More or Less

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

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Jaksot(152)

OpenAI vs Google vs Meta: Business Model War

OpenAI vs Google vs Meta: Business Model War

Pre-Thanksgiving chatter from the Lessins’ Surf Shack: Jess, Brit, Dave, and Sam pinball from holiday-card automation to trillion-dollar AI geopolitics. Brit trades Minted for Canva+GPT, Jess admits t...

28 Marras 20251h 8min

Google Just Won AI, TikTok’s “Self-Control Badges”, ChatGPT Enters Group Chats

Google Just Won AI, TikTok’s “Self-Control Badges”, ChatGPT Enters Group Chats

Jessica kicks things off with Brit’s five-hour Brit-chella extravaganza—red latex, Light Balance blackout choreo, Ke$ha surprise, and more. The crew checks in on Jessica’s IG detox, TikTok's new "self...

21 Marras 20251h

Apple’s iPhone Sock, Waymo's Bay Area Expansion, and AI Wearables

Apple’s iPhone Sock, Waymo's Bay Area Expansion, and AI Wearables

The squad is complete again! We get into AI wearables: rings, necklaces, even earrings, after Dave hints his stealth ring startup is almost ready. Waymo quietly rolls out SF–San Jose service (still no...

14 Marras 202559min

Apple Chooses Gemini, Sequoia's Leadership Shake-up, and Meme Coins

Apple Chooses Gemini, Sequoia's Leadership Shake-up, and Meme Coins

It’s Etiquette Finishing School Day at Slow Ventures, Sam dials in from the Four Seasons in a Brioni suit to recap Slow’s first-ever Etiquette School—covering caviar bumps, sommelier tips, and the “lo...

7 Marras 202556min

Stuart Landesberg's Plan to Save the American West from Wildfires

Stuart Landesberg's Plan to Save the American West from Wildfires

With Jess running The Information's massive WTF conference and Sam off-grid on a mountain, Brit and Dave hold down the fort with Stuart Landesberg, CEO of Seneca, a Slow- and Offline-backed startup bu...

31 Loka 202542min

TPUs Are Winning? Gemini + Anthropic vs NVIDIA, and OpenAI’s Atlas Explained

TPUs Are Winning? Gemini + Anthropic vs NVIDIA, and OpenAI’s Atlas Explained

The gang is back with a spicy opener: Brit calls out Dave for dismissing her “AI-assisted” doc as work slop, while Sam argues lowbrow culture now imitates machines and highbrow culture resists them. W...

24 Loka 202554min

Meta’s Teen Rules, OpenAI’s Content Shift, and Roblox the New Social Media?

Meta’s Teen Rules, OpenAI’s Content Shift, and Roblox the New Social Media?

Jessica and Dave dive into the messy intersection of AI, culture, and the next wave of consumer tech. From the rise of “AI slop” to whether founders should build apps just for themselves, they debate ...

17 Loka 20251h 2min

Oracle's GPU Margins, OpenAI’s Consumer Playbook, and the Ads vs Commerce Endgame

Oracle's GPU Margins, OpenAI’s Consumer Playbook, and the Ads vs Commerce Endgame

This week on More or Less: Jess drops The Information’s scoop on Oracle’s shaky GPU rental margins and how it spooked markets, while Sam insists AI workloads will soar, even if profits don’t. Dave cru...

10 Loka 202558min