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> I’m bearish on LLMs in the next 1 year but bullish over the next 5 years.

I find this sentence particuarly interesting.

This is a good bet, because as a rule people overestimate progress in the short term, and underestimate it in the long term (and at the moment 5 years is at least medium term for LLMs!

https://quoteinvestigator.com/2019/01/03/estimate/

Yea if Gartner did one good thing is the hype curve which supports this thinking also https://en.wikipedia.org/wiki/Gartner_hype_cycle

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