LLMs

17 statements across 12 episodes · 8 bullish · 6 bearish · 13 people on the record · first statement Dec 8, 2023 by Sharon Zhou · across every show →

Everything said about LLMs, oldest first

Dec 8, 2023 bullish
Prediction Not checkable as stated
Zhou: Best LLMs of the next wave will be enterprise models
“So actually the next frontier for LLMs is in enterprises, and I believe the best LLMs for this next, next wave essentially will be enterprise LLMs.”
Sharon Zhou Dec 8, 2023 ▶ 4:49 The Where, When, and How of AI with Theory Ventures, Open AI, MotherDuck and Lamini
Dec 8, 2023 positive
Assertion Not checkable as stated
Tunguz: LLMs replace 3 to 12 months of SQL training for data analysis
“It's really much easier for someone who's maybe not be as sophisticated with SQL to suddenly start asking and answering questions of their data in ways that would have taken them three, six, 12 months to learn beforehand.”
Tomasz Tunguz Dec 8, 2023 ▶ 3:56 The Where, When, and How of AI with Theory Ventures, Open AI, MotherDuck and Lamini
Dec 8, 2023 neutral
Assertion Not checkable as stated
Zhou: Public training data for LLMs is running out
“Yeah, I think even just zooming back out at a technical level, I think actually public data is running out for all, all of what LLMs can take advantage of.”
Sharon Zhou Dec 8, 2023 ▶ 4:38 The Where, When, and How of AI with Theory Ventures, Open AI, MotherDuck and Lamini
Dec 8, 2023 positive
Assertion Not checkable as stated
Tunguz: LLM-generated blog titles deliver 3x to 4x better click-through rates
“And so if I take like a blog post that I've written, and then I ask one of these models to produce like three or four suggested blog post titles, I actually get three to four times Better click-through rates on the titles, because I'm aggregating all that, tha…”
Tomasz Tunguz Dec 8, 2023 ▶ 26:26 The Where, When, and How of AI with Theory Ventures, Open AI, MotherDuck and Lamini
Jul 19, 2024 bullish
Insight
Cabane: Google Ads AI now outperforms manual targeting and bidding
“The learning is, as of six months ago, that has changed, and it is working absolutely. It's making the job seamless. Like, the LLMs now, inside Google Ads, are making targeting better, ok? They're better at showing the right creative. They're better at showing…”
Guillaume Cabane Jul 19, 2024 ▶ 17:50 Deep Dive: AI-Powered Marketing to Get More Leads and Customers with HyperGrowth Partners
Jul 19, 2024 negative
Opinion
Cabane: Full AI SDR agents from YC startups produce mediocre results
“For example, like all of the YC companies that are doing like AI agents that does the entire SDR for you, like the output of that is like, eh, it's not great. It's okay, but it's not great, ok? What we're seeing working, however, is like very specialized LLMs …”
Guillaume Cabane Jul 19, 2024 ▶ 26:38 Deep Dive: AI-Powered Marketing to Get More Leads and Customers with HyperGrowth Partners
Nov 7, 2024 bearish
Opinion
Amin: Autonomous AI SDRs Are a Temporary Dead End
“And unless AI SDRs are able to do that, I think it might be a temporary dead end for now until we get an order or two of magnitude of improvements in LLMs, which could happen very quickly.”
Kareem Amin Nov 7, 2024 ▶ 14:42 Moving Beyond Traditional Sales, Clay CEO & Co-Founder Kareem Amin on the Future of AI-Driven Growth
Dec 11, 2024 bearish
Insight
Amble: LLMs Lack Planning Abilities Needed for End-to-End Automation
“The LLMs are not good at planning, right? They're good at predicting the next step. And as part of that, you can't rely on LLMs to do the end-to-end Processing yet.”
Seema Amble Dec 11, 2024 ▶ 21:32 5 Things That Are Working and 5 Things That Aren’t in B2B SaaS AI with Ironclad's CEO and a16z
Jan 10, 2025 neutral
Insight
