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 weekend drama, Sam’s “Trump Make Poor” bit, and a hot take on why live sports might be overrated. It’s chaos, it’s volatility, it’s Episode 89 of More or Less.
We’re also on ↓
X: https://twitter.com/moreorlesspod
Instagram: https://instagram.com/moreorless
Spotify: https://podcasters.spotify.com/pod/show/moreorlesspod
Connect with us here:
1) Sam Lessin: https://x.com/lessin
2) Dave Morin: https://x.com/davemorin
3) Jessica Lessin: https://x.com/Jessicalessin
4) Brit Morin: https://x.com/brit
00:00 Trailer
01:10 Make startups weird again
02:24 The Brit brand theory
04:01 TikTok, DeepSeek and the nostalgia supercycle
05:48 Do people even watch live sports anymore?
08:36 Running Point and feminist humor
10:12 "New old, old new" companies
16:26 "Spam" Lessin's billboard
20:35 Driverless Waymo on the 101
21:59 Wall Street Journal tech layoffs
28:17 Trump make rich, Trump McPoor
34:52 AI, AGI and the Top Gun Theory
37:40 IPOs, massages, robot sex workers
45:16 Girls' surf trip with margaritas and poker
47:46 Indian Wells!
52:18 Outro
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