More or Less

Dave Morin, Jessica Lessin, Brit Morin, and Sam Lessin
  • 4,1 (81)
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  • HẰNG TUẦN
More or Less

Dave Morin, Jessica Lessin, Brit Morin, and Sam Lessin have debated the future of Silicon Valley and tech as the closest of friends for the last 15 years. Now six companies, two venture funds and more than a decade at Google, Apple and Facebook later, they are opening up the debate. From The Information, Offline Ventures, and Slow Ventures. Follow the crew: http://x.com/davemorin http://x.com/brit http://x.com/lessin http:/x.com/jessicalessin Follow the pod: https://moreorlesspod.com/ http://youtube.com/moreorlesspod https://x.com/moreorlesspod

  1. 6 GIỜ TRƯỚC

    #93: Can Tesla Survive?

    This week on More or Less: Tesla reports a steep drop in deliveries, investor confidence wavers, and BYD continues to close in. The crew also dives into: Elon’s "Fake News": More Drama, Less DOGEOpenAI’s record-breaking $40B raiseTikTok’s algo standoff, andThe UFC’s deal with Meta Plus: Brit’s True Crime fascination with the Deel v. Rippling spy story! We’re also on ↓ X: https://twitter.com/moreorlesspod Instagram: https://instagram.com/moreorless Spotify: https://podcasters.spotify.com/pod/show/moreorlesspod Connect with us here: 1) Sam Lessin: https://x.com/lessin 2) Dave Morin: https://x.com/davemorin 3) Jessica Lessin: https://x.com/Jessicalessin 4) Brit Morin: https://x.com/brit 00:00 Trailer 01:03 Sam and Dave's clones 02:59 Are we getting closer or further away from Mars? 05:58 Tesla Drama 13:36 Elon News fatigue 18:13 Dave social middle ground and drunk Sam 20:20 Everyone’s vibe coding 24:13 OpenAI 28:03 Costs vs potential monetization 46:43 Rippling v. Deel James Bond Spying 49:56 UFC × Meta 51:41 Outro

    53 phút

  2. 28 THG 3

    #92: The Signal Scandal & DOGE Drama! (with Ben Smith and Nicholas Carlson)

    The debate is heating up—DC and Silicon Valley are deeply split over DOGE. This week on More or Less, Jessica and Brit hold down the fort (while the husbands ski Alaska’s powder) with media heavyweights Ben Smith of Semafor and Nick Carlson of Dynamo. This week’s big swings: • The Signal Group Chat Scandal • DOGE divides: Silicon Valley cheers efficiency, DC smells ideology • China’s BYD overtakes Tesla: Is Elon losing supporters? Plus, whispers of fake AI revenue, ChatGPT’s image wizardry, and a nod to The Information’s SABEW haul. Featuring: 1) Ben Smith: https://www.linkedin.com/in/ben-smith-04b1403/ 2) Nicholas Carlson: https://www.linkedin.com/in/nicholasmcarlson/ We’re also on ↓ X: https://twitter.com/moreorlesspod Instagram: https://instagram.com/moreorless Spotify: https://podcasters.spotify.com/pod/show/moreorlesspod Connect with us here: 1) Ben Smith: https://x.com/semaforben 2) Nicholas Carlson: https://x.com/nichcarlson 3) Sam Lessin: https://x.com/lessin 4) Dave Morin: https://x.com/davemorin 5) Jessica Lessin: https://x.com/Jessicalessin 6) Brit Morin: https://x.com/brit 00:00 Trailer 01:29 Our guests and our husband clones 08:23 The Signal group chat scandal 12:01 The Atlantic's marketing 19:25 Ethics impact 23:27 DOGE divides 35:06 Trump, the tech giants and pragmatism 39:35 Wiz deal, arms race, 42:44 11X and straight up fraud 49:50 ChatGPT's Image Generator 51:41 Using AI: what would JD Vance do? 55:40 AI and journalism side by side 57:02 Outro

    55 phút

  3. 21 THG 3

    #91: Google’s $32B Deal and a Silicon Valley Spy Scandal!

    Silicon Valley’s heating up—and we’ve got the inside scoop. This week on More or Less, Jessica, Dave, Sam, and Brit unpack a whirlwind of drama: Google’s $32B Wiz grab, rippling’s spy scandal with Deel, and Gwyneth Paltrow’s bold intimacy coordinator diss. Dave’s back from YC Demo Day, where AI-driven startups are still fetching 25 to 40 million despite shaky traction. Here’s what’s cooking: • Google’s Wiz deal—will Trump’s FTC let it fly? • Rippling vs. Deel: a spy caught in a Slack honeypot • Gwyneth says no to intimacy coordinators—culture’s shifting • Brit’s new AI-built app, Guarding, locks down kids’ usernames Plus, Solana’s PR flop, NVIDIA’s chip wars, and Elon’s billion-dollar X raise. We’re also on ↓ X: https://twitter.com/moreorlesspod Instagram: https://instagram.com/moreorless Spotify: https://podcasters.spotify.com/pod/show/moreorlesspod Connect with us here: 1) Sam Lessin: https://x.com/lessin 2) Dave Morin: https://x.com/davemorin 3) Jessica Lessin: https://x.com/Jessicalessin 4) Brit Morin: https://x.com/brit 00:00 Trailer 01:10 No introductions needed 03:34 The New York Times Ethics Department 07:06 Solana video disaster 13:16 Gwyneth Paltrow vs intimacy coordinator 17:03 Google acquires Wiz for $32 billion 18:59 Trump administration's tech leverage 30:08 Brit's app Guardling (higuardling.com) 35:06 The Silicon Valley Spy Scandal! 46:34 Are there VC spies? 50:53 Elon raises a billion for X 52:19 Drive-through AI and going bankrupt 56:29 Sam Lessin has left the chat 59:03 Outro

