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
Episodes
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 involving Sam Altman
– AI and mental hea...
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?
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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 what it signals for tech
Plus, ...
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: https://x.com/JoannaColes
The Daily Beast: https...
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!
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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 Tesla: Is Elon losing support...
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:
• Google’s Wiz deal—will Trump’s FT...
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
• TikTok’s sale—Oracle’s in, but ByteDance ...
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 Discord going public?
Plus, Jessica’s surf we...
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 a media mogul?
• Meta’s $200B spend v...
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 actually be Satoshi?
Social media is unraveli...
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.
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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.
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Spoti...
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 the right meme at t...
Stargate—a $500 billion AI venture straight from Trump 2.0's White House—has all the drama of a sci-fi blockbuster.
But instead of aliens (like in the movie from 30 years ago), we’ve got Elon Musk, Satya Nadella, and Sam Altman trading shots.
“SoftBank doesn’t have the money,” Elon posted on X, while Microsoft’s Nadella shot back, “I’m good for my $80 billion.” Meanwhile, Altman’s keeping things spicy with OpenAI already breaking...
On this week’s episode of More or Less, Meta kills DEI and fact-checking (right after their $27B moderation exit), Zuck's talking "masculine energy" on Rogan, and TikTok's facing a ban while DJI mysteriously drops US flight restrictions. It's not even February.
We also share opinions on: • why tech's gender gap persists (18% of CS grads are women)
• whether Elon's X could inherit TikTok's distribu...
Meta is ditching fact-checkers, Nvidia hitting $3T, and everyone is building robots for some reason. Episode # 81 of More or Less kicks off 2025 by asking:
• How much of Zuck's community notes pivot is political theater?
• Can NVIDIA actually pull off this "mega omniverse" industrial AI play?
• Will companies thrive as the great tech exodus accelerates?
Plus: Sam explains why centralized moderation was always destined to fail (b...
Time for Part 2 of our More or Less highlights special! We've curated some clips to check off our tech bingo card for 2024.
This past year gave us Trump swapping press rooms for podcasts, the DOJ taking swings at Big Tech, BlackRock's Bitcoin ETF hitting record highs ($50B AUM) and—because why not—a government department named after DOGE, a not so subtle nod to Trump's pro-crypto stance.
What's in store for 2025?
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...Welcome to Part 1 of the More or Less highlights special! We’re taking a look back at an action-packed year in AI, from groundbreaking developments to game-changing predictions about the future. Don’t miss this collection of standout moments and stay tuned for Part 2!
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...In this episode, the Morins & Lessins dive into the highs and lows of 2024 to uncover who came out on top.
Google made a strong showing, but are they well-positioned for the long haul? Waymo keeps moving the needle with self-driving cars and big moves in AI, making it a strong contender for years to come.
Apple? They’ve been a bit slow to innovate this year, but don’t count them out just yet. Meta really hit their stride in 2...
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