LLMs
31 statements across 15 episodes · 14 bullish · 6 bearish · 16 people on the record · first statement Feb 8, 2024 by Jared Friedman · across every show →
Everything said about LLMs, oldest first
Feb 8, 2024 positive
Friedman: No one has four years of LLM experience, empowering young founders
“This is an opportunity where college students are particularly well, like young founders are particularly well positioned to work in it because nobody has like there's no one walking around with like four years of LLM experience. So like everyone is starting f…”
Feb 8, 2024 bullish
Taggar: LLM Enterprise Data Access and Permissions Is a Ripe Market
“I definitely think that whole world of controlling, within an enterprise in particular, like, controlling who has access to, like, which LLM has access to, like, what data and who has permissions is, like, a really ripe space for building interesting software.”
Feb 8, 2024 positive
Taggar: The AI startups gaining traction focus on mundane workflow automation
“The stuff that I've seen in the batches are actually taking off is a little bit more mundane. Like it's I mean, I probably say a lot of it's sort of like workflow automation, like It's finding things where there was, like, a human doing some repetitive tasks u…”
Feb 8, 2024 neutral
Nov 26, 2024 bullish
Jan 31, 2025 bearish
Jan 31, 2025 bullish
McGrew: LLMs have entered a pure scaling regime toward AGI
“And now that that has been cracked at this point, I think we actually have a very clear path to just focus on scaling. You know, we were, you know, talking about that you know, the zero to one part, that's not about scaling. I think there's a really strong cas…”
Mar 5, 2025 neutral
Taggar: LLMs force engineers to split into product or systems roles
“The LLMs are maybe going to push people to choose, because the actual writing of the code may become less important, and it's about, are you really, do you have taste and you want to solve product problems, or Are you an architect and you want to solve systems…”
Mar 13, 2025 neutral
Field: AI struggles with design because diffusion and LLMs remain unmerged
“It's, I think maybe the reason why these models are not great design yet, it's like on the art side you've got diffusion, on the problem solving side you've got LMs, and it's not clear that people have figured out how to, you know, marry techniques together ye…”
May 30, 2025 positive
May 30, 2025 negative
May 30, 2025 positive
Hu: Example-based prompting is the LLM version of test-driven development
“I think this pattern of sometimes when it's too hard to even kind of write a prose around it, let's just give you an example that turns out to work really well, because it helps LLMs to Reason around complicated tasks and steer it better because you can't quit…”
May 30, 2025
May 30, 2025 positive
Tan: LLMs need explicit escape hatches to prevent formatted hallucinations
“The model really wants to actually help you so much that if you just tell it, give me back output in this particular format, even if it doesn't quite have the information it needs, it'll actually just tell you what it thinks you want to hear. And it's literall…”
Jun 19, 2025
LLMs display jagged intelligence with superhuman skill alongside basic errors
“They display jagged intelligence, so they're going to be superhuman in some problem-solving domains, and then they're going to make mistakes that basically no human will make, like, you know, they will insist that 9.11 is greater than 9.9, or that there are tw…”
Jun 19, 2025 positive
Jun 19, 2025
Continuous knowledge consolidation remains unsolved in LLM research and development
“LLMs don't natively do this, and this is not something that has really been solved in the R&D of LLMs, I think. And so context windows are really kind of like working memory, and you have to sort of program the working memory quite directly because they don't …”
Jun 19, 2025 neutral
LLMs invert historical tech diffusion by reaching consumers before enterprise
“LLMs, like, flip, they flip the direction of technology diffusion, ah, that is usually, ah, present in technology. So, for example, with electricity, cryptography, computing, flight, internet, GPS, lots of new transformative technologies that have not been aro…”
Jul 15, 2025 bullish
Jumper: Scientific AI will eventually be driven by broad, general models
“I think we will start to see this on more general systems, be them LLMs or others, That we will find more and more scientific knowledge within them, and we'll use them for important, important purposes, and I think this is really where this is going, and I thi…”
Jul 15, 2025 positive
Aug 26, 2025 bearish
Feb 6, 2026 bullish
Feb 6, 2026 negative
French-Owen: LLMs enter the 'dumb zone' after exceeding context thresholds
“He has this concept of, like, the LLMs reaching the dumb zone, where it's like, after a certain amount of tokens It just starts, like, degrading in quality. And I actually think that's very true, especially if you think about, like, how the reinforcement learn…”
Feb 17, 2026 positive
Mar 6, 2026 negative
Schaad: Standard emojis on landing pages are an immediate AI tell
“Whenever I see the use of emojis, even though they're not the system emojis, I feel like it's a little lazy. And so I feel like LLMs kind of take the easy path because they don't have any IP really themselves. They're just like big models kind of cobbling thin…”
Mar 6, 2026 negative
Schaad: LLMs Rapidly Accelerate Web Design Copycatting and Homogeneity
“When there was a good website kind of establishing a trend, it took a while in the old world for others to kind of like copy these trends. But now with LLMs, if there's a good website with a purple gradient, it makes it into the LLM because the LLM gets traine…”
May 1, 2026 neutral
Gupta: Chain of Thought Operates in Token Space, Not Model Recursion
“There already exists some type of recursion that people are used to in LLMs, which is a chain of thought we mentioned earlier, but that is a recursion that's happening in the token space of the model's outputs, not inherent to the model itself. That's sort of …”
May 1, 2026 neutral
Chaubard: Standard LLMs sacrifice latent time compression unlike RNNs
“What you actually paid for that you have to give up is this latent reasoning thing and this compression in the time direction. There is no compression in LMs. Every single decode that I do, I still have to retain the entire, you know, Shakespeare novel just to…”
May 1, 2026 neutral
Jun 10, 2026 neutral
Jun 25, 2026 positive
Tan: Write markdown teaching LLMs to code rather than calling LLMs
“And a new way to do it is actually have the LLMs just write the code you need right now. And then you write 10 or 20 times less code, but it's way more customizable. It does, you know, more and is more awesome. Between token maxing and even like, you know, don…”