#28: What We Got Right and Wrong in ’23 and Calls for ’24
Explicit content warning
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
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http://threads.net/davemorin
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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
Previous Episode
#27: Make Number Go Up, and The Problem with Nonprofits
The gang discusses the Harvard debacle (and Sam's run for the Board of Overseers), why double-bottom lines are challenging, tech regulation, and more.
DISCUSSED:
SHOW NOTES:
[00:00] Opening.
[01:10] We have a non-zero hit rate on making things things.
[01:50] How did we start the pod?
[03:01] The parable of launching a rocket at the moon.
[04:23] This week's headlines.
[06:28] Venture Capital Strategy: Why go super vertical?
[10:56] Guess the Product: Is it a Cold Plunge a Shiftwave Chair or ???
[14:03] Wild new moisture farming technology.
[18:03] The big debate: Harvard, nonprofit governance, and the future of society.
[21:31] Sam is now running as a write in candidate for the Harvard Board of Overseers.
[24:40] Has business become too big? Or has business just become too weird?
[25:55] The tale of two Twitters: one missionary, one capitalist.
[29:01] How do you solve for leadership in a woke world moving forward?
[29:45] Is there a strong argument that nonprofits should not exist?
[33:15] The problem with "make number go up".
[35:34] Isn't it the case that all organization exist at some intersection of "number go up" and values?
[37:00] The dirty secret of nonprofits: they have to raise money.
[37:36] What happens when institutions become too rich that they no longer listen to external feedback?
[38:51] The bigger question about the gap between the board and the people at these institutions.
[39:46] Is this a transient property of internet culture?
[42:32] Quick return to talking about TikTok governance.
[45:55] Jess plugs one of her favorite nonprofit, 19th News, which exists to cover all of the range of topics and polices and ideas that relate to women.
[49:28] Brit is heading to the California Governor's Mansion to the California Gender Equity Summit.
[52:50] Closing.
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
Next Episode
#29: Is the Year of Startup Austerity Over? What Can Save the News Business?
In the first pod of 2024, the gang previews the year in VC to come and OpenAI vs. NYT. Plus, layoffs, boomerang VC and Brit's oh-so-Brit resolution.
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