Episódios
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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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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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Estão a faltar episódios?
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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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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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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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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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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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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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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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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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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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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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(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
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Sam and Dave had been toying with the idea of making $$ from meme mania, but after last week’s pod, they may have taken it a little too seriously.
They launched Jelly-My-Jelly ($JELLYJELLY), a meme coin that shot up to $250M—thanks, in part, to Venmo co-founder Iqram Magdon-Ismail.
What happened next? Tune in to Episode #85 to find out.
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(00:00:00) Trailer
(00:01:01) Ski race and poker
(00:03:00) Dave and Sam's newly-launched project
(00:13:19) Fartcoin is serious
(00:19:11) Everything will be tokenized
(00:33:04) PvP system
(00:36:47) Regulation side, Coinbase, jellyjelly
(00:49:16) DOGE against the US Government?
(01:06:56) Pop culture corner
(01:09:52) Outro
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DeepSeek—a name no one had even heard of until last week—has since given Big Tech a run for its money.
Soon after the news, they torched $1 trillion from Nvidia and other giants' market caps.
And while AI researchers call it “distillation,” aren’t LLMs recursive by design? Everyone’s distilling someone else’s work.
The real question: Did DeepSeek actually crack efficient training? Or just drop the right meme at the right time?
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(00:00:00) Trailer
(00:01:03) Under the weather
(00:01:43) News overload
(00:05:16) Subscriptions, trust, parasocial relationships
(00:14:21) DeepSeek and meme warfare
(00:29:09) Meme coins and the future of digital economy
(00:39:03) Regulation and trends
(00:44:04) AI is the tale of two cities
(00:49:40) Meta's strategic position
(00:55:29) DeepSeek questions
(00:59:13) Sam's watchlist
(01:01:35) Outro
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Stargate—a $500 billion AI venture straight from Trump 2.0's White House—has all the drama of a sci-fi blockbuster.
But instead of aliens (like in the movie from 30 years ago), we’ve got Elon Musk, Satya Nadella, and Sam Altman trading shots.
“SoftBank doesn’t have the money,” Elon posted on X, while Microsoft’s Nadella shot back, “I’m good for my $80 billion.” Meanwhile, Altman’s keeping things spicy with OpenAI already breaking ground.
Also on the docket:
• $TRUMP token,
• the inauguration at Capitol Hill, and
• if SoftBank buys, must you sell?
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4) Brit Morin: https://x.com/brit
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On this week’s episode of More or Less, Meta kills DEI and fact-checking (right after their $27B moderation exit), Zuck's talking "masculine energy" on Rogan, and TikTok's facing a ban while DJI mysteriously drops US flight restrictions. It's not even February.
We also share opinions on:• why tech's gender gap persists (18% of CS grads are women)
• whether Elon's X could inherit TikTok's distribution
• what NYC's congestion tax reveals about tech's bubble
Just another week in Silicon Valley's great realignment.
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3) Jessica Lessin: https://x.com/Jessicalessin
4) Brit Morin: https://x.com/brit
00:00 Trailer
01:22 Tech's gender gap
07:52 Balancing Masculine and Feminine Energies
18:36 Implications of TikTok Ban
26:52 If TikTok goes dark
30:51 Balkanization
38:21 Inauguration
41:01 Wellness festival
44:12 Congestion tax and consumption patterns
48:08 Girl math
49:41 Los Angeles
53:10 Outro
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Meta is ditching fact-checkers, Nvidia hitting $3T, and everyone is building robots for some reason. Episode # 81 of More or Less kicks off 2025 by asking:
• How much of Zuck's community notes pivot is political theater?
• Can NVIDIA actually pull off this "mega omniverse" industrial AI play?
• Will companies thrive as the great tech exodus accelerates?
Plus: Sam explains why centralized moderation was always destined to fail (backed by that wild 30% spike in misinfo post-fact-checking), Dave remains unimpressed by CES's 170,000-person gadget circus, and Brit introduces us to Generation Beta -- the first true AI natives.
Bonus round: Is 2025 the year Texas tech finally takes the crown?
