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More or Less

More or Less

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

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
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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.

More or Less - #41: Is AI Killing Media?
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04/19/24 • 52 min

Plus, Inside The Information's Creator Economy Summit and a new threat for OpenAI.

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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

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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:

⁠⁠The Information⁠⁠

⁠⁠Slow Ventures⁠⁠

⁠⁠Offline Ventures⁠⁠

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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

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More or Less - #34: 7 Trillion Reasons Why
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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

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More or Less - #69: Robots, Rockets, and Elon Hype
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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

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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

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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

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More or Less - #58: The Death of Friends
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08/02/24 • 67 min

Plus, why you should short Nvidia (but don't) plus Silicon Valley swarms the Hamptons.

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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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