Episodit
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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-hustle ). As always, we tackle the latest in tech news from The Information, from OpenAI's copyright battles to the next phase of Bumble and the realities of Tesla's Robotaxis.
We’re also on ↓X: https://twitter.com/moreorlesspodInstagram: https://instagram.com/moreorlessSpotify: https://podcasters.spotify.com/pod/show/moreorlesspod
Connect with us here:1) Sam Lessin: https://x.com/lessin2) Dave Morin: https://x.com/davemorin3) Jessica Lessin: https://x.com/Jessicalessin4) Brit Morin: https://x.com/brit
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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 wizardry, what's happening between OpenAI and Microsoft, and how AI is reshaping inbound for all markets.We’re also on ↓X: https://twitter.com/moreorlesspodInstagram: https://instagram.com/moreorlessSpotify: https://podcasters.spotify.com/pod/show/moreorlesspodConnect with us here:1) Sam Lessin: https://x.com/lessin2) Dave Morin: https://x.com/davemorin3) Jessica Lessin: https://x.com/Jessicalessin4) Brit Morin: https://x.com/brit
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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 talent. Plus, what’s next for startup investing in an era where talent trumps business models. We’re also on ↓X: https://twitter.com/moreorlesspodInstagram: https://instagram.com/moreorlessSpotify: https://podcasters.spotify.com/pod/show/moreorlesspodConnect with us here:1) Sam Lessin: https://x.com/lessin2) Dave Morin: https://x.com/davemorin3) Jessica Lessin: https://x.com/Jessicalessin4) Brit Morin: https://x.com/brit
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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 Teslas on field trips, the myth of the “everything app,” and why the future just might be all about vibes. Come for the hot takes, stay for the man cave updates.Takeways: - The film 'Mountain Head' received mixed reviews, with some finding it unwatchable.- Substack's CEO predicts that 'substacker' will be one of the six main jobs in the future.- AI is expected to lower the cost of content creation, making it easier for creators to enter various industries.- The competitive nature of the content creation landscape. There is a significant barrier to entry regarding truth in the creator economy.- Authenticity is crucial for creators when launching products.- Build-A-Bear exemplifies how a brand can leverage AI for future growth.- Self-driving technology raises important safety and ethical questions, especially for children.- Investors are often driven by the potential for market cap expansion, thus creating the narrative of an "everything app"- The future of technology will likely involve more personalized and specialized solutions.We’re also on ↓X: https://twitter.com/moreorlesspodInstagram: https://instagram.com/moreorlessSpotify: https://podcasters.spotify.com/pod/show/moreorlesspodConnect with us here:1) Sam Lessin: https://x.com/lessin2) Dave Morin: https://x.com/davemorin3) Jessica Lessin: https://x.com/Jessicalessin4) Brit Morin: https://x.com/britChapters:00:00 The Rise of Personalized Robotics02:55 Home Renovations and the Ultimate Man Cave05:45 Critique of Mountain Head: A Cinematic Disappointment08:55 The Future of Work: Substack and Creator Economy12:00 AI's Impact on Content Creation and Distribution14:57 The Evolution of Creator Brands and Product Authenticity18:08 The Supplement Market: Trends and Concerns20:55 Hardware Innovations: AR, VR, and Snap's Future27:55 The Future of Snap and OpenAI's Potential Acquisitions30:02 Innovative Wearables and the Concept of the E-Cane33:07 Build-A-Bear: The Unexpected AI Company35:59 The Everything App: Future of Digital Consolidation40:00 Elon Musk's PR Strategies and Tesla's Self-Driving Technology47:58 AI in Everyday Life: Unique Applications and Experiences
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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 industry self-roasting.
