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

It’s Etiquette Finishing School Day at Slow Ventures, Sam dials in from the Four Seasons in a Brioni suit to recap Slow’s first-ever Etiquette School—covering caviar bumps, sommelier tips, and the “low heart rate” approach to leadership. The crew argue that etiquette now matters in tech because trust is scarce and “PMF-only” is an outdated YC-era story. Jess also unpacks details from Apple’s Gemini deal, Sequoia’s leadership shuffle, Anthropic’s latest numbers, and crypto’s meme-driven chaos. Watch till the end for free No Kings and Queens of Corbet protest tees from Sam.

Chapters:
02:33 Etiquette Day at Slow — Sam’s recap from the Four Seasons
07:00 Why etiquette matters for founders in 2025
13:20 Apple x Google: Gemini to power Siri
17:24 Apple’s AI strategy: Restricting Spend on AI
20:04 LLMs vs search the new user behavior shift
27:40 Sequoia’s leadership handoff
36:44 Meme coin corner Jelly’s 400M rise and community-led products
47:55 Waymo swarms El Camino AI meets the real world
50:30 Sam's "No Kings and Queens" merch

We’re also on ↓X: twitter.com/moreorlesspodInstagram: instagram.com/moreorlessYouTube: youtu.be/zv4VdtKpQQkConnect with us here:1) Sam Lessin: x.com/lessin2) Dave Morin: x.com/davemorin3) Jessica Lessin: x.com/Jessicalessin4) Brit Morin: x.com/brit