
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

55 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.

103 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!

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.