Takeaways
OnlyFans presents a unique investment opportunity despite its controversial nature.Market dynamics in the sex work industry are shifting due to platforms like OnlyFans.Investment perspectives on controversial industries are evolving with societal changes.Digital identity verification is becoming increasingly important in the tech landscape.AI is transforming content creation and user interaction on platforms like OnlyFans.The need for robust age verification systems is critical for online safety.Social engineering poses significant risks to digital security and identity verification.The intersection of technology and privacy raises important ethical questions.New technologies are emerging to address identity verification challenges. Cybersecurity is a growing concern in today's digital age.Personal security measures are becoming increasingly important.The evolution of media is leading to new forms of content consumption.Platforms like TBPN are disrupting traditional media models.Cultural shifts are changing the landscape of digital content.Celebrity ventures are becoming significant players in the market.The importance of remembering complex passwords cannot be overstated.Media companies must adapt to the soundbite era to stay relevant.Tech hiring is experiencing a downturn post-pandemic.The de-stigmatization of platforms like OnlyFans is creating new opportunities.We’re also on ↓
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Sam Lessin: https://x.com/lessinDave Morin: https://x.com/davemorinJessica Lessin: https://x.com/JessicalessinBrit Morin: https://x.com/britChapters
00:00 Celebrating Milestones and Listener Engagement
03:00 The Business of OnlyFans and Its Market Dynamics
05:58 Investment Perspectives on Controversial Industries
09:04 The Evolution of Digital Identity and Security
12:00 The Intersection of Technology and Privacy
14:59 The Future of Age Verification and Digital Safety
17:53 The Role of AI in Content Creation and Interaction
20:59 Exploring New Technologies for Identity Verification
24:06 The Implications of Social Engineering and Security Risks
34:00 Navigating Cybersecurity Challenges
36:55 The Importance of Personal Security
39:57 Media Evolution and Disruption
44:03 The Future of Tech and Media
49:57 Cultural Shifts in Digital Content
53:58 Celebrity Ventures and Market Trends
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This week, Sam and Dave are joined by a very special guest: Synthetic Fidji. Yes, an AI version of Fidji Simo, created after the real one politely declined (hey, the show must go on, okay?).
They get into:
the bull and bear case for vibe codingGemini vs. GPT (is Sam having second thoughts?)why GitHub might be quietly, ruthlessly winning the AI dev racethe identity crisis no one’s cracked with LLMsPlus: OpenAI just spent $6 billion on hardware to team up with Jony Ive, the MEO phone is suddenly everywhere, and more.
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Sam Lessin: https://x.com/lessinDave Morin: https://x.com/davemorinJessica Lessin: https://x.com/JessicalessinBrit Morin: https://x.com/brit00:00 Introduction
01:24 OpenAI CEO of Applications?
07:55 Tools that ACTUALLY work
18:47 Is everyone lying about vibe coding?
43:10 The big identity problem with LLMs (and Zapier)
52:26 Google I/O: "Who cares?"
54:13 Is OpenAI big tech? They buy Jony Ive's startup
56:17 The "hyper-viral" Methaphone. How?
59:40 Outro
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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 markets and how early cashouts might be a bigger red flag than anyone wants to admit.
Plus:
Airbnb’s déjà vu product strategyThe quiet crisis in venture liquidity (and who’s actually good at selling)OpenAI’s new “CEO of Applications”, andThe looming threat of Trump’s nonprofit tax crackdown (and what it means for Harvard, endowments, and… Froyo)We’re also on ↓
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Connect with us here:
1) Sam Lessin: https://x.com/lessin
2) Dave Morin: https://x.com/davemorin
3) Jessica Lessin: https://x.com/Jessicalessin
4) Brit Morin: https://x.com/brit
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The countdown to Episode 100 is on, but this week, it's more news and less Sam.
Jessica, Brit, and Dave dig into a jam-packed week across tech, AI, VC, and culture—starting with Dave topping a surprise list of top angel investors (yes, above Peter Thiel), raising questions about who really shows up on cap tables and why no women made the cut.
