More or Less

In this episode of More or Less, we dive into the shifting landscape of AI, attention, and business models. From the rise of ChatGPT as both productivity tool and entertainment, to the coming collision between commerce and AI-driven recommendations, the Morins and Lessins debate what’s hype, what’s real, and where the next big opportunities are for startups and VCs. Plus: the truth about local new...

We’re joined by a very special guest, Solana founder Anatoly Yakovenko for a wide-ranging conversation on crypto, tech, and what’s next. He breaks down the “punks, hoodies, suits” cycle, why AI is just a product while crypto is a movement, and how stablecoins are quietly driving global USD adoption. He shares his $1T stablecoin prediction, explains the Solana phone’s goal to challenge app store mo...

This week, the gloves come off. We're diving into Meta's raid on OpenAI, asking if Mark Zuckerberg is the new Yankees of AI and who will be the 'Moneyball' underdog. Plus, a hot take on why usage-based pricing for AI is a flawed model, the challenge of creating 'God-tier' content that works everywhere, and why AI researchers are now earning more than soccer superstars. It's a packed episode you do...

Join the More or Less crew for a Summer Edition from the cabins! We dive into how AI is reshaping hiring, the future of resumes, the rise of agentic coding assistants, and why service businesses suck (unless you're Brit doing a fun side-hustle ). As always, we tackle the latest in tech news from The Information, from OpenAI's copyright battles to the next phase of Bumble and the realities of Tesla...

This week on More or Less, we dive into the escalating AI talent wars, Meta’s bold moves, and what the latest hires really mean for the future of AI innovation. The More or Less team break down why product execution is overtaking research wizardry, what's happening between OpenAI and Microsoft, and how AI is reshaping inbound for all markets. We’re also on ↓X: https://twitter.com/moreorlesspod...

This week on More or Less: Is Austin out-innovating San Francisco in self-driving tech? Why Apple’s WWDC liquid glass announcement a bigger deal than you think. The real story behind Meta’s $14B Scale AI move, and the new economics of AI talent. Plus, what’s next for startup investing in an era where talent trumps business models. We’re also on ↓X: https://twitter.com/moreorlesspodInstagram: https...

This week on More or Less, we debate whether tech culture is unwatchable, why “Substacker” might be the last job standing, and if Build-A-Bear is secretly the next great AI company (move over, Nvidia). Plus: the real risks of self-driving Teslas on field trips, the myth of the “everything app,” and why the future just might be all about vibes. Come for the hot takes, stay for the man cave updates....

This week on More or Less: Investors too squeamish for OnlyFans, AI makes the creator economy weirder (and richer), and why your next ETF might be Mormon. Plus, the real reason nobody watches your full podcast, and a healthy dose of tech industry self-roasting. Takeaways OnlyFans presents a unique investment opportunity despite its controversial nature. Market dynamics in the sex work industry are...

This week, Sam and Dave are joined by a very special guest: Synthetic Fidji. Yes, an AI version of Fidji Simo , created after the real one politely declined (hey, the show must go on, okay?). They get into: the bull and bear case for vibe coding Gemini vs. GPT (is Sam having second thoughts?) why GitHub might be quietly, ruthlessly winning the AI dev race the identity crisis no one’s cracked with...

What happens when Sam gets fed up with shady secondary brokers mid-recording? He starts vibe coding a platform to replace them—live on the pod! On this week’s More or Less, the gang dives deep into the messy mechanics of the secondary markets and how early cashouts might be a bigger red flag than anyone wants to admit. Plus: Airbnb’s déjà vu product strategy The quiet crisis in venture liquidity (...

The countdown to Episode 100 is on, but this week, it's more news and less Sam . Jessica , Brit , and Dave dig into a jam-packed week across tech, AI, VC, and culture—starting with Dave topping a surprise list of top angel investors (yes, above Peter Thiel), raising questions about who really shows up on cap tables and why no women made the cut. The crew unpack: Windsurf’s $3B acquisition by OpenA...

Jess , Sam , Brit , and Dave are back on More or Less with plenty to unpack—from Meta and Google’s AI sprawl to Snap’s fading relevance and the monetization questions hanging over tech. Here’s what they get into: – Why OpenAI is crushing the consumer AI game – Sam’s new startup: The Ruck Rock fitness empire – Meta’s AI app confusion (and Ray-Ban power moves) – Snap’s ad crash—and a left-field fix...

Jess , Sam , Brit , and Dave returned from spring break to catch up on chaotic headlines from the last week — from Tesla’s bad quarter to Google’s courtroom drama. On the docket: – the antitrust cases shaking up Google, Meta, and the entire ad economy – is OpenAI quietly building the next Facebook? – Sam’s theory on “zombiecorns” – is OnlyFans the new Uber? We’re also on ↓ X: https://x.com/moreorl...

