I'm bullish on LLMs' transformative potential and bearish on centralized Chatbots.

  • I'm bullish on LLMs' transformative potential and bearish on centralized Chatbots.
    • Someone told me they found my position inscrutable because I loved LLMs but hate chatbots.
    • But they're different things!
    • LLMs are not Chatbots.
    • Chatbots are one product manifestation of LLMs.
      • They are bad for a few reasons:
      • 1) They're a boring and limiting modality.
      • 2) They put a "face" on the LLM and encourage you to think of it as a friend.
      • 3) The biggest Chatbot is a massive vertical integration play to create a mega-aggregator.
    • But LLMs as a raw input to other systems will be transformative for society.
    • You can now take for granted that high-quality cost competitive LLMs are available to use for whatever you want to apply them to.
    • That's crazy powerful!

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