large language model

also referred to as: large language models · llm

10 statements across 6 episodes · 2 bullish · 5 bearish · 6 people on the record · first statement Sep 9, 2024 by Nick Frosst · across every show →

Everything said about large language model, oldest first

Sep 9, 2024
Assertion Supported
Frosst: Nobody was selling access to large language models in 2019-2020
“The market didn't really exist at that time. There was no, there was nobody selling access to large language models.”
Nick Frosst Sep 9, 2024 ▶ 7:56 He built Cohere into a $5.5B AI startup; How to Win in AI; & Why LLMs won't lead to AGI. | Nick F... · PMF Show
Sep 9, 2024 bearish
Prediction Not checkable as stated
Frosst: AI agents will augment workers rather than replace full roles
“I think when you look at the work people do, there's actually a lot of edge cases they encounter all the time, and there's lots of things that they do that could not be done just on the world of the, just on text, just on the world of computers. They're actual…”
Nick Frosst Sep 9, 2024 ▶ 29:00 He built Cohere into a $5.5B AI startup; How to Win in AI; & Why LLMs won't lead to AGI. | Nick F... · PMF Show
Sep 9, 2024 neutral
Insight
Frosst: Large language models lack the strong network effects of social media
“Unlike some of the other Industries. There aren't the same positive feedback loops. It's not like a social media in which if you're a single person using a social media, you're having no fun at all. And you're, you know, the more people there are, the better i…”
Nick Frosst Sep 9, 2024 ▶ 16:49 He built Cohere into a $5.5B AI startup; How to Win in AI; & Why LLMs won't lead to AGI. | Nick F... · PMF Show
Sep 9, 2024 bearish
Prediction Not checkable as stated
Frosst: LLMs Will Not Be Useful for Business Strategy
“I don't think we're going to get to a point where you will treat or think about an LLM as a person or a coworker. You will always know that it has very clear limitations and it can be useful when you give it the specific instructions of what to do, but it won'…”
Nick Frosst Sep 9, 2024 ▶ 25:33 He built Cohere into a $5.5B AI startup; How to Win in AI; & Why LLMs won't lead to AGI. | Nick F... · PMF Show
Sep 9, 2024 neutral
Insight
Frosst: AI models are not useful to enterprises without proprietary enterprise data
“Enterprises really care about that because if they're not giving it their own data, then they're just getting random stuff out of a model, which turns out to be not very useful. It's kind of like an asset, you know, if you wanted to answer questions about your…”
Nick Frosst Sep 9, 2024 ▶ 19:00 He built Cohere into a $5.5B AI startup; How to Win in AI; & Why LLMs won't lead to AGI. | Nick F... · PMF Show
Jan 16, 2025 positive
What-if
Vaillancourt: Howdy could have used LLMs as automated facilitators before shutting down
“I could have pivot now, like right around a year before we shut down the company, we could have integrated large language models into the peer-to-peer sessions to basically be an automated facilitator for these different topics.”
Darius Vaillancourt Jan 16, 2025 ▶ 22:40 He raised $250K, had thousands of users—but here's what he'd do differently next time. | Darius V... · PMF Show
Jun 9, 2025 negative
Opinion
Pennarun: Deploying LLM-generated apps to the public internet is a security disaster
“The default world where people like ask an LLM to slap something together and then they publish on the public internet, it doesn't seem like a very good idea to me. Right. Right. Like, yes, you can do that. But you're going to get like your stuff broken into i…”
Avery Pennarun Jun 9, 2025 ▶ 10:20 How his $2B startup grew to $10M+ ARR with zero marketing. | Avery Pennarun, Founder of Tailscale · PMF Show
Sep 10, 2025 bearish
Prediction Not checkable as stated
Soham Ganatra: Autonomous software integration agents are one LLM generation away
“I still think it's not a solvable problem today, maybe like one generation away.”
Soham Ganatra Sep 10, 2025 ▶ 20:02 He quit his job, went all-in on AI agents—then grew to 100K users & a $30M Series A in a year. | ... · PMF Show
Oct 20, 2025 bullish
Insight
Alarie: Reliable legal research synthesis was impossible before LLMs
“The big move was retrieval augmented generation, where you kind of run a search. So you have a master corpus of all of the relevant tax research materials. You run an intelligent search, and you've got, like, really good vector embeddings, and you're chunking …”
Ben Alarie Oct 20, 2025 ▶ 19:45 He "kind of" had PMF for 8 years—until, after a rebuild, he raised $100M | Ben Alarie, Founder of... · PMF Show
Mar 12, 2026 negative
Insight
Standard RAG fails in enterprises due to conflicting internal knowledge
“Just a standard LLM doing rag onto these knowledge sources and trying to answer questions is often you have conflicting answers from two different sources because that's the reality of enterprise building up knowledge bases across You know, a huge company.”
Roy Moussa Mar 12, 2026 ▶ 28:59 This 3x founder hit $1M ARR in 5 months. Here's his playbook. | Roy Moussa, Founder of GetVocal · PMF Show
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