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(152)

SpaceX + xAI Merger, Google Earnings, and and the Bot-Filled Internet

SpaceX + xAI Merger, Google Earnings, and and the Bot-Filled Internet

This week on More or Less, three-quarters of the squad goes full AI-agent mode with Morin’s ClawCon, Sam’s LinkedIn bots, and Brit’s bot-agent-supervisor. We kick things off with The Information’s bre...

6 Feb 50min

Agentic AI Will Break the Internet (ClawdBot, OpenAI & the AI Demand Delusion)

Agentic AI Will Break the Internet (ClawdBot, OpenAI & the AI Demand Delusion)

Jessica is back from Davos and is recapping her highlights on the pod this week. If you’re a loyal podcast ‘viewer’, you’re in luck because Jess also brought photos from a recent Grace Cathedral sound...

30 Jan 56min

From ClawdBots to Sauna Bros: Silicon Valley in 2026

From ClawdBots to Sauna Bros: Silicon Valley in 2026

While Jess is off being “Davos-famous,” the squad kicks things off with the classic California vs. New York debate. From there, it’s straight into AI and VC chaos: absurd mega-seed rounds that break p...

23 Jan 49min

SaaS Companies Beware: AI Is The New UI (Anthropic's Claude Code and Cowork)

SaaS Companies Beware: AI Is The New UI (Anthropic's Claude Code and Cowork)

AI, AI, and more AI. Do you even live in Silicon Valley if you’re not talking about it every episode? This week, we go deep on how open-source vibe-coding tools are starting to replace the need for tr...

16 Jan 53min

Trillionaires, SpaceX, and More AI: The 2026 Power Laws

Trillionaires, SpaceX, and More AI: The 2026 Power Laws

The squad is back for 2026 with updates: Dave’s Montana “Snow Report” (spoiler: none), Brit’s contrarian love letter to CES, and Sam’s new “serious 40-year-old” fashion era. We go rapid-fire through t...

9 Jan 57min

2026 Tech Predictions: AI Layoffs, a $500B IPO, and the Death of SaaS as We Know It

2026 Tech Predictions: AI Layoffs, a $500B IPO, and the Death of SaaS as We Know It

The pod signs off for the year with its final episode—a sharp, chaotic recap of last year’s predictions and a fresh round of hot takes for 2026. Sam and Dave, unsurprisingly, wing it: Sam calls a sing...

19 Des 202556min

Paramount vs Netflix: Who Really Wins Warner Bros And What's Next?

Paramount vs Netflix: Who Really Wins Warner Bros And What's Next?

This week’s a big one: the squad kicks it off with Starlink on planes, Zoox vs. Waymo, and YouTube’s skinny bundle before taking the big swing — data centers in space as the emerging SpaceX-IPO narrat...

12 Des 20251h 3min

Code Red, Bitcoin Costs, AWS Resurgence, and Waymo Safety (Not About AI... ish)

Code Red, Bitcoin Costs, AWS Resurgence, and Waymo Safety (Not About AI... ish)

Bitcoin’s down, so the Lessins turned down the heat and pulled out their winter gear. The More or Less squad jumps from SF’s drone-powered crime-fighting memes (Daniel Lurie’s “no drugs” moment) to ho...

5 Des 20251h

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