AI, AI, and more AI. Do you even live in Silicon Valley if you’re not talking about it every episode? This week, we go deep on how open-source vibe-coding tools are starting to replace the need for traditional SaaS contracts. Dave shows (and tells) how he used the open-source “Claude bot” to reverse-engineer his Mural photo frames and spin up a better web UI in under 30 minutes. Brit test-drives Anthropic’s new Cowork, auto-mapping the entire seed VC market while it runs her browser, and celebrates how much these agents are boosting household productivity. Sam loves the power but calls local agents a massive security backdoor, argues trust will consolidate with Apple and Google, declares that “software is not a business,” and announces we’ve officially entered the fart-app era of AI toys. Jessica flags rising panic among SaaS vendors. Don’t miss Sam’s hot-chick analogy and Brit’s Pop Corner to close it out 😉Chapters:02:05 Vibe coding week: Anthropic's Claude Code & Cowork05:25 Dave's Reverse-engineering Mural frames08:30 AI Agents as a security nightmare12:03 AI’s Napster moment18:43 Software is no longer a defensible business24:00 Sam's investing: Quiet AI businesses or narrative ownership29:27 Offline's Seed alpha in illegible spaces33:06 When will platforms start to block APIs and protect their business?35:27 Shopify Founder and CEO, Tobi's Tweet on modern UI for MRI reading 43:34 GLP-1s & grocery spend45:06 The Information's Wealth tax poll result48:55 We're in the fart-app era of AIWe’re also on ↓X: https://twitter.com/moreorlesspodInstagram: https://instagram.com/moreorlessYouTube: https://youtu.be/2q99bDO-a1EConnect 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
