Apple’s New Siri, SpaceX’s $300B IPO & the AI Company Killing Its Own Brand

Dave joins the squad from YC just ahead of WWDC, where the group breaks down Apple’s upgraded Siri and the surprising revelation that much of Apple’s AI capability is powered by Google’s Gemini models. It wouldn’t be a technology podcast without the squad expanding into the broader AI landscape, with Dave arguing that outside of OpenAI and Anthropic, most AI companies are becoming infrastructure providers rather than destination products. They continue to unpack the IPO frenzy around SpaceX and OpenAI, including SpaceX’s reportedly massive investor demand and OpenAI’s murky timeline to go public. Jess then shifts the conversation to the turmoil at 60 Minutes, where leadership shakeups, internal revolts, and a declining brand presence raise questions about the future of legacy media. Finally, in Pop Culture Corner, the pod closes with Disney’s $200 million bet on Toy Story 5 and Taylor Swift’s outsized promotional impact.

Chapters:

01:53 Apple WWDC: New Siri Breakdown

05:18 Google Gemini Powers Apple AI

07:06 WWDC Ignored Developers Entirely

10:21 Tim Cook’s Leadership Baton Pass

14:30 SpaceX IPO and OpenAI Filing

18:00 Anthropic vs. OpenAI Narrative War

21:48 Dave Morin’s Two-Phone Redemption

26:52 60 Minutes Leadership Implosion

38:44 Toy Story 5 and Taylor Swift

We’re also on ↓

X: https://twitter.com/moreorlesspod

Instagram: https://instagram.com/moreorless

YouTube: https://youtu.be/Yvox4U_8u1w

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

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(165)

Stripe Buys OpenRouter, OpenAI vs. Anthropic & the AI Backlash

Stripe buys OpenRouter for billions, which naturally raises the question: did Stripe just buy critical AI infrastructure, or a very expensive router with great distribution? The original squad is back...

21 Aug 56min

Special Edition MOL with Josh Wolfe, Rachel Holt, Scott Belsky, Scott Stanford, and Peter Deng

A very special edition of More or Less, featuring Josh Wolfe (Founder, Lux Capital), Rachel Holt (Founder, Construct Capital; former Head of North America at Uber), Scott Belsky (Partner, A24; Founder...

14 Aug 58min

Jeff Dean Leaves Google, Airtable Sells, and the Bag-Securing Era

Sam records from the beach while dealing with a broken bilge pump. Dave calls in after herding cattle. Fortunately, tech continues without them, which Sam takes as further proof that AGI is already ru...

7 Aug 55min

Zuck says AI is for everyone, His Rivals Ask Washington To Slow it Down

New studio set up: the squad now records from a parked Tesla in the middle of a rainstorm while Sam is on the beach, and somehow it turned into one of our favorite episodes. We break down Meta's new A...

31 Jul 59min

Did OpenAI Stage Its Own Cyber Incident? | Stripe Buying Paypal, Frontier Model Economics, Peptides

Deep summer check-in from the More or Less squad. Dave is back on Instagram after a year away (thanks to Stagecoach), Jessica reviews Benson Boone's Wanted Man tour, Chris Stapleton's Montana show get...

24 Jul 1h 1min

AI Regulatory Capture Bet: Why OpenAI & Anthropic Stopped Competing on Tech

You know we're deep into summer when Jess leaves the pod early to catch Benson Boone... for the eighth time. This week, the More or Less squad revisits the Anthropic and OpenAI IPO speculation. Their ...

17 Jul 50min

OpenAI Offered the Government a Stake. Is This a Distress Signal?

The full quad is back, unpacking OpenAI's offer to give the U.S. government an equity stake. Sam's take: it's less a marketing win than a distress signal. The squad also debates whether Trump Accounts...

10 Jul 55min

Why Identity Verification Matters For The Internet | Vox Americanus, GLM 5.2, Claude Fable 5 Is Back

The full quad is back just before the Fourth of July. Dave and Sam explain why padel is just pickleball for fancy people, Sam vibe-coded an app to prove you’re actually American on the internet (Vox A...

3 Jul 54min