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#115 Anthropic at $170B: Should Unicorns Be Forced to IPO?
Another busy week in tech and your favorite quad are back! We go over: Google’s antitrust “win,” AI M&A mania, Anthropic’s stay-private debate, why lawyers out-earn bankers now, and the barbell reality of internet businesses. We also unpack
#114 Seed Rounds at $2B? The Dangers of AI Hype in VC With Tony Conrad
In this episode of More or Less, Brit Morin and Dave Morin sit down with legendary VC Tony Conrad (True Ventures) for a candid conversation on the state of venture capital, the real impact of AI, the death of social media, and why non-attri
#113 GPT-5 Disappoints: The End of the AI Gold Rush?
This week on More or Less, the crew dives into the shifting narratives around AI (Finally everyone is getting on Sam's wavelength), the reality of LLM business models, and why infrastructure may not be the gold rush everyone thinks. We deba
#112 Swift Should Buy Chrome, Not Perplexity
This week, the team dives into more meme capitalism, the AI hype cycle, and why San Francisco is still the epicenter of tech ambition (and some very odd real estate choices). We debate the real value behind Perplexity, the future of Chrome,
#111 Figma, OpenAI, Canva: the Rise of Meme Stock IPOs in Silicon Valley
This week on More or Less: Jessica Lessin, Dave Morin, Brit Morin, and Sam Lessin dive deep into the surprisingly busy summer of venture capital, the impact of AI on startups, and the changing rules for founders and investors. From Figma’s
#110 Meta's Billion-Dollar Hires: Bubble or Genius?
What happens when VCs are called the least sophisticated financiers, AI researchers get billion-dollar paydays, and outrage becomes the new marketing? This week on More or Less, the full crew breaks down the state of the AI talent wars, the
#109 OpenAI vs Google: The Real Business Model War Begins
This week on More or Less, Sam Lessin, Brit Morin, and Dave Morin dive into the startup world and how today's founders need to bring fun back into the ecosystem, why most public policy around AI is just noise, whether Apple’s best move is t
#108 Meta vs. OpenAI: Who Wins the Next Attention War?
In this episode of More or Less, we dive into the shifting landscape of AI, attention, and business models. From the rise of ChatGPT as both productivity tool and entertainment, to the coming collision between commerce and AI-driven recomme
#107 Anatoly Yakovenko: Crypto Isn’t for Everyone (And That’s a Good Thing)
We’re joined by a very special guest, Solana founder Anatoly Yakovenko for a wide-ranging conversation on crypto, tech, and what’s next. He breaks down the “punks, hoodies, suits” cycle, why AI is just a product while crypto is a movement,
#106: AI Researchers Earning More Than Cristiano Ronaldo
This week, the gloves come off. We're diving into Meta's raid on OpenAI, asking if Mark Zuckerberg is the new Yankees of AI and who will be the 'Moneyball' underdog. Plus, a hot take on why usage-based pricing for AI is a flawed model, the
#105: Tesla, Bumble, And Bezos' Wedding - Everything Is A Mess
Join the More or Less crew for a Summer Edition from the cabins! We dive into how AI is reshaping hiring, the future of resumes, the rise of agentic coding assistants, and why service businesses suck (unless you're Brit doing a fun side-hus
#104: AI Clones, Commoditized Ads, and the Cult of Trust
This week on More or Less, we dive into the escalating AI talent wars, Meta’s bold moves, and what the latest hires really mean for the future of AI innovation. The More or Less team break down why product execution is overtaking research w
#103: Are Silicon Valley’s Mega-Deals Just Talent Grabs?
