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
Apr 29, 2024 positive
Jul 22, 2024 positive
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…”
Sep 9, 2024 neutral
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…”
Sep 9, 2024 positive
Dec 23, 2024 neutral
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.”
Feb 3, 2025 bearish
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 …”
Jun 16, 2025 bullish
Aug 18, 2025 bearish
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…”
Sep 10, 2025 positive
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…”
Nov 3, 2025 positive
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…”
Feb 10, 2026 bullish
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…”
Feb 10, 2026 positive
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…”
Apr 6, 2026 neutral
Aug 3, 2026 positive
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…”