3 ms·
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 incremen
by oeiorkr 5mo 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.
- aspenmartin 5mo agoHave you seen revenue growth and ads performance increases every quarter from meta and the other tech orgs? Have you seen a multitude of new products and revenue streams? LLM investments “value destructive” makes no sense to me, can you clarify?
- oeiorkr 5mo agoDude I answered this in my post. Read properly or don’t bother posting or admit to yourself that you don’t understand corporate finance+valuation and stop engaging in discussions around it.
- tanseydavid 5mo agoWow. I can't even find the adjectives to describe this response. * read properly * don’t bother posting * admit to yourself that you don’t understand * stop engaging in discussions around it And this in response to a good faith ask of "can you clarify?"