Investing Insights and Market Dynamics

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 OpenAI
• Apple’s potential move to replace Google with its own AI search in Safari
• A historic week of M&A with DoorDash, Datadog, and Function Health, and
• Why tech was (mostly) absent from this year’s Met Gala

We’re also on ↓

X: https://twitter.com/moreorlesspod

Instagram: https://instagram.com/moreorless

Spotify: https://podcasters.spotify.com/pod/show/moreorlesspod

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