More or Less

Jess returns from Davos and shares a Grace Cathedral sound bath story. The crew dissects the rise of agentic bots like MoltBot and whether they will upend the web. They debate AI infrastructure, the “limitless appetite” narrative, and if demand is real or hype. Conversation jumps to market signals like gold and silver and tech’s reaction to a Minneapolis incident.

A lively debate on whether SF or New York is winning the VC game. Wild seed valuations and why huge AI early rounds can still lose money. Tensions from executives walking out and the rise of mercenary teams. Big talk about orchestration: ClawdBots, recursive AI agents, and whether phones are becoming obsolete. Plus Apple’s AI pin, threats to subscription businesses, and a sauna-culture detour.

This discussion dives into how AI is transforming the landscape of software, particularly for SaaS companies. Vibe-coding tools are rapidly changing the way UIs are designed, with one host demonstrating an impressive reverse-engineering feat. The risks of local AI agents raise concerns about security vulnerabilities. There's a provocative question about whether software is even a defensible business anymore. The conversation wraps up with reflections on the playful, yet underwhelming, nature of many AI-driven projects today.

The hosts dive into a thrilling 2026 full of potential trillionaires, fueled by waves of liquidity from AI and SpaceX. They discuss China's H200 ban and the implications for U.S.-China tech tensions. Sam makes a compelling case that narratives are now more influential than reality in shaping markets. The conversation shifts to California's proposed wealth tax and its impact on founders. With insights on AI's evolution into consumable media and debates about real-world connections versus digital companions, this discussion is a must-listen!

In a lively wrap-up, the hosts dive into bold predictions for 2026, including a projected $500B IPO for SpaceX and an anticipated Apple revival. They discuss the looming impact of AI on job losses, especially in journalism, while exploring the rise of games-first intellectual properties. Other hot topics include Amazon's rumored $10B investment in OpenAI, the potential obsolescence of traditional SaaS models, and the mainstream adoption of GLP-1 medications. The banter is sharp, fun, and filled with debates on tech trends shaping the future.

The hosts dive into the battle between Netflix and Paramount over Warner Bros, dissecting its political and strategic implications. They explore the impact of Starlink on that travel experience and compare Zoox and Waymo's in-car innovations. There's also a sharp discussion on the relevance of narrative in entrepreneurship and the need for delivering value to attract investors. The growing backlash against AI and its resource implications, alongside themes of tech bubbles and IPO predictions, make for a thought-provoking dialogue.

The hosts dive into Bitcoin's downturn and its impact on the market. They celebrate San Francisco's mayor and discuss the innovative use of drones for crime-fighting. A keen analysis of creator-driven deal flow emerges, alongside predictions for a major tech divergence by 2026. AWS is back in the spotlight, courting startups once again. Meanwhile, the mysterious 'code red' memo from OpenAI stirs debate over its authenticity. Plus, Waymo’s safety findings showcase the advantages of autonomous driving over human operators.

In a lively pre-Thanksgiving chat, the hosts bounce from holiday card automation humor to heavyweight discussions about AI giants. They dissect Google's TPU strategy against Nvidia's dominance and explore the implications of a heightened AI arms race, especially between the U.S. and China. With conversations around crypto, memory in AI assistants, and the influence of Silicon Valley marketing, they delve into the strategic tensions faced by OpenAI. Their insights on tech industry economics and distribution methods highlight the complexities of the evolving AI landscape.

Brit recounts the dazzling highs of her five-hour party, Brit-chella, featuring surprise performances. The debate heats up over TikTok's 'self-control badges' and their real impact. ChatGPT's new group chat feature is a game changer, outshining Meta's missed opportunities. Google Gemini is positioned as the front-runner in AI, with discussions around its monetization challenges. Concerns about public sentiment on AI grow, while Coinbase teams up with Kalshi to shake up prediction markets, setting the stage for future trends.

The hosts dive into the rise of AI wearables like rings and earrings, exploring their potential uses for quick voice notes. Waymo’s service expansion sparks conversation about autonomous ride challenges. Andy Rubin’s humanoid robotics startup raises questions about its commercial future. They also discuss Apple's innovative, albeit quirky, new iPhone accessory and the global appeal of etiquette schools. Plus, they reveal the budding romance behind Janitor AI and highlight an AI-driven kids' podcast initiative.