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PODCAST

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 http://x.com/brit http://x.com/lessin http:/x.com/jessicalessin Follow the

technology

All Episodes

00:51:52

#42: OpenAI, IP Theft and a New Incentive Structure...

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2024/04/12

The gang unleashes some concerns following new revelations about how companies have been training their AI models. Plus, Netflix's Three Body Problem, The Information's Private Capital Conference and more.--- Send in a voice message: https://podcasters.spotify.com/pod/show/moreorlesspod/message

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00:52:46

#41: Is AI Killing Media?

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2024/04/05

Plus, Inside The Information's Creator Economy Summit and a new threat for OpenAI.--- Send in a voice message: https://podcasters.spotify.com/pod/show/moreorlesspod/message

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00:53:36

#40: Reddit IPO, Apple v. DOJ and the Return of the...

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2024/03/29

The gang discusses the new "risk on" vibe in Silicon Valley.--- Send in a voice message: https://podcasters.spotify.com/pod/show/moreorlesspod/message

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00:49:55

#39: How (Not?) to Exit Your AI Company, Analyzing...

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2024/03/22

Plus the Reddit IPO and Why Software Venture Capital is Getting Harder--- Send in a voice message: https://podcasters.spotify.com/pod/show/moreorlesspod/message

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00:57:00

#38: Hartz and Minds and TikTok w/ Special Guest...

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2024/03/15

From the “PAFACAA” bill to the next front of the youth loneliness epidemic, the gang and a special guest digest the tech news of the moment.Takeaways Eventbrite has the potential to offer features that help users find events to meet like-minded people. Innovative event ideas, such as marking attendees' availability, can enhance the event experience. Digital communities have faced challenges in the events space, with limited success on platforms like Facebook and Reddit. The quality and

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00:54:49

#37: TikTok's Latest Crisis, Elon's Emails, AI...

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2024/03/08

A new idea for how to "ban" TikTok is gaining steam in D.C. while Elon (again) makes wakes. Plus, what the AI and ridesharing wars have in common.Takeaways The ban on TikTok and the regulation of Chinese apps are ongoing topics of discussion. Apple could play a significant role in creating controls for parents to limit app usage, including Chinese apps. Google has already taken steps to limit Chinese app access. The US-China relationship and co-dependence pose challenges in

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01:02:01

#36: RIP Apple Car, Google's AI Reality Problem, Long...

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2024/03/02

Fresh from an investor conference in Los Angeles, the gang discusses the week's headlines and the behind-the-scenes scuttle from one of tech's elite gatherings. Articles Discussed How Apple’s Eight-Year Quest to Build a Self-Driving Car Hit Roadblocks Consumer Startups Are a Better Bet Than Enterprise Startups Show Notes 00:00:11 - Intro00:01:33 - More or Less Business Models00:03:15 - Upfront Summit Insights00:04:21 - Event Networking Dynamics00:04:56 - South by Southwest

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00:52:45

#35: 2024 IPO Dreams, Apple's Sports Game and...

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2024/02/23

Plus, inside Sequoia's Klarna drama and the latest AI demosShow Notes 00:00 Introductions 03:00 The Potential of Reddit Advertising 09:00 Licensing Data and Monetization Challenges 13:00 The Moderation Challenge of Reddit 18:00 Private Group Moderation and Content Control 22:00 Failed Coup at Klarna 26:00 Tensions and Divisions in Late-Stage Pre-IPO Companies 30:00 The OpenAI Board Situation 31:00 Apple's New Sports App 33:12 Moon Landing and Advertising 33:45 Tech Companies and NBA

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01:03:04

#34: 7 Trillion Reasons Why

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2024/02/16

The gang unpacks all the latest news about OpenAI and Sam Altman. Plus, does Google have a shot in AR/VR? And our dream Vision Pro apps. Takeaways Sports media has become a successful form of linear storytelling in the internet age, creating a national monoculture. The globalization of sports presents challenges in creating a unified global sports event. The Vision Pro and Quest devices offer different experiences, with the Vision Pro being more suitable for work and the Quest providing a more

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00:56:19

#33: Yes/No, Vision Pro? w/Special Guest Brian...

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2024/02/09

As the Morin household goes full Vision Pro, the gang reveals what everyone is missing about the device. Plus, the earthquake through digital media and (maybe) the end of AI everything. Takeaways The Apple Vision Pro offers a truly immersive and transformative experience, changing the way users think about computing. The Vision Pro represents a new computing paradigm and has the potential to expand into various devices and accessories. Developers will play a crucial role in exploring and

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01:02:12

#32: Taylor Swift vs. MrBeast w/Casey Neistat and...

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2024/02/02

In a special episode, the gang sits down with two digital media veterans and stars to discuss the current era of digital fame, the future of YouTube, TikTok, what A.I. means for creators, and more. Takeaways The rise of small creators and the viability of their work is a result of the democratization of content creation and the ability to build communities of fans. The shift from physical space to online identity has allowed individuals to define their uniqueness and value based on their voice

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01:01:53

#31: Fintech Struggles, Netflix Rises and 'Big' is...

