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
Insight
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, …”
John Coogan Nov 3, 2024 ▶ 1:10:28 The Secret Billionaire Party (ep6)
Feb 5, 2025 positive
Assertion Not checkable as stated
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…”
John Coogan Feb 5, 2025 ▶ 12:40 BREAKING: DOGE Just Added a GAME CHANGER
Feb 19, 2025 bullish
Insight
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…”
John Coogan Feb 19, 2025 ▶ 14:35 How Does GROK Compare? (Full Analysis)
Feb 19, 2025 bullish
Prediction Not checkable as stated
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…”
John Coogan Feb 19, 2025 ▶ 16:34 How Does GROK Compare? (Full Analysis)
Feb 19, 2025 neutral
Prediction Not checkable as stated
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,…”
John Coogan Feb 19, 2025 ▶ 30:40 How Does GROK Compare? (Full Analysis)
Mar 5, 2025 bearish
Disclosure
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…”
Keith Rabois Mar 5, 2025 ▶ 10:54 "Work at an outstanding organization first" - Keith Rabois Advice on Starting Companies
Mar 12, 2025 bearish
Insight
Lessin: Disruptive LLMs do not guarantee a good underlying business
“Don't confuse The fact that LLMs are powerful technology, like there's stuff you're going to do with them that are going to be great for all sorts of businesses with the disruption itself being a good business.”
Sam Lessin Mar 12, 2025 ▶ 3:28 Sam Lessin on Meta, Artificial Intelligence, and Investing in Creators.
Mar 12, 2025 bullish
Opinion
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…”
Sam Lessin Mar 12, 2025 ▶ 5:47 Sam Lessin on Meta, Artificial Intelligence, and Investing in Creators.
Mar 17, 2025 negative
Assertion Not checkable as stated
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…”
Seth Rosenberg Mar 17, 2025 ▶ 3:56 The GREAT VC AI DEBATE between Slow Ventures and Greylock Partners.
Mar 19, 2025 bearish
Opinion
Weisenthal: The idea that LLMs approach human intelligence is a joke
“I'm simultaneously every day blown away, and I'm also every day like, Oh, this is the dumbest thing I've ever seen. And the idea that this is approaching human intelligence is a joke.”
Joe Weisenthal Mar 19, 2025 ▶ 11:21 Joe Weisenthal on Finance Podcasting, Country Music, and Response to Solana Ad.
Mar 24, 2025 bearish
Prediction Not checkable as stated
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…”
Conor Macdonald Mar 24, 2025 ▶ 8:36 Conor Macdonald on "Why Meta Ads Are Failing" and "How AI is Saving E-Commerce".
Mar 28, 2025 bullish
Assertion Not checkable as stated
Akhund: Mercury LLM-driven signups are growing exponentially from a small base
“We've got a graph of like how number of signups is going with LLMs. And it's like fully exponential, especially in the last two, three months still a small base.”
Immad Akhund Mar 28, 2025 ▶ 17:08 Immad Akhund (Mercury) on Fintech, AI and What's Next
Mar 28, 2025
Insight
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…”
Immad Akhund Mar 28, 2025 ▶ 17:52 Immad Akhund (Mercury) on Fintech, AI and What's Next
Apr 9, 2025 bullish
Prediction Not checkable as stated
David Perell: LLMs will solve humor and become hilarious via niche comedy
“So I think that the humor thing is going to be a problem to be solved. The LLMs are going to be hilarious and they're going to be hilarious in two ways. So the first way is niche humor.”
David Perell Apr 9, 2025 ▶ 25:34 Is AI RUINING How We THINK? | David Perell on TBPN April 4th
Apr 9, 2025 neutral
Prediction Not checkable as stated
David Perell: Humans must develop distinct writing voices to outcompete AI
“We're going to have to learn to write with voice and really show off our distinctiveness in writing as almost a Adaptive way to say, hey, this isn't written by LLMs.”
David Perell Apr 9, 2025 ▶ 7:45 Is AI RUINING How We THINK? | David Perell on TBPN April 4th
Apr 9, 2025 positive
Insight
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…”
David Perell Apr 9, 2025 ▶ 13:11 Is AI RUINING How We THINK? | David Perell on TBPN April 4th
Apr 9, 2025 bullish
Insight
Kirsten Green advises founders to build products that improve as LLMs advance
“A business that is eager for the LLMs to keep getting better because it has the potential to make their product better. Like that's where you want to be building, right?”
