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
Assertion Not checkable as stated
Kambadur: Synthetic data generation is a highly popular use case for LLMs
“A very popular use of these LLMs is to generate synthetic data to train other models, because they're really good at generating sort of long tail data.”
Melanie Kambadur Feb 2, 2023 ▶ 19:55 A Conversation on The State of AI | Melanie Kambadur, Meta & Gideon Mann, Bloomberg
Apr 3, 2023 neutral
Assertion Not checkable as stated
Catanzaro: Incumbents can move swiftly to integrate LLMs into applications
“I think the past month has demonstrated that that is not true, that, you know, a lot of existing companies can actually act pretty swiftly to integrate LLMs into their applications.”
Sarah Catanzaro Apr 3, 2023 ▶ 12:07 A Conversation with Sarah Catanzaro, Amplify Partners
Apr 3, 2023 bullish
Insight
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.”
Sarah Catanzaro Apr 3, 2023 ▶ 13:23 A Conversation with Sarah Catanzaro, Amplify Partners
May 1, 2023 negative
Insight
Falcon: Avoid full enterprise LLM deployment without human-in-the-loop
“So I wouldn't go all in on this unless you can have like a human in the loop who's like helping.”
William Falcon May 1, 2023 ▶ 13:13 Build and Deploy AI with Pytorch | Lightning AI Founder & CEO, William Falcon
Jul 12, 2023 neutral
Insight
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…”
Jerry Liu Jul 12, 2023 ▶ 18:57 Building LlamaIndex: Jerry Liu on Scaling Retrieval-Augmented AI
Aug 9, 2023 negative
Assertion Supported
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,…”
Lukas Biewald Aug 9, 2023 ▶ 18:09 Startup to Industry Standard: Lukas Biewald Explains How W&B Scaled MLOps for OpenAI, NVIDIA & More
Aug 9, 2023 positive
Assertion Not checkable as stated
Biewald: Almost all major LLMs were trained using Weights & Biases
“I think all of the major LLMs out there, almost all were trained using weights and biases.”
Lukas Biewald Aug 9, 2023 ▶ 12:17 Startup to Industry Standard: Lukas Biewald Explains How W&B Scaled MLOps for OpenAI, NVIDIA & More
Aug 9, 2023
Insight
Biewald: Developers building with LLMs focus heavily on qualitative anecdotes over metrics
“In the LL world, like the anecdote is something people really pay attention to.”
Lukas Biewald Aug 9, 2023 ▶ 15:00 Startup to Industry Standard: Lukas Biewald Explains How W&B Scaled MLOps for OpenAI, NVIDIA & More
Sep 6, 2023 bullish
Prediction Not checkable as stated
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…”
Milos Rusic Sep 6, 2023 ▶ 34:04 From NLP Start-Up to Generative-AI Platform: Milos Rusic (deepset) Unpacks Product-Market Fit
Sep 6, 2023 positive
Opinion
The only meaningful way to adopt NLP and LLMs is cloud-based
“The only meaningful way to adopt to adopt NLP and LLMs is in the cloud”
Milos Rusic Sep 6, 2023 ▶ 7:46 From NLP Start-Up to Generative-AI Platform: Milos Rusic (deepset) Unpacks Product-Market Fit
Nov 8, 2023 bullish
Opinion
Sharon Zhou: LLMs are the new IP
“LLMs are, I believe, the new IP.”
Sharon Zhou Nov 8, 2023 ▶ 3:45 Custom LLMs at Scale: Lamini CEO Sharon Zhou’s Playbook for Enterprise AI
Nov 29, 2023 negative
Assertion Not checkable as stated
Katzenberg: LLMs are very poor at performing calculations
“We're going to do the calculations because the LLMs are very poor at that.”
Howard Katzenberg Nov 29, 2023 ▶ 11:41 How Glean AI Slashes Vendor Costs: CEO Howard Katzenberg on AI Accounting
Nov 29, 2023 negative
Assertion Not checkable as stated
Katzenberg: Commercial LLMs do not provide extraction confidence scores
“One of the drawbacks of using LLMs is like, we're not receiving confidence scores. On the extractions.”
Howard Katzenberg Nov 29, 2023 ▶ 9:55 How Glean AI Slashes Vendor Costs: CEO Howard Katzenberg on AI Accounting
Mar 20, 2024
Insight
Douetteau: Enterprises need a gateway between applications and LLMs for cost tracking
“You actually need to have a gateway between your application and your LLMs in order to track all of the costs and understand before moving things to production how much you can anticipate in terms of cost.”
Florian Douetteau Mar 20, 2024 ▶ 11:04 2024 will be the year of ENTERPRISE AI | Florian Douetteau, CEO of Dataiku
Mar 27, 2024 bullish
Prediction Not checkable as stated
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…”
Cris Valenzuela Mar 27, 2024 ▶ 21:24 Hollywood Producers FREAK OUT over AI | Cris Valenzuela, CEO of Runway
Apr 10, 2024 neutral
Assertion Not checkable as stated
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 …”
Benedict Evans Apr 10, 2024 ▶ 26:35 Is AI a platform shift or a paradigm shift? With Benedict Evans
Apr 10, 2024 neutral
Assertion Not checkable as stated
Benedict Evans: We cannot predict what happens when doubling LLM training data
“We can't do that with LLMs either. We don't know what will happen if you put double the data in or why, or we don't know why it works with this much data or not.”
