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
Dec 8, 2023 positive
Dec 8, 2023 neutral
Dec 8, 2023 positive
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…”
Jul 19, 2024 bullish
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…”
Jul 19, 2024 negative
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 …”
Nov 7, 2024 bearish
Dec 11, 2024 bearish
Jan 10, 2025 neutral
Jun 11, 2025 bearish
Sep 10, 2025 positive
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 …”
Jan 7, 2026 positive
Jan 7, 2026 negative
Jun 9, 2026 bullish
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…”
Aug 14, 2026 positive
Sep 2, 2026 neutral
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.”
Sep 9, 2026 negative
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…”