More or Less
by Dave Morin, Jessica Lessin, Brit Morin, and Sam Lessin
TechnologyE · Explicit
Latest episode
Amazon, Google, ChatGPT: When Do Products Start Gaming Their Users?
Amazon, Google, ChatGPT: When Do Products Start Gaming Their Users?
About this podcast
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.
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Episodes
The newest 20 of 175 episodes
- Amazon, Google, ChatGPT: When Do Products Start Gaming Their Users? · 1 h 3 minBing Gordon co-founded Electronic Arts, spent 18 years at Kleiner Perkins, sat on Amazon's board for 15 and is credited by John Doerr and Jeff Wilke with the idea for Prime. He…
- The Real Reason Elon Wants SpaceX and Tesla to Merge Now · 52 minElon tells investors on an earnings call that SpaceX and Tesla should merge, and Sam has a theory he says nobody else has floated: there's an enormous SpaceX lockup cliff coming…
- The Death of the Web Is Inevitable · 50 minJess went full send on Muse and reports that about 70% of the use cases she was excited about have stopped working, because the internet is fighting back: Good Eggs now wants her…
- Agentic Commerce Hits a Wall: Hilton, Amazon and the Bot Blocking Fight · 53 minMeta and Microsoft, two of Anthropic's biggest enterprise customers, have roughly halved their Claude usage, and both are running their own models instead. Dave's diagnosis is…
- Meta Muse vs Instinct vs OpenAI Dots: Do AI Agents Have Any Moat? · 57 minAnthropic's S-1 leaked and the numbers are not what the narrative promised: revenue flatlining as token prices drop, and SaaS investors posting memes welcoming Anthropic to the…
- Claude Is Doing Science, a16z Is Starting a University & the AI Bubble Keeps Growing and Still Be a Terrible Business; We'd Rather Send Our Kids to the Military Than to a16z's School · 59 minAndreessen Horowitz puts $35 million into a new school and the pod nearly falls apart over it. Sam says he'd rather send his kids to the military, Jess is all for fixing higher…
- Anthropic Wants to Slow AI Down & Instinct Wants a $10B Valuation. Is It Because They're Losing? Is Dario Amodei Actually Right? · 57 minFinally, a full house week where Sam is back from New York and the squad is back for a full dive into this week’s AI drama. Anthropic's Dario wrote a long essay calling for the…
- iPhone Duo, Meta Muse & Why AI Finally Scared Dave Morin · 51 minDave Morin goes hands-on with Apple's iPhone Duo, the crew tests Meta's new Muse agent and asks whether it can hold up once Google ships its own, and Dave explains why OpenAI's…
- AI Agents Are Going Rogue. Should We Be Worried? · 56 minSam has entered what Jessica calls the “recursive Sam loop,” producing children’s media in his own voice, letting agents deploy their own apps, and having bots track his health…
- Meta’s $17B Reckoning & Why Parents Can’t Compete With Big Tech's Algorithm · 55 minSam is recording poolside, Jess is embracing her agentic era, and somehow that’s the least chaotic part of this week’s episode. The squad digs into Meta’s $17 billion settlement…
- Stripe Buys OpenRouter, OpenAI vs. Anthropic & the AI Backlash · 56 minStripe buys OpenRouter for billions, which naturally raises the question: did Stripe just buy critical AI infrastructure, or a very expensive router with great distribution? The…
- Special Edition MOL with Josh Wolfe, Rachel Holt, Scott Belsky, Scott Stanford, and Peter Deng · 59 minA very special edition of More or Less, featuring Josh Wolfe (Founder, Lux Capital), Rachel Holt (Founder, Construct Capital; former Head of North America at Uber), Scott Belsky…
- Jeff Dean Leaves Google, Airtable Sells, and the Bag-Securing Era · 55 minSam records from the beach while dealing with a broken bilge pump. Dave calls in after herding cattle. Fortunately, tech continues without them, which Sam takes as further proof…
- Zuck says AI is for everyone, His Rivals Ask Washington To Slow it Down · 59 minNew studio set up: the squad now records from a parked Tesla in the middle of a rainstorm while Sam is on the beach, and somehow it turned into one of our favorite episodes. We…
- Did OpenAI Stage Its Own Cyber Incident? | Stripe Buying Paypal, Frontier Model Economics, Peptides · 1 h 1 minDeep summer check-in from the More or Less squad. Dave is back on Instagram after a year away (thanks to Stagecoach), Jessica reviews Benson Boone's Wanted Man tour, Chris…
- AI Regulatory Capture Bet: Why OpenAI & Anthropic Stopped Competing on Tech · 50 minYou know we're deep into summer when Jess leaves the pod early to catch Benson Boone... for the eighth time. This week, the More or Less squad revisits the Anthropic and OpenAI…
- OpenAI Offered the Government a Stake. Is This a Distress Signal? · 55 minThe full quad is back, unpacking OpenAI's offer to give the U.S. government an equity stake. Sam's take: it's less a marketing win than a distress signal. The squad also debates…
- Why Identity Verification Matters For The Internet | Vox Americanus, GLM 5.2, Claude Fable 5 Is Back · 54 minThe full quad is back just before the Fourth of July. Dave and Sam explain why padel is just pickleball for fancy people, Sam vibe-coded an app to prove you’re actually American…
- Chinese AI Model GLM 5.2 Beating Frontier Models | Meta Glasses, Polymarket Scandal, and More AI Talent War · 50 minThe quad is back. Dave and Brit rejoin Sam and Jess fresh off a More or Less fan encounter at the Zurich airport. It was quite the week for Meta as the squad breaks down the…
- Elon Is the Best Financier of Our Generation · 41 minSam and Jessica go two-on-two this week to unpack the SpaceX IPO and whether a $2.5 trillion valuation is actually justified, exploring why “it’s valuable because it’s valuable”…
