LLMs
30 statements across 22 episodes · 15 bullish · 9 bearish · 17 people on the record · first statement Nov 3, 2024 by John Coogan · across every show →
Everything said about LLMs, oldest first
Nov 3, 2024 positive
Coogan: LLMs let software engineers use Python for lower-level robotics languages
“I do think, though, there should be more like, intellectual flexibility between the disciplines, especially with, like just how easy LLMs translating between different languages will be, so it's like, oh, yeah, there's some sort of, like, Little bit trickier, …”
Feb 5, 2025 positive
GitHub Copilot Was the First LLM Product to Achieve Low Churn
“GitHub Copilot was the one product that didn't have super high churn. Obviously that's changed now with things like perplexity and chat GPT and a lot of these apps, but GitHub Copilot was the first canary in the coal mine for these LLMs. These AI systems are r…”
Feb 19, 2025 bullish
Coogan: The sixth-best AI model can still be a profitable commodity
“Intelligence is, is so valuable and LLMs and AI is so valuable that, that, you know, yeah, even if you're like the sixth best model, you can still sell the intelligence if it's at the frontier level to the market at a market clearing price that still generates…”
Feb 19, 2025 bullish
Coogan: AI and LLMs will create at least $1 trillion in value
“How, in what world does AI and LLMs not wind up being around a trillion dollars of value? I get that. Like it could go any direction and like how you slice that up. It could be very equal. It could be one winner take all. And you know, Hey, people are gonna ha…”
Feb 19, 2025 neutral
Coogan: Mainstream media will adversarially test LLMs to generate crazy outputs
“You know what's gonna happen here is that the mainstream media is gonna do these tests where they go. You know what they did on like you know, TikTok and Instagram where they'd be like, I followed a bunch of Nazi content, and then it gave me more Nazi content,…”
Mar 5, 2025 bearish
Rabois wants to fund next-generation AI that completely obsoletes LLMs
“I would love to invest in something that's a next generation replacement for LLM. It's not a better LLM, but something that will, you know, transforms a pretty good double tundra, but that's something that would Be a you know, complete it would make LLMs obsol…”
Mar 12, 2025 bearish
Mar 12, 2025 bullish
Lessin: Meta's core ad business faces no AI disruption unlike Google
“They're unlike Google aren't going to get disrupted in their core business on this. They don't have a search business. They don't have a lookup business to disrupt. They have a shit ton of an engagement attention and they sell ads. And you know, what definitel…”
Mar 17, 2025 negative
Rosenberg: Messenger bots failed because LLMs were seven years away
“So I was running the product for the developer platform at Facebook, which was like AI bots, messenger bots. It's like the hottest thing in Silicon Valley for like four months before everyone realized it didn't work because we were seven years away from LLMs a…”
Mar 19, 2025 bearish
Mar 24, 2025 bearish
LLMs won't be a 10X ad platform for discovery-driven DTC brands
“Probably I wouldn't say a 10 X ad platform. I think the important distinction is like there are certain brands and industries that benefit from like these high intent channels, right? You are looking for a mattress or you are looking for insurance. They're the…”
Mar 28, 2025 bullish
Mar 28, 2025
Akhund: Community engagement is the new SEO for influencing LLM recommendations
“You can change the sentiment and, like, improve your visibility by being active in communities, and I think that's, like, a big part of, like, how you influence LLMs. I think, like, you want to basically create, like, real content, right? Like, it's a new type…”
Apr 9, 2025 bullish
Apr 9, 2025 neutral
Apr 9, 2025 positive
David Perell: AI interaction mirrors management workflows, accelerating manager adoption
“My working theory is that the way that you work with AI is basically like a manager. So if you think of what do you do as a manager, you set a vision, you delegate the task, you say, hey, do this, you expect it's not gonna be good enough, you're giving feedbac…”
Apr 9, 2025 bullish
Apr 26, 2025 bullish
Hausman: Most future frontier AI models will train on real-world robot data
“So I think over time, it's quite likely that, that the places are gonna switch a little bit, where most of the models, including, you know, LLMs and BLMs, are gonna be using real-world data collected through robots, because that's the data that has no ceiling,…”
Jul 8, 2025 negative
Patel: Current LLMs still cannot reliably automate his podcast transcript editing
“I try to get these to rewrite auto-generated transcripts for me so they're rewritten like a human. I try to get them to just adjust the transcript and suggest clips to tweet out and things like that. And I haven't been able to automate these things. I don't kn…”
Aug 19, 2025 neutral
Sep 4, 2025 positive
Karp: LLMs only create enterprise value within an ontology wrapper
“The value of LLM is when it's essentially in an ontology wrapper, because to actually create value, you have to be able to take the output, serialize it, and deserialize it in the context of the business. So the logic, actions, and security of the business, an…”
Sep 4, 2025 bullish
Karp: High-fidelity ontology combined with LLMs is very hard to replicate
“We also believe that if it, for more kind of like kind of architectural implementation, technical perspective, the value is in high fidelity data captured in, in ontology with FDs and where there's an enhancing factor with LLMs and that that's going to be very…”
Oct 31, 2025 neutral
Feb 3, 2026 negative
Schlicht: Facebook Messenger bots failed because LLMs did not exist yet
“I started a company 10 years ago called Octane to make Facebook Messenger bots when there was like the big Facebook Messenger bot craze, which didn't work out because LLMs didn't exist. So like the bots you could create were like, Really, really stupid. Not in…”
Feb 3, 2026 positive
Feb 5, 2026 bearish
Feb 6, 2026 bearish
Feb 23, 2026 neutral
Mar 4, 2026 positive
Jun 4, 2026 bullish
Karp: LLMs are putting Palantir's business on steroids
“They're totally putting our business on steroids. Like, without LLMs, nobody would be talking about our ontology, about Apollo managing secure exploits, about our ability to manage an enterprise, essentially, as turning all these companies into FDEs.”