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
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…”
Aug 23, 2024 neutral
Oct 11, 2024 bearish
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…”
Oct 25, 2024 positive
Jun 17, 2025 positive
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…”
Nov 11, 2025 bearish