

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.
Follow the crew:
http://x.com/davemorin
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Follow the pod:
https://moreorlesspod.com/
http://youtube.com/moreorlesspod
https://x.com/moreorlesspod
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

7 snips
Nov 28, 2025 • 1h 9min
OpenAI vs Google vs Meta: Business Model War
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.

65 snips
Nov 21, 2025 • 1h
Google Just Won AI, TikTok’s “Self-Control Badges”, ChatGPT Enters Group Chats
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.

44 snips
Nov 14, 2025 • 59min
Apple’s iPhone Sock, Waymo's Bay Area Expansion, and AI Wearables
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.

103 snips
Nov 7, 2025 • 57min
Apple Chooses Gemini, Sequoia's Leadership Shake-up, and Meme Coins
Join the hosts for a humorous recap of an Etiquette School held at Slow Ventures, where they delve into the importance of etiquette in the tech world. Discover Apple's thrilling partnership with Gemini to enhance Siri's functionality. Explore Sequoia's recent leadership shake-up and what it means for the industry. Finally, dive into the wild world of meme coins, highlighting Jelly's impressive rise and the community's role in crypto dynamics. It's a rollercoaster of tech insights and entertaining discussions!

5 snips
Oct 31, 2025 • 43min
Stuart Landesberg's Plan to Save the American West from Wildfires
Stuart Landesberg, Founder and CEO of Seneca, bridges technology and ecology with his startup that deploys autonomous firefighting drones. He discusses the staggering economic impact of wildfires, costing the U.S. nearly a trillion dollars annually. Landesberg explains how five-drone strike teams can suppress fires before they escalate, covering vast areas in under ten minutes. He delves into the advantages of night operations, the importance of early detection, and Seneca's commitment to sustainable long-term solutions over fleeting tech trends.

60 snips
Oct 24, 2025 • 55min
TPUs Are Winning? Gemini + Anthropic vs NVIDIA, and OpenAI’s Atlas Explained
Hosts dive into a lively debate about the legitimacy of AI-assisted work, sparking tension between traditional and modern cultural formats. They explore OpenAI’s early Atlas browser, filled with intriguing discussions on its potential and drawbacks. A dramatic shift from Sora hype to TPUs challenges NVIDIA’s dominance in AI tech. The potential $45B compute costs mark a pivotal moment for big tech funding. The conversation wraps up with insights on the diminishing appeal of swag and the rise of bespoke gifting as the new status symbol in a shifting cultural landscape.

51 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.


