The Competitive AI Landscape

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.

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

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