#110 Meta's Billion-Dollar Hires: Bubble or Genius?
More or Less1 Elo 2025

#110 Meta's Billion-Dollar Hires: Bubble or Genius?

What happens when VCs are called the least sophisticated financiers, AI researchers get billion-dollar paydays, and outrage becomes the new marketing? This week on More or Less, the full crew breaks down the state of the AI talent wars, the power of meme-driven marketing, and whether hope (not financial literacy) still drives Silicon Valley.


Chapters:01:15 Jersey Shore, Laundry, and Marital Advice

05:08 Sydney Sweeney Outrage: Meme Marketing & Stock Surges

18:32 VCs Are the Least Sophisticated Financiers

22:20 AI Billionaires: Comp Bubbles & Power Laws

27:09 Will Billion-Dollar AI Talent Stay?

32:24 Social Graph Recruiting: The New Acqui-Hire

38:52 AI Comp Bubble: Lessons from the iOS Gold Rush

44:22 The Robot That Folds Clothes (and Why It’s a Billion-Dollar Job)

50:11 Outrage Marketing: Fad or Future?


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

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(152)

Did Anthropic Use the Pope as a Marketing Stunt? Ft. Amir Efrati

Did Anthropic Use the Pope as a Marketing Stunt? Ft. Amir Efrati

This week on More or Less, Amir Efrati of The Information joins Jessica, Brit, and Dave to unpack the growing intersection of AI, government, and national security, from the rumored stalled executive ...

29 Touko 50min

SpaceX IPO Date Talk + OpenAI Confidential Filing Rumors

SpaceX IPO Date Talk + OpenAI Confidential Filing Rumors

This week on More or Less, the crew unpacks IPO speculation around OpenAI and SpaceX, debates whether AI’s economics ultimately favor recurring API spend or owning infrastructure outright, questions i...

22 Touko 52min

Google's AI-First Laptop, Meta's Spy Games, AI Monks in Middle America

Google's AI-First Laptop, Meta's Spy Games, AI Monks in Middle America

The squad is complete again, and Sam arrives with a NeuroPod, cold plunge updates, red light therapy, Oura stats, and enough supplements to start a wellness startup. Then into the week’s biggest tech ...

15 Touko 45min

Why the Met Gala Hates Tech, Elon vs OpenAI Drama, and the Rise of Chinese AI Models

Why the Met Gala Hates Tech, Elon vs OpenAI Drama, and the Rise of Chinese AI Models

Jess, Britt, and Dave unpack everything from Home Depot runs and closet “re-jiggers” to the internet’s growing backlash against tech wealth, AI, and Silicon Valley culture. The squad debates whether t...

8 Touko 59min

Elon Musk vs OpenAI Trial, Google Cloud Surge, Meta’s Blocked Acquisition, Anthropic Winning

Elon Musk vs OpenAI Trial, Google Cloud Surge, Meta’s Blocked Acquisition, Anthropic Winning

This week on More or Less, the crew kicks off with a very on-brand derail—Stagecoach turning into a wind-blown 90s reunion-turned-half-capacity vibe, segueing into a chaotic trend report of “booty sho...

1 Touko 1h 1min

What Tim Cook’s “Executive Chairman” Move Really Means | Musk vs OpenAI, xAI and Cursor Rumors

What Tim Cook’s “Executive Chairman” Move Really Means | Musk vs OpenAI, xAI and Cursor Rumors

The full quad is back and we're getting right into the tech drama: AI backlash (from Reese Witherspoon to everyday skepticism), breakthrough science like CRISPR entering its “it actually works” era, a...

24 Huhti 52min

Allbirds Pivoted to AI Data Centers | SpaceX $1.5T IPO, Anthropic $800B, $175M Seed Rounds

Allbirds Pivoted to AI Data Centers | SpaceX $1.5T IPO, Anthropic $800B, $175M Seed Rounds

SpaceX might be the biggest IPO ever but there’s a math problem no one’s pricing in. Once you factor in capital gains, you need to believe it’ll underperform the market by ~50% just to justify selling...

17 Huhti 44min

Vercel CEO: 70% of Our Traffic Is Now AI Agents "Nobody Was Prepared" | Anthropic, OpenClaw, OpenAI

Vercel CEO: 70% of Our Traffic Is Now AI Agents "Nobody Was Prepared" | Anthropic, OpenClaw, OpenAI

Vercel CEO Guillermo Rauch breaks down the explosive rise of AI agents and what it means for the future of software infrastructure. He joins the Morins to unpack why Anthropic cut off OpenClaw users, ...

10 Huhti 47min