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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

00:48:33

#15: Instacart’s Fake IPO and Why Hiring in Tech Is...

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2023/09/22

As the news heats up, the couples discuss why recent IPOs tell us little about whether the window is, in fact, open and ponder the future of leadership in Silicon Valley. Show Notes: [00:00:10] Startup location rules. [00:05:30] Silicon Valley regulation debate. [00:08:18] Younger and hungrier talent. [00:11:30] Generational transfer in big tech. [00:14:10] Florida signaling and tax optimization. [00:18:23] Tech events worth attending. [00:23:02] Female CEO of Instacart. [00:25:13] Staying

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00:53:19

#14: The Apple Episode (Carbon Neutralish)

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2023/09/15

The couples take you up close and personal with this week’s Apple event and discuss the future of the company, hardware and the garbage product they can’t live without. Plus, Brit schools Sam on pop culture, part 10. Show Notes: [00:00:00] New composting trash can? [00:05:23] Apple event changes. [00:08:56] Recycling Cobalt and climate impact. [00:10:46] Apple's first Carbon Neutral Product. [00:15:27] Camera technology advancements. [00:19:44] Apple's trajectory after the launch

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00:51:50

#13 : Why There Will Never Be Another 200 Million...

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2023/09/08

…but something else will bloom instead. Plus, this is why Europe can't have nice things. And the Cable Cowboy kills cable. Discussed: The Hottest Coach in Sports: Coach PrimeHow Deel Became Payout Provider for Prop Trading Firms, Including Site Frozen by CFTC John Malone’s Charter Squeezes Disney at Vulnerable Moment Cable Cowboy: John Malone and the Rise of the Modern Cable The Outsiders: Eight Unconventional CEOs and Their Radically Rational Blueprint for Success How Taylor Swift Ditched

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00:51:39

#12: A VC Therapy Session

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2023/09/01

The Morins and the Lessins break down what is really happening in venture firms right now from liquidating venture stakes to fundraising. Plus, Chinese entrepreneurs’ secret AI confab and Jessica’s notes from Beijing. Discussed: Colin Robinson: The Life of an Energy Vampire - What We Do In The ShadowsChamath Palihapitiya’s Venture Firm Offered to Sell Hundreds of Startup StakesChip War: The Fight for the World's Most Critical Technology Show Notes: [00:02:30] Energy vampires. [00:04:33]

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00:52:39

#11: Why hybrid work doesn’t work, long live the...

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2023/08/25

Back in the Bay Area, the Morins and the Lessins debate the status of startup work culture and how to fix it. Plus, Nvidia’s blowout earnings and the best More or Less product idea yet. Articles and data discussed: Salesforce Leads Financing of AI Startup at More Than $4 Billion Valuation Can San Francisco Save Itself From the Doom Loop? Show Notes: [0:00:00] Remote work policies and productivity [0:13:23] Data on decreased mobile phone usage in cities since COVID [0:20:11] The current state of

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00:52:52

#10: You should kill your startup, What replaces...

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2023/08/18

As the startup graveyard gets crowded, the Morins and the Lessins talk about when companies should quit and reminisce about failed investments. Plus, a More or Less debate on U.S. China tech policy and evolving views of LLMs. Articles and books

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00:53:32

#9: How to save ESPN. Barstool’s Bad (Good?) Example

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2023/08/11

The Morins and the Lessins devise a playbook on the future of sports media. Plus, a More or Less debate on a new study on Wegovy. Articles and research discussed: https://www.novonordisk.com/content/nncorp/global/en/news-and-media/news-and-ir-materials/news-details.html?id=166301 Show Notes: 0:00 - Introduction: The hosts discuss ESPN's declining subscriber numbers and revenue challenges. They debate whether equity ownership for athletes could help and what innovations ESPN could make. 2:18 -

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00:56:04

#8: Where's the Barbie business pop? Why brands beat...

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2023/08/04

This week, inspired by Barbie and Taylor Swift, the Morins and the Lessins debate the future of franchises and brands. Plus, the latest in the ecommerce wars and the winners and losers if room-temperature superconductors actually become a thing. Articles and research discussed: https://arxiv.org/abs/2307.12008https://www.theinformation.com/articles/shein-makes-an-aggressive-pitch-to-woo-u-s-amazon-sellershttps://www.theinformation.com/articles/inside-tiktok-ceos-plan-to-play-offense Show

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00:50:57

#7: Elon's X game and RIP seed investing

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2023/07/28

Are we just playing into Elon's game with Twitter? The Lessins and The Morins debate and take different sides on whether seed investing can survive. Plus, what's Ruth Porat really up to at Google? Discussed: Google’s Darkest Days: After Three Deaths, a Workforce Reckons with a Changed CompanyThe Power Law: Venture Capital and the Making of the New Future Seed Investing Can't Turn Back On Show Notes: 00:00 - The hosts discuss Elon Musk rebranding Twitter as 'X'. They argue that

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00:48:55

#6: Hollywood and AI; What IS Threads?

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2023/07/21

The Morins and Lessins debate the fizzling hype around AI and the Hollywood strike. Plus, Threads’ next move. Discussed: https://www.theinformation.com/articles/deal-activity-on-the-rise-as-bankers-say-merger-conversations-are-picking-up https://www.ted.com/talks/tom_graham_the_incredible_creativity_of_deepfakes_and_the_worrying_future_of_ai https://arxiv.org/abs/2307.09009 https://dudeperfect.com/tour Show Notes: 0:00 Threads had a strong launch but questions remain around engaging content and

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00:49:55

#5: Twitter Won't Die! Long Live Threads!

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2023/07/07

The Morins and Lessins debate what the Threads launch means for this era of social media. And, body hacking with Brit. Discussed: https://www.theinformation.com/articles/openai-plans-chatgpt-personal-assistant-for-work-setting-up-microsoft-rivalry?rc=hwneun https://www.theinformation.com/forum/posts/524?rc=hwneun https://www.nytimes.com/2023/07/01/science/consciousness-theories.html Show Notes: 00:00 Twitter vs. Threads - Meta's new Twitter competitor called Threads, built on Instagram

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00:45:29

#4: MMA, M&A and Misfits; Silicon Valley's weird...

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2023/06/30

The Morins and the Lessins debate the question of how much of a "misfit" you have to be to win in tech and whether or not the M&A market will coming roaring back. Plus, "More or Less" lightning round on the Musk v. Zuckerberg cage

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00:49:36

#3: Mr. Beast's burger bust and will M&A ever return?

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2023/06/23

Entrepreneurs and investors the Morins and the Lessins discuss what the antitrust armageddon means for venture capitalists and the challenges of creator-led businesses. Plus, Pharrell's debut (tech?) fashion collection and what we learned this

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00:47:27

#2: Reddit and the death of the public internet; the...

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2023/06/16

Entrepreneurs and investors The Morins and The Lessins discuss the week in tech, including Reddit's API changes, the perilous state of venture capital and Google's coming antitrust wars.

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00:39:09

#1: Apple's head scratchy VR rollout; VR vs. AI in...

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2023/06/12

Entrepreneurs and investors The Morins and The Lessins discuss the week in tech including Apple's head scratchy VR rollout, VR vs. AI in the interface wars, and crypto's 'nothing burger'. Discussed: https://www.theinformation.com/articles/whats-clear-and-blurry-about-apples-vision-pro-headset https://thedebrief.org/intelligence-officials-say-u-s-has-retrieved-non-human-craft/ https://www.theinformation.com/articles/the-best-and-worst-case-scenarios-for-coinbase Show Notes: 00:01

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