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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

00:54:22

#82: TikTok, Trade Wars & Tech 2.0

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2025/01/17

On this week’s episode of More or Less, Meta kills DEI and fact-checking (right after their $27B moderation exit), Zuck's talking "masculine energy" on Rogan, and TikTok's facing a ban while DJI mysteriously drops US flight restrictions. It's not even February.We also share opinions on: • why tech's gender gap persists (18% of CS grads are women) • whether Elon's X could inherit TikTok's distribution • what NYC's congestion tax reveals about tech's

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00:49:09

#81: Meta's Community Notes: More Speech and Fewer...

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2025/01/10

Meta is ditching fact-checkers, Nvidia hitting $3T, and everyone is building robots for some reason. Episode # 81 of More or Less kicks off 2025 by asking: • How much of Zuck's community notes pivot is political theater? • Can NVIDIA actually pull off this "mega omniverse" industrial AI play? • Will companies thrive as the great tech exodus accelerates? Plus: Sam explains why centralized moderation was always destined to fail (backed by that wild 30% spike in misinfo post-fact-checking), Dave

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01:11:14

#80: The More or Less Holiday Special Pt. 2 (Crypto...

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2025/01/04

Time for Part 2 of our More or Less highlights special! We've curated some clips to check off our tech bingo card for 2024.This past year gave us Trump swapping press rooms for podcasts, the DOJ taking swings at Big Tech, BlackRock's Bitcoin ETF hitting record highs ($50B AUM) and—because why not—a government department named after DOGE, a not so subtle nod to Trump's pro-crypto stance. What's in store for 2025? We’re also on ↓ X: https://twitter.com/moreorlesspod Instagram:

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01:40:40

#79: The More or Less Holiday Special Pt. 1 (AI...

More or Less ·

2024/12/27

Welcome to Part 1 of the More or Less highlights special! We’re taking a look back at an action-packed year in AI, from groundbreaking developments to game-changing predictions about the future. Don’t miss this collection of standout moments and stay tuned for Part 2!We’re also on ↓ X: ⁠https://twitter.com/moreorlesspod⁠ Instagram: ⁠https://instagram.com/moreorless⁠ Spotify: ⁠https://podcasters.spotify.com/pod/show/moreorlesspod⁠ Connect with us here: 1) Brit Morin: ⁠https://x.com/brit⁠ 2) Dave

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01:09:42

#78: 2024 Tech Company of the Year + 2025 Predictions

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2024/12/20

In this episode, the Morins & Lessins dive into the highs and lows of 2024 to uncover who came out on top.Google made a strong showing, but are they well-positioned for the long haul? Waymo keeps moving the needle with self-driving cars and big moves in AI, making it a strong contender for years to come. Apple? They’ve been a bit slow to innovate this year, but don’t count them out just yet. Meta really hit their stride in 2024, proving the naysayers wrong. AI? Check. Hardware? Check. Will

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00:56:15

#77: Sora Reveal, Google's AI Agents and Digital...

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2024/12/13

How will OpenAI's latest video technology affect the creator ecosystem? Could this new tech pave the way for a new type of entertainment?Also in this episode ↓ - Does Google have a lead in the AI race? - Should digital trade play a larger role in policy discussions? - The End of the Eras Tour and Sam's Pink Pilates Princess Strut Pop Season We’re also on ↓ X: https://twitter.com/moreorlesspod Instagram: https://instagram.com/moreorless Spotify:

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01:09:34

#76: In a World with 99.99% Accurate AI… (feat. Aaron...

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2024/12/06

What’s it like being the CEO of Box and a full-time internet meme lord? Well… ask Aaron Levie.In this episode, he joins Jess, Dave, and Sam to answer: • what it’s like being a “toxic Bitcoin maxi” as the price soars past $100k • more or less M&A for MAANG • how far we are from AGI We’re also on ↓ X: https://twitter.com/moreorlesspod Instagram: https://instagram.com/moreorless Spotify: https://podcasters.spotify.com/pod/show/moreorlesspod Connect with us here: 1) Aaron Levie:

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01:02:14

#75: The Rise of the Tech Bro

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2024/11/29

The artist vs. tech bros—classic tension or chaos ahead? In EP 75, Brit, Dave, and Jess are joined by Matt Vascellaro as they dive into: • Sora's leak and the fiery backlash from Hollywood • The uneasy marriage of AI and art, and why the "right" UI still feels like chasing rainbows • And, of course, the rise (and roast) of the Bay Area tech bro We’re also on ↓

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01:04:42

#74: Winding Down From a $400M Fundraise, or How to...

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2024/11/22

Meet Adrian Aoun—an OG listener and one of Alphabet’s best-kept secrets. He recently wound down Forward, his company that set out to reinvent the doctor’s office with AI.He joins Brit, Dave, and Jess in this episode to explore the exit, Adrian’s hardware + software play with CarePods, and what it means to create a generational company for healthcare. Also on the agenda: • is primary care venture-scalable? • are Elon & Trump BFFs?? • Optimus for the military??? We’re also on ↓ X:

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01:01:04

#73: Elon to Lead DOGE, Bitcoin Surges & the Trump...

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2024/11/15

With Musk’s bio now updated to read, “The people voted for major government reform,” it’s clear he’s not just dabbling in policy.In this episode, the Morins and Lessins break down what it means for democracy when a “super VC” like Musk mingles tech interests with government influence. Also on the docket: - will Bitcoin surge to $100K? - monetization for LLMs, and - the new wave of Silicon Valley internships in government We’re also on ↓ X: https://twitter.com/moreorlesspod Instagram:

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01:09:38

#72: Trump's Influencer Strategy Pays Off and the...

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2024/11/08

Are incumbent media networks losing ground?Kamala stuck to broadcast media, while Trump bypassed traditional filters and reached audiences as an influencer, taking his message to Rogan and Fridman. Among concerns over echo chambers and AI-controlled narratives, there’s a flip side—more people now have a platform, giving everyone a voice. Guillermo Rauch of Vercel says “everyone needs to be empowered to create.” The more people who can build their own platforms and apps, the more we decentralize

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01:04:52

#71: Big Tech Earnings and the AI Revolution

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2024/11/01

In this episode, the crew dives into why no self-respecting Silicon Valley developer is ditching AI tools anytime soon.Sam and Jess go back and forth on Snap’s subscription model and whether it can stand up to Meta’s dominance. Plus, Bezos seems wary of a potential Trump comeback. We’re also on ↓ X: https://twitter.com/moreorlesspod Instagram: https://instagram.com/moreorless Spotify: https://podcasters.spotify.com/pod/show/moreorlesspod Connect with us here: 1) Brit Morin:

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01:05:26

#70: Is Apple