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)

#119 OpenAI Sora vs. TikTok: Can “AI Entertainment” Fund the Compute Bill?

#119 OpenAI Sora vs. TikTok: Can “AI Entertainment” Fund the Compute Bill?

Never a dull moment with the More or Less squad: Jessica questions whether Sora is just a novelty or the start of an AI-native social economy, arguing OpenAI needs its own device to escape current pla...

3 Okt 202549min

#118 Elon vs Altman: The $10B Capital War Reshaping Tech

#118 Elon vs Altman: The $10B Capital War Reshaping Tech

No Morins this week—just Jess and Sam, trading Gossip Girl “dear listener” asides for a tour of tech’s new power map. From Meta’s in-store glasses push to Apple’s “Find My” doubling as Gen Z’s stealth...

26 Sep 202546min

#117 TikTok’s New Owner and Hiring a US CEO?

#117 TikTok’s New Owner and Hiring a US CEO?

The More or Less team go deep on the rumored TikTok deal: licensing the algorithm vs. owning influence, who actually controls the For You page, and why data localization misses the point. We debate A1...

19 Sep 202555min

#116 iPhone Air or Pro? Apple Ignores AI and Wins?

#116 iPhone Air or Pro? Apple Ignores AI and Wins?

Apple ships hardware while everyone else ships AI press releases. The MOL quad debates whether Apple’s “ignore the hype” strategy wins, why YC is full of “made-to-chart” AI startups, what unique convi...

12 Sep 202553min

#115 Anthropic at $170B: Should Unicorns Be Forced to IPO?

#115 Anthropic at $170B: Should Unicorns Be Forced to IPO?

Another busy week in tech and your favorite quad are back! We go over: Google’s antitrust “win,” AI M&A mania, Anthropic’s stay-private debate, why lawyers out-earn bankers now, and the barbell realit...

5 Sep 202557min

#114 Seed Rounds at $2B? The Dangers of AI Hype in VC With Tony Conrad

#114 Seed Rounds at $2B? The Dangers of AI Hype in VC With Tony Conrad

In this episode of More or Less, Brit Morin and Dave Morin sit down with legendary VC Tony Conrad (True Ventures) for a candid conversation on the state of venture capital, the real impact of AI, the ...

29 Aug 20251h 10min

#113 GPT-5 Disappoints: The End of the AI Gold Rush?

#113 GPT-5 Disappoints: The End of the AI Gold Rush?

This week on More or Less, the crew dives into the shifting narratives around AI (Finally everyone is getting on Sam's wavelength), the reality of LLM business models, and why infrastructure may not b...

22 Aug 20251h 5min

#112 Swift Should Buy Chrome, Not Perplexity

#112 Swift Should Buy Chrome, Not Perplexity

This week, the team dives into more meme capitalism, the AI hype cycle, and why San Francisco is still the epicenter of tech ambition (and some very odd real estate choices). We debate the real value ...

15 Aug 202547min

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