[oeiorkr]

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]

Have 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]

Dude 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]

Wow. 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?"