large language model

also referred to as: large language models · llm

15 statements across 14 episodes · 4 bullish · 7 bearish · 4 people on the record · first statement Jun 12, 2023 by Sam Lessin · across every show →

Everything said about large language model, oldest first

Jun 12, 2023 neutral
Opinion
Sam Lessin: Large language models accelerate products but are not intelligence
“The GPT stuff, you know, large language models is super fun to play with and super cool. I think it will accelerate product. It is consumerizable. It's not intelligence.”
Sam Lessin Jun 12, 2023 ▶ 12:56 #1: Apple's head scratchy VR rollout; VR vs. AI in the interface wars; crypto's 'nothing burger'? · More or Less Podcast
Jun 16, 2023 neutral
Prediction Not checkable as stated
Lessin: Platforms will shut down APIs to fight a data holy war
“This is why everyone's going to shut down every API imaginable. It's going to be a data. Holy war is like, if you actually have differentiated data Right? That would be useful for a specific domain getting answers through a large language model or refining a m…”
Sam Lessin Jun 16, 2023 ▶ 17:26 #2: Reddit and the death of the public internet; the end of the VC "epoch" · More or Less Podcast
Sep 1, 2023 neutral
Assertion Not checkable as stated
Dave Morin: A research list showed the world's top three largest LLMs are Chinese
“Like I saw a list, somebody I won't say who, but showed me a research list That had every single large language model in the world on it, and the number of parameters, and like the top three are all Chinese.”
Dave Morin Sep 1, 2023 ▶ 43:15 #12: Inside the VC brain · More or Less Podcast
Feb 9, 2024 positive
Insight
Brian Singerman says founders are moving past the AI company label
“For a while, I think the pendulum was already being on the shift, but for a while, it was close to 100% Of companies would say AI or LLM by, you know, minute two of the pitch or page one of the deck. And I think that that's changed. It's now just you know, a t…”
Brian Singerman Feb 9, 2024 ▶ 50:24 #33: Yes/No, Vision Pro? w/Special Guest Brian Singerman, Founders Fund · More or Less Podcast
Mar 15, 2024 negative
Opinion
Sam Lessin says learning foreign languages is completely irrelevant because of LLMs
“So they're really not getting the LLM message. It's like the one skill that's now completely irrelevant.”
Sam Lessin Mar 15, 2024 ▶ 24:34 #38: Hartz and Minds and TikTok w/ Special Guest Julia Hartz · More or Less Podcast
Apr 12, 2024 bearish
Opinion
Lessin: LLMs break internet economics by stealing without returning ecosystem value
“The problem with these kind of LLM things is they break economics because they steal, but they give nothing back. And so even like a cents on the dollar licensing deal or whatever, that's not investing in the ecosystem of knowledge of information globally, rig…”
Sam Lessin Apr 12, 2024 ▶ 17:58 #42: OpenAI, IP Theft and a New Incentive Structure for the Internet · More or Less Podcast
Jun 21, 2024 neutral
Opinion
Elad Gil: Current generative AI is primarily good at automating repetitive email jobs
“If you ask, what is this wave of generative AI good at least on the LLM side... I think it's a lot of things which are highly repetitive email jobs. Right. That's what this wave and right now is really good at.”
Elad Gil Jun 21, 2024 ▶ 44:20 #52: Elad Gil on What to Build in AI (Part II) · More or Less Podcast
Aug 2, 2024 negative
Disclosure
Morin: Most pitch emails are ignored now because they are LLM-generated
“I don't take most pitch emails seriously anymore, because they're all LLM generated, and you can tell.”
Dave Morin Aug 2, 2024 ▶ 39:39 #58: The Death of Friends · More or Less Podcast
Oct 4, 2024 bearish
Opinion
Sam Lessin: LLMs cannot generate meaningful health insights without long-term studies
“Well, I just think all the health stuff is interesting, because, like, the whole point of it is, like, we don't have long-term studies on any of this shit. The blood boys, the, like, supplements, the creatine, and so, like, what is the LLM going to tell you ma…”
Sam Lessin Oct 4, 2024 ▶ 26:07 #67: OpenAI Sets a Record and Will Apple Make Its Next Move? · More or Less Podcast
May 2, 2025 bullish
Prediction Not checkable as stated
Dave Morin: Personality will be a moat in the LLM era
“I was saying that personality is going to be a moat in the LLM era.”
Dave Morin May 2, 2025 ▶ 23:01 How OpenAI Is Beating Google and Meta at Their Own Game · More or Less Podcast
May 2, 2025 negative
Insight
Morin: Modifying AI Personality Without Transparency Threatens Mental Health
“Whether or not people use it for therapy or for helping them think through things or not, Sam, if you change the personality of the underlying tool or the underlying LLM without transparency, I think that's the most dangerous possible thing that you can do for…”
Dave Morin May 2, 2025 ▶ 40:49 How OpenAI Is Beating Google and Meta at Their Own Game · More or Less Podcast
Jun 13, 2025 bullish
Prediction Not checkable as stated
Morin: Free Apple on-device LLMs will enable new class of AI apps
“Apple announced on device Large language models that are available to developers, which means that you can now access a large language model for free on the device, and that will enable a whole new class of AI apps that just weren't possible before because it'…”
Dave Morin Jun 13, 2025 ▶ 10:49 #103: Are Silicon Valley’s Mega-Deals Just Talent Grabs? · More or Less Podcast
Aug 15, 2025 positive
Prediction Not checkable as stated
A fine-tuned conspiracy LLM would be extremely popular
“If you just had a LLM that you tuned and its only job was to come up with conspiracies, that would be extremely popular.”
Sam Lessin Aug 15, 2025 ▶ 43:56 #112 Swift Should Buy Chrome, Not Perplexity · More or Less Podcast
Aug 22, 2025 negative
Assertion Not checkable as stated
Dave Morin: Early-stage startup pitch decks are now filled with LLM content
“Our pitches are actually filled with LLM now. And how do you figure out if an idea is an authentic idea or whether it was, you know, harvested out of the LLMs instead?”
Dave Morin Aug 22, 2025 ▶ 28:33 #113 GPT-5 Disappoints: The End of the AI Gold Rush? · More or Less Podcast
Oct 24, 2025 negative
Insight
Sam Lessin: Lowbrow Culture Imitates Machines While Highbrow Rejects Them
“What lowbrow people do is they start talking like the machines. Like, they start trying, like, so there's a whole genre of people who are speaking like LLMs. They're imitating the fucking technology, and like, that is what lowbrow people do. What highbrow peop…”
Sam Lessin Oct 24, 2025 ▶ 3:20 TPUs Are Winning? Gemini + Anthropic vs NVIDIA, and OpenAI’s Atlas Explained · More or Less Podcast
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