2025 neutral
Sutin: LLMs struggle to effectively process knowledge graphs at inference time
“The problem with knowledge graphs that we found is like, and I don't know if you can tell me what your experience has been, but they're great for representing the data, but then like using it at inference time is kind of challenging, like... Just like the LLM …”
Feb 26, 2025 positive
Mann: Raycast extracts LLM tool definitions directly from TypeScript JSDoc
“Basically what we came up with, it's essentially you just write a TypeScript function and you document your TypeScript function with JSDoc. And then we extract all the information from there and basically make that and pass that information to the LLMs.”
Mar 13, 2025 neutral
Shankar: LLM failure modes and evaluation techniques have largely stabilized
“I think techniques have stabilized. I think the kinds of failure modes of LLMs, I mean, they're still there, but it's not like changing every single day. We know that LLMs are bad at certain things. We know a little bit more about say limitations of the transf…”
Mar 14, 2025
Mar 19, 2025 positive
Kozlov: AI agents require tightly coupling compute and state
“An agent is really like LLMs and a bunch of workflows and coordination and orchestration and then extra, like some sort of services, right? Like you have kind of the brain of the operation, which is the LLM and it can come up with a plan. And then, but then it…”
Mar 28, 2025 bullish
Apr 24, 2025 bullish
E2B plans to let LLM agents deploy and manage apps directly
“Eventually, like, we want the LLMs to Deploy these services, apps that they are building, and, ah, have them manage it, and developer is more like in the backseat, like, looking at things if everything is working correctly. If your swarm of agents is working c…”
Apr 24, 2025 neutral
Mlejnsky: Agent sandboxes need persistent state, not one-off execution
“The important part is that you don't need to explain the model, and the model doesn't need to care about how to keep the state of the program running. So it was, especially with our earlier models, I think the models are now smarter, but they kept producing, l…”
May 7, 2025 bearish
Sobo: AI editor moats are shrinking rapidly due to better tool-calling LLMs
“So there's a, there was a lot of like integration work to bridge that gap, but now the LLMs, because they've taken on this tool calling and are getting better at tool calling, the story is the integration story has definitely gotten a lot easier. I think it's …”
Jun 10, 2025 neutral
Kirkos: LLMs struggle with 2D spreadsheet layouts, requiring custom fine-tuning
“We are working on fine tuning a model. We think we can get the costs of inference way down and the quality and specific, you know, AI working in a spreadsheet is not really what these models were trained to do, right? There's a lot of two D positioning code er…”
Jun 19, 2025 positive
Brown: LLMs implicitly develop world models through scale alone
“I think it's pretty clear that as these models get bigger, they have a world model, and that world model becomes better with scale. So they are implicitly developing a world model, and I don't think it's something that you need to explicitly model.”
Jun 25, 2025 bearish
Jul 14, 2025 bearish
Frontier LLMs remain unreliable at realistic multi-turn tool calling
“Our last leaderboard is saying that models are really great at tool calling. So it's like safe, but they actually not, right? They're making mistakes and this is going to recalibrate the expectation of the users that Be careful because they're still not perfec…”
Jul 18, 2025 negative
Kamradt: Human-Built Benchmarks Prevent AI From Reverse-Engineering Generation Code
“And the problem with that is that we don't want to incentivize AI to derive the program that made the game. Right? And so if we continue to have humans make the game, then the AI is incentivized to try to reverse engineer the G inside of humans, and that's kin…”
Jul 23, 2025
McCloy: Stopping LLMs broadly from consuming web content will be nearly impossible
“You can fight the battle, I think, of saying, OpenAI shouldn't consume your content without paying for it, or shouldn't consume it at all. But I think it's gonna be really tough to fight the battle of saying, like, LLMs writ large shouldn't consume my content,…”
Jul 28, 2025 neutral
Aug 5, 2025 neutral
Aug 18, 2025 neutral
Sohmers: Reasoning models shift inference workloads to 100 output tokens per input
“If you go back a year from today in July of last year, the ratios of like input to output for LLMs were very, very heavily on, on inputs where you could be doing, you know, 10, 10, 15 to one ratio of input to output. But that has completely flipped and it's ob…”
Aug 19, 2025 negative
Aug 19, 2025 bearish
Huber: LLMs will largely replace purpose-built re-rankers
“I think that, like, this is going to be the dominant paradigm. I actually think that, like, probably purpose-built re-rankers will go away, and the same way that, like, purpose-built, they'll still exist, right? Like, if you're at extreme scale, extreme cost, …”
Sep 25, 2025 bearish
Ball: Complex sub-agent workflows will result in user hangovers
“A lot of the features what we see, you know, where people build like elaborate workflows, like I have my custom slash commands and they trigger custom Custom sub-agents and they in turn trigger custom MCP tool calls behind which again another model is doing in…”
Sep 25, 2025 negative
Slack: AI prompt enhancers are a 'bullshit feature' that does not work
“Yeah, so prompt enhancer, that's a bullshit feature that doesn't actually work. The theory behind it is nuts, because what helps LLMs is not tricks and phrasing your prompt in a certain way. It's fundamentally information that you have in your head that you ca…”
Oct 5, 2025 negative
Oct 5, 2025 neutral
Dwivedi: LLMs handle semantics while statistics must handle time series
“The agent is not good at looking at time series data, so that's, that is what statistics needs to take care of. But statistics doesn't understand what is the relationship between latency and memory usage and disk utilization. So that is the LLM part.”
