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Allbirds Pivoted to AI Data Centers | SpaceX $1.5T IPO, Anthropic $800B, $175M Seed Rounds
SpaceX might be the biggest IPO ever but there’s a math problem no one’s pricing in. Once you factor in capital gains, you need to believe it’ll underperform the market by ~50% just to justify selling. That creates an invisible floor under
Vercel CEO: 70% of Our Traffic Is Now AI Agents "Nobody Was Prepared" | Anthropic, OpenClaw, OpenAI
Vercel CEO Guillermo Rauch breaks down the explosive rise of AI agents and what it means for the future of software infrastructure. He joins the Morins to unpack why Anthropic cut off OpenClaw users, why the SaaS subscription model is break
AI Agents Destroying Internet Security (Anthropic's Leak, ClawCon Tokyo, OpenAI's $852B Valuation)
Sam Lessin accidentally emailed 40 of Silicon Valley's most important people using an AI bot — and that one mishap reveals everything broken about the AI security model right now. In this episode, Sam and Dave Morin (calling in from ClawCon
The New Startup Stack: One Founder + Agents | Henrik Werdelin (Audos) and Ben Broca (Polsia)
Jess and Brit take the reins on this week's More or Less — and they're not exactly missing their husbands. They're joined by Henrik Werdelin (Audos), who's building a platform that takes solo founders from zero to funded company using AI ag
Nvidia's GTC, Apple Blocking Vibe-Coding Apps, Meta's Rogue AI Agent
It’s going to be a dense episode on OpenClaw—and another classic example of how skeptical Sam is about its future, battling against Dave. The episode starts with Dave’s announcement: The OpenClaw Foundation is now a chartered Delaware nonpr
Anthropic’s Bet on Coding Is Working (OpenAI Shopping Pivot, A16Z’s Top 50 List, $1B Tennis Channel)
It’s an AI-heavy episode with real stakes: Jessica digs into OpenAI’s evolving approach to shopping and why “closing the loop” on commerce could be the proving ground for consumer monetization. The group sparrs over charts: OpenAI vs. Anthr
Fire Sam Altman, The End of Software Engineers, and Why AI Is All Narrative
This week the squad breaks down the Anthropic vs OpenAI drama (Fire Sam Altman is trending again), debates whether Apple is quietly winning the AI race by spending $0 while everyone else burns $100 billion, and confronts the question no one
Apple, OpenAI & Why Nobody Makes Money in AI | The SaaS Apocalypse
Starting with a mini celebration: Dave defends his ski racing crown, before Sam declares software dead and capitalism broken. Even among GPs at Upfront Summit, the mood is uncertain: nobody knows whether to invest in software anymore, and m
OpenClaw vs Meta vs OpenAI: The Personal Agent Wars Heat Up
In this episode of More or Less, we go from Sam's urgent care drama to the hottest debates in AI. Dave dives into his news about joining the OpenClaw Foundation board as the fastest-growing open source project in internet history faces a ne
Why OpenAI Can't Win The Decentralized AI Future (OpenClaw, Apple's Win, X.AI Exodus)
We're recording this from Jackson Hole after three days of wheeling and dealing—and yes, canceling meetings for powder. This week we're going deep on OpenClaw. The meetup had 1,500 people show up (Kevin Rose, Marissa Mayer, Ashton Kutcher w
SpaceX + xAI Merger, Google Earnings, and and the Bot-Filled Internet
This week on More or Less, three-quarters of the squad goes full AI-agent mode with Morin’s ClawCon, Sam’s LinkedIn bots, and Brit’s bot-agent-supervisor. We kick things off with The Information’s breaking story (and potentially trade of th
Agentic AI Will Break the Internet (ClawdBot, OpenAI & the AI Demand Delusion)
Jessica is back from Davos and is recapping her highlights on the pod this week. If you’re a loyal podcast ‘viewer’, you’re in luck because Jess also brought photos from a recent Grace Cathedral sound bath visit before she dives deep into t
From ClawdBots to Sauna Bros: Silicon Valley in 2026
While Jess is off being “Davos-famous,” the squad kicks things off with the classic California vs. New York debate. From there, it’s straight into AI and VC chaos: absurd mega-seed rounds that break portfolio math, why even a great early be
SaaS Companies Beware: AI Is The New UI (Anthropic's Claude Code and Cowork)
AI, AI, and more AI. Do you even live in Silicon Valley if you’re not talking about it every episode? This week, we go deep on how open-source vibe-coding tools are starting to replace the need for traditional SaaS contracts. Dave shows (an
Trillionaires, SpaceX, and More AI: The 2026 Power Laws
The squad is back for 2026 with updates: Dave’s Montana “Snow Report” (spoiler: none), Brit’s contrarian love letter to CES, and Sam’s new “serious 40-year-old” fashion era. We go rapid-fire through the biggest headlines from the past few w
2026 Tech Predictions: AI Layoffs, a $500B IPO, and the Death of SaaS as We Know It
The pod signs off for the year with its final episode—a sharp, chaotic recap of last year’s predictions and a fresh round of hot takes for 2026. Sam and Dave, unsurprisingly, wing it: Sam calls a single $500B+ IPO (SpaceX), Google up, NVIDI
Paramount vs Netflix: Who Really Wins Warner Bros And What's Next?
