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

EN146 episodes
technology

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/davemorinhttp://x.com/brithttp://x.com/lessinhttp:/x.com/jessicalessinFollow the pod:https://moreorlesspod.com/http://youtube.c...

Episodes (146)

Allbirds Pivoted to AI Data Centers | SpaceX $1.5T IPO, Anthropic $800B, $175M S...

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Apr 17, 202644:07failed

Vercel CEO: 70% of Our Traffic Is Now AI Agents "Nobody Was Prepared" | Anthropi...

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Apr 10, 202647:08failed

AI Agents Destroying Internet Security (Anthropic's Leak, ClawCon Tokyo, OpenAI'...

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Apr 3, 202647:45failed

The New Startup Stack: One Founder + Agents | Henrik Werdelin (Audos) and Ben Br...

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Mar 27, 202654:01failed

Nvidia's GTC, Apple Blocking Vibe-Coding Apps, Meta's Rogue AI Agent

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Mar 20, 202658:55failed

Anthropic’s Bet on Coding Is Working (OpenAI Shopping Pivot, A16Z’s Top 50 List,...

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Mar 13, 202658:42failed

Fire Sam Altman, The End of Software Engineers, and Why AI Is All Narrative

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Mar 6, 202651:57failed

Apple, OpenAI & Why Nobody Makes Money in AI | The SaaS Apocalypse

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Feb 27, 202647:33pending

OpenClaw vs Meta vs OpenAI: The Personal Agent Wars Heat Up

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Feb 20, 202656:31pending

Why OpenAI Can't Win The Decentralized AI Future (OpenClaw, Apple's Win, X.AI Ex...

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Feb 13, 20261:00:40pending

SpaceX + xAI Merger, Google Earnings, and and the Bot-Filled Internet

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Feb 6, 202650:25pending

Agentic AI Will Break the Internet (ClawdBot, OpenAI & the AI Demand Delusion)

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Jan 30, 202656:58pending

From ClawdBots to Sauna Bros: Silicon Valley in 2026

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Jan 23, 202649:27pending

SaaS Companies Beware: AI Is The New UI (Anthropic's Claude Code and Cowork)

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Jan 16, 202653:45pending

Trillionaires, SpaceX, and More AI: The 2026 Power Laws

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Jan 9, 202657:56pending

2026 Tech Predictions: AI Layoffs, a $500B IPO, and the Death of SaaS as We Know...

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Dec 19, 202556:11pending

Paramount vs Netflix: Who Really Wins Warner Bros And What's Next?

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Dec 12, 20251:03:30pending

Code Red, Bitcoin Costs, AWS Resurgence, and Waymo Safety (Not About AI... ish)

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Dec 5, 20251:00:08pending

OpenAI vs Google vs Meta: Business Model War

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Nov 28, 20251:08:58pending

Google Just Won AI, TikTok’s “Self-Control Badges”, ChatGPT Enters Group Chats

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Nov 21, 20251:00:09pending

Apple’s iPhone Sock, Waymo's Bay Area Expansion, and AI Wearables

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Nov 14, 202559:21pending

Apple Chooses Gemini, Sequoia's Leadership Shake-up, and Meme Coins

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Nov 7, 202556:49pending

Stuart Landesberg's Plan to Save the American West from Wildfires

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Oct 31, 202542:42pending

TPUs Are Winning? Gemini + Anthropic vs NVIDIA, and OpenAI’s Atlas Explained

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Oct 24, 202554:41pending

Meta’s Teen Rules, OpenAI’s Content Shift, and Roblox the New Social Media?

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Oct 17, 20251:02:07pending

Oracle's GPU Margins, OpenAI’s Consumer Playbook, and the Ads vs Commerce Endgam...

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Oct 10, 202558:10pending

#119 OpenAI Sora vs. TikTok: Can “AI Entertainment” Fund the Compute Bill?

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Oct 3, 202549:59pending

#118 Elon vs Altman: The $10B Capital War Reshaping Tech

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Sep 26, 202546:57pending

#117 TikTok’s New Owner and Hiring a US CEO?

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Sep 19, 202555:15pending

#116 iPhone Air or Pro? Apple Ignores AI and Wins?

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Sep 12, 202553:06pending

#115 Anthropic at $170B: Should Unicorns Be Forced to IPO?

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Sep 5, 202557:23pending

#114 Seed Rounds at $2B? The Dangers of AI Hype in VC With Tony Conrad

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Aug 29, 20251:10:23pending

#113 GPT-5 Disappoints: The End of the AI Gold Rush?

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Aug 22, 20251:05:09pending

#112 Swift Should Buy Chrome, Not Perplexity

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Aug 15, 202547:45pending

#111 Figma, OpenAI, Canva: the Rise of Meme Stock IPOs in Silicon Valley

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Aug 8, 202553:25pending

#110 Meta's Billion-Dollar Hires: Bubble or Genius?

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Aug 1, 202552:15pending

#109 OpenAI vs Google: The Real Business Model War Begins

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Jul 25, 202556:47pending

#108 Meta vs. OpenAI: Who Wins the Next Attention War?

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Jul 18, 202559:56pending

#107 Anatoly Yakovenko: Crypto Isn’t for Everyone (And That’s a Good Thing)

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Jul 11, 202556:39pending

#106: AI Researchers Earning More Than Cristiano Ronaldo

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Jul 4, 202555:20pending

#105: Tesla, Bumble, And Bezos' Wedding - Everything Is A Mess

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Jun 27, 202550:32pending

#104: AI Clones, Commoditized Ads, and the Cult of Trust

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Jun 20, 202553:25pending

#103: Are Silicon Valley’s Mega-Deals Just Talent Grabs?

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Jun 13, 20251:09:46pending

#102: Snap Spectacles, Build-A-Bear, and the Myth of the Everything App

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Jun 6, 202554:00pending

#101: The Business of OnlyFans, Future of Identity, and Navigating Privacy in th...

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May 30, 202556:06pending

#100: OpenAI Teams Up with Jony Ive, Vibe Coding, Gemini, and More

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May 23, 20251:00:33pending

#99: The Airbnb Strategy Nobody’s Talking About

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May 16, 202549:07pending

#98: OpenAI Acquires Windsurf for $3B, Google's Stock Dips

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May 9, 202556:20pending

#97: How OpenAI Is Beating Google and Meta at Their Own Game

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May 2, 202549:59pending

#96: Google & Meta on Trial, Tesla, AI & Media

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Apr 25, 202559:12pending