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
Insight
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…”
Jared Friedman Feb 8, 2024 ▶ 3:57 The Truth About Building AI Startups Today · Y Combinator
Feb 8, 2024 bullish
Opinion
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.”
Harj Taggar Feb 8, 2024 ▶ 16:19 The Truth About Building AI Startups Today · Y Combinator
Feb 8, 2024 positive
Insight
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…”
Harj Taggar Feb 8, 2024 ▶ 4:58 The Truth About Building AI Startups Today · Y Combinator
Feb 8, 2024 neutral
Assertion Not checkable as stated
Friedman: YC receives few applications automating back-office tasks with LLMs
“And yet we actually don't get that many applications for people working on this.”
Jared Friedman Feb 8, 2024 ▶ 5:44 The Truth About Building AI Startups Today · Y Combinator
Nov 26, 2024 bullish
Insight
LLMs can turn previously bad developer tool ideas into successful ones
“The bad ideas, the target ideas of yesterday could actually be possible to make successful now thanks to LLMs.”
Nicolas Dessaigne Nov 26, 2024 ▶ 2:59 How To Start A Dev Tools Company | Startup School · Y Combinator
Jan 31, 2025 bearish
Assertion Not checkable as stated
McGrew: LLM pre-training scaling will inevitably hit a data wall
“It is definitely the case that there is a data wall and that if you take the same techniques that we were using to scale LLMs you know, at some point you're going to run into that.”
Bob McGrew Jan 31, 2025 ▶ 11:35 Bob McGrew: AI Agents And The Path To AGI · Y Combinator
Jan 31, 2025 bullish
Prediction Not checkable as stated
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…”
Bob McGrew Jan 31, 2025 ▶ 13:20 Bob McGrew: AI Agents And The Path To AGI · Y Combinator
Mar 5, 2025 neutral
Prediction Not checkable as stated
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…”
Harj Taggar Mar 5, 2025 ▶ 4:20 Vibe Coding Is The Future · Y Combinator
Mar 13, 2025 neutral
Insight
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…”
Dylan Field Mar 13, 2025 ▶ 7:06 Figma's Dylan Field: Exploring the idea maze, vibe coding, and the power of “locking in” · Y Combinator
May 30, 2025 positive
Insight
Diana Hu: XML Prompts Produce Better Output Due to Post-Training RLHF
“We found that it makes it a lot easier for LLMs to follow, because a lot of elements were post-trained in RLHF with kind of XML type of input, and it turns out to produce better results.”
Diana Hu May 30, 2025 ▶ 3:43 State-Of-The-Art Prompting For AI Agents · Y Combinator
May 30, 2025 negative
Assertion Not checkable as stated
Hu: Even top LLMs struggle to detect N+1 query bugs alone
“It's actually hard for today for even, like, the best LLMs to find those”
Diana Hu May 30, 2025 ▶ 8:24 State-Of-The-Art Prompting For AI Agents · Y Combinator
May 30, 2025 positive
Insight
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…”
Diana Hu May 30, 2025 ▶ 8:24 State-Of-The-Art Prompting For AI Agents · Y Combinator
May 30, 2025
Disclosure
Tan: Y Combinator uses LLMs internally to evaluate prospective venture investors
“Well, one of the things we've been using LLMs for internally is actually helping founders figure out who they should take money from.”
Garry Tan May 30, 2025 ▶ 27:03 State-Of-The-Art Prompting For AI Agents · Y Combinator
May 30, 2025 positive
Insight
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…”
Garry Tan May 30, 2025 ▶ 9:05 State-Of-The-Art Prompting For AI Agents · Y Combinator
Jun 19, 2025
Insight
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…”
Andrej Karpathy Jun 19, 2025 ▶ 16:21 Andrej Karpathy: Software Is Changing (Again) · Y Combinator
Jun 19, 2025 positive
Assertion Supported
Mac Minis are uniquely suited for batch-one local LLM inference
“Mac minis, for example, are a very good fit for some of the LLMs, because it's all, if you're doing batch one inference, this is all super memory bound, so this actually works.”