This week’s a big one: the squad kicks it off with Starlink on planes, Zoox vs. Waymo, and YouTube’s skinny bundle before taking the big swing — data centers in space as the emerging SpaceX-IPO narrative. Sam and Dave break down the real en
Code Red, Bitcoin Costs, AWS Resurgence, and Waymo Safety (Not About AI... ish)
Bitcoin’s down, so the Lessins turned down the heat and pulled out their winter gear. The More or Less squad jumps from SF’s drone-powered crime-fighting memes (Daniel Lurie’s “no drugs” moment) to how creator-content strategy now drives re
OpenAI vs Google vs Meta: Business Model War
Pre-Thanksgiving chatter from the Lessins’ Surf Shack: Jess, Brit, Dave, and Sam pinball from holiday-card automation to trillion-dollar AI geopolitics. Brit trades Minted for Canva+GPT, Jess admits to maintaining a 600-row address spreadsh
Google Just Won AI, TikTok’s “Self-Control Badges”, ChatGPT Enters Group Chats
Jessica kicks things off with Brit’s five-hour Brit-chella extravaganza—red latex, Light Balance blackout choreo, Ke$ha surprise, and more. The crew checks in on Jessica’s IG detox, TikTok's new "self control badges", ChatGPT launching grou
Apple’s iPhone Sock, Waymo's Bay Area Expansion, and AI Wearables
The squad is complete again! We get into AI wearables: rings, necklaces, even earrings, after Dave hints his stealth ring startup is almost ready. Waymo quietly rolls out SF–San Jose service (still no freeways), while private-jet owners ema
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. Th
Stuart Landesberg's Plan to Save the American West from Wildfires
With Jess running The Information's massive WTF conference and Sam off-grid on a mountain, Brit and Dave hold down the fort with Stuart Landesberg, CEO of Seneca, a Slow- and Offline-backed startup building autonomous firefighting drones. B
TPUs Are Winning? Gemini + Anthropic vs NVIDIA, and OpenAI’s Atlas Explained
The gang is back with a spicy opener: Brit calls out Dave for dismissing her “AI-assisted” doc as work slop, while Sam argues lowbrow culture now imitates machines and highbrow culture resists them. We break down OpenAI’s early, hallucinati
Meta’s Teen Rules, OpenAI’s Content Shift, and Roblox the New Social Media?
Jessica and Dave dive into the messy intersection of AI, culture, and the next wave of consumer tech. From the rise of “AI slop” to whether founders should build apps just for themselves, they debate what survives the model wars and what ge
Oracle's GPU Margins, OpenAI’s Consumer Playbook, and the Ads vs Commerce Endgame
This week on More or Less: Jess drops The Information’s scoop on Oracle’s shaky GPU rental margins and how it spooked markets, while Sam insists AI workloads will soar, even if profits don’t. Dave crunches the numbers: an “Apollo program ev
#119 OpenAI Sora vs. TikTok: Can “AI Entertainment” Fund the Compute Bill?
Never a dull moment with the More or Less squad: Jessica questions whether Sora is just a novelty or the start of an AI-native social economy, arguing OpenAI needs its own device to escape current platform limits. Brit calls it “Vine meets
#118 Elon vs Altman: The $10B Capital War Reshaping Tech
No Morins this week—just Jess and Sam, trading Gossip Girl “dear listener” asides for a tour of tech’s new power map. From Meta’s in-store glasses push to Apple’s “Find My” doubling as Gen Z’s stealth social network, the real story is how d
#117 TikTok’s New Owner and Hiring a US CEO?
The More or Less team go deep on the rumored TikTok deal: licensing the algorithm vs. owning influence, who actually controls the For You page, and why data localization misses the point. We debate A16Z’s evolving role, Sequoia’s must-have-
#116 iPhone Air or Pro? Apple Ignores AI and Wins?
Apple ships hardware while everyone else ships AI press releases. The MOL quad debates whether Apple’s “ignore the hype” strategy wins, why YC is full of “made-to-chart” AI startups, what unique conviction really means for investors, and ho
