More or Less
Dave Morin, Jessica Lessin, Brit Morin, and Sam Lessin
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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Follow the crew:
http://x.com/davemorin
http://x.com/brit
http://x.com/lessin
http:/x.com/jessicalessin
Follow the pod:
https://moreorlesspod.com/
http://youtube.com/moreorlesspod
https://x.com/moreorlesspod
Episodes
Mentioned books
33 snips
Oct 17, 2025 • 1h 2min
Meta’s Teen Rules, OpenAI’s Content Shift, and Roblox the New Social Media?
Hosts explore the chaotic blend of AI and culture in today's tech landscape. They dive into the intriguing concept of 'AI slop' and whether AI can truly replace human roles in jobs like medicine. A fascinating look at gaming reveals how kids now view Fortnite and Roblox as social platforms. They also discuss California's new youth tech regulations and Meta's changing rules for teens. Plus, the debate shifts to personalized apps versus reliance on major platforms, with insights on the future of consumer technology.
44 snips
Oct 10, 2025 • 58min
Oracle's GPU Margins, OpenAI’s Consumer Playbook, and the Ads vs Commerce Endgame
This week explores Oracle's wobbly GPU rental margins and the market's jittery reaction. Predictions suggest AI workloads will surge despite uncertain profits. The cultural landscape features Google's minimalist trend, Taylor Swift's influence with a Google Easter egg, and the evolving world of Instagram ads shaping AI commerce. Additionally, a $150M acquisition of the Free Press raises discussions around media ownership and profile in the tech space. It's a whirlwind of insights and cultural tidbits.
77 snips
Oct 3, 2025 • 50min
#119 OpenAI Sora vs. TikTok: Can “AI Entertainment” Fund the Compute Bill?
The hosts delve into Sora, likening it to a blend of Vine and MySpace while questioning its long-term viability. They argue about whether AI entertainment can create a sustainable economy, with insights on power dynamics in tech. Discussions also touch on moderation issues and the relevance of context over mere data. The concept of 'AI slop' and the 'dead internet theory' add depth to their analysis. Finally, they explore the potential of embedding AI in group chats versus the need for a dedicated device.
82 snips
Sep 26, 2025 • 47min
#118 Elon vs Altman: The $10B Capital War Reshaping Tech
Join Jess and Sam as they dissect the modern power dynamics reshaping tech. Discover how Meta’s in-store Ray-Bans aim to enhance user experience and the emergence of 'mercantilism 2.0,' where figures like Elon Musk and Sam Altman act as capital brokers. They dive into the strategic implications of Starlink and Apple's Find My as a stealth social network. Plus, learn why LLMs lack lasting moats and how structured finance is reviving AI investments, making early-stage VC more interesting than ever.
86 snips
Sep 19, 2025 • 55min
#117 TikTok’s New Owner and Hiring a US CEO?
Dive into the complexities of TikTok's rumored deal involving ownership and algorithm control. Delve into what a U.S. CEO would really do in this landscape. Explore innovative tech with Meta's AR glasses and the challenges of anthropomorphism in AI. Discover a new etiquette school aimed at refining founders' social skills. Plus, a look at the market's mid-cap IPO momentum and the case for exclusive, hyper-local print editions. It's a thought-provoking mix of tech, finance, and social dynamics!
74 snips
Sep 12, 2025 • 53min
#116 iPhone Air or Pro? Apple Ignores AI and Wins?
The discussion kicks off with a humorous take on the new iPhone models, diving into tech advancements and design choices. The hosts debate Apple's strategy of ignoring AI hype, while criticizing trend-chasing startups. They explore the evolving landscape of investing, highlighting how transparency and genuine data are becoming crucial. Memes and modern parenting take center stage too, revealing their impact on communication. The concept of 'mimetic warfare' is dissected, showing how social media influences creativity and public perception.
103 snips
Sep 5, 2025 • 57min
#115 Anthropic at $170B: Should Unicorns Be Forced to IPO?
This week, the hosts tackle Google’s unexpected antitrust win and the frenzy of AI mergers and acquisitions. They debate if unicorns should be forced to go public and reveal why lawyers are now raking in more cash than bankers. The conversation shifts to the nuanced relationship between creators and algorithms and the rising popularity of Ozempic for weight management. A quirky idea surfaces: an AI petty-lawsuit bot that could disrupt legal markets, underscoring the bold potential of tech in today’s economy.
46 snips
Aug 29, 2025 • 1h 10min
#114 Seed Rounds at $2B? The Dangers of AI Hype in VC With Tony Conrad
In a compelling discussion, venture capitalist Tony Conrad from True Ventures shares insights from decades in the Valley. He highlights the dangers of AI hype and the importance of emotional intelligence in investing. Tony addresses the decline of traditional social media, emphasizing authenticity in communication. He also explores new frontiers in space tech and cautions against overfunding driven by trendiness. Personal anecdotes and cultural reflections add a relatable touch, making this conversation both informative and engaging.
119 snips
Aug 22, 2025 • 1h 5min
#113 GPT-5 Disappoints: The End of the AI Gold Rush?
The discussion dives into the changing narrative around AI, with concerns over GPT-5's shortcomings and the reality of LLM business models. Hype cycles and authenticity in startup pitches take center stage, raising ethical questions. They also explore whether Burning Man has lost its creative essence and how Taylor Swift exemplifies brand-building in the digital era. The pitfalls of meme coins and crowdfunding in the creator economy add to the lively debate. Get ready for insider insights on Silicon Valley's evolving landscape!
88 snips
Aug 15, 2025 • 48min
#112 Swift Should Buy Chrome, Not Perplexity
This week, playful speculation swirls around Taylor Swift potentially buying Chrome to amplify her music's online presence. The team dissects the AI hype cycle and the peculiarities of San Francisco's tech scene. Humor intertwines with insights on meme capitalism, the absurdities of on-demand protests, and the dubious valuations of tech companies like Perplexity. The discussion also tackles viral conspiracy AIs and light-hearted predictions about audience engagement in today’s digital landscape.
