More or Less

Dave Morin, Jessica Lessin, Brit Morin, and Sam Lessin
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122 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!
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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.
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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.
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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.
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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.
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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.
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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.
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86 snips
Sep 19, 2025 • 55min

#117 TikTok’s New Owner and Hiring a US CEO?

Dive into the complexities of TikTok's rumored deal involving ownership and algorithm control. Delve into what a U.S. CEO would really do in this landscape. Explore innovative tech with Meta's AR glasses and the challenges of anthropomorphism in AI. Discover a new etiquette school aimed at refining founders' social skills. Plus, a look at the market's mid-cap IPO momentum and the case for exclusive, hyper-local print editions. It's a thought-provoking mix of tech, finance, and social dynamics!
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74 snips
Sep 12, 2025 • 53min

#116 iPhone Air or Pro? Apple Ignores AI and Wins?

The discussion kicks off with a humorous take on the new iPhone models, diving into tech advancements and design choices. The hosts debate Apple's strategy of ignoring AI hype, while criticizing trend-chasing startups. They explore the evolving landscape of investing, highlighting how transparency and genuine data are becoming crucial. Memes and modern parenting take center stage too, revealing their impact on communication. The concept of 'mimetic warfare' is dissected, showing how social media influences creativity and public perception.
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103 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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