The crew unpack:
Windsurf’s $3B acquisition by OpenAIApple’s potential move to replace Google with its own AI search in SafariA historic week of M&A with DoorDash, Datadog, and Function Health, andWhy tech was (mostly) absent from this year’s Met GalaWe’re also on ↓
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Connect with us here:
1) Sam Lessin: https://x.com/lessin
2) Dave Morin: https://x.com/davemorin
3) Jessica Lessin: https://x.com/Jessicalessin
4) Brit Morin: https://x.com/brit
00:00 Trailer
01:24 Nearly 100 episodes
02:35 Top one angel investor: David Morin
07:22 Big M&As and vibe coding
20:09 Digital media
22:09 Is Google search dying?
30:13 New Netflix interface
32:18 Fund entities and structures (Sam, don't listen!)
44:37 Pop culture corner: Barry Diller
46:20 Pop culture corner: Met Gala
54:44 Happy birthday to Jess
55:26 Outro
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Jess, Sam, Brit, and Dave are back on More or Less with plenty to unpack—from Meta and Google’s AI sprawl to Snap’s fading relevance and the monetization questions hanging over tech.
Here’s what they get into:
– Why OpenAI is crushing the consumer AI game
– Sam’s new startup: The Ruck Rock fitness empire
– Meta’s AI app confusion (and Ray-Ban power moves)
– Snap’s ad crash—and a left-field fix involving Sam Altman
– AI and mental health: the risks no one’s talking about
Plus: the parenting trick Meghan Markle and Sam both swear by—and why Dave might soon be replaced by an AI on the board.
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1) Sam Lessin: https://x.com/lessin
2) Dave Morin: https://x.com/davemorin
3) Jessica Lessin: https://x.com/Jessicalessin
4) Brit Morin: https://x.com/brit
00:00 Trailer
01:20 AI investors, New York, Austin
05:01 The Ruck Rock, Methaphone, Weighted Tungsten cases
11:02 Meta AI, Google Gemini, ChatGPT
21:46 The way to win in AI
31:39 Snap snapped, and macroeconomics too
34:29 Thinking Machines Lab
38:21 AI and mental health
45:32 Pop culture: Beyonce, Warriors, Meghan Markle
48:56 Outro
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Jess, Sam, Brit, and Dave returned from spring break to catch up on chaotic headlines from the last week — from Tesla’s bad quarter to Google’s courtroom drama.
On the docket:
– the antitrust cases shaking up Google, Meta, and the entire ad economy
– is OpenAI quietly building the next Facebook?
– Sam’s theory on “zombiecorns”
– is OnlyFans the new Uber?
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1) Sam Lessin: https://x.com/lessin
2) Dave Morin: https://x.com/davemorin
3) Jessica Lessin: https://x.com/Jessicalessin
4) Brit Morin: https://x.com/brit
00:00 Trailer
01:25 Recruiting PMs and hard-to-fake filters
08:34 Google anti-trust legal theater
13:58 Market narratives and fruit monopolies
22:21 LLMs and media companies
25:49 Is the web dying?
32:05 People want resonance
38:19 Adult content and AI
40:59 Meme stock Tesla and messiah Elon
47:30 How Musk handles the poliola
49:15 "Spam" Lessin's factory-farmed VC unicorn end
52:23 National medal of motherhood
55:48 Be the mountain, not the storm
58:10 Outro and announcement
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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 the shifting tides of tech, venture, and AI:
– OpenAI’s next move: A social network?
– Venture’s broken math
– The ‘AI’ label inflation, and
– Figma’s IPO and what it signals for tech
Plus, Ben and Morgan weigh space travel risks—would you commit to a ticket to Mars?
Let us know in the comments below!
00:00 Trailer
01:16 Guest Intro
03:39 VC East Coast scene
08:39 Offline from tech
10:32 OpenAI social media leak?
