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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

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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01:02:55

#23: Why (and How) SMBs and Creators Will Win With...

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2023/11/17

The gang discusses how you build dense networks of real value around small business in the AI future. Also, bonus discussion on content maxis vs. community maxis...and the symmetry of Jessica's face. Try the More or Less GPT: https://chat.openai.com/g/g-Lt0xdU9Jp-more-or-less --- Send in a voice message: https://podcasters.spotify.com/pod/show/moreorlesspod/message

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00:54:47

#22: Your GPT Will Make More Money Than Your...

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2023/11/10

The gang discusses OpenAI's developer conference and whether the new ‘GPT Store’ is a serious platform developers and entrepreneurs should care about, or just another slick PR announcement. Also thoughts on the IPO market (why bankers keep saying it isn’t open, but will soon) and way too much discussion of The Morning (After) Show. --- Send in a voice message: https://podcasters.spotify.com/pod/show/moreorlesspod/message

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00:57:06

#21: AI Regulation, War and the Future of the...

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2023/11/03

The gang shares predictions around AI for the year ahead. Are we at digital war and don't even know it? Thoughts on defining an "American Tech Stack" and digital citizenship to defend against foreign speech and bots - and how to think about academia in an era where universities and research are no longer disconnected from politics and business. Discussed Greeking Out from National Geographic Kids Photoleap by Lightricks AI Photo Editing App Executive Order on the Safe, Secure, and

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00:45:10

#20: The New Founder Mindset: The End of the...

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2023/10/27

Following news at Snap, the gang debates what the media gets wrong about founders and how founders need to react in this new market. Discussed https://www.youtube.com/watch?v=WHsHKzYOV2E&t=779s Show Notes (00:00) Opening (06:05) Evan Spiegel's Persistence and Motivation (11:25) Founders and Product as Powerful Motivating Force (15:39) Challenges of Starting Over from Scratch (19:36) Balancing Product and Business Strategy (29:54) The End of the Product-Focused CEO? (37:02) Crypto Market

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00:56:50

#19: Answering for Misinformation: The New York Times...

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2023/10/20

The Morins and the Lessins debate how to solve misinformation across even legacy media sites. Plus, prepping for VCs' big annual reports to shareholders. Discussed Psilocybin Treatment for Major Depression Effective for Up to a Year for Most Patients, Study Shows Slow evolution of a NYTimes headline. "Israeli Strike" -> "Strike" -> "Blast" After Hospital Blast, Headlines Shift With Changing Claims What To Do About Misinformation in the Upcoming Election

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00:40:04

#18: Why This Week Changed Social Media Forever

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2023/10/20

The Morins and Lessins discuss the urgent questions Hamas’ terrorism against Israel raises for tech companies. Plus, how leaders should—and should not—respond to the attacks. Show Notes [0:00] Intro [0:36] Opening Discussion [2:03] It is a very important and troubling time in the world. Sharing some of our thoughts as a group. [2:10] Impossible to not talk about the Israel and Hamas situation. [2:15] We are not a political podcast nor are we political experts. We are tech people. [2:25] This

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00:49:31

#17: How to Save Your Startup, Twitter/X, Threads...

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2023/10/20

The couples unpack how to "Survive to 2025" and debate whether Threads had the right launch strategy. Plus, Yaccarino needs media training. Show Notes [00:01:18] Our first ever More or Less event. [00:04:44] Startups shutting down in Q3. [00:07:39] Seed investor and founder cramdown risk. [00:10:38] Not so lifestyle businesses. [00:13:37] Avoid debt at all costs. [00:17:51] Normalizing shut downs. [00:21:32] Will Twitter shut down? [00:24:50] Should Linda stay as CEO? [00:27:05]

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00:46:02

#16: Why Your AI Startup is Probably* Already Dead -...

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2023/09/29

Adobe Chief Strategy Officer Scott Belsky joins the Morins and the Lessins as the Fifth Wheel for an episode about all things AI. Plus, inside the FTC’s case for breaking up Amazon. *probably dead, but maybe not Show Notes [00:00:14] Developer experience and ease of use. [00:04:24] Scott Belsky and AI. [00:09:55] Empowering SMBs with AI. [00:12:26] Proprietary data and AI. [00:16:09] Building clouds and competition. [00:18:30] AI regulation and fast growth. [00:21:19] The concept of agents

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135 results

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