X · @dwarkesh_sp
· X / Twitter
I agree that if you think "capabilities growth will be slower, spikier, and more data-limited than people currently assume", then you should be bearis…
I agree that if you think "capabilities growth will be slower, spikier, and more data-limited than people currently assume", then you should be bearish on LLM companies.But the crux is just you think timelines are long, not necessarily something structural about the business. Progress currently is so fast that many peo