    1 giờ

  4. 14 THG 3

    #90: Silicon Valley Unscripted: Billionaires, AI, and Interplanetary Exploration

    On this week's episode of More or Less, Jessica, Dave, Sam, and Brit tackle a chaotic week hashing out Waymo’s Peninsula push, Sam’s million-dollar Mars wager with Brit, and YC’s agentic AI craze—fresh from ski season vibes and office debates. Also on the deck this episode: • Waymo’s expansion has Jessica ditching Lyft (almost) • Sam vs. Brit: a million bucks on Mars colonization odds • TikTok’s sale—Oracle’s in, but ByteDance might still call the shots • Anthropic’s CEO says AI will write all code soon—engineers aren’t having it. Plus, recession drums beat louder, Jessica’s tennis mag Racket swings big, and Sam’s still trolling with billboards. We’re also on ↓ X: https://twitter.com/moreorlesspod Instagram: https://instagram.com/moreorless Spotify: https://podcasters.spotify.com/pod/show/moreorlesspod Connect with us here: 1) Sam Lessin: https://x.com/lessin 2) Dave Morin: https://x.com/davemorin 3) Jessica Lessin: https://x.com/Jessicalessin 4) Brit Morin: https://x.com/brit 00:00 Trailer + Introduction 01:46 Sam has another billboard! 04:23 Waymo news 09:12 New space age, flying motorcycles, tech CEOs 14:21 Starlink, rockets, the space war use case 19:56 More or Less bet: humans on Mars by 2040? 24:34 Can this entity afford TikTok? 27:53 Recession? Who cares? 35:32 Startups are recession-proof 42:30 Anthropic and vibe coding 44:55 Billionaire free caltrain 45:29 What's on our Instagram explore pages? 47:42 Tennis magazine

    57 phút

  5. 7 THG 3

    #89: America’s Crypto Reserve, Nvidia’s $600M Hit & Digg’s Comeback

    Markets move fast—sometimes too fast. This week, Jessica, Dave, Sam, and Brit dissect Trump’s crypto reserve play, Nvidia’s AI stumbles, and how nostalgia is sneaking back into everything. Recorded amidst ski trips, surf plans, and a billboard that’s trolling AI hype, the crew unpacks it all. Also on deck: • Core Weave’s $1.7B AI cloud grab signals robotics is the new VC darling • Reports of Discord going public? Plus, Jessica’s surf weekend drama, Sam’s “Trump Make Poor” bit, and a hot take on why live sports might be overrated. It’s chaos, it’s volatility, it’s Episode 89 of More or Less. We’re also on ↓ X: https://twitter.com/moreorlesspod Instagram: https://instagram.com/moreorless Spotify: https://podcasters.spotify.com/pod/show/moreorlesspod Connect with us here: 1) Sam Lessin: https://x.com/lessin 2) Dave Morin: https://x.com/davemorin 3) Jessica Lessin: https://x.com/Jessicalessin 4) Brit Morin: https://x.com/brit 00:00 Trailer 01:10 Make startups weird again 02:24 The Brit brand theory 04:01 TikTok, DeepSeek and the nostalgia supercycle 05:48 Do people even watch live sports anymore? 08:36 Running Point and feminist humor 10:12 "New old, old new" companies 16:26 "Spam" Lessin's billboard 20:35 Driverless Waymo on the 101 21:59 Wall Street Journal tech layoffs 28:17 Trump make rich, Trump McPoor 34:52 AI, AGI and the Top Gun Theory 37:40 IPOs, massages, robot sex workers 45:16 Girls' surf trip with margaritas and poker 47:46 Indian Wells! 52:18 Outro

