Episodes
With Musk’s bio now updated to read, “The people voted for major government reform,” it’s clear he’s not just dabbling in policy. In this episode, the Morins and Lessins break down what it means for democracy when a “super VC” like Musk mingles tech interests with government influence. Also on the docket: - will Bitcoin surge to $100K? - monetization for LLMs, and - the new wave of Silicon Valley internships in government We’re also on ↓ X:...
Published 11/15/24
Published 11/15/24
Are incumbent media networks losing ground? Kamala stuck to broadcast media, while Trump bypassed traditional filters and reached audiences as an influencer, taking his message to Rogan and Fridman. Among concerns over echo chambers and AI-controlled narratives, there’s a flip side—more people now have a platform, giving everyone a voice. Guillermo Rauch of Vercel says “everyone needs to be empowered to create.” The more people who can build their own platforms and apps, the more we...
Published 11/08/24
In this episode, the crew dives into why no self-respecting Silicon Valley developer is ditching AI tools anytime soon. Sam and Jess go back and forth on Snap’s subscription model and whether it can stand up to Meta’s dominance. Plus, Bezos seems wary of a potential Trump comeback. 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) Brit Morin:...
Published 11/01/24
Apple’s Vision Pro has had its fair share of challenges. Initially aiming for 3 million units, the forecast adjusted down to 900,000, then 800,000, and ultimately? Just 450,000 sold. For a $3,500 device, that's a tough spot to be in. Going from developer kit to flagship in a hurry? Classic Apple. In this episode, the Morins and Lessins talk about: - Apple vs Meta on AR - AI & mental health, and - journalistic integrity in tech reporting We’re also on ↓ X:...
Published 10/25/24
Elon’s robots are real... kind of? On this episode of More or Less, we take a deep dive into the duality of Tesla. Are we witnessing the future or yet another Disney ride? Tune in as Brit, Dave, Sam, and Jess unpack: • Tesla’s We, Robot event • Why the retail army craves Planet Elon • Waymo & the future of robovehicles • Late-stage capitalism We’re also on ↓ X: https://x.com/moreorlesspod Instagram: https://instagram.com/moreorless Spotify:...
Published 10/18/24
Google’s enjoyed a monopoly-sized head start for a while. But it now looks like the DOJ’s ready to throw a wrench in its works. Is a breakup of the search giant on the cards? In EP 068 of the pod, Brit, Dave, and Jess talk all things: - antitrust and Google, - screen time and parental control, and - why leveraging AI for consumer apps might still be a pipe dream. We’re also on ↓ YouTube: https://www.youtube.com/@MoreorLessPodv X: https://twitter.com/moreorlesspod Instagram:...
Published 10/11/24
OpenAI Sets a Record and Will Apple Make Its Next Move? 00:00 - Introduction and The @VCBrags Twitter Account 04:48 - The Sam and Dave Contest 07:15 - OpenAI's Record-Breaking Funding Round 13:04 - OpenAI's Product Strategy Shift 18:05 - The Future of A.I. and Consumer Experiences 19:28 - Apple's Potential in the A.I. Space 26:23 - The Impact of A.I. on Software Development 33:55 - Dave's Three A.I. Buckets: Fast, Slow, and Edge Models 35:54 - Insane Evaluations and VC Funds 39:24 - How...
Published 10/04/24
Meta Connect, the Hardware Renaissance (or Not?) and Special Guest Dan Feder 
Published 09/27/24
Plus, China, the supply chain and Sam climbs a mountain. MrBeast Strategy Doc: https://cybernews.com/news/mrbeast-leaked-pdf-spills-secrets-how-to-be-successful-on-youtube/ 0:00 - Introduction and Debriefing Sam's Mountain Climbing Trip 5:50 - Instagram's New Teen Controls 10:20 - The Role of Tech Companies in Child Safety 12:34 - YouTube's New Hype Feature 13:30 - MrBeast's Leaked Strategy Doc 15:00 - Parental Controls 22:10 - Are YouTube Hypes just Tips? 27:45 - Amazon and The Shift Back...
Published 09/20/24
Plus, is MrBeast the new BuzzFeed? And the latest with Stripe. Sam's MrBeast is Buzzfeed 2.0: https://x.com/lessin/status/1833545048543375856?s=46 00:00 - Introduction and A Mystery 02:54 - An Honest Review of The Mill 04:46 - The Happenings and Headlines 05:16 - Reflections on The Acquired Podcast Live with Mark Zuckerburg 14:41 - A Critique of the Live Podcast Format 16:43 - Reflections on The Apple Launch Event 22:13 - New Markets for Apple to Break Into: CPAPs and Parental Controls 27:59...
Published 09/13/24
The right—and wrong—lessons about tech's favorite new topic. Plus, a new type of parental warning. Show Notes: 00:00 - Introduction and Labor Day Tennis02:00 - Pickleball03:00 - Founder Mode05:00 - Organizational Structures12:00 - Founder Mode from a VC Perspective15:00 - Galaxy Brain vs. 100 Nodes18:00 - Uber vs. AirBNB22:00 - Optimizers vs. Builders25:00 - The Parent Analogy26:00 - Different Types of Founders30:00 - VC-backed Company Incentives33:00 - Long-Term Trajectory of...
Published 09/06/24
Plus, Burning Man and Zuck's political moves.
Published 08/30/24
Plus, a preview of Sam's new opus. And a More or Less fall meetup! Show Notes: 00:00 - Introduction and Vacation Plans 01:14 - Sam's Unpublished Document on Higher Education 04:44 - Joe Rogan's Peter Thiel Interview Pt. 1 08:35 - Health and Wellness Trends 12:33 - Joe Rogan's Peter Thiel Interview Pt. 2 16:39 - The Reset Phase 25:06 - Capital-Efficient Investments 31:14 - Understanding S-Curves and A.I. 51:09 - Tinkerers in the Startup Ecosystem 59:12 - Apple's Prestige Dad TV
Published 08/23/24
Plus, thank you Susan Wojcicki and the truth about remote work.
Published 08/16/24
Plus, Sam's Instagram splurge and new science on how women should work out.
Published 08/09/24
Plus, why you should short Nvidia (but don't) plus Silicon Valley swarms the Hamptons.
Published 08/02/24
Plus, the Morins teach the Lessins about streetwear and BRAT culture. And the full quad debates ideas for both presidential candidates' social media teams.
Published 07/26/24
Inside the moves and motivations behind the new wave of Trump-VC endorsements. Plus, Sam returns from Kilimanjaro.
Published 07/19/24
Plus, techies and their quantified sports.
Published 07/12/24
Who is in—and out—at this year's annual Allen & Co. conference? Plus, racquet sports, robots, and how the summer is shaping up in tech.
Published 07/05/24
Are IPOs relevant? RIP AGI? The gang looks back on our debates and predictions and how we'd refine our views based on what we know now.
Published 06/28/24
The gang focuses on the exit opportunities for AI startups and whether there will be a growing wave of AI buyouts. Plus, debating the surgeon general's warning about social networks and kids.
Published 06/21/24
The prolific AI investor joins the gang to discuss OpenAI, Apple and the AI deals he is—and isn't—doing and why. Plus, what's in Vinod's ChatGPT history.
Published 06/14/24
The gang kicks off a new series about what entrepreneurs should build with a sector close to our heart. Plus, Brit details the Life360 U.S. IPO and Jess flaunts some new merch.
Published 06/07/24