
More or Less
Dave Morin, Jessica Lessin, Brit Morin, and Sam Lessin

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Top 10 More or Less Episodes
Goodpods has curated a list of the 10 best More or Less episodes, ranked by the number of listens and likes each episode have garnered from our listeners. If you are listening to More or Less for the first time, there's no better place to start than with one of these standout episodes. If you are a fan of the show, vote for your favorite More or Less episode by adding your comments to the episode page.

#41: Is AI Killing Media?
More or Less
04/19/24 • 52 min
Plus, Inside The Information's Creator Economy Summit and a new threat for OpenAI.
1 Listener

#23: Why (and How) SMBs and Creators Will Win With AI, the New Financing Contracts, and More
More or Less
11/17/23 • 62 min
The gang discusses how you build dense networks of real value around small business in the AI future. Also, bonus discussion on content maxis vs. community maxis...and the symmetry of Jessica's face.
Try the More or Less GPT:
https://chat.openai.com/g/g-Lt0xdU9Jp-more-or-less

1 Listener

06/16/23 • 47 min
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.theguardian.com/music/2023/jun/13/ai-used-to-create-new-and-final-beatles-song-says-paul-mccartney
https://www.theinformation.com/articles/andreessen-horowitz-merges-fintech-and-consumer-teams-after-some-bets-fizzle?rc=hwneun
Show Notes:
00:00:01 - Hosts Jessica, Brit, Sam and Dave introduce the podcast and Jessica thanks listeners for recommendations. 00:09:34 - They discuss Reddit charging app developers fees for its API and how this impacted Google search results according to an article. Brit and Sam share their perspectives from working at Facebook and in media. 00:19:16 - They debate whether AI is a game changer for the business models of social media APIs. Sam argues the public web is dying while Dave thinks there will still be niche communities. 00:25:14 - They discuss the current state of venture capital funding. Sam believes the conveyor belt model is broken while Brit mentions $84 trillion in wealth from retiring baby boomers flooding into private markets. 00:35:52 - Lightning Round: - They debate whether more smart regulation is needed for Google's search business. - They share their views on an AI generated Beatles song, with Dave thinking it's a cool moment. 00:46:00 - They plug the new Twitter account for the pod @moreorlesspod.
Brought To You By:

12/22/23 • 68 min
The gang does a retro on their 2023 calls...from AI to Vision Pro (we couldn’t come up with a Z)...and makes predictions for tech, media, and capital in 2024.
BOOK RECOMMENDATIONS:
The Creative Act, A Way of Being by Rick Rubin
The Order of Time by Carlo Rovelli
Project Hail Mary by Andy Weir
Tomorrow, and Tomorrow, and Tomorrow by Gabrielle Zevin
SHOW NOTES:
00:00 Introduction and Holiday Reflections
03:06 The Adobe-Figma Merger
05:35 The Pro-Capitalism Argument
06:52 Antitrust Laws and Government Intervention
09:03 The Valuation and Future of M&A
16:07 Reviewing VC and IPO Predictions
18:32 The Future of Remote Work
30:00 Twitter and the Rise of Threads
40:20 Appreciating Instagram and the Future of Social
41:19 The Slow Future of Threads
42:33 Compliments and Bromance
43:14 Predictions for Audio and Video Experiences
43:39 The Return of Path
44:17 Apple Vision Pro and the Future of MR
46:24 Spatial Video and Memories
47:10 Losing Memory and Talking to Ourselves
48:43 AI Layoffs and Clip Art Music
50:48 Taylor Swift and Creator AI
52:22 More Crypto Predictions
57:12 TikTok's Fate and the Chaotic Presidential Election
59:39 Pickleball Rollups and Crypto Launches
01:01:26 Expecting the Unexpected in 2024
01:08:23 Book Recommendations
01:10:29 Closing Remarks and Farewell
TRY THE GPT:
http://gpt.moreorlesspod.com
FOLLOW THE POD:
http://threads.net/moreorless
FOLLOW THE GANG:
http://threads.net/davemorin
http://threads.net/brit
http://threads.net/jlessin
http://threads.net/lessin

