More or Less Podcast

More or Less Podcast

@moreorlesspod · 59K subscribers · 647 videos · Hungarian

Breaking down technology, capital, and media with Dave Morin, Brit Morin, Sam Lessin, and Jessica Lessin every Friday wherever you get your podcasts. For 15 …

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1:03:04

Amazon, Google, ChatGPT: When Do Products Start Gaming Their Users?

2.9K views · 2d ago · 1:03:04

Everybody Wins by Bing Gordon and Chloe Gordon We're also on Connect with our guest Connect with us here 1) Sam Lessin 2) Dave Morin 3) Jessica Lessin 4) Brit Morin 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.

Topics: No Lessins This Week: Brit and Dave Bring In Bing Gordon · Disneyland Inside the Computer · The Classroom Question That Led to Electronic Arts · Raising $2M in 1982, Then Atari Collapsed · Vision, and Why People Think You're Stupid · Bathroom OKRs and Why Goals Beat Perfection

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51:35

⁠The Real Reason Elon Wants SpaceX and Tesla to Merge Now

4.1K views · 1w ago · 51:35

Elon tells investors on an earnings call that SpaceX and Tesla should merge, and Sam has a theory he says nobody else has floated: there's an enormous SpaceX lockup cliff coming in the spring, and folding Tesla's retail shareholders into the denominator makes all that supply far easier to absorb.

Topics: Dave's Back, and the Nasal Rinse Discourse · OpenAI Finds a Web-Wide PHP Vulnerability · Sam: All Your Regional Banks Will Be Hacked · The Zero Days the Labs Are Quietly Sitting On · Dave on the Gap Between Frontier Models and the Public Ones · Why Labs Should Ban Their Own Teams From the Frontier

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50:25

The Internet Is Fighting Back Against Your AI Agent

4.4K views · 2w ago · 50:25

Connect with us here 1) Sam Lessin 2) Dave Morin 3) Jessica Lessin 4) Brit Morin 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.

Topics: Jess Is Back, Dave's Birthday, and the October Cold · Nasal Rinses and Fall Immunity · Brit's Peptide Results: Three Years of Pain Gone in Six Days · Anthropic Is Meeting Investors While We Tape · The Market Is Getting Hammered: VIX, Private Credit, Apollo · Infrastructure IPOs Stall and Nvidia Becomes the Last Investor

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53:03

Silicon Valley Is Great at Tech and Terrible at Business

5K views · 3w ago · 53:03

Connect with us here 1) Sam Lessin 2) Dave Morin 3) Jessica Lessin 4) Brit Morin 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.

Topics: Brit Moderates: Three VCs and No Journalist · Peptide Protocols, the Wolverine Stack, and a Dexa Scan · Sam on the Nathan Fielder Movie · Meta and Microsoft Halve Their Claude Usage · Dave: Claude Was Over-Tuned for Parasocial Relationships · Sam: Switching Off Claude Is a One Line Change

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57:30

Meta Muse vs Instinct vs OpenAI Dots: Do AI Agents Have Any Moat?

3.6K views · 1mo ago · 57:30

Anthropic's S-1 leaked and the numbers are not what the narrative promised: revenue flatlining as token prices drop, and SaaS investors posting memes welcoming Anthropic to the no-growth table. Jess still puts it at 60% they get out in November, which looks optimistic in a week when Oura pulled its IPO and blamed market conditions.

Topics: Live From X HQ, and a 39 Degree Cold Plunge · Dunbar's Number, but for Bots · Anthropic's Leaked S-1 and the Flatlining Revenue · Oura Pulls Its IPO and the LPs Get Stuck · What's Actually Happening in the Markets · Wall Street and Silicon Valley Split on AI's Price Tag

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58:43

AI Can Change Everything and Still Be a Terrible Business + Peptide 101 from Matt Mazzeo

3.8K views · 1mo ago · 58:43

In this episode Why the a16z school turned into the most heated argument this pod has had, and where each of them landed on Alpha School Claude discovering a new enzyme system with 10,000 agents in 21 hours, and the timing of that announcement Sam on why infinite liability may keep Anthropic from going public at all Matt's maximalist case: long frontier labs, long open source, long all of it The Saint Petersburg paradox, and why there's no way to price a company pitched as…

Topics: Matt Mazzeo Joins: Peptides, CAA, and 15 Years of Harvard Connections · a16z Puts $35M Into a School: Marketing Play or Higher Ed Reform? · Brit on Billionaires Starting Universities · Jess on Alpha School and Who Should Be in Charge of Education · Sam: I'd Rather Send My Kids to the Military · Grit, Great Books, and Learning to Wrangle Horses

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