iPhone Duo, Meta Muse & Why AI Finally Scared Dave Morin

Dave Morin goes hands-on with Apple's iPhone Duo, the crew tests Meta's new Muse agent and asks whether it can hold up once Google ships its own, and Dave explains why OpenAI's Astra is the first AI model in a long time that felt scary to use. Dave, Brit, and Jess break down the week (Sam's at the US Open).

Also this week: a former Anthropic researcher's AI doom media tour, weeks before Anthropic's IPO, and whether it's a real warning or a play for regulatory capture. Plus the Apple Watch feature that transcribes your conversations all day, Jeffrey Katzenberg's new Hollywood AI venture, and the forgotten story of Venmo's viral billboards.

In this episode:
- Dave's hands-on take on the iPhone Duo, its $2,000 price, and why Apple is going foldable now
- The Apple Watch feature that listens all day, and what it means for Granola
- Meta's Muse agent: why it knew almost nothing when asked "what do you know about me?"
- Why Google hasn't shipped its agent yet, and how trust vs. distribution shapes the agent wars
- Why OpenAI's Astra felt scary to Dave, and what happens when you run millions of them at once
- Dave's two takes on the AI doom media tour, including whether it's a play for regulatory capture
- Why the AI labs can't slow down, and OpenAI's merge clause if someone else reaches AGI
- The Venmo documentary and the "Lucas" billboards that went viral with almost no budget

Chapters:
00:00 Trailer
01:26 Can AI Agents Win Your Fantasy Football League?
02:39 Jess vs. the Bots: School Sign-Ups and Indian Wells Tickets
05:28 Apple's Big Hardware Event Under Its New CEO
06:07 iPhone Duo Hands-On: Size, Screen, and Camera
09:35 Folded Modes, Kid Cam, and the $2,000 Price Tag
11:41 Why Apple Is Going Foldable Now (Hint: China)
12:13 Apple Watch Takes On Oura and Whoop
13:12 Audio Intelligence: The Apple Watch That Listens All Day
15:25 Always-On AI and Apple's Shot at OpenAI and Meta
16:59 Meta's Muse Agent: What Does It Know About You?
20:30 The Agent Wars: Muse, Instinct, Hermes, and OpenClaw
22:26 Why Google Hasn't Shipped Its Agent Yet
23:31 Trust vs. Distribution: Meta, Google, and OpenAI
25:02 Harness Wars: Why Agents Are Still in 1982
27:13 Jeffrey Katzenberg's Hollywood AI Venture
29:35 Anthropic's IPO and the AI Doom Media Tour
30:56 If It Bleeds, It Leads: Why AI Fear Sells
32:04 Take One: A Psyop for Regulatory Capture?
33:43 Take Two: Why OpenAI's Astra Felt Scary
36:49 Why the AI Labs Can't Slow Down
38:14 OpenAI's AGI Merge Clause
40:12 The Venmo Documentary and the Ace Hotel Origin Story
45:02 How Venmo's "Lucas" Billboards Went Viral
46:31 Coming Soon: Altman, Musk, and Facebook Movies
47:41 US Open Picks and the 4 AM Match Problem

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Full transcripts: moreorlesspod.com/episodes

Connect with us here:
Sam Lessin: x.com/lessin
Dave Morin: x.com/davemorin
Jessica Lessin: x.com/Jessicalessin
Brit Morin: x.com/brit

About More or Less: For 15 years, the Morins and the Lessins have debated the future of Silicon Valley as the closest of friends. Every Friday, they break down technology, capital, and media. From The Information, Offline Ventures, and Slow Ventures.