#34: 7 Trillion Reasons Why
More or Less
02/16/24 • 63 min
The gang unpacks all the latest news about OpenAI and Sam Altman. Plus, does Google have a shot in AR/VR? And our dream Vision Pro apps.
Takeaways
- Sports media has become a successful form of linear storytelling in the internet age, creating a national monoculture.
- The globalization of sports presents challenges in creating a unified global sports event.
- The Vision Pro and Quest devices offer different experiences, with the Vision Pro being more suitable for work and the Quest providing a more immersive gaming experience.
- There is a debate on the potential role of Google in the face computer market, with some believing that Google's strategy may not be successful.
- The Vision Pro and Quest strategies have different focuses, with the Vision Pro being more spatial computing oriented.
- The potential of spatial computing and its impact on social software is a topic of interest and exploration.
- Communication and social interaction in the Vision Pro present challenges that need to be addressed.
- There is excitement and positive impressions of the Vision Pro, with potential for professional and enterprise applications.
- Agents and their role in AI are gaining attention, with potential for enhancing various tasks and workflows.
- OpenAI's plan to raise $7 trillion for AI chips is seen as absurd and lacking credibility.
- Tech leaders making outrageous statements can harm the perception of the tech industry and overshadow the serious work being done.
- The episode highlights the need for rational and disciplined business practices in the tech industry.
Show Notes
00:00:46 - Introduction and Welcome
00:00:57 - The Full Quad Gathered
00:02:50 - AI News Discussion
00:03:02 - Vision Pro Analysis
00:03:45 - Missed Pop Culture Corner
00:04:58 - Superbowl and Taylor Swift Discussion
00:07:40 - Brock Purdy's Super Bowl Performance
00:08:26 - Sports Documentary Entertainment Genre
00:10:52 - Sports Media as the Final Frontier
00:12:13 - National vs. International Sports
00:13:06 - The Monoculture of Sports
00:14:04 - NBA and Global Sports Tournaments
00:15:00 - The Flailing Olympics
00:15:41 - The Decline of Olympic Storytelling
00:17:14 - AI News and Vision Pro
00:17:43 - Vision Pro vs. Oculus
00:18:06 - Vision Pro as a Work Machine
00:18:17 - Oculus Content and Games
00:18:49 - Camera and Social Potential
00:19:20 - Spatial Computing
00:20:24 - Google's XR Software Shift
00:21:19 - Android vs. iOS in XR Space
00:25:01 - Content-Driven Business Models for XR
00:25:43 - Vision Pro's Unique Position in XR
00:26:09 - The Potential of the Spatial Internet
00:29:05 - Social Software Challenges
00:35:20 - Developer and Creator Interest in Vision Pro
00:38:03 - Zillow Gone Wild and Vision Pro Ideas
00:38:44 - Music Video Apps
00:39:45 - Gaming and Social Apps
00:41:37 - Professional Apps
00:42:07 - Aviation Apps
00:45:59 - AI News
00:46:23 - OpenAI's Agent
00:46:46 - Brett Taylor's New Company Launch
00:47:17 - OpenAI Search Product
00:49:20 - Google's AI Rebranding to Gemini
00:51:34 - OpenAI's $7 Trillion Semiconductor Funding Strategy
00:53:43 - The Era of Absurdist Capitalism?
00:54:03 - The OpenAI Governance Crisis
00:55:11 - A Rational Comparison to the US Budget
01:00:15 - The Tree Removal Story
01:02:09 - Episode Wrap-Up and Thanks

#69: Robots, Rockets, and Elon Hype
More or Less
10/18/24 • 55 min
Elon’s robots are real... kind of?
On this episode of More or Less, we take a deep dive into the duality of Tesla.
Are we witnessing the future or yet another Disney ride?
Tune in as Brit, Dave, Sam, and Jess unpack:
• Tesla’s We, Robot event
• Why the retail army craves Planet Elon
• Waymo & the future of robovehicles
• Late-stage capitalism
We’re also on ↓
X: https://x.com/moreorlesspod
Instagram: https://instagram.com/moreorless
Spotify: https://podcasters.spotify.com/pod/show/moreorlesspod
Connect with us here:
1) Brit Morin: https://x.com/brit
2) Dave Morin: https://x.com/davemorin
3) Jessica Lessin: https://x.com/Jessicalessin
4) Sam Lessin: https://x.com/lessin

