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)

Apple Chooses Gemini, Sequoia's Leadership Shake-up, and Meme Coins

Apple Chooses Gemini, Sequoia's Leadership Shake-up, and Meme Coins

It’s Etiquette Finishing School Day at Slow Ventures, Sam dials in from the Four Seasons in a Brioni suit to recap Slow’s first-ever Etiquette School—covering caviar bumps, sommelier tips, and the “lo...

7 Nov 202556min

Stuart Landesberg's Plan to Save the American West from Wildfires

Stuart Landesberg's Plan to Save the American West from Wildfires

With Jess running The Information's massive WTF conference and Sam off-grid on a mountain, Brit and Dave hold down the fort with Stuart Landesberg, CEO of Seneca, a Slow- and Offline-backed startup bu...

31 Okt 202542min

TPUs Are Winning? Gemini + Anthropic vs NVIDIA, and OpenAI’s Atlas Explained

TPUs Are Winning? Gemini + Anthropic vs NVIDIA, and OpenAI’s Atlas Explained

The gang is back with a spicy opener: Brit calls out Dave for dismissing her “AI-assisted” doc as work slop, while Sam argues lowbrow culture now imitates machines and highbrow culture resists them. W...

24 Okt 202554min

Meta’s Teen Rules, OpenAI’s Content Shift, and Roblox the New Social Media?

Meta’s Teen Rules, OpenAI’s Content Shift, and Roblox the New Social Media?

Jessica and Dave dive into the messy intersection of AI, culture, and the next wave of consumer tech. From the rise of “AI slop” to whether founders should build apps just for themselves, they debate ...

17 Okt 20251h 2min

Oracle's GPU Margins, OpenAI’s Consumer Playbook, and the Ads vs Commerce Endgame

Oracle's GPU Margins, OpenAI’s Consumer Playbook, and the Ads vs Commerce Endgame

This week on More or Less: Jess drops The Information’s scoop on Oracle’s shaky GPU rental margins and how it spooked markets, while Sam insists AI workloads will soar, even if profits don’t. Dave cru...

10 Okt 202558min

#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

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