This week on More or Less: Is Austin out-innovating San Francisco in self-driving tech? Why Apple’s WWDC liquid glass announcement a bigger deal than you think. The real story behind Meta’s $14B Scale AI move, and the new economics of AI ta
#102: Snap Spectacles, Build-A-Bear, and the Myth of the Everything App
This week on More or Less, we debate whether tech culture is unwatchable, why “Substacker” might be the last job standing, and if Build-A-Bear is secretly the next great AI company (move over, Nvidia). Plus: the real risks of self-driving T
#101: The Business of OnlyFans, Future of Identity, and Navigating Privacy in the AI Age
This week on More or Less: Investors too squeamish for OnlyFans, AI makes the creator economy weirder (and richer), and why your next ETF might be Mormon. Plus, the real reason nobody watches your full podcast, and a healthy dose of tech in
#100: OpenAI Teams Up with Jony Ive, Vibe Coding, Gemini, and More
This week, Sam (https://x.com/lessin) and Dave (https://x.com/davemorin) are joined by a very special guest: Synthetic Fidji. Yes, an AI version of Fidji Simo (https://x.com/fidjissimo), created after the real one politely declined (hey, th
#99: The Airbnb Strategy Nobody’s Talking About
What happens when Sam gets fed up with shady secondary brokers mid-recording? He starts vibe coding a platform to replace them—live on the pod! On this week’s More or Less, the gang dives deep into the messy mechanics of the secondary marke
#98: OpenAI Acquires Windsurf for $3B, Google's Stock Dips
The countdown to Episode 100 is on, but this week, it's more news and less Sam (https://x.com/lessin). https://x.com/Jessicalessin, Brit (https://x.com/brit), and Dave (https://x.com/davemorin) dig into a jam-packed week across tech, AI
#97: How OpenAI Is Beating Google and Meta at Their Own Game
https://x.com/Jessicalessin, Sam (https://x.com/lessin), Brit (https://x.com/brit), and Dave (https://x.com/davemorin) are back on More or Less with plenty to unpack—from Meta and Google’s AI sprawl to Snap’s fading relevance and the moneti
#96: Google & Meta on Trial, Tesla, AI & Media
https://x.com/Jessicalessin, Sam (https://x.com/lessin), Brit (https://x.com/brit), and Dave (https://x.com/davemorin) returned from spring break to catch up on chaotic headlines from the last week — from Tesla’s bad quarter to Google’s
#95: OpenAI’s Social Network & Figma’s Potential IPO
With Jess and Sam taking the week off Brit and Dave are joined by two leading voices in venture and tech: Ben Lerer (Managing Partner, Lerer Hippeau) and Morgan Beller (General Partner, NFX; Co-creator of Libra). Together, they dive into th
#94: Will Elon Quit DC? Trump’s Chaos & AI’s China Threat (with Joanna Coles)
This week on More or Less, https://x.com/Jessicalessin hosts with Joanna Coles (https://x.com/JoannaColes), Chief Content Officer at The Daily Beast (https://www.thedailybeast.com), while Sam, Dave, and Brit are off for “spring break”! The
#93: Can Tesla Survive?
This week on More or Less: Tesla reports a steep drop in deliveries, investor confidence wavers, and BYD continues to close in. The crew also dives into: • Elon’s "Fake News": More Drama, Less DOGE • OpenAI’s record-breaking $40B raise • Ti
#92: The Signal Scandal & DOGE Drama! (with Ben Smith and Nicholas Carlson)
The debate is heating up—DC and Silicon Valley are deeply split over DOGE. This week on More or Less, https://x.com/Jessicalessin and Brit (https://x.com/brit) hold down the fort (while the husbands ski Alaska’s powder) with media heavyweig
#91: Google’s $32B Deal and a Silicon Valley Spy Scandal!
Silicon Valley’s heating up—and we’ve got the inside scoop. This week on More or Less, Jessica, Dave, Sam, and Brit unpack a whirlwind of drama: Google’s $32B Wiz grab, rippling’s spy scandal with Deel, and Gwyneth Paltrow’s bold intimacy c
#90: Silicon Valley Unscripted: Billionaires, AI, and Interplanetary Exploration
On this week's episode of More or Less, https://x.com/Jessicalessin, Dave (https://x.com/davemorin), Sam (https://x.com/lessin), and Brit (https://x.com/brit) tackle a chaotic week hashing out Waymo’s Peninsula push, Sam’s million-dollar
#89: America’s Crypto Reserve, Nvidia’s $600M Hit & Digg’s Comeback
Markets move fast—sometimes too fast. This week, https://x.com/Jessicalessin, Dave (https://x.com/davemorin), Sam (https://x.com/lessin), and Brit (https://x.com/brit) dissect Trump’s crypto reserve play, Nvidia’s AI stumbles, and how no
#88: Meta’s $200B AI Bet, Instagram Reels & The Future of Content
What happens when the biggest VCs, LPs, and founders cram into one basketball stadium? Deals get made, gossip flies, and Dave and Brit Morin find themselves in a very questionable hotel situation. Reporting live from LA, they break down eve
#87: SKIMS To Revive Nike? AI Drama & The Satoshi Mystery
Elon Musk trolled https://x.com/Jessicalessin on X—at least, that’s how it seems. Was it just a marketing stunt for Grok 3, with The Information as the sacrificial lamb? Plus, Humane’s AI pin flopped, but HP swooped in for a $160M “rescue.
#86: Elon’s $97B Curveball For OpenAI
Elon Musk just threw OpenAI into chaos with a $97 billion bid for its nonprofit arm. But does he actually want it—or is it just for the memes? Meanwhile, Slow Ventures has secured $60M to bet on the future of creators, and Brit and Jessica