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3) Jessica Lessin: https://x.com/Jessicalessin
4) Brit Morin: https://x.com/brit
(00:00) Trailer
(01:50) Introduction
(03:02) CES, NVIDIA, Generation Beta
(10:00) Breaking down Zuck’s announcement
(25:22) What could go wrong?
(38:34) Los Angeles
(40:46) Robots
(44:01) Pop Culture Corner
(47:50) Outro
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Time for Part 2 of our More or Less highlights special! We've curated some clips to check off our tech bingo card for 2024.
This past year gave us Trump swapping press rooms for podcasts, the DOJ taking swings at Big Tech, BlackRock's Bitcoin ETF hitting record highs ($50B AUM) and—because why not—a government department named after DOGE, a not so subtle nod to Trump's pro-crypto stance.
What's in store for 2025?
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3) Jessica Lessin: https://x.com/Jessicalessin
4) Brit Morin: https://x.com/brit
(0:00) Intro
(1:13) Mar 29, 2024 | Apple v. DOJ
(8:53) Aug 9, 2024 | Google Antitrust Decision
(14:08) Oct 11, 2024 | Google's Potential Breakup
(26:46) Jun 12, 2023 | Crypto and the SEC
(35:27) Dec 8, 2023 | Crypto bounces back
(46:30) Nov 15, 2024 | D.O.G.E.
(01:03:16) Dec 6, 2024 | Trump and Web3
(01:10:56) Outro
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Welcome to Part 1 of the More or Less highlights special! We’re taking a look back at an action-packed year in AI, from groundbreaking developments to game-changing predictions about the future. Don’t miss this collection of standout moments and stay tuned for Part 2!
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1) Brit Morin: https://x.com/brit
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(00:00:00) Introduction
(00:00:54) SEGMENT 1: OpenAI Developer Day, Altman firing
(00:01:08) OpenAI Developer Day and GPTs
(00:15:22) CEO Sam Altman was fired
(00:35:27) SEGMENT 2: Apple + OpenAI, LLMs Business Realities
(00:35:42) Apple Intelligence
(00:51:51) SEGMENT 3: Agentic Predictions, Adoption, Business Models
(00:52:23) OpenAI's Mega Funding Round
(01:08:39) Agentic future and Building software through AI
(01:24:25) Silicon Valley Hype Waves, Tech Infrastructure and Great Products
(01:40:11) Outro
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In this episode, the Morins & Lessins dive into the highs and lows of 2024 to uncover who came out on top.
Google made a strong showing, but are they well-positioned for the long haul? Waymo keeps moving the needle with self-driving cars and big moves in AI, making it a strong contender for years to come.
Apple? They’ve been a bit slow to innovate this year, but don’t count them out just yet. Meta really hit their stride in 2024, proving the naysayers wrong. AI? Check. Hardware? Check. Will they keep the momentum going?
Let’s get into it.
In this episode, the Morins & Lessins dive into the highs and lows of 2024 to uncover who came out on top.
Google made a strong showing, but are they well-positioned for the long haul? Waymo keeps moving the needle with self-driving cars and big moves in AI, making it a strong contender for years to come.
Apple? They’ve been a bit slow to innovate this year, but don’t count them out just yet. Meta really hit their stride in 2024, proving the naysayers wrong. AI? Check. Hardware? Check. Will they keep the momentum going?
Let’s get into it.
We’re also on ↓
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Instagram: https://instagram.com/moreorless
Spotify: https://podcasters.spotify.com/pod/show/moreorlesspod
Connect with us here:
1) Brit Morin: https://x.com/brit
2) Dave Morin: https://x.com/davemorin
3) Jessica Lessin: https://x.com/Jessicalessin
4) Sam Lessin: https://x.com/lessin
(00:00:00) Trailer + Introduction
(00:01:46) God bless capitalism
(00:04:08) A+ love story, 3-hour marathon
(00:07:32) 2024 Tech Outlook
(00:09:50) Why AI was transformative
(00:13:21) A major year for tech?
(00:17:55) A remarkable year for VC
(00:31:51) Waymo
(00:35:35) The company of the year
(00:53:29) 2025 Predictions
(01:03:20) Food, health, pop culture, sports
(01:08:15) Outro
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