11/15/24 • 61 min
With Musk’s bio now updated to read, “The people voted for major government reform,” it’s clear he’s not just dabbling in policy.
In this episode, the Morins and Lessins break down what it means for democracy when a “super VC” like Musk mingles tech interests with government influence.
Also on the docket:
will Bitcoin surge to $100K?
monetization for LLMs, and
the new wave of Silicon Valley internships in government
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) Brit Morin: https://x.com/brit
2) Dave Morin: https://x.com/davemorin
3) Jessica Lessin: https://x.com/Jessicalessin
4) Sam Lessin: https://x.com/lessin
Mark Zuckerberg & T-Pain's New Song 'Get Low':
https://open.spotify.com/track/3Wn1ZONJX2yfbzWo2aPuQN?si=5368065e3e994f54
00:00:00 Trailer
00:01:10 Introduction and Brit’s New Look
00:03:17 IV Drip, Lingo, suPAR
00:08:49 PSA: Cookies and Feedbacks
00:10:09 Another big week in AI
00:12:30 Department of Government Efficiency
00:21:53 The cryptos and the VCs
00:29:39 AI in B2B2C and Verticalized Markets
00:37:50 AI Investment Strategies and Market Trends
00:52:32 Pop Culture Corner: Zuck and T-Pain
01:00:15 Outro

10/04/24 • 50 min
OpenAI Sets a Record and Will Apple Make Its Next Move?
00:00 - Introduction and The @VCBrags Twitter Account
04:48 - The Sam and Dave Contest
07:15 - OpenAI's Record-Breaking Funding Round
13:04 - OpenAI's Product Strategy Shift
18:05 - The Future of A.I. and Consumer Experiences
19:28 - Apple's Potential in the A.I. Space
26:23 - The Impact of A.I. on Software Development
33:55 - Dave's Three A.I. Buckets: Fast, Slow, and Edge Models
35:54 - Insane Evaluations and VC Funds
39:24 - How Japan's Declining Birthrate is a Good Thing
43:10 - Pop Culture Corner
46:47 - Closing Thoughts and Future Tech Trends in Japan

#58: The Death of Friends
More or Less
08/02/24 • 67 min
Plus, why you should short Nvidia (but don't) plus Silicon Valley swarms the Hamptons.

08/18/23 • 52 min
As the startup graveyard gets crowded, the Morins and the Lessins talk about when companies should quit and reminisce about failed investments. Plus, a More or Less debate on U.S. China tech policy and evolving views of LLMs.
Articles and books discussed:
https://www.theinformation.com/articles/storage-startup-clutter-running-out-of-cash-sells-itself-at-steep-discount?rc=hwneun
https://www.theinformation.com/articles/yieldstreet-nears-a-deal-to-buy-real-estate-tech-startup-cadre?rc=hwneun
https://www.theinformation.com/articles/venture-capital-firms-struggle-to-raise-funds-in-china?rc=hwneun
https://www.amazon.com/Quit-Power-Knowing-When-Walk/dp/B09PVR6YK5/ref=sr_1_1?keywords=quit+annie+duke&qid=1692292549&sr=8-1
Show Notes:
[0:00:00] Introduction - The hosts discuss their health status.
[0:00:23] Venture Capital, Startup Trends, and Choosing When to Quit - The group discusses past startup trends like the "Uber for X" era and how changing market conditions are coming home to roost.
[0:09:09] China and the Digital Trade Imbalance - The group discusses recent executive orders restricting US investment in Chinese companies and ask questions around why we only discuss the trade of atoms and not bits in the digital era.
[0:19:23] TikTok Ban Debate - The hosts debate whether the TikTok app should be banned in the US.
[0:35:00] Vision of American Digital Citizenship - Dave and Sam discuss their vision for expanding American digital identity globally.
[0:44:39] Supply Chain Impacts of COVID - Dave notes the pandemic highlighted supply chain vulnerabilities which influenced how everyone thinks about entrepreneurial risk.
[0:47:09] Large Language Model Perspectives - The hosts share their evolving views of AI, LLMs and regulatory risks.
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FAQ
How many episodes does More or Less have?
More or Less currently has 104 episodes available.
What topics does More or Less cover?
The podcast is about Podcasts and Technology.
What is the most popular episode on More or Less?
The episode title '#23: Why (and How) SMBs and Creators Will Win With AI, the New Financing Contracts, and More' is the most popular.
What is the average episode length on More or Less?
The average episode length on More or Less is 56 minutes.
How often are episodes of More or Less released?
Episodes of More or Less are typically released every 7 days.
When was the first episode of More or Less?
The first episode of More or Less was released on Jun 12, 2023.
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