15:08 Investing in AI
22:59 Like AI companies
28:49 Figma's Potentital IPO
33:08 LPs and founders are pissed
41:52 Pop culture corner: Katy Perry went to space
45:02 Humans on Mars by 2040?
46:36 Outro
Featuring:
Ben Lerer: https://x.com/benjlerer
Morgan Beller: https://x.com/beller
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1) Sam Lessin: https://x.com/lessin
2) Dave Morin: https://x.com/davemorin
3) Jessica Lessin: https://x.com/Jessicalessin
4) Brit Morin: https://x.com/brit
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This week on More or Less, Jessica hosts with Joanna Coles, Chief Content Officer at The Daily Beast, while Sam, Dave, and Brit are off for “spring break”!
They explore:
• Elon’s DC stint
• Trump’s cabinet leaks: Leaks fuel Rubio-Elon tension
• China’s AI edge: Cheap tech shakes Valley’s lead
Plus, Joanna ponders plastic surgery risks in space—will implants hold up?
Featuring:
Joanna Coles: https://x.com/JoannaColes
The Daily Beast: https://www.thedailybeast.com
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1) Sam Lessin: https://x.com/lessin
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3) Jessica Lessin: https://x.com/Jessicalessin
4) Brit Morin: https://x.com/brit
01:13 The only one standing felt abandoned
03:05 Guest intro
04:36 What's it like inside the newsroom frontlines
07:03 Betrayal, greed, power, ambition, love...
12:17 What character is Elon Musk playing
20:25 The Donald, the Valley, and the Trade War
28:29 What the insider insiders are talking about
31:20 Space, plastic surgeons, celebrities
37:06 Another pop culture moment: Meghan Sussex
40:52 Royalty and the tabloid
46:05 Gloria Steinem, women's rights, reproductive health
48:23 Moments that break out
51:46 Outro
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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 DOGEOpenAI’s record-breaking $40B raiseTikTok’s algo standoff, andThe UFC’s deal with MetaPlus: Brit’s True Crime fascination with the Deel v. Rippling spy story!
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2) Dave Morin: https://x.com/davemorin
3) Jessica Lessin: https://x.com/Jessicalessin
4) Brit Morin: https://x.com/brit
00:00 Trailer
01:03 Sam and Dave's clones
02:59 Are we getting closer or further away from Mars?
05:58 Tesla Drama
13:36 Elon News fatigue
18:13 Dave social middle ground and drunk Sam
20:20 Everyone’s vibe coding
24:13 OpenAI
28:03 Costs vs potential monetization
46:43 Rippling v. Deel James Bond Spying
49:56 UFC × Meta
51:41 Outro
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The debate is heating up—DC and Silicon Valley are deeply split over DOGE.
This week on More or Less, Jessica and Brit hold down the fort (while the husbands ski Alaska’s powder) with media heavyweights Ben Smith of Semafor and Nick Carlson of Dynamo.
This week’s big swings:
• The Signal Group Chat Scandal
• DOGE divides: Silicon Valley cheers efficiency, DC smells ideology
• China’s BYD overtakes Tesla: Is Elon losing supporters?
Plus, whispers of fake AI revenue, ChatGPT’s image wizardry, and a nod to The Information’s SABEW haul.
Featuring:
1) Ben Smith: https://www.linkedin.com/in/ben-smith-04b1403/
2) Nicholas Carlson: https://www.linkedin.com/in/nicholasmcarlson/
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1) Ben Smith: https://x.com/semaforben
2) Nicholas Carlson: https://x.com/nichcarlson
3) Sam Lessin: https://x.com/lessin
4) Dave Morin: https://x.com/davemorin
5) Jessica Lessin: https://x.com/Jessicalessin
6) Brit Morin: https://x.com/brit
00:00 Trailer
01:29 Our guests and our husband clones
08:23 The Signal group chat scandal
12:01 The Atlantic's marketing
19:25 Ethics impact
23:27 DOGE divides
35:06 Trump, the tech giants and pragmatism
39:35 Wiz deal, arms race,
42:44 11X and straight up fraud
49:50 ChatGPT's Image Generator
51:41 Using AI: what would JD Vance do?
