large language model

also referred to as: large language models · llm

7 statements across 6 episodes · 6 bullish · 1 bearish · 6 people on the record · first statement Feb 2, 2024 by Manoj Agarwal · across every show →

Everything said about large language model, oldest first

Feb 2, 2024 positive
Insight
Agarwal: ChatGPT succeeded by giving pre-existing LLMs a consumer interface
“And chart GPT was nothing but a UI representation or UI interface through which that human could go and interact with the LLMs or GPT models. That's what it provided a mechanism because prior to that, that, okay, through the APIs and you, by writing the code a…”
Manoj Agarwal Feb 2, 2024 ▶ 19:37 Deepfakes, AGI, Jobs Under Threat & More | DevRev Founder, Manoj Agarwal | Neon Show
Aug 31, 2024 negative
Insight
Pallav Nadhani: High-usage AI power users compress company gross margins
“In AI, anytime somebody uses, if there's a high velocity or high performance user, he's basically taking your gross margins down because you have a cost of LN.”
Pallav Nadhani Aug 31, 2024 ▶ 17:23 Indian SaaS, AI Wave, IPO & Best Country For Co. Registration | 2024 Insights With SaaS Founder
Oct 24, 2025 bullish
Prediction Not checkable as stated
Bajaria: Enterprise Pricing Will Shift From SaaS to Service-as-a-Software
“We are so used to software as a service, and the reason it was you're selling to humans. It is per user pricing. Yeah, it is platform pricing, right? That was the thing that we were used to. I think it's going to shift to service as a software. Now you figure …”
Viral Bajaria Oct 24, 2025 ▶ 1:01:31 6sense Did What Google Couldn’t : Targeting Companies, Not People | Viral Bajaria
Mar 19, 2026 positive
Insight
Agarwal: Continuous tool loops deliver exponential value over LLM Q&A
“So that's the simplest harness, which is make an LLM call, make a tool call, and then make the loop again, which is just a continuous loop. And that alone is so much more powerful than just a simple Q and A because it's now taking actions. It's telling you nex…”
Rohit Agarwal Mar 19, 2026 ▶ 18:19 Which AI Model are companies actually Paying For in 2026? | Rohit Agarwal, Portkey
Jul 7, 2026 bullish
Prediction Not checkable as stated
Arts graduates will become more valuable as LLMs commoditize coding
“I think, interestingly, my bet is also on a lot of good arts graduates being a lot more valuable now. You know, now you're coding and LLM, you know, coding is going to be more sort of commoditized.”
Victor Senpaty Jul 7, 2026 ▶ 41:51 Beating SBI, 1% NPAs & India's Massive Loan Gap I Victor Senpaty Co-Founder Propelld
Jul 7, 2026 bullish
Prediction Not checkable as stated
Senpaty: Engineering graduates with MBAs will gain significant value post-LLM
“In a post LLM world, we feel MBAs will definitely have a lot more value especially engineers doing MBA as an MBA is lot more philosophical thinking understanding about business.”
Victor Senpaty Jul 7, 2026 ▶ 40:13 Beating SBI, 1% NPAs & India's Massive Loan Gap I Victor Senpaty Co-Founder Propelld
Jul 9, 2026 bullish
Prediction Not checkable as stated
Sanyal: SLMs will always maintain an inference cost advantage over LLMs
“It is so cheap to run a single inference on an SLM versus an LLM. So that gap will always be there.”
Atin Sanyal Jul 9, 2026 ▶ 38:34 The Hidden Layer Every Al Product Needs Today | Atin Sanyal Founder, Galileo
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