Dave Morin, Jessica Lessin, Brit Morin, and Sam Lessin

More or Less

Technology EN ↓ 159 episodes

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/davemorinhttp://x.com/brithttp://x.com/lessinhttp:/x.com/jessicalessinFollow the pod:https://moreorlesspod.com/http://youtube.com/moreorlesspodhttps://x.com/moreorlesspod

Author

Dave Morin, Jessica Lessin, Brit Morin, and Sam Lessin

Episodes

#9: How to save ESPN. Barstool’s Bad (Good?) Example 11.08.2023 53:32

The Morins and the Lessins devise a playbook on the future of sports media. Plus, a More or Less debate on a new study on Wegovy. Articles and research discussed: https://www.novonordisk.com/content/nncorp/global/en/news-and-media/news-and-ir-materials/news-details.html?id=166301 Show Notes: 0:00 - Introduction: The hosts discuss ESPN's declining subscriber numbers and revenue challenges. They...

#8: Where's the Barbie business pop? Why brands beat marketplaces 04.08.2023 56:04

This week, inspired by Barbie and Taylor Swift, the Morins and the Lessins debate the future of franchises and brands. Plus, the latest in the ecommerce wars and the winners and losers if room-temperature superconductors actually become a thing. Articles and research discussed: https://arxiv.org/abs/2307.12008 https://www.theinformation.com/articles/shein-makes-an-aggressive-pitch-to-woo-u-s-amazo...

#7: Elon's X game and RIP seed investing 28.07.2023 50:57

Are we just playing into Elon's game with Twitter? The Lessins and The Morins debate and take different sides on whether seed investing can survive. Plus, what's Ruth Porat really up to at Google? Discussed: Google’s Darkest Days: After Three Deaths, a Workforce Reckons with a Changed Company The Power Law: Venture Capital and the Making of the New Future Seed Investing Can't Turn Back...

#6: Hollywood and AI; What IS Threads? 21.07.2023 48:55

The Morins and Lessins debate the fizzling hype around AI and the Hollywood strike. Plus, Threads’ next move. Discussed: https://www.theinformation.com/articles/deal-activity-on-the-rise-as-bankers-say-merger-conversations-are-picking-up https://www.ted.com/talks/tom_graham_the_incredible_creativity_of_deepfakes_and_the_worrying_future_of_ai https://arxiv.org/abs/2307.09009 https://dudeperfect.co...

#5: Twitter Won't Die! Long Live Threads! 07.07.2023 49:55

The Morins and Lessins debate what the Threads launch means for this era of social media. And, body hacking with Brit. Discussed: https://www.theinformation.com/articles/openai-plans-chatgpt-personal-assistant-for-work-setting-up-microsoft-rivalry?rc=hwneun https://www.theinformation.com/forum/posts/524?rc=hwneun https://www.nytimes.com/2023/07/01/science/consciousness-theories.html Show Notes: 0...

#4: MMA, M&A and Misfits; Silicon Valley's weird cultural moment 30.06.2023 45:29

The Morins and the Lessins debate the question of how much of a "misfit" you have to be to win in tech and whether or not the M&A market will coming roaring back. Plus, "More or Less" lightning round on the Musk v. Zuckerberg cage match. Discussed: https://www.theinformation.com/articles/musk-v-zuckerberg-and-silicon-valleys-dangerous-road https://www.wsj.com/articles/silic...

#3: Mr. Beast's burger bust and will M&A ever return? 23.06.2023 49:36

Entrepreneurs and investors the Morins and the Lessins discuss what the antitrust armageddon means for venture capitalists and the challenges of creator-led businesses. Plus, Pharrell's debut (tech?) fashion collection and what we learned this week. Discussed: https://www.theinformation.com/briefings/ftc-sues-amazon-for-manipulative-prime-signup-process https://www.theinformation.com/briefing...

#2: Reddit and the death of the public internet; the end of the VC "epoch" 16.06.2023 47:27

Entrepreneurs and investors The Morins and The Lessins discuss the week in tech, including Reddit's API changes, the perilous state of venture capital and Google's coming antitrust wars. Discussed: https://www.theinformation.com/articles/why-youtube-could-give-google-an-edge-in-ai https://www.theinformation.com/articles/tcv-raised-50-to-75-less-than-planned-for-new-venture-fund https://www...

#1: Apple's head scratchy VR rollout; VR vs. AI in the interface wars; crypto's 'nothing burger'? 12.06.2023 39:09

Entrepreneurs and investors The Morins and The Lessins discuss the week in tech including Apple's head scratchy VR rollout, VR vs. AI in the interface wars, and crypto's 'nothing burger'. Discussed: https://www.theinformation.com/articles/whats-clear-and-blurry-about-apples-vision-pro-headset https://thedebrief.org/intelligence-officials-say-u-s-has-retrieved-non-human-craft/ https...