55:40 AI and journalism side by side
57:02 Outro
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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 coordinator diss. Dave’s back from YC Demo Day, where AI-driven startups are still fetching 25 to 40 million despite shaky traction.
Here’s what’s cooking:
• Google’s Wiz deal—will Trump’s FTC let it fly?
• Rippling vs. Deel: a spy caught in a Slack honeypot
• Gwyneth says no to intimacy coordinators—culture’s shifting
• Brit’s new AI-built app, Guarding, locks down kids’ usernames
Plus, Solana’s PR flop, NVIDIA’s chip wars, and Elon’s billion-dollar X raise.
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Connect with us here:
1) Sam Lessin: https://x.com/lessin
2) Dave Morin: https://x.com/davemorin
3) Jessica Lessin: https://x.com/Jessicalessin
4) Brit Morin: https://x.com/brit
00:00 Trailer
01:10 No introductions needed
03:34 The New York Times Ethics Department
07:06 Solana video disaster
13:16 Gwyneth Paltrow vs intimacy coordinator
17:03 Google acquires Wiz for $32 billion
18:59 Trump administration's tech leverage
30:08 Brit's app Guardling (higuardling.com)
35:06 The Silicon Valley Spy Scandal!
46:34 Are there VC spies?
50:53 Elon raises a billion for X
52:19 Drive-through AI and going bankrupt
56:29 Sam Lessin has left the chat
59:03 Outro
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On this week's episode of More or Less, Jessica, Dave, Sam, and Brit tackle a chaotic week hashing out Waymo’s Peninsula push, Sam’s million-dollar Mars wager with Brit, and YC’s agentic AI craze—fresh from ski season vibes and office debates.
Also on the deck this episode:
• Waymo’s expansion has Jessica ditching Lyft (almost)
• Sam vs. Brit: a million bucks on Mars colonization odds
• TikTok’s sale—Oracle’s in, but ByteDance might still call the shots
• Anthropic’s CEO says AI will write all code soon—engineers aren’t having it.
Plus, recession drums beat louder, Jessica’s tennis mag Racket swings big, and Sam’s still trolling with billboards.
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3) Jessica Lessin: https://x.com/Jessicalessin
4) Brit Morin: https://x.com/brit
00:00 Trailer + Introduction
01:46 Sam has another billboard!
04:23 Waymo news
09:12 New space age, flying motorcycles, tech CEOs
14:21 Starlink, rockets, the space war use case
19:56 More or Less bet: humans on Mars by 2040?
24:34 Can this entity afford TikTok?
27:53 Recession? Who cares?
35:32 Startups are recession-proof
42:30 Anthropic and vibe coding
44:55 Billionaire free caltrain
45:29 What's on our Instagram explore pages?
47:42 Tennis magazine
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Markets move fast—sometimes too fast.
This week, Jessica, Dave, Sam, and Brit dissect Trump’s crypto reserve play, Nvidia’s AI stumbles, and how nostalgia is sneaking back into everything. Recorded amidst ski trips, surf plans, and a billboard that’s trolling AI hype, the crew unpacks it all.
Also on deck:
• Core Weave’s $1.7B AI cloud grab signals robotics is the new VC darling
• Reports of Discord going public?
Plus, Jessica’s surf weekend drama, Sam’s “Trump Make Poor” bit, and a hot take on why live sports might be overrated. It’s chaos, it’s volatility, it’s Episode 89 of More or Less.
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1) Sam Lessin: https://x.com/lessin
2) Dave Morin: https://x.com/davemorin
3) Jessica Lessin: https://x.com/Jessicalessin
4) Brit Morin: https://x.com/brit
00:00 Trailer
01:10 Make startups weird again
02:24 The Brit brand theory
04:01 TikTok, DeepSeek and the nostalgia supercycle
05:48 Do people even watch live sports anymore?