Kirsten Green Apr 9, 2025 ▶ 20:07 WELLNESS Is the New WEALTH | Kirsten Green ON TBPN April 4th
Apr 26, 2025 bullish
Prediction Open · timeframe Apr 2030
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,…”
Karol Hausman Apr 26, 2025 ▶ 22:39 The Race to Create General-Purpose Robots | Karol Hausman & Lachy Groom on TBPN
Jul 8, 2025 negative
Disclosure
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…”
Dwarkesh Patel Jul 8, 2025 ▶ 10:56 DWARKESH PATEL on the Biggest Problem of AI
Aug 19, 2025 neutral
Insight
Coogan: In AI, the best product cannot win without distribution
“Distribution is king. It's very clear that, that even if you built a better product, the best product is not going to win, and we see this with the LLMs.”
John Coogan Aug 19, 2025 ▶ 4:24 Perplexity's Offer to Buy Google Chrome for $34.5 BILLION Explained
Sep 4, 2025 positive
Insight
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…”
Alex Karp Sep 4, 2025 ▶ 5:49 Palantir CEO Alex Karp on conspiracy theories, short sellers & advice for young people.
Sep 4, 2025 bullish
Prediction Not checkable as stated
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…”
Alex Karp Sep 4, 2025 ▶ 4:20 Palantir CEO Alex Karp on conspiracy theories, short sellers & advice for young people.
Oct 31, 2025 neutral
Insight
LLMs cannot beat traditional machine learning for core ranking systems yet
“In core ranking systems I haven't seen anything yet that's, like, much better than the state-of-the-art machine learning models. So I'd say we're, at least in core ranking systems, probably not a lot of LLMs.”
Grant LaFontaine Oct 31, 2025 ▶ 29:56 How to Build an $11B Empire Selling Funko Pops | Whatnot CEO Grant Lafontaine Joins TBPN
Feb 3, 2026 negative
Opinion
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…”
Matt Schlicht Feb 3, 2026 ▶ 1:21 Full Interview: Moltbook Creator’s First Appearance Since Launch
Feb 3, 2026 positive
Insight
Schlicht: Every user on an LLM social network can code and debug
“When you build a social network for really smart LLMs, a hundred percent of your user base is very, very good at coding and debugging.”
Matt Schlicht Feb 3, 2026 ▶ 18:18 Full Interview: Moltbook Creator’s First Appearance Since Launch
Feb 5, 2026 bearish
Prediction Not checkable as stated
Hays: Anthropic's ad campaign will damage consumer trust in LLMs
“It's going to broadly damage consumer trust and LLMs. Some people will just be like, wait, like, They're, they've been kind of like making money on me without me knowing.”
Jordi Hays Feb 5, 2026 ▶ 7:57 Anthropic's secret strategy behind its Super Bowl ad campaign
Feb 6, 2026 bearish
Prediction Not checkable as stated
Hays: Anthropic's ad campaign will broadly damage consumer trust in LLMs
“And then the other thing is, like, it's gonna broadly damage consumer trust in LLMs.”
Jordi Hays Feb 6, 2026 ▶ 7:46 Anthropic’s Trust Nuke, OpenAI’s new releases, Google Claims AI Crown | Diet TBPN
Feb 23, 2026 neutral
Prediction Not checkable as stated
Shah: Physical robotics deployment lags LLM diffusion by 24 to 36 months
“I think robots are probably, like, 24 to 36 months behind other forms of LLMs that are, you know, just diffusing through society”
Alap Shah Feb 23, 2026 ▶ 5:09 Why My Article Just Tanked the Market
Mar 4, 2026 positive
Assertion Supported
Cosgrove: Quantization enables running frontier AI models on normal hardware
“You can always just quantize the models down. And so, like, you can actually run, like, really frontier, like, source models on, like, Pretty normal hardware now.”
Tyler Cosgrove Mar 4, 2026 ▶ 5:22 FULL BREAKDOWN: Apple’s 7 New Devices
Jun 4, 2026 bullish
Opinion
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.”
Alex Karp Jun 4, 2026 ▶ 11:57 Palantir CEO Alex Karp on Tokenmaxxing & Taste
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