More or Less

Dave Morin, Jessica Lessin, Brit Morin, and Sam Lessin
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68 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.
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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.
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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!
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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.
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99 snips
Aug 8, 2025 • 53min

#111 Figma, OpenAI, Canva: the Rise of Meme Stock IPOs in Silicon Valley

The podcast dives into an exciting summer of venture capital, highlighting Figma’s IPO and questioning Wall Street's methods. It explores the evolving entertainment landscape with a nod to Dude Perfect, while also reviewing AI's disruption in investing. Challenging truths about founder dynamics, including age and emotional readiness, make for thought-provoking discussions. The mix of humor and seriousness sheds light on Silicon Valley's anxious yet exuberant atmosphere, revealing the complex interplay of innovation and investment in today's tech world.
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76 snips
Aug 1, 2025 • 52min

#110 Meta's Billion-Dollar Hires: Bubble or Genius?

Venture capitalists get roasted as the least sophisticated financiers in a rapidly evolving market. The podcast dives into the ramifications of outrage marketing and how meme culture is shaping brand visibility. A fascinating discussion unfolds about billion-dollar paydays in the AI sector and the ongoing debate about talent retention amidst these staggering salaries. Additionally, the hosts humorously reflect on the challenges of modern communication and the whimsical world of robotics, questioning the sustainability of such financial trends.
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125 snips
Jul 25, 2025 • 57min

#109 OpenAI vs Google: The Real Business Model War Begins

This discussion explores the need for genuine enjoyment in the startup scene. The hosts dive into the playful side of AI, revealing how humor and creativity can enhance tech interactions. They analyze the competitive clash between Google and OpenAI, examining the future of AI investment dynamics. Insights on Apple’s unique stance amidst the AI hype are shared, along with thoughts on the emotional landscape of tech investments. The conversation wraps up with a humorous take on societal behaviors influenced by pop culture.
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102 snips
Jul 18, 2025 • 60min

#108 Meta vs. OpenAI: Who Wins the Next Attention War?

Explore the fierce competition between AI giants as they tackle attention, engagement, and business models. Discover how tools like ChatGPT are shifting the landscape of productivity and entertainment. Dive into the role of AI in revitalizing local journalism and the challenges of data governance. Uncover the nuanced relationship between social media dynamics, AI-driven advertising, and consumer behavior. Plus, enjoy insights into modern coding practices and a pop culture corner that discusses everything from TV narratives to tennis triumphs!
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90 snips
Jul 11, 2025 • 57min

#107 Anatoly Yakovenko: Crypto Isn’t for Everyone (And That’s a Good Thing)

Anatoly Yakovenko, co-founder of Solana, dives into the evolving world of cryptocurrency and technology. He discusses the 'punks, hoodies, suits' cycle and how crypto is a movement, not just a product. Anatoly shares predictions about stablecoins potentially reaching $1 trillion and explains the vision behind the Solana phone to challenge app store monopolies. He argues that the future of crypto lies in serving a niche of high-value users rather than mass adoption, offering insights into the shifting dynamics of digital finance and innovation.
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32 snips
Jul 4, 2025 • 55min

#106: AI Researchers Earning More Than Cristiano Ronaldo

This week, the hosts tackle the fierce competition in AI, questioning if Meta's latest moves position them as the new powerhouse in the industry. They argue against usage-based pricing for AI as a flawed model and discuss the quest for universal 'God-tier' content. The shocking reality emerges that AI researchers are now pulling in more cash than soccer superstars. Additionally, they dive into the dynamics of team building in AI, likening it to assembling a championship sports team, blending humor with insightful industry analysis.

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