> LLMs is changing our entire industry,

- So far, the only ones making real money are the "shovel sellers": Nvidia, AWS, and the GPU resale hustlers. Everyone else is still trying to figure out how to turn the parrots into profit.

- Probabilistic code generators are not the dawn of a new scientific era that will propel us to the Stars. Just autocomplete on steroids, impressive, but not what will launch humanity into post-scarcity.

- So far what you have is a glorified compression algorithm. A remix of Reddit, StackOverflow, and Wikipedia...With the confidence of a TED speaker and the understanding of a parrot.

- If LLMs are truly the road to AGI, try sending one to MIT. No internet, no textbook ingestion, no Leetcode prep. Just cold start intelligence. If it graduates...we might have something....

Right now, this is just confusing correlation for cognition. Compression for comprehension. And mimicry for mastery. The revolution may come, but not the next four quarters. What it is bad news if you are VC....or Mark Zuckerberg...

> you haven't been paying attention.