Claude Is Doing Science, a16z Is Starting a University & the AI Bubble Keeps Growing and Still Be a Terrible Business; We'd Rather Send Our Kids to the Military Than to a16z's School

Andreessen Horowitz puts $35 million into a new school and the pod nearly falls apart over it. Sam says he'd rather send his kids to the military, Jess is all for fixing higher ed but not with two venture capitalists writing the curriculum, and guest Matt Mazzeo (NoHo Labs founder, former CAA agent, prolific angel) spends ten minutes asking why the four of them can't be more optimistic about anything. Then Claude runs 10,000 agents for 21 hours and discovers a new enzyme system, which Brit points out is the beginning of two solid months of Claude catnip before the IPO. Sam's bigger worry: you can't take a company public when your top risk factor isn't the New York Times lawsuit, it's setting off nukes. Dave thinks the question nobody is asking is whether your agent represents you or the lab, because your Muse agent works for Meta. Plus Amazon blocking Muse, the Saint Petersburg paradox, and Matt going from 250 pounds to single digit body fat on peptides.

Matt is giving More or Less listeners 50% off their first month at NoHo Labs. Use code: MOREORLESSVIP on https://noholabs.com/

In this episode:

- Why the a16z school turned into the most heated argument this pod has had, and where each of them landed on Alpha School

- Claude discovering a new enzyme system with 10,000 agents in 21 hours, and the timing of that announcement

- Sam on why infinite liability may keep Anthropic from going public at all

- Matt's maximalist case: long frontier labs, long open source, long all of it

- The Saint Petersburg paradox, and why there's no way to price a company pitched as an infinite payout

- Greg Brockman redefining AGI as a gradual series of events, three years after it was sold as a winner-take-all moment

- Amazon blocking Muse, and whether every agent ends up in business development talks

- Does your agent faithfully represent you, or the lab that built it?

- Peptides 101 with Matt: what they are, the FDA moving them back into compounding pharmacies, and what a protocol actually costs

We're also on

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Instagram: https://instagram.com/moreorless

YouTube: https://youtu.be/HN8yVnAXocQ

Apple Podcasts: https://podcasts.apple.com/us/podcast/more-or-less-from-the-morins-and-the-lessins/id1692234179

Full transcripts: https://moreorlesspod.com/episodes/

Connect with our guest:

Matt Mazzeo: https://x.com/Mazzeo

NoHo Labs: 50% off your first month with code MOREORLESSVIP

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

About More or Less: For 15 years, the Morins and the Lessins have debated the future of Silicon Valley as the closest of friends. Every Friday, they break down technology, capital, and media. From The Information, Offline Ventures, and Slow Ventures.