language models
also referred to as: language model
29 statements across 18 episodes · 15 bullish · 8 bearish · 17 people on the record · first statement Apr 25, 2023 by Sridhar Ramaswamy · across every show →
Everything said about language models, oldest first
Apr 25, 2023 positive
Ramaswamy: Small Language Models Generalize HTML Parsing and Scraping
“All of us have nightmares about writing beautiful soup code in order to parse web pages. It's basically regular expression parsing over ever-changing websites. It's horrible. We have done a bunch of it in the first two-ish years of Neva. That stuff is also eas…”
Apr 25, 2023
Liang: Next-token prediction forces language models to build world models
“If you think about predicting the next word, It's, it seems very simple, but you have to really internalize a lot of what is going on in this context. What are the previous words? What's the syntax? What's who's saying them? And all of that information and con…”
Apr 25, 2023 positive
Liang: LLMs are not just memorizing because novel concept fusion requires invention
“You know, people say that sometimes all language models just memorize because they're so big and train on clearly a lot of texts, but these examples, I think really indicate that there's no way That these language models are just memorizing because this text j…”
Apr 25, 2023 negative
Liang: Interconnected AI accepting external inputs risks cascading jailbreak exploits
“If these models start interacting with the world and accepting external inputs, now you can not only just sort of jailbreak your own model, but you can jailbreak other people's model and get them to do various things. And then, so that could lead to sort of a …”
Apr 25, 2023 positive
Liang: Controlling AI hallucination is easier once models understand the concept
“So I think there's pre-training, which is predicting the next word and developing a world model, so to speak. And with those capabilities, then you can, you still have to say don't hallucinate, but it will be much easier to control that model if it has a notio…”
Apr 25, 2023 bullish
Apr 25, 2023 positive
Zaharia: Grounding LLMs with external vetted data fixes stale knowledge and hallucinations
“The two big problems with it are number one, like the knowledge is not up to date. You know, it's only, it only knows stuff it was strained on. And number two, a lot of the things it says are inaccurate and it's confident, but like wrong in various ways. And I…”
May 4, 2023 neutral
Guu: LLM Fact Memorization Requires Hitting Minimum Training Data Frequencies
“There are some papers that I can point to later in the show notes that kind of show how memorization scales with the number of times something shows up in the corpus, and you have to hit a certain frequency before these models can kind of accurately remember t…”
Jul 20, 2023 bearish
Parikh: Generative video progress will lag behind LLM and image advancements
“I think that might be harder in video and I wonder if there is something that we are kind of fundamentally missing in terms of how we approach video generation. So it's not quite answering what you asked me, but I do think that it might be a little bit slower …”
Sep 14, 2023 bullish
Polosukhin: First organizations run by AI agents will emerge in 2023
“I think we'll see, you know, first organizations like this, probably even this year where Potentially with a simpler mission, some kind of more straightforward like KPI metrics, but where kind of this information propagation and onboarding of people happens al…”
Sep 14, 2023 positive
Polosukhin: Internal knowledge search beats external search at inference time
“The fact that this model is, like, doing a really effective search in kind of this knowledge space means that probably, like, pushing more into that concept is more useful than doing more searches at inference time because, like, it means you already lost all …”
Nov 16, 2023 negative
Albrecht: Pure LLMs theoretically cannot learn general multiplication algorithms due to context
“Like, we know even in theoretical senses, like, they cannot learn to do multiplication in the general sense because it literally doesn't fit in the context window, right? Like, multiplication, they can learn to do addition in a modular sense, and they can lear…”
Feb 15, 2024 bullish
Zhao: SaaS is digital paper-pushing that LLMs can now perform
“Fundamentally, SaaS, software is all, we're all in the same information, people, paper pushing activity, right? It's like a piece of paper coming in front of you. A human, like, changed a couple bits, pushed to another human. Language model can do some form of…”
Feb 15, 2024 bullish
Zhao: AI Language Models Are Driving the Next Software Bundling Wave
“Now the new technology happening is AI language model, and if you build more with it or just think more with it, language model wants information to be one place. Once the endpoints to be connected, so it's easier to, is it hard enough to like a conversion lan…”
Feb 15, 2024 neutral
Feb 15, 2024 neutral
Apr 11, 2024 bullish
Gil: VC Funding Will Shift from LLMs to Specialized Domain Models
“I think on the foundation model side, from a venture capital or angel investor perspective I think we're going to see fewer new language models But we should see models in a lot of other areas and, you know, we have new things happening in music. We talked a l…”
Apr 18, 2024 negative
Doshi: Diffusion Transformers Alone Lack Utility Without Integrated Language Models
“Transformers are definitely, I think transformers are definitely like the right direction, but I don't think that we're going to get a lot of you enough utility if we're not like somewhat trying to figure out a way to combine the great, amazing knowledge of li…”
Jun 11, 2024 positive
Knoop: ARC benchmark solution will likely come from an outsider
“I am more confident actually that or I guess I would bet that the solution arc probably comes from an outsider. I think it's probably gonna come from somebody who's sort of not indoctrinated in the current way of thinking about language models and scale.”
Jun 11, 2024 negative
Jun 11, 2024 bearish
Aug 1, 2024 neutral
Vinyals: Language models inherently retain non-zero error probabilities
“So then you, of course, are absorbing all the knowledge on the internet and then sharpening those models around being, following instructions, being aligned with humans, but you still have this Probability distribution that will assign non-zero probability to …”
Aug 1, 2024 positive
Vinyals: LLM bootstrapping works if verification is easier than solution generation
“If checking that something is correct is easier than creating the solution, then we're in business because the language models will be able to evaluate their own samples more accurately than to generate them. And then we have a sort of reinforcement learning l…”
Aug 1, 2024 positive
Vinyals: Wrapping LLMs in iterative reasoning programs accelerates accuracy
“To accelerate that, that sort of progress, you want to start sort of really exploring what's the reasoning the model has, and by making it more redundant, more logical, by iterating more on these kind of ideas, you could imagine generating a very small program…”
Nov 21, 2024 negative
Overestimating LLM Flexibility Causes Repeated Enterprise RAG Failures
“Well, I think all language models are quite sensitive to prompts, to the way that you present data. They all have their own individual quirks. The way that you talk to one might not work for the way that you talk to another. And so when you're building a syste…”
Mar 20, 2025 positive
Finn: Embodied AI and motor control are underrated compared to language models
“I feel like actually people underestimate how much intelligence goes into motor control. Many, many years of evolution is what led to us being able to use our hands the way that we do. And there are many animals that they can't do it even though they had so mu…”
Apr 3, 2025 neutral
Gil: Physical-world data bottlenecks explain why AI breakthroughs began in language models
“Anytime you go into the physical world, it's always harder to generate data, and that's one of the reasons that the language models where you just effectively collect the wisdom of the internet digitally are the first places where we've really seen this scale …”
Oct 9, 2025 positive
Zelikman: Language models can be trained to simulate students for test design
“Like, even back in my PhD, I think one of my, I guess, less well-known works was actually about, we showed that you can train language models to simulate different kinds of students. For tests. Yeah, yeah. And by simulating students, you can actually design be…”