#71: Big Tech Earnings and the AI Revolution
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Description
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: https://x.com/brit 2) Dave Morin: https://x.com/davemorin 3) Jessica Lessin: https://x.com/Jessicalessin 4) Sam Lessin: https://x.com/lessin 00:00:00 Trailer 00:01:02 Introduction 00:01:22 Phone problems as features 00:07:00 Tech earnings season overview 00:09:45 Meta's quarterly performance and VR discussion 00:15:30 Google and Microsoft's AI-driven growth 00:19:55 User growth for tech companies 00:23:56 How users are using Snapchat 00:30:46 Get laid, get paid, get entertained 00:36:40 Earnings predictions 00:40:09 Creator economy's influence on election campaigns 00:51:09 Bezos ends Washington Post presidential endorsements 00:57:53 Celebrity collaborations and entertainment updates 01:03:47 Outro
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