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2024/01/26

From Netflix to the NFL, the incumbents are having quite a moment. Plus, crypto's new energy and the gang's fiercely different views on.... peptides. Show Notes 00:00 Introduction and Silicon Valley banter 01:03 Discussion about football and personal influences 03:15 Challenges in the news and startup landscape 06:50 Struggles of fintech companies like Brex 08:11 Success of Netflix and the streaming wars 09:11 Difficulties of platformization in fintech 15:22 Investing in fintech and the

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00:47:52

#30: The Great App Store Debate, Layoffs, and...

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2024/01/19

As regulators move in, the gang discusses the future of Apple and Google's app stores and their role over the next decade. Plus, the new layoff normal and Silicon Valley gets classy. SHOW NOTES 00:00 Opening and Introductions 01:11 Working with Partners 03:14 The Information Gala and Dress Code 03:45 NFL Playoffs and Sports Betting 07:02 Layoffs at YouTube and Privacy Changes 11:29 Apple Allowing Third-Party Payment Mechanisms 14:56 Frustrations with the App Store 16:21 Importance and Future of

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00:50:34

#29: Is the Year of Startup Austerity Over? What Can...

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2024/01/12

In the first pod of 2024, the gang previews the year in VC to come and OpenAI vs. NYT. Plus, layoffs, boomerang VC and Brit's oh-so-Brit resolution. --- Send in a voice message: https://podcasters.spotify.com/pod/show/moreorlesspod/message

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01:08:11

#28: What We Got Right and Wrong in ’23 and Calls for...

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2023/12/22

The gang does a retro on their 2023 calls…from AI to Vision Pro (we couldn’t come up with a Z)…and makes predictions for tech, media, and capital in 2024. BOOK RECOMMENDATIONS:The Creative Act, A Way of Being by Rick RubinThe Order of Time by Carlo RovelliProject Hail Mary by Andy WeirTomorrow, and Tomorrow, and Tomorrow by Gabrielle Zevin SHOW NOTES:00:00 Introduction and Holiday Reflections03:06 The Adobe-Figma Merger05:35 The Pro-Capitalism Argument06:52 Antitrust Laws and Government

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00:53:37

#27: Make Number Go Up, and The Problem with Nonprofits

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2023/12/15

The gang discusses the Harvard debacle (and Sam's run for the Board of Overseers), why double-bottom lines are challenging, tech regulation, and more. DISCUSSED: The 19th News SHOW NOTES: [00:00] Opening. [01:10] We have a non-zero hit rate on making things things. [01:50] How did we start the pod? [03:01] The parable of launching a rocket at the moon. [04:23] This week's headlines. [06:28] Venture Capital Strategy: Why go super vertical? [10:56] Guess the Product: Is it a Cold Plunge a

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00:54:20

#26: Google Gemini, Meet Crypto-Cyber-Crystals

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2023/12/08

The gang discusses the release of Google Gemini...the crypto resurgence, crystals and the Cybertruck. DISCUSSED: Introducing Gemini: our largest and most capable AI model Millions of new materials discovered with deep learning The Top 100 Articles from The Information’s First 10 Years The Organized Mind: Thinking Straight in the Age of Information Overload How to Know a Person: The Art of Seeing Others Deeply and Being Deeply Seen Top Gear: Tesla Cybertruck DRIVEN! SHOW NOTES: [0:00:00]

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00:51:44

#25: TikTok, Porn and The Immediate Risks of AI

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2023/12/02

The gang details thoughts on AGI risk and dives into the more immediate risks of AI, like why TikTok should be banned in the US and what to do about AI porn and deepfakes. Plus, startup product ideas abound as Dave, Sam and Brit debate what the future holds (both good and bad) for couples counseling, social media and entertainment. SHOW NOTES: [00:00:00] Open. [00:04:44] The question is not what AI can do, the question is what AI can't do. [00:07:50] Questions of AI governance around

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00:37:45

Bonus: Erin & Sara Foster of Favorite Daughter on...

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2023/11/29

DISCUSSED: For this bonus episode of More or Less, last month at The Information's WTF Conference, Jessica interviewed the sisters behind the hot clothing brand Favorite Daughter, the World's First Podcast and Oversubscribed Ventures. They discussed entrepreneurship, building for today's customers and why it is sometimes a good idea to say everything you are thinking. SHOW NOTES: [00:03:06] Embrace being underestimated, say yes. [00:06:05] Embrace opportunities outside your comfort

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01:06:40

#24: Sam Altman - Religious Cult Leader or CEO?

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2023/11/22

This week’s episode takes you front and center into the continuous unfolding of the OpenAI saga, including the different versions of the Sam Altman persona. The quad shares extensive debate on what could come next and why, with key insight into AI as a practical business technology vs. the fears around AGI, and the challenges of a for-profit business funding a non-profit mission. Listen in to learn lessons from other platforms, (especially those without strong economic rationality), observations

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143 results

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