Ask HN: What makes startups with LLMs defensible in this market?

2 points by t_a_v_i_s ↗ HN
I'm currently talking to investors about my startup's seed round. A core part of our product is using LLMs to automate a common job.

Currently, our defensible narrative is that LLMs are just one part of our product and our complete solution is what presents a large opportunity.

I'm curious - especially to those who invest or raised recently in this space - what are key characteristics of defensible startups using LLMs.

4 comments

[ 3.9 ms ] story [ 21.8 ms ] thread
I have no advice and no business giving it... but I am curious, are the LLMs making the investors feel nervous?

I thought it would have the opposite effect, kinda like other buzzwords in the past.

There's a lot of "well I just saw the latest version of GPT do exactly what your startup does on Twitter today".
I’m an investor in early stage startups, and yes I am nervous.
Are you writing any checks or holding off until the dust settles?