    53 phút

  6. 28 THG 2

    #88: Meta’s $200B AI Bet, Instagram Reels & The Future of Content

    What happens when the biggest VCs, LPs, and founders cram into one basketball stadium? Deals get made, gossip flies, and Dave and Brit Morin find themselves in a very questionable hotel situation. Reporting live from LA, they break down everything happening at Upfront Summit—or at least, everything they overheard by the coffee station. On deck this episode: • is Bezos finally embracing his role as a media mogul? • Meta’s $200B spend vs. Grok’s lightning-fast scale • what really went down in Silicon Valley? All that, plus Dave’s latest case for why everyone should quit social media, in this Episode #88 of More or Less. We’re also on ↓ X: https://twitter.com/moreorlesspod Instagram: https://instagram.com/moreorless Spotify: https://podcasters.spotify.com/pod/show/moreorlesspod Connect with us here: 1) Sam Lessin: ⁠https://x.com/lessin⁠ 2) Dave Morin: ⁠https://x.com/davemorin⁠ 3) Jessica Lessin: ⁠https://x.com/Jessicalessin⁠ 4) Brit Morin: ⁠https://x.com/brit⁠ 00:00 Intro 01:13 Live from the Upfront Summit 03:04 Intuit and taxes 06:37 Bezo's media shift 12:26 Blantant bias and framing 18:53 Meme coins are fascinating 25:39 Make Instagram great again 32:44 Big Tech and Trump 34:19 Google search traffic is down 36:35 AI segment: Grok 45:08 The AI markets meme narrative 55:40 Time Women of the Year Gala 59:04 Outro

    1 giờ

  7. 21 THG 2

    #87: SKIMS To Revive Nike? AI Drama & The Satoshi Mystery

    Elon Musk trolled Jessica on X—at least, that’s how it seems. Was it just a marketing stunt for Grok 3, with The Information as the sacrificial lamb? Plus, Humane’s AI pin flopped, but HP swooped in for a $160M “rescue.” What does this mean for the AI hardware race? Sam has some strong opinions (spoiler: he’s not a fan of AI printers). And the internet’s latest rabbit hole: Could Jack Dorsey actually be Satoshi? Social media is unraveling, AI is becoming hyper-personalized (maybe too much so), and the next wave of consumer tech is either flopping or skyrocketing at warp speed. All that—plus the latest chaos in AI, Big Tech, and beyond—on Episode 87 of More or Less. We’re also on ↓ X: https://twitter.com/moreorlesspod Instagram: https://instagram.com/moreorless Spotify: https://podcasters.spotify.com/pod/show/moreorlesspod Connect with us here: 1) Sam Lessin: https://x.com/lessin 2) Dave Morin: https://x.com/davemorin 3) Jessica Lessin: https://x.com/Jessicalessin 4) Brit Morin: https://x.com/brit (00:00:00) Introduction (00:01:20) Bay Area ski week (00:02:38) Yoga (00:06:43) Grok 3 vs The Information (00:12:26) Best deep research model? (00:19:30) iOS bug and social media isolation (00:23:42) iPhone 16e and status symbols (00:27:49) Digital drugs (00:33:21) Do brands even matter anymore? (00:43:00) Humane fire sale and AI Printers? (00:47:07) Founders who can land a plane (00:53:31) Lost Meta "international spy technology" (00:55:40) More Or Less correspondents (00:56:50) Jack created Bitcoin? (01:00:32) Outro

    1 giờ 2 phút

  8. 14 THG 2

    #86: Elon’s $97B Curveball For OpenAI

    Elon Musk just threw OpenAI into chaos with a $97 billion bid for its nonprofit arm. But does he actually want it—or is it just for the memes? Meanwhile, Slow Ventures has secured $60M to bet on the future of creators, and Brit and Jessica predict the rise of serial influencers. Oh, and Google Maps is broken. Seriously. All that and more in Episode #86 of More or Less. We’re also on ↓ X: https://twitter.com/moreorlesspod Instagram: https://instagram.com/moreorless Spotify: https://podcasters.spotify.com/pod/show/moreorlesspod Connect with us here: 1) Sam Lessin: https://x.com/lessin 2) Dave Morin: https://x.com/davemorin 3) Jessica Lessin: https://x.com/Jessicalessin 4) Brit Morin: https://x.com/brit (00:00:00) Trailer (00:01:07) Dressing well (00:03:38) Startups, hybrid work (00:11:47) Efficiency and productivity (00:18:51) Apple Intelligence (00:20:44) Google Maps (00:22:31) Elon's OpenAI bid (00:33:26) Who buys TikTok? (00:35:27) Bill Gates (00:41:31) Investing on people and adventure capital (00:50:30) 360 deals and musicians (00:52:34) Investing in niche creators (00:56:39) Super Bowl LIX and Kendrick Lamar (01:01:55) Outro

    1 giờ 3 phút
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4,1
/5
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Giới Thiệu

Dave Morin, Jessica Lessin, Brit Morin, and Sam Lessin have debated the future of Silicon Valley and tech as the closest of friends for the last 15 years. Now six companies, two venture funds and more than a decade at Google, Apple and Facebook later, they are opening up the debate. From The Information, Offline Ventures, and Slow Ventures. Follow the crew: http://x.com/davemorin http://x.com/brit http://x.com/lessin http:/x.com/jessicalessin Follow the pod: https://moreorlesspod.com/ http://youtube.com/moreorlesspod https://x.com/moreorlesspod

Thông Tin

  • Nhà sáng tạo
    Dave Morin, Jessica Lessin, Brit Morin, and Sam Lessin
  • Năm hoạt động
    2023 - 2025
  • Tập
    94
  • Xếp hạng
    Thô tục
  • Bản quyền
    © Dave Morin, Jessica Lessin, Brit Morin, and Sam Lessin
  • Trang web chương trình
    More or Less

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