08:36 Running Point and feminist humor
10:12 "New old, old new" companies
16:26 "Spam" Lessin's billboard
20:35 Driverless Waymo on the 101
21:59 Wall Street Journal tech layoffs
28:17 Trump make rich, Trump McPoor
34:52 AI, AGI and the Top Gun Theory
37:40 IPOs, massages, robot sex workers
45:16 Girls' surf trip with margaritas and poker
47:46 Indian Wells!
52:18 Outro
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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 everything happening at Upfront Summit—or at least, everything they overheard by the coffee station.
On deck this episode:
• is Bezos finally embracing his role as a media mogul?
• Meta’s $200B spend vs. Grok’s lightning-fast scale
• what really went down in Silicon Valley?
All that, plus Dave’s latest case for why everyone should quit social media, in this Episode #88 of More or Less.
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1) Sam Lessin: https://x.com/lessin
2) Dave Morin: https://x.com/davemorin
3) Jessica Lessin: https://x.com/Jessicalessin
4) Brit Morin: https://x.com/brit
00:00 Intro
01:13 Live from the Upfront Summit
03:04 Intuit and taxes
06:37 Bezo's media shift
12:26 Blantant bias and framing
18:53 Meme coins are fascinating
25:39 Make Instagram great again
32:44 Big Tech and Trump
34:19 Google search traffic is down
36:35 AI segment: Grok
45:08 The AI markets meme narrative
55:40 Time Women of the Year Gala
59:04 Outro
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Elon Musk trolled Jessica 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.”
What does this mean for the AI hardware race? Sam has some strong opinions (spoiler: he’s not a fan of AI printers).
And the internet’s latest rabbit hole: Could Jack Dorsey actually be Satoshi?
Social media is unraveling, AI is becoming hyper-personalized (maybe too much so), and the next wave of consumer tech is either flopping or skyrocketing at warp speed.
All that—plus the latest chaos in AI, Big Tech, and beyond—on Episode 87 of More or Less.
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Connect with us here:
1) Sam Lessin: https://x.com/lessin
2) Dave Morin: https://x.com/davemorin
3) Jessica Lessin: https://x.com/Jessicalessin
4) Brit Morin: https://x.com/brit
(00:00:00) Introduction
(00:01:20) Bay Area ski week
(00:02:38) Yoga
(00:06:43) Grok 3 vs The Information
(00:12:26) Best deep research model?
(00:19:30) iOS bug and social media isolation
(00:23:42) iPhone 16e and status symbols
(00:27:49) Digital drugs
(00:33:21) Do brands even matter anymore?
(00:43:00) Humane fire sale and AI Printers?
(00:47:07) Founders who can land a plane
(00:53:31) Lost Meta "international spy technology"
(00:55:40) More Or Less correspondents
(00:56:50) Jack created Bitcoin?
(01:00:32) Outro
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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 predict the rise of serial influencers.
Oh, and Google Maps is broken. Seriously.
All that and more in Episode #86 of More or Less.
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1) Sam Lessin: https://x.com/lessin
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3) Jessica Lessin: https://x.com/Jessicalessin
4) Brit Morin: https://x.com/brit
(00:00:00) Trailer
(00:01:07) Dressing well
(00:03:38) Startups, hybrid work
(00:11:47) Efficiency and productivity
(00:18:51) Apple Intelligence
(00:20:44) Google Maps
(00:22:31) Elon's OpenAI bid
(00:33:26) Who buys TikTok?
(00:35:27) Bill Gates
(00:41:31) Investing on people and adventure capital
(00:50:30) 360 deals and musicians
(00:52:34) Investing in niche creators
(00:56:39) Super Bowl LIX and Kendrick Lamar
(01:01:55) Outro
- Näytä enemmän
