
More or Less
Dave Morin, Jessica Lessin, Brit Morin, and Sam Lessin have debated the future of Silicon Valley and tech as the closest of friends for the last 15 years. Now six companies, two venture funds and more than a decade at Google, Apple and Facebook later, they are opening up the debate. From The Information, Offline Ventures, and Slow Ventures.
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Latest episodes

56 snips
Jun 27, 2025 • 51min
#105: Tesla, Bumble, And Bezos' Wedding - Everything Is A Mess
In a lively summer edition, the hosts explore how AI is revolutionizing hiring, questioning the relevance of traditional resumes. They share laughs over quirky topics like the 'nap dress' and a 'caffeine nap.' The discussion then shifts to innovations in coding, Tesla's autonomous vehicles, and the stark contrast of Jeff Bezos' lavish wedding amid economic inequality. With humor woven throughout, they also tackle modern dating challenges, particularly for Bumble, and suggest new ways to navigate the tangled tech landscape.

62 snips
Jun 20, 2025 • 53min
#104: AI Clones, Commoditized Ads, and the Cult of Trust
Explore the AI talent wars as major players like Meta and OpenAI vie for top innovators. Discover how AI is reshaping advertising strategies and challenging brands to maintain emotional connections in a commoditized market. Delve into the paradox of capitalism as AI impacts profit margins and job landscapes. Hear about the evolving dynamics for founders in tech, emphasizing trust and community, and understand the shift in marketing strategies from traditional methods to more authentic, attraction-based approaches.

34 snips
Jun 13, 2025 • 1h 10min
#103: Are Silicon Valley’s Mega-Deals Just Talent Grabs?
Discover if Austin is outpacing San Francisco in self-driving tech and the real implications of Apple's recent announcements on AI. Learn about Meta's major investments in AI talent and the fierce competition for top researchers in Silicon Valley. The hosts dive into the evolution of data labeling in AI, the changing app landscape, and the quirks of AI missteps in business. With humor and insights, they explore how extraordinary talent is reshaping the tech world and the humorous risks it entails, alongside a thrilling tennis match.

56 snips
Jun 6, 2025 • 54min
#102: Snap Spectacles, Build-A-Bear, and the Myth of the Everything App
This week dives into tech culture's mixed reviews, sparking debates on whether it's unwatchable. The future of content creation could be shaped by the rise of 'substackers' as a crucial job. Build-A-Bear emerges as a surprising contender in the AI landscape. Safety concerns surround self-driving cars, especially on field trips. The feasibility of an 'everything app' raises skepticism, with more emphasis likely on specialized tools. From playful toys to innovative tech trends, the discussion brims with insights and humor.

100 snips
May 30, 2025 • 56min
#101: The Business of OnlyFans, Future of Identity, and Navigating Privacy in the AI Age
In this discussion, the evolving investment landscape of OnlyFans is examined, revealing its controversial yet promising potential. The impacts of AI on content creation and user interaction spark intriguing insights. Age verification emerges as a critical issue in safeguarding children online. The balance between digital identity and privacy is highlighted, emphasizing the urgent need for secure systems amid rising social engineering threats. Celebrity brands also take center stage, showcasing their significance in today's market.

104 snips
May 23, 2025 • 1h 1min
#100: OpenAI Teams Up with Jony Ive, Vibe Coding, Gemini, and More
This week, an AI version of Fidji Simo joins the hosts to discuss intriguing topics. They debate the merits of vibe coding and how it contrasts with traditional software engineering. The conversation also covers OpenAI's $6 billion deal with Jony Ive and the sudden buzz around the Metaphone. Skepticism around AI tools like ChatGPT and the implications of personal data in AI interactions are explored, alongside GitHub's role in reshaping developer productivity. Join the fun as they navigate the evolving landscape of technology and coding!

58 snips
May 16, 2025 • 49min
#99: The Airbnb Strategy Nobody’s Talking About
The hosts tackle the frustrations of shady brokers in investment transactions, proposing a new service for transparency. They humorously discuss Airbnb’s evolving strategies, including intriguing partnerships with OnlyFans. A critical look at the secondary market in venture capital reveals the implications of early cash-outs for startups. The looming threat of a tax bill affecting nonprofit statuses adds a layer of complexity for institutions like Harvard. Plus, whimsical ideas for enhancing Airbnb experiences spark a fun conversation!

38 snips
May 9, 2025 • 56min
#98: OpenAI Acquires Windsurf for $3B, Google's Stock Dips
In a week filled with big moves in tech, OpenAI's $3 billion acquisition of Windsurf takes center stage. The crew dives into Dave's surprising claim as a top angel investor and the ongoing lack of female representation in venture capital. They explore the implications of Google's potential shift away from traditional search as Apple considers its own AI solutions. Plus, a discussion on Netflix's new TikTok-like interface raises questions about evolving user experiences. All this, alongside reflections on the Met Gala's fashion-tech fusion!

43 snips
May 2, 2025 • 50min
#97: How OpenAI Is Beating Google and Meta at Their Own Game
The discussion dives into why OpenAI is triumphing in the consumer AI market, leaving giants like Google and Meta scrambling. They explore innovative solutions like the Ruck Rock fitness project and humorous concepts of AI assuming roles in company boards. The conversation also highlights the confusion plaguing Meta's AI strategies and the advertising struggles faced by Snap, suggesting a surprising twist involving Sam Altman. Concerns about AI's impact on mental health and the need for responsible deployment are also key topics of this engaging dialogue.

40 snips
Apr 25, 2025 • 59min
#96: Google & Meta on Trial, Tesla, AI & Media
Dive into the chaotic world of tech as the hosts tackle Google and Meta's courtroom drama, exploring the implications for the ad economy. From the concept of 'zombiecorns' to OnlyFans rising as a powerhouse, there’s no shortage of intrigue. Explore how AI is reshaping media economics while Tesla faces stock fluctuations influenced by market narratives. Plus, a humorous look at unconventional financial arrangements surrounding billionaires and an animated discussion on innovative incentives to boost America’s birth rate!