LLMs
35 statements across 26 episodes · 10 bullish · 14 bearish · 22 people on the record · first statement Feb 2, 2023 by Melanie Kambadur · across every show →
Everything said about LLMs, oldest first
Feb 2, 2023 positive
Apr 3, 2023 neutral
Apr 3, 2023 bullish
Catanzaro: AI startups must reimagine workflows rather than iterate existing tools
“And I think that that is the promise of LLMs and startups. It's not to build better versions of things that exist today, but rather to kind of reimagine some of the tools and systems that we use in an LLM centric way.”
May 1, 2023 negative
Jul 12, 2023 neutral
Liu: LLM data pipelines differ from traditional ETL stacks due to unstructured content comprehension
“If we're building this new age of L-empowered applications, The kind of requirements for the type of data that like you want to load as well as how you want to extract information from that data will be a little bit different than the existing ETL stack. The r…”
Aug 9, 2023 negative
Biewald: Most enterprises have not deployed LLMs into production yet
“I think that LLMs in particular, we talk to a lot of the people and we don't see a ton of people getting them into production yet. And I think it's funny, like VCs are always surprised, like when we tell them that I think that I don't know. I'm bullish on LMS,…”
Aug 9, 2023 positive
Aug 9, 2023
Sep 6, 2023 bullish
RAG will be the first LLM architecture to see mainstream enterprise adoption
“We see that this whole RAC architecture is probably the first one that will really see a broad, massive adoption, right? Simply because it's all about accessing and, you know, somehow working with information that is already around. And this is where we see, l…”
Sep 6, 2023 positive
Nov 29, 2023 negative
Nov 29, 2023 negative
Mar 20, 2024
Mar 27, 2024 bullish
Valenzuela expects video AI models to develop an ecosystem like LLMs
“Actually, for me, LLMs happened or had a similar momentum, like, two and a half years ago, where, like, we started also building and seeing infrastructure being built around training and deploying language models, and then we expect the same thing to happen wi…”
Apr 10, 2024 neutral
Benedict Evans: Science lacks an underlying theory for how LLMs work
“We don't have any equivalent set of theories for intelligence or artificial intelligence. We have a lot of theories of how some bits of it might work. But we do not have a theory of what we have and what, and in what sense is what we have is different and the …”
Apr 10, 2024 neutral
Apr 26, 2024 negative
Turck says AI evaluation startups currently lack significant enterprise traction
“A lot of those companies to put it bluntly don't have a lot of traction yet, because it turns out that, if you're trying to do something, and I can, I'm not picking on them, but like evaluation or monitoring and all the things, well, you need to have LLMs to m…”
May 16, 2024 negative
Chained LLMs suffer from compounding errors across multi-step pipelines
“One of the challenges that will happen with some of these large language models, particularly when they're chained or we let them operate for hours at a time is the intern effect where they're off at the beginning. And that's just because they're chaotic and n…”
May 31, 2024 neutral
Jul 18, 2024 bearish
Jul 25, 2024 negative
General-purpose LLMs optimize for average internet error, perfect at nothing
“These models, when they're general they're optimizing for what's known as generalization error, or the average error across all examples it sees on the internet. And as a result, it's pretty good at everything, but it's perfect at nothing.”
Oct 31, 2024 negative
Nov 8, 2024
LLM performance evaluation is arguably more critical than for traditional software
“Those things are stochastic, not deterministic, meaning that they don't get the right answer a hundred percent of the time, and you don't get the same answer each time you ask. Therefore, evaluating performance is more important arguably, than any other kind o…”
Feb 6, 2025 negative
Masad: LLMs struggle with diffs and line numbers during code editing
“By the way, editing files with models is actually quite a tough problem. Turns out they don't know how to generate diffs. They don't work with line numbers very, very easily. So you have, you need a quite a complicated system for edits to work.”
Feb 6, 2025 negative
Feb 20, 2025 positive
Misra: LLMs will eventually solve video script generation
“The script generation part we don't take on because we think the LLMs and stuff will solve this eventually. I think they're still not very good at video scripts, and they're getting better and better, but we do think that as these models improve, this will be …”
Feb 20, 2025 negative
Apr 3, 2025 negative
Knoop: LLM failure rates break unsupervised server-based automation workflows
“You know, it fails randomly two out of 10 times, which might be fine in a supervised setting like ChatGPT. You know, where you're talking with these sort of assistants but it doesn't really work in an automation case where it's hands-off keyboard running on a …”
May 22, 2025 neutral
Jun 26, 2025
Rauch: Ambitious AI coding requires agentic architectures due to LLM errors
“As you get more ambitious with the things that you wanted to do, like create more interactive code, data fetching code, et cetera, you always end up with an agentic architecture because you realize that LLMs are not bulletproof.”
Jan 22, 2026 bullish
Fu: Current LLMs meet the definition of AGI from 5-10 years ago
“By almost any definition anyone could have written down, let's say five years ago or 10 years ago, certainly when, you know, Tim, you and I started our PhD. We basically have the vision of AGI that, that we had back then. We have things that can write code. Th…”
Jan 29, 2026 positive
Jan 29, 2026 negative
Raschka does not use LLMs to write his books or blog posts
“For blog writing on book writing, not so much because honestly, I, for fun, I tried it out. It's just, it generates okay text, but it's, I don't know, it does not I can ask it to generate text like me, but it's almost like, then I don't like it and I end up ed…”
Mar 19, 2026 neutral
Evans: Meta and Google do not need standalone LLM monetization
“Because if you are Meta or Google, You've got this whole other highly profitable business, which now needs to have LLMs inside it, powering all sorts of capabilities and features, and you probably want them to be your LLMs rather than somebody else's. But you …”