LLMs

7 statements across 7 episodes · 2 bullish · 3 bearish · 6 people on the record · first statement Mar 3, 2024 by Alex Kolicich · across every show →

Everything said about LLMs, oldest first

Mar 3, 2024 negative
Opinion
Kolicich: LLMs won't collapse vertical software pricing to zero
“And just the process of defining that software system such that an LLM can generate it would cost you hundreds of thousands of dollars. And so even if it were free to generate a new software system, you would probably still use one of the incumbents as long as…”
Alex Kolicich Mar 3, 2024 ▶ 28:37 Alex Kolicich, 8VC: Exodus of Venture Capital, AI Predictions · Sourcery with Molly O'Shea
Aug 23, 2024 neutral
Assertion Not checkable as stated
Isford: Data infra teams, not AI teams, drive enterprise LLM adoption
“A lot of those data leaders are now the same people adopting AI and LLMs, and it's not like an AI team, it's just the data infrastructure tech team, right?”
Grace Isford Aug 23, 2024 ▶ 11:36 Computer Science is 'So Hot Right Now' | Grace Isford, Lux Capital · Sourcery with Molly O'Shea
Oct 11, 2024 bearish
Assertion Supported
LLM scaling exhibits decreasing returns, requiring 10x compute for sublinear improvements
“If you look at it today, though, we are, the exponential in LLM performance is so far working against us that you need Order of magnitude increases in compute, 10 X increase in compute to have relatively sublinear increases in performance. So you're at decreas…”
Alex Kolicich Oct 11, 2024 ▶ 20:19 Alex Kolicich, 8VC | AI & Defense Tech Renaissance · Sourcery with Molly O'Shea
Oct 25, 2024 positive
Assertion Contradicted
Socher: You.com was first to bring LLMs into search
“We're the first to bring LLMs into the search engine space and have some exciting patents some already given some pending on that”
Richard Socher Oct 25, 2024 ▶ 5:47 Former Chief Scientist at Salesforce, Richard Socher | You.com, LLMs, AI Agents, Complex Work · Sourcery with Molly O'Shea
Jun 17, 2025 positive
Insight
Klein: Traditional SEO playbooks apply directly to AI model optimization
“I think it's the same, you know, content playbook you use for SEO, put a lot of written content out there, make sure it's scrapable, make sure LLMs can get that into its It's context as well as, you know, making sure we have our content in other places with go…”
Paul Klein Jun 17, 2025 ▶ 19:41 How Browserbase Raised $67.5M to Power AI Agents & Vibe Coders · Sourcery with Molly O'Shea
Nov 11, 2025 bearish
Opinion
Karp: LLMs are commodities and orchestration is far more valuable
“Everyone's saying LLMs are going to solve all these problems, but I believed, and it turns out that LLMs are commodity products, and orchestration would be much more valuable than the product themselves.”
Alex Karp Nov 11, 2025 ▶ 26:59 Alex Karp, CEO of Palantir: Exclusive Interview Inside PLTR Office · Sourcery with Molly O'Shea
Jun 23, 2026 neutral
Opinion
Pincus: LLMs will not capture every application software business
“This belief that the LLMs are gonna eat up every possible business, I just, I don't think is true. It's, I mean, cursor flies in the face of that.”
Mark Pincus Jun 23, 2026 ▶ 1:25:15 Mark Pincus: How to Spot a Fake CEO · Sourcery with Molly O'Shea
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