
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

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!

44 snips
Apr 18, 2025 • 48min
#95: OpenAI’s Social Network & Figma’s Potential IPO
Joining the discussion are Ben Lerer, Managing Partner at Lerer Hippeau Ventures, a key player in shaping New York's tech scene, and Morgan Beller, General Partner at NFX and co-creator of Libra, who brings deep insights into blockchain. They tackle OpenAI's ambitious plans for a social network, the financial complexities of tech startups, and the evolving landscape of venture capital. Plus, they explore the risks of space travel and ponder: would you take a ticket to Mars?

25 snips
Apr 11, 2025 • 54min
#94: Will Elon Quit DC? Trump’s Chaos & AI’s China Threat (with Joanna Coles)
Joanna Coles, Chief Content Officer at The Daily Beast, dives into the chaotic intersection of fame, tech, and politics. She analyzes Elon Musk's controversial presence in D.C. and the challenges faced by journalists reporting on Donald Trump's turbulent narrative. The conversation also touches on China's AI advancements, plastic surgery risks in space, and the complex media dynamics surrounding reproductive rights. Coles expertly merges insightful commentary with humor, making for an engaging and thought-provoking discussion.

119 snips
Apr 4, 2025 • 53min
#93: Can Tesla Survive?
Tesla faces challenges with dropping deliveries and rising competition from BYD. The discussion touches on Elon Musk's media fatigue and the tech drama filled with voice cloning and trips to Mars. Insights into OpenAI's significant funding raise and TikTok's algorithm controversies keep the conversation lively. Additionally, hear about the UFC's surprising partnership with Meta, along with intriguing tales of corporate espionage and the evolving dynamics of tech valuations. Humor is woven throughout, adding a light-hearted touch to serious industry topics.

44 snips
Mar 28, 2025 • 55min
#92: The Signal Scandal & DOGE Drama! (with Ben Smith and Nicholas Carlson)
Join media heavyweights Ben Smith, founder of Semafor, and Nick Carlson, founder of Dynamo, as they dive into the juicy collision between Washington and Silicon Valley. They tackle the Signal Group Chat Scandal and dissect how DOGE's popularity reveals deep ideological rifts. The conversation shifts to China overtaking Tesla and Elon Musk's changing public perception. They explore the impact of AI on creative industries and the media landscape, serving up insights on trust, transparency, and the evolving dynamics of journalism in today's tech-centric world.

47 snips
Mar 21, 2025 • 1h
#91: Google’s $32B Deal and a Silicon Valley Spy Scandal!
In the whirlwind of Silicon Valley, the drama unfolds! Google’s jaw-dropping $32B acquisition raises eyebrows amid antitrust concerns. A spy scandal between fintech firms Rippling and Deel reveals shocking espionage tactics. Gwyneth Paltrow stirs the pot by dismissing intimacy coordinators, highlighting Hollywood’s evolving culture. Meanwhile, innovative apps like GuardLeen aim to protect kids’ online identities. Plus, venture capital dynamics reveal the intense rivalries, making this tech landscape more intriguing than ever!

68 snips
Mar 14, 2025 • 57min
#90: Silicon Valley Unscripted: Billionaires, AI, and Interplanetary Exploration
A lively discussion unfolds as the hosts dive into Waymo's bold moves and the impact on ride-sharing apps. Tensions rise over a million-dollar bet on Mars colonization! They tackle TikTok's uncertain future amid algorithmic debates and ponder the implications of AI taking over coding tasks. The conversation touches on potential recessions, startup resilience, and whimsical thoughts about tennis on Mars. With humor and insights, they explore the quirky dynamics of Silicon Valley, economics, and the evolving media landscape.

14 snips
Mar 7, 2025 • 53min
#89: America’s Crypto Reserve, Nvidia’s $600M Hit & Digg’s Comeback
This episode dives into Trump's new crypto reserve strategy, analyzing its cultural implications. The team discusses nostalgic trends and the revival of early internet platforms while pondering the fate of live sports in a digital world. They also tackle unconventional advertising, including a quirky AI billboard. Fun anecdotes about surfing adventures and playful banter lighten the mood, alongside serious insights into tech layoffs and the future of autonomous vehicles. A lively exchange about robotic massage therapy adds an unexpected twist to the conversation.
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