More or Less podcast

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. 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

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 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

 

#123

TPUs Are Winning? Gemini + Anthropic vs NVIDIA, and OpenAI’s Atlas Explained

The gang is back with a spicy opener: Brit calls out Dave for dismissing her “AI-assisted”... more

24 Oct 2025

54 MINS

54:41

24 Oct 2025


#122

Meta’s Teen Rules, OpenAI’s Content Shift, and Roblox the New Social Media?

Jessica and Dave dive into the messy intersection of AI, culture, and the next wave of con... more

17 Oct 2025

1 HR 02 MINS

1:02:07

17 Oct 2025


#121

Oracle's GPU Margins, OpenAI’s Consumer Playbook, and the Ads vs Commerce Endgame

This week on More or Less: Jess drops The Information’s scoop on Oracle’s shaky GPU rental... more

10 Oct 2025

58 MINS

58:10

10 Oct 2025


#120

#119 OpenAI Sora vs. TikTok: Can “AI Entertainment” Fund the Compute Bill?

Never a dull moment with the More or Less squad: Jessica questions whether Sora is just a ... more

03 Oct 2025

49 MINS

49:59

03 Oct 2025


#119

#118 Elon vs Altman: The $10B Capital War Reshaping Tech

No Morins this week—just Jess and Sam, trading Gossip Girl “dear listener” asides for a to... more

26 Sep 2025

46 MINS

46:57

26 Sep 2025


#118

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

The More or Less team go deep on the rumored TikTok deal: licensing the algorithm vs. owni... more

19 Sep 2025

55 MINS

55:15

19 Sep 2025


#117

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

Apple ships hardware while everyone else ships AI press releases. The MOL quad debates whe... more

12 Sep 2025

53 MINS

53:06

12 Sep 2025


#116

#115 Anthropic at $170B: Should Unicorns Be Forced to IPO?

Another busy week in tech and your favorite quad are back! We go over: Google’s antitrust ... more

05 Sep 2025

57 MINS

57:23

05 Sep 2025


#115

#114 Seed Rounds at $2B? The Dangers of AI Hype in VC With Tony Conrad

In this episode of More or Less, Brit Morin and Dave Morin sit down with legendary VC Tony... more

29 Aug 2025

1 HR 10 MINS

1:10:23

29 Aug 2025


#114

#113 GPT-5 Disappoints: The End of the AI Gold Rush?

This week on More or Less, the crew dives into the shifting narratives around AI (Finally ... more

22 Aug 2025

1 HR 05 MINS

1:05:09

22 Aug 2025


#113

#112 Swift Should Buy Chrome, Not Perplexity

This week, the team dives into more meme capitalism, the AI hype cycle, and why San Franci... more

15 Aug 2025

47 MINS

47:45

15 Aug 2025


#112

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

This week on More or Less: Jessica Lessin, Dave Morin, Brit Morin, and Sam Lessin dive dee... more

08 Aug 2025

53 MINS

53:25

08 Aug 2025


#111

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

What happens when VCs are called the least sophisticated financiers, AI researchers get bi... more

01 Aug 2025

52 MINS

52:15

01 Aug 2025


#110

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

This week on More or Less, Sam Lessin, Brit Morin, and Dave Morin dive into the startup wo... more

25 Jul 2025

56 MINS

56:47

25 Jul 2025


#109

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

In this episode of More or Less, we dive into the shifting landscape of AI, attention, and... more

18 Jul 2025

59 MINS

59:56

18 Jul 2025


#108

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

We’re joined by a very special guest, Solana founder Anatoly Yakovenko for a wide-ranging ... more

11 Jul 2025

56 MINS

56:39

11 Jul 2025


#107

#106: AI Researchers Earning More Than Cristiano Ronaldo

This week, the gloves come off. We're diving into Meta's raid on OpenAI, asking if Mark Zu... more

04 Jul 2025

55 MINS

55:20

04 Jul 2025


#106

#105: Tesla, Bumble, And Bezos' Wedding - Everything Is A Mess

Join the More or Less crew for a Summer Edition from the cabins! We dive into how AI is re... more

27 Jun 2025

50 MINS

50:32

27 Jun 2025


#105

#104: AI Clones, Commoditized Ads, and the Cult of Trust

This week on More or Less, we dive into the escalating AI talent wars, Meta’s bold moves, ... more

20 Jun 2025

53 MINS

53:25

20 Jun 2025


#104

#103: Are Silicon Valley’s Mega-Deals Just Talent Grabs?

This week on More or Less: Is Austin out-innovating San Francisco in self-driving tech? Wh... more

13 Jun 2025

1 HR 09 MINS

1:09:46

13 Jun 2025


#103

#102: Snap Spectacles, Build-A-Bear, and the Myth of the Everything App

This week on More or Less, we debate whether tech culture is unwatchable, why “Substacker”... more

06 Jun 2025

54 MINS

54:00

06 Jun 2025


#102

#101: The Business of OnlyFans, Future of Identity, and Navigating Privacy in the AI Age

This week on More or Less: Investors too squeamish for OnlyFans, AI makes the creator econ... more

30 May 2025

56 MINS

56:06

30 May 2025


#101

#100: OpenAI Teams Up with Jony Ive, Vibe Coding, Gemini, and More

This week, [Sam] (https://x.com/lessin) and [Dave] (https://x.com/davemorin) are joined by... more

23 May 2025

1 HR 00 MINS

1:00:33

23 May 2025