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)

#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

#111 Figma, OpenAI, Canva: the Rise of Meme Stock IPOs in Silicon Valley

#111 Figma, OpenAI, Canva: the Rise of Meme Stock IPOs in Silicon Valley

This week on More or Less: Jessica Lessin, Dave Morin, Brit Morin, and Sam Lessin dive deep into the surprisingly busy summer of venture capital, the impact of AI on startups, and the changing rules f...

8 Aug 202553min

#110 Meta's Billion-Dollar Hires: Bubble or Genius?

#110 Meta's Billion-Dollar Hires: Bubble or Genius?

What happens when VCs are called the least sophisticated financiers, AI researchers get billion-dollar paydays, and outrage becomes the new marketing? This week on More or Less, the full crew breaks d...

1 Aug 202552min

#109 OpenAI vs Google: The Real Business Model War Begins

#109 OpenAI vs Google: The Real Business Model War Begins

This week on More or Less, Sam Lessin, Brit Morin, and Dave Morin dive into the startup world and how today's founders need to bring fun back into the ecosystem, why most public policy around AI is ju...

25 Jul 202556min

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