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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/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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Vercel CEO: 70% of Our Traffic Is Now AI Agents "Nobody Was Prepared" | Anthropi...
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AI Agents Destroying Internet Security (Anthropic's Leak, ClawCon Tokyo, OpenAI'...
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The New Startup Stack: One Founder + Agents | Henrik Werdelin (Audos) and Ben Br...
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Nvidia's GTC, Apple Blocking Vibe-Coding Apps, Meta's Rogue AI Agent
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Anthropic’s Bet on Coding Is Working (OpenAI Shopping Pivot, A16Z’s Top 50 List,...
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Fire Sam Altman, The End of Software Engineers, and Why AI Is All Narrative
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Apple, OpenAI & Why Nobody Makes Money in AI | The SaaS Apocalypse
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OpenClaw vs Meta vs OpenAI: The Personal Agent Wars Heat Up
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Why OpenAI Can't Win The Decentralized AI Future (OpenClaw, Apple's Win, X.AI Ex...
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SpaceX + xAI Merger, Google Earnings, and and the Bot-Filled Internet
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Agentic AI Will Break the Internet (ClawdBot, OpenAI & the AI Demand Delusion)
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From ClawdBots to Sauna Bros: Silicon Valley in 2026
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SaaS Companies Beware: AI Is The New UI (Anthropic's Claude Code and Cowork)
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Trillionaires, SpaceX, and More AI: The 2026 Power Laws
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2026 Tech Predictions: AI Layoffs, a $500B IPO, and the Death of SaaS as We Know...
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Paramount vs Netflix: Who Really Wins Warner Bros And What's Next?
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Code Red, Bitcoin Costs, AWS Resurgence, and Waymo Safety (Not About AI... ish)
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OpenAI vs Google vs Meta: Business Model War
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Google Just Won AI, TikTok’s “Self-Control Badges”, ChatGPT Enters Group Chats
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Apple’s iPhone Sock, Waymo's Bay Area Expansion, and AI Wearables
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Apple Chooses Gemini, Sequoia's Leadership Shake-up, and Meme Coins
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Stuart Landesberg's Plan to Save the American West from Wildfires
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TPUs Are Winning? Gemini + Anthropic vs NVIDIA, and OpenAI’s Atlas Explained
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Meta’s Teen Rules, OpenAI’s Content Shift, and Roblox the New Social Media?
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Oracle's GPU Margins, OpenAI’s Consumer Playbook, and the Ads vs Commerce Endgam...
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#119 OpenAI Sora vs. TikTok: Can “AI Entertainment” Fund the Compute Bill?
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#118 Elon vs Altman: The $10B Capital War Reshaping Tech
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#117 TikTok’s New Owner and Hiring a US CEO?
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#116 iPhone Air or Pro? Apple Ignores AI and Wins?
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#115 Anthropic at $170B: Should Unicorns Be Forced to IPO?
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#114 Seed Rounds at $2B? The Dangers of AI Hype in VC With Tony Conrad
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#113 GPT-5 Disappoints: The End of the AI Gold Rush?
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#112 Swift Should Buy Chrome, Not Perplexity
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#111 Figma, OpenAI, Canva: the Rise of Meme Stock IPOs in Silicon Valley
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#110 Meta's Billion-Dollar Hires: Bubble or Genius?
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#109 OpenAI vs Google: The Real Business Model War Begins
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#108 Meta vs. OpenAI: Who Wins the Next Attention War?
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#107 Anatoly Yakovenko: Crypto Isn’t for Everyone (And That’s a Good Thing)
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#106: AI Researchers Earning More Than Cristiano Ronaldo
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#105: Tesla, Bumble, And Bezos' Wedding - Everything Is A Mess
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#104: AI Clones, Commoditized Ads, and the Cult of Trust
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#103: Are Silicon Valley’s Mega-Deals Just Talent Grabs?
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#102: Snap Spectacles, Build-A-Bear, and the Myth of the Everything App
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#101: The Business of OnlyFans, Future of Identity, and Navigating Privacy in th...
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#100: OpenAI Teams Up with Jony Ive, Vibe Coding, Gemini, and More
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#99: The Airbnb Strategy Nobody’s Talking About
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#98: OpenAI Acquires Windsurf for $3B, Google's Stock Dips
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#97: How OpenAI Is Beating Google and Meta at Their Own Game
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#96: Google & Meta on Trial, Tesla, AI & Media
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