Andrej Karpathy Jun 19, 2025 ▶ 11:44 Andrej Karpathy: Software Is Changing (Again) · Y Combinator
Jun 19, 2025
Insight
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 …”
Andrej Karpathy Jun 19, 2025 ▶ 17:02 Andrej Karpathy: Software Is Changing (Again) · Y Combinator
Jun 19, 2025 neutral
Insight
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…”
Andrej Karpathy Jun 19, 2025 ▶ 12:56 Andrej Karpathy: Software Is Changing (Again) · Y Combinator
Jul 15, 2025 bullish
Prediction Not checkable as stated
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…”
John Jumper Jul 15, 2025 ▶ 26:49 Nobel Laureate John Jumper: AI is Revolutionizing Scientific Discovery · Y Combinator
Jul 15, 2025 positive
Opinion
Jumper: Protein prediction leads LLMs and ML in blind assessment
“Protein structure prediction is in some ways far ahead of LLMs or the general machine learning space, and having blind assessment.”
John Jumper Jul 15, 2025 ▶ 16:43 Nobel Laureate John Jumper: AI is Revolutionizing Scientific Discovery · Y Combinator
Aug 26, 2025 bearish
Opinion
Max Junestrand: LLMs alone cannot autonomously conduct complex contract negotiations
“I think the LLMs by themselves are not good enough for that yet.”
Max Junestrand Aug 26, 2025 ▶ 15:39 How This 25-Year-Old Built A $675M Legal AI Startup (With No Legal Experience) · Y Combinator
Feb 6, 2026 bullish
Assertion Not checkable as stated
Diana Hu: Supabase is the default backend recommendation across all LLMs
“Whenever someone asks how to set up anything that you need, some sort of backend, Firebase type of transaction, the default answer from all the LLMs is actually a Superbase.”
Diana Hu Feb 6, 2026 ▶ 9:26 We're All Addicted To Claude Code · Y Combinator
Feb 6, 2026 negative
Insight
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…”
Calvin French-Owen Feb 6, 2026 ▶ 15:27 We're All Addicted To Claude Code · Y Combinator
Feb 17, 2026 positive
Insight
Anthropic designs tools for AI models expected six months in the future
“At Anthropic, the way that we thought about it is we don't build for the model of today. We build for the model six months from now.”
Boris Cherny Feb 17, 2026 ▶ 2:20 Inside Claude Code With Its Creator Boris Cherny · Y Combinator
Mar 6, 2026 negative
Insight
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…”
Raphael Schaad Mar 6, 2026 ▶ 11:41 Common Mistakes With Vibe Coded Websites · Y Combinator
Mar 6, 2026 negative
Insight
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…”
Raphael Schaad Mar 6, 2026 ▶ 2:12 Common Mistakes With Vibe Coded Websites · Y Combinator
May 1, 2026 neutral
Insight
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 …”
Ankit Gupta May 1, 2026 ▶ 19:01 Recursion Is The Next Scaling Law In AI · Y Combinator
May 1, 2026 neutral
Insight
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…”
Francois Chaubard May 1, 2026 ▶ 3:23 Recursion Is The Next Scaling Law In AI · Y Combinator
May 1, 2026 neutral
Assertion Supported
Chauvard: Chain of thought makes LLMs Turing complete at test time
“And so it's completely true that at test time, they are turn complete. And you can simulate all turn computable functions at test time.”
Francois Chaubard May 1, 2026 ▶ 7:01 Recursion Is The Next Scaling Law In AI · Y Combinator
Jun 10, 2026 neutral
Insight
Franceschi: LLMs Mask How Much Training Data Supported Your Specific Query
“And I think the biggest pitfall of LMs is you have no sense of How much training data the model has seen for the exact thing that you're asking it.”
Pedro Franceschi Jun 10, 2026 ▶ 24:52 The Most AI-Pilled CEO We Know · Y Combinator
Jun 25, 2026 positive
Insight
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…”
Garry Tan Jun 25, 2026 ▶ 29:46 Zynga Founder: Consumer Is Not Investible Right Now - Thats Why You Should Build It · Y Combinator
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