GitHub CPO: Product Predictability Is Impossible With Unpredictable LLMs
“In AI, you cannot have predictability. LLMs are not predictable even on that.”
Mario Rodriguez Jan 10, 2025 ▶ 19:46 Adding AI to SaaS: Inside the AI Product Strategies of Figma, Cloudflare, GitHub and Ramp
Jun 11, 2025 bearish
Assertion Supported
LLM Output Quality Deteriorates at Million-Token Context Sizes
“They claim million tokens, ten million tokens. When you start going up to that size of input. The quality deteriorates on the output”
Dmitry Shevelenko Jun 11, 2025 ▶ 22:22 5 Ways AI Has Already Changed B2B Sales Forever with Perplexity's CBO Dmitry Shevelenko
Sep 10, 2025 positive
Assertion Not checkable as stated
Sloan: B2B buyers now use LLMs first for software discovery
“They're going to LLMs first. So that, that has been a significant shift. What they do is they first, they go to the LLMs for their research process, their discovery process. And what we're seeing is that they're, they really do trust it. And so when they cite …”
Sydney Sloan Sep 10, 2025 ▶ 7:57 Swapping Notes on the AI Revolution in Marketing with G2's CMO Sydney Sloan
Jan 7, 2026 positive
Assertion Not checkable as stated
Lacour: 90% of Personio's GTM Team Uses LLMs Weekly
“My go-to-market team uses now about 90% of the people uses LLMs every week.”
Philippe Lacour Jan 7, 2026 ▶ 3:35 The Step-By-Step Playbook for Building AI-Powered GTM Teams with Personio's CRO
Jan 7, 2026 negative
Disclosure
Lacour: Data Teams' LLM Tools Failed Without Frontline Business Context
“We have seen cases where our data and systems team built things with LLMs, but it was lacking the business context, and therefore the models didn't work very well.”
Philippe Lacour Jan 7, 2026 ▶ 6:45 The Step-By-Step Playbook for Building AI-Powered GTM Teams with Personio's CRO
Jun 9, 2026 bullish
Insight
Masad: AI context windows now exceed human context capacity
“I think we've already crossed a threshold. Yeah. For which the context links Is larger than any context that human can have. Right. And I think that's huge because, I mean, just think back two years ago we had 16 K context link. Right now we have a one million…”
Amjad Masad Jun 9, 2026 ▶ 5:18 What Agents That Actually Work Look Like Right Now with Replit's CEO and Founder
Aug 14, 2026 positive
Opinion
Bialecki: AI value is now in software harnesses around core LLMs
“I think one of the things that's happened with LLMs, we're now very firmly in this world of, hey, it's all about building the software that goes around the core LLM, the harness as we speak, as we talk about it.”
Andrew Bialecki Aug 14, 2026 ▶ 15:47 Agents Are Your New Power Users: How Klaviyo CEO Andrew Bialecki Is Remaking a $1.4B Business
Sep 2, 2026 neutral
Disclosure
Rubrik CPO: Rubrik's cyber recovery plans are deterministic, not probabilistic
“So instead, what we're using is we're using like all the LLMs to help come up with the plans, but the plans themselves Of how you're going to do a recovery in a cyber scenario are deterministic and then are explainable to the customer.”
Chief Product Officer, Rubrik Sep 2, 2026 ▶ 22:30 Shipping Enterprise AI Agents with the CPOs of Rubrik, Glean, and Harvey
Sep 9, 2026 negative
Insight
Reina: LLMs struggle in sales because they only produce within-distribution results
“I do still believe that, like, AI agents are not that good today actually at doing something that is very relationship driven. But they're getting much better at it, right? So, like, the problem is when you look at LLMs, they look at the distribution site, and…”
Carles Reina Sep 9, 2026 ▶ 33:36 CRO Confidential: 0 to $600M in Under 4 Years. The ElevenLabs GTM Playbook with Carles Reina
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