Benedict Evans Apr 10, 2024 ▶ 27:48 Is AI a platform shift or a paradigm shift? With Benedict Evans
Apr 26, 2024 negative
Insight
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…”
Matt Turck Apr 26, 2024 ▶ 32:01 Navigating the AI Landscape: A Survival Guide | 2024 MAD Landscape with Matt Turck and Aman Kabeer
May 16, 2024 negative
Insight
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…”
Tomasz Tunguz May 16, 2024 ▶ 17:21 AI, Data and Blockchain: a VC perspective | Tomasz Tunguz, Founder of Theory Ventures
May 31, 2024 neutral
Assertion Not checkable as stated
Dines: Many UiPath enterprise customers use multiple LLMs
“We discovered that many of our customers actually use multiple LLMs.”
Daniel Dines May 31, 2024 ▶ 51:32 From Tiny Romanian Startup to Global AI Automation Leader | Daniel Dines, CEO of UIPath
Jul 18, 2024 bearish
Prediction Not checkable as stated
Kahn: Scaling current LLMs will not deliver AGI or superintelligence
“I don't think, and I actually don't, in the book, I don't think just scaling up the current LLMs will get us to, I don't, I'm not even sure they'll get us to AGI, let alone super intelligence.”
Jeremy Kahn Jul 18, 2024 ▶ 39:24 An inside look at “Mastering AI” | Jeremy Kahn, Author & AI Editor, Fortune
Jul 25, 2024 negative
Insight
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.”
Sharon Zhou Jul 25, 2024 ▶ 8:52 Making AI Work: Fine-Tuning, Inference, Memory | Sharon Zhou, CEO, Lamini
Oct 31, 2024 negative
Opinion
Bernhardsson: Companies training their own LLMs makes almost no sense
“A couple of years ago, you know, a lot of companies try to train their own LMs. Like that to me, it makes almost no sense, right?”
Erik Bernhardsson Oct 31, 2024 ▶ 23:52 Can AI Infrastructure Work Like Magic? Erik Bernhardsson, CEO, Modal
Nov 8, 2024
Insight
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…”
Matt Turck Nov 8, 2024 ▶ 42:58 Superintelligence, Bubbles And Big Bets: AI Investing in 2024 | Matt Turck & Aman Kabeer, FirstMark
Feb 6, 2025 negative
Insight
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.”
Amjad Masad Feb 6, 2025 ▶ 56:29 The AI Coding Agent Revolution, The Future of Software, Techno-Optimism | Amjad Masad, CEO, Replit
Feb 6, 2025 negative
Insight
Masad: LLM reasoning performance degrades rapidly past 32,000 tokens
“What we found is reasoning over long contacts is actually not very good. It's like, not good at all. Like, once you cross 32,000 tokens, that performance of reasoning, you know, just goes down to hell, like, very, very quickly.”
Amjad Masad Feb 6, 2025 ▶ 58:07 The AI Coding Agent Revolution, The Future of Software, Techno-Optimism | Amjad Masad, CEO, Replit
Feb 20, 2025 positive
Prediction Not checkable as stated
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 …”
Gaurav Misra Feb 20, 2025 ▶ 26:06 From Selfie to Studio: Captions CEO on AI Video for 10M Creators
Feb 20, 2025 negative
Opinion
Misra: Video generation is probably the most dangerous AI unlock
“Because I think of all the possible sort of AI unlocks, like even compared to LLMs and stuff, there's probably nothing more dangerous than video. Generation in a way, right?”
Gaurav Misra Feb 20, 2025 ▶ 1:01:59 From Selfie to Studio: Captions CEO on AI Video for 10M Creators
Apr 3, 2025 negative
Insight
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 …”
Mike Knoop Apr 3, 2025 ▶ 33:01 Chasing Real AGI: Inside ARC Prize 2025 with Chollet & Knoop
May 22, 2025 neutral
Assertion Supported
Evans: Google and Meta delayed LLMs in 2022 due to high error rates
“This is why Google and Meta didn't launch their own LLMs in twenty-twenty-two when they had them as well, because they looked at them and said, well, they're wrong too much.”
Benedict Evans May 22, 2025 ▶ 38:52 AI Eats the World: Benedict Evans on What Really Matters Now
Jun 26, 2025
Insight
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.”
Guillermo Rauch Jun 26, 2025 ▶ 26:53 Guillermo Rauch: Why Software Development Will Never Be the Same
Jan 22, 2026 bullish
Opinion
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…”
Dan Fu Jan 22, 2026 ▶ 4:14 The End of GPU Scaling? Compute & The Agent Era — Tim Dettmers (Ai2) & Dan Fu (Together AI)
Jan 29, 2026 positive
Assertion Supported
Large enterprises are secretly hiring teams to train ChatGPT-scale LLMs in-house
“I know for a fact that big companies are training now LLMs in-house. Really, like, big companies who have the financial means to train chat to be like model are hiring people who train LLMs.”
Sebastian Raschka Jan 29, 2026 ▶ 51:54 State of LLMs 2026: RLVR, GRPO, Inference Scaling — Sebastian Raschka
Jan 29, 2026 negative
Disclosure
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…”
Sebastian Raschka Jan 29, 2026 ▶ 1:04:34 State of LLMs 2026: RLVR, GRPO, Inference Scaling — Sebastian Raschka
Mar 19, 2026 neutral
Insight
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 …”
Benedict Evans Mar 19, 2026 ▶ 4:59 Benedict Evans: OpenAI’s Moat Problem & the Future of Software
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