With Jess and Sam taking the week off Brit and Dave are joined by two leading voices in venture and tech: Ben Lerer (Managing Partner, Lerer Hippeau) and Morgan Beller (General Partner, NFX; Co-creator of Libra).  Together, they dive into the shifting tides of tech, venture, and AI: – OpenAI’s next move: A social network? – Venture’s broken math – The ‘AI’ label inflation, and – Figma’s IPO and wh...

This week on More or Less, Jessica hosts with Joanna Coles , Chief Content Officer at The Daily Beast , while Sam, Dave, and Brit are off for “spring break”! They explore: • Elon’s DC stint • Trump’s cabinet leaks: Leaks fuel Rubio-Elon tension • China’s AI edge: Cheap tech shakes Valley’s lead Plus, Joanna ponders plastic surgery risks in space—will implants hold up? Featuring: Joanna Coles: http...

This week on More or Less: Tesla reports a steep drop in deliveries, investor confidence wavers, and BYD continues to close in. The crew also dives into: Elon’s "Fake News": More Drama, Less DOGE OpenAI’s record-breaking $40B raise TikTok’s algo standoff, and The UFC’s deal with Meta Plus: Brit’s True Crime fascination with the Deel v. Rippling spy story! We’re also on ↓ X: https://twitt...

The debate is heating up—DC and Silicon Valley are deeply split over DOGE. This week on More or Less, Jessica and Brit hold down the fort (while the husbands ski Alaska’s powder) with media heavyweights Ben Smith of Semafor and Nick Carlson of Dynamo. This week’s big swings: • The Signal Group Chat Scandal • DOGE divides: Silicon Valley cheers efficiency, DC smells ideology • China’s BYD overtakes...

Silicon Valley’s heating up—and we’ve got the inside scoop. This week on More or Less, Jessica, Dave, Sam, and Brit unpack a whirlwind of drama: Google’s $32B Wiz grab, rippling’s spy scandal with Deel, and Gwyneth Paltrow’s bold intimacy coordinator diss. Dave’s back from YC Demo Day, where AI-driven startups are still fetching 25 to 40 million despite shaky traction. Here’s what’s cooking: • Goo...

On this week's episode of More or Less , Jessica , Dave , Sam , and Brit tackle a chaotic week hashing out Waymo’s Peninsula push, Sam’s million-dollar Mars wager with Brit, and YC’s agentic AI craze—fresh from ski season vibes and office debates. Also on the deck this episode: • Waymo’s expansion has Jessica ditching Lyft (almost) • Sam vs. Brit: a million bucks on Mars colonization odds • Ti...

Markets move fast—sometimes too fast. This week, Jessica , Dave , Sam , and Brit dissect Trump’s crypto reserve play, Nvidia’s AI stumbles, and how nostalgia is sneaking back into everything. Recorded amidst ski trips, surf plans, and a billboard that’s trolling AI hype, the crew unpacks it all. Also on deck: • Core Weave’s $1.7B AI cloud grab signals robotics is the new VC darling • Reports of Di...

What happens when the biggest VCs, LPs, and founders cram into one basketball stadium? Deals get made, gossip flies, and Dave and Brit Morin find themselves in a very questionable hotel situation. Reporting live from LA, they break down everything happening at Upfront Summit—or at least, everything they overheard by the coffee station. On deck this episode: • is Bezos finally embracing his role as...

Elon Musk trolled Jessica on X—at least, that’s how it seems. Was it just a marketing stunt for Grok 3, with The Information as the sacrificial lamb? Plus, Humane’s AI pin flopped, but HP swooped in for a $160M “rescue.” What does this mean for the AI hardware race? Sam has some strong opinions (spoiler: he’s not a fan of AI printers). And the internet’s latest rabbit hole: Could Jack Dorsey actua...

Elon Musk just threw OpenAI into chaos with a $97 billion bid for its nonprofit arm. But does he actually want it—or is it just for the memes? Meanwhile, Slow Ventures has secured $60M to bet on the future of creators, and Brit and Jessica predict the rise of serial influencers. Oh, and Google Maps is broken. Seriously. All that and more in Episode #86 of More or Less. We’re also on ↓ X: https://t...

Sam and Dave had been toying with the idea of making $$ from meme mania, but after last week’s pod, they may have taken it a little too seriously. They launched Jelly-My-Jelly ($JELLYJELLY), a meme coin that shot up to $250M—thanks, in part, to Venmo co-founder Iqram Magdon-Ismail. What happened next? Tune in to Episode #85 to find out. We’re also on ↓ X: https://twitter.com/moreorlesspod Instagra...

DeepSeek—a name no one had even heard of until last week—has since given Big Tech a run for its money. Soon after the news, they torched $1 trillion from Nvidia and other giants' market caps. And while AI researchers call it “distillation,” aren’t LLMs recursive by design? Everyone’s distilling someone else’s work. The real question: Did DeepSeek actually crack efficient training? Or just drop...