LLMs

15 statements across 12 episodes · 9 bullish · 2 bearish · 12 people on the record · first statement Apr 29, 2024 by Arvind Jain · across every show →

Everything said about LLMs, oldest first

Apr 29, 2024 neutral
Assertion Not checkable as stated
Jain: Language models were originally built specifically to improve Google Search
“All of this research happened in Google. And LLMs were actually, or these language models were actually built, you know, with one purpose, which is to make search better, to make Google search better.”
Arvind Jain Apr 29, 2024 ▶ 23:25 He quit his cozy Google job & ignored lean startup advice— then grew to $3M in 1 year. | Arvind J... · PMF Show
Apr 29, 2024 positive
Disclosure
Jain: Glean utilized large language models in its product from day one
“And actually, like, it's always been part of Glean. So even on day one our product, we're using LLMs.”
Arvind Jain Apr 29, 2024 ▶ 23:19 He quit his cozy Google job & ignored lean startup advice— then grew to $3M in 1 year. | Arvind J... · PMF Show
Jul 22, 2024 positive
Insight
Combining RPA with intelligence commands the most scalable, high-value SaaS contracts
“You build robotic process automation with intelligence. Those solutions are the most scalable because if you just have one piece it won't scale because if we just build intelligence, it's a, Recommendative engine, so people don't see an uplift or a value right…”
Shubham Mishra Jul 22, 2024 ▶ 19:01 In 2019, he went all-in on AI, grew to $3M ARR in 2 years—then to $85M ARR in 5. | Shubham Mishra... · PMF Show
Sep 9, 2024 neutral
Prediction Not checkable as stated
Frosst: Companies will stop branding as 'AI companies' as LLMs become standard
“I think at some point, we'll get to a situation where companies are not AI companies the way companies are not, like, app companies anymore, right? Like, there was a time when everybody's like, oh, we got to make an app. We're an app company. We're going to ma…”
Nick Frosst Sep 9, 2024 ▶ 37:33 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 positive
Opinion
Cohere's Nick Frosst: LLMs add the most value inside enterprises
“And where I think it is most useful is inside enterprises. So both for their internal use and for building stuff for pro for customers. But I think that's where it adds the most value.”
Nick Frosst Sep 9, 2024 ▶ 8:45 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
Dec 23, 2024 neutral
Opinion
Jain: AI hallucination rates fell since 2019 but are harder to detect
“The hallucination rates were significantly worse in 2019 than they are today. You know, I internally joke, I think the hallucination rates have gone down, but the ones that happen are so hard to detect that they can, you can get away with them.”
Ankit Jain Dec 23, 2024 ▶ 13:19 He bet on voice AI when no one else did. Now he has $1M+ customers & $100M raised. | Ankit Jain, ... · PMF Show
Feb 3, 2025 bearish
Prediction Not checkable as stated
Srugo: LLM improvements will eventually render prompt engineering startups obsolete
“The whole point of all these LLMs is to understand natural language, so, like, you better believe that they're all trying to Make prompt engineering effectively useless, because they're just going to understand what you want when you say it. So, like, there's …”
Pablo Srugo Feb 3, 2025 ▶ 37:56 He exited for hundreds of millions—then invested in 20+ founders. Here's what he looks for. | Jas... · PMF Show
Jun 16, 2025 bullish
Opinion
Dearsley: Voice AI Interfaces Will Become Significantly More Popular Than Text
“Everyone just so focused on text, like, what was going on with LLMs, that no one realized that, oh, of course, like, other mediums are gonna be way more human and popular than the text medium.”
Jordan Dearsley Jun 16, 2025 ▶ 20:17 His AI Voice Startup grew to $10M ARR in 1 Year—after 3 Years Stuck at $500K | Jordan Dearsley, F... · PMF Show
Aug 18, 2025 bearish
Insight
Lingelbach: Media AI apps cannot yet rely purely on foundation models
“LLMs are just, like, much more farther along, and they have, like, a very well-defined, like, path, and it's really just about scaling them at this point, and, like, You know, working on reasoning, improving general intelligence. I think for, like, media gener…”
Michael Lingelbach Aug 18, 2025 ▶ 4:00 His Video AI app hit $10M+ ARR in Months—with 0 outbound sales. | Michael Lingelbach, Founder of ... · PMF Show
Sep 10, 2025 positive
Assertion Not checkable as stated
Composio's developer adoption scaled rapidly in late 2024 as underlying LLMs improved
“This number started increasing, like, sometime in, like, sort of the second half of the last year when, like, models just became better, and, like, you could actually build real-world agents out there. That kind of worked, and a lot of, like, startups coming i…”
Soham Ganatra Sep 10, 2025 ▶ 42:08 He quit his job, went all-in on AI agents—then grew to 100K users & a $30M Series A in a year. | ... · PMF Show
Nov 3, 2025 positive
Prediction Not checkable as stated
AI workplace transformation is a 20-year journey, not an extinction event
“I feel like this is a 20, 3040 year journey, and there'll be new jobs for humans, because simply because we evolve faster, and we need to create history for the LLMs to copy from, you know, because they are basically caricatures, and of course, they do have em…”
Dheeraj Pandey Nov 3, 2025 ▶ 31:09 He built a $20B public company, left—then raised a $100M Series A. | Dheeraj Pandey, Founder of N... · PMF Show
Feb 10, 2026 bullish
Insight
Madheswaran: AI Startups Must Shift Architectures as LLMs Become Agentic
“Like, you know, before, if you imagine like a year or two ago, you had to put a lot of effort into very bespoke ragstacks and routing, but now LLMs are getting more capable of doing more agentic behavior. As a result, you have to change your architecture. Othe…”
Jay Madheswaran Feb 10, 2026 ▶ 48:11 How I grew to $3M ARR in 6 months—& to a $1B valuation in 2 years. | Jay, Founder of Eve Legal · PMF Show
Feb 10, 2026 positive
Insight
Madheswaran: LLMs made automating hundreds of bespoke workflows economically feasible
“And you have to take that and convert that into those hundred bespoke workflows. Which was economically unfeasible before LLMs, but with LLMs, we saw that we were actually able to go deep into the workflows, and as a result, provide more value for the firms, a…”
Jay Madheswaran Feb 10, 2026 ▶ 19:54 How I grew to $3M ARR in 6 months—& to a $1B valuation in 2 years. | Jay, Founder of Eve Legal · PMF Show
Apr 6, 2026 neutral
Insight
Kahlow: Enterprise AI Requires Deterministic Rules Layered on LLMs
“There'll be a set of deterministic rules too, that humans for a while will have to like layer on top of the LLMs, everything that we're doing, because I don't think it's going to be fully agentic forever.”
Amanda Kahlow Apr 6, 2026 ▶ 38:48 She got rejected by 22 VCs—then built 6sense to $100M+ in revenue. Now she's back for AI. | Amand... · PMF Show
Aug 3, 2026 positive
Insight
Broshi: Scaling multi-LLM components beats expanding prompt sizes for complex enterprise AI
“So I think we build the product from an architectural standpoint a lot different, where when complexity increases, it's not that we increase the prompt size. We increase the number of components of AI components of LLMs. That we use. So essentially when comple…”
Rafael Broshi Aug 3, 2026 ▶ 9:32 Fired almost everyone, kept 2 engineers—grew 12x, raised $30M Series A | Notch
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