Understanding the LLM Bubble

ggeorgecmu about 10 hours ago 2 commentsRead Article on americanaffairsjournal.org

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simianwords•about 2 hours ago

Article is a bit Reddit brained. Cites this study from METR claiming LLMs may reduce productivity. https://metr.org/blog/2025-07-10-early-2025-ai-experienced-o...

Anyone who has put a bit of thought into this knows that it’s outdated and that the study itself is flawed.

I think the author overcondifently makes claims and just cites things

oeiorkr•about 1 hour ago

Mate you’re a well known booster.

To date, no firm has explicitly stated its gains from llm’s aside from ‘increasing proportion of LOC’.

If firms had incremental cash flows to show for it they would talk about it loudly and proudly. But they don’t.

The existing assets of meta, google et al pre-llm’s are taking them to new highs. The investments in llm’s to date are value destructive in terms of cash flows.