Oct 30, 2025 negative
Sands: Manual writing forces first-principles reasoning that LLMs dangerously bypass
“It forces you to think deeply. It forces you to structure your reasoning. I don't know about you guys, but when I read a doc, when I write a doc, I've like read the doc like 50 times and thought about like, Does this logic track? Are there gotchas I'm not cons…”
Nov 25, 2025 bullish
Johnson: Pixels offer a more lossless world representation than tokenized text
“And then like you actually lose something if you translate to this like purely tokenized representations that we use in LLMs, right? Like you lose the font, you lose the line breaks, you lose sort of the two D arrangement on the page. And for a lot of cases, f…”
Dec 6, 2025 neutral
Dec 6, 2025 positive
Dec 30, 2025 neutral
Nair: RL on LLMs is peaky and fails to generalize beyond training
“RL, the way it's applied to LLMs right now, is kind of a weird, funny tool where it doesn't really generalize beyond the training distribution that much. It generalizes to some extent, and generalizes in interesting ways, but It's like very peaky, right? Like …”
Jan 9, 2026 positive
Cameron: Models perform better with minimal tools than rigid frameworks
“I think where we're getting to is that these models have gotten smart enough, they've gotten better, better tools that they can perform better when just given a minimalist set of tools and let them run, let the model Control the agentic workflow rather than us…”
Jan 9, 2026
Jan 17, 2026 negative
Reggio: Constraining LLMs to deterministic DAGs undersells their planning power
“My intuition has been that trying to craft LLMs into deterministic workflows and DAGs is, is kind of underselling like the power that they have to actually plan and execute more in a more sophisticated, like fluid way.”
Jan 28, 2026 bullish
White: Existing LLMs Are Already Capable of Automating Much of Science
“We can actually automate so much of the scientific method, because it turns out, especially in a field like biology, which is very empirical limited, you know, the top one percent guesser of, you know, what they think will happen in experiment that, you know, …”
Feb 12, 2026
LLMs Need Massive Parameters for Memorization, Unlike Biology Models
“Part of the reason the LLMs are so large isn't just because of their reasoning capability, but it's also because of, like, the sheer quantity of information that they store. And I think here there's a little bit less of that, you know, and I think it's more ab…”
Mar 14, 2026 positive
Mar 20, 2026 negative
Apr 3, 2026 bullish
May 5, 2026 neutral
Interactive LLMs Will Replace Static Scientific Papers Within 20 Years
“If you ask me, would I be confident that in 20 years we'll have these sort of like static documents in which we publish our results as papers? I would think not. Like that doesn't seem like the best thing we could be doing. Maybe some kind of interactive paper…”
Jun 1, 2026 positive
Jun 2, 2026 positive
Daigle: LLMs are most valuable for retrospective workflow analysis
“I find AI in like what most of this like launch here is, is actually like less building forward. It's actually like. A recursive loop backwards. I'm always looking at what had happened first, like go back through the week and tell me what we did, what worked, …”
Jun 6, 2026 positive
Awais: Deterministic tool repair with hints fixes model tool-calling loops
“What we saw is the moment you send the result with the repair logic, right after that, the third tool call is fixed. Instead of, you know, it all of a sudden becomes super smart. It understands like, okay, I got the result, what I was looking for, and I'm gonn…”
Jun 6, 2026 positive
Awais: Forcing LLMs to use OKLCH significantly improves color palette control
“I personally don't use OKLCH, but apparently LLMs are really good at it. And if you see them using HSL or something, they are, they don't actually are able to control the lightness in HSL very quickly, but on to human eye, it's very, very easy to see like this…”
Jun 6, 2026 positive
Jun 30, 2026 positive
Jul 8, 2026 neutral
Bubna: Batch compute demand comes mainly from non-LLM workloads like computational biology
“The demand that we see for something like that is actually not for LLMs. Although sometimes people want to run evals and do synthetic data prep and there it makes sense. But it's from a lot of non LLM companies like people who are doing computational bio, like…”
Jul 10, 2026 bearish
Aug 11, 2026 bullish
Patil: Biomolecular AI models will be as massive and impactful as LLMs
“And, you know, I think this class of models is going to be like just as big, just as impactful as LLMs, but it's almost like the compute market, like kind of doesn't realize that yet, both in the capacity sense, but also in like the software stack sense.”