Anthropic’s Bet on Coding Is Working (OpenAI Shopping Pivot, A16Z’s Top 50 List, $1B Tennis Channel)
It’s an AI-heavy episode with real stakes: Jessica digs into OpenAI’s evolving approach to shopping and why “closing the loop” on commerce could be the proving ground for consumer monetization. The gr...
13 Mar 58min
Fire Sam Altman, The End of Software Engineers, and Why AI Is All Narrative
This week the squad breaks down the Anthropic vs OpenAI drama (Fire Sam Altman is trending again), debates whether Apple is quietly winning the AI race by spending $0 while everyone else burns $100 bi...
6 Mar 51min
Apple, OpenAI & Why Nobody Makes Money in AI | The SaaS Apocalypse
Starting with a mini celebration: Dave defends his ski racing crown, before Sam declares software dead and capitalism broken. Even among GPs at Upfront Summit, the mood is uncertain: nobody knows whet...
27 Feb 47min
OpenClaw vs Meta vs OpenAI: The Personal Agent Wars Heat Up
In this episode of More or Less, we go from Sam's urgent care drama to the hottest debates in AI. Dave dives into his news about joining the OpenClaw Foundation board as the fastest-growing open sourc...
20 Feb 56min
Why OpenAI Can't Win The Decentralized AI Future (OpenClaw, Apple's Win, X.AI Exodus)
We're recording this from Jackson Hole after three days of wheeling and dealing—and yes, canceling meetings for powder. This week we're going deep on OpenClaw. The meetup had 1,500 people show up (Kev...
13 Feb 1h
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)
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
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
