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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Episoder(165)

Chinese AI Model GLM 5.2 Beating Frontier Models | Meta Glasses, Polymarket Scandal, and More AI Talent War

Chinese AI Model GLM 5.2 Beating Frontier Models | Meta Glasses, Polymarket Scandal, and More AI Talent War

The quad is back. Dave and Brit rejoin Sam and Jess fresh off a More or Less fan encounter at the Zurich airport. It was quite the week for Meta as the squad breaks down the company’s new line of glas...

26 Jun 49min

Elon Is the Best Financier of Our Generation

Elon Is the Best Financier of Our Generation

Sam and Jessica go two-on-two this week to unpack the SpaceX IPO and whether a $2.5 trillion valuation is actually justified, exploring why “it’s valuable because it’s valuable” may be a legitimate in...

19 Jun 40min

Teamshares IPO: $60M EBITDA, 92 Companies, Zero Exits

Teamshares IPO: $60M EBITDA, 92 Companies, Zero Exits

Seven years after Slow wrote its first check, Sam sits down with Teamshares CEO Mike Brown as the company prepares to go public. Mike’s core insight is simple: America has millions of durable, cash-fl...

17 Jun 51min

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

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...

12 Jun 44min

Silicon Valley IPO Summer 2026: SpaceX, Anthropic, OpenAI Explained

Silicon Valley IPO Summer 2026: SpaceX, Anthropic, OpenAI Explained

Brit subs in for Jess as Sam and Dave unpack the AI IPO boom, including SpaceX, Anthropic, and Cerebras, debate whether AI agents can actually replace employees, and react live to the discovery that S...

5 Jun 45min

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 Mai 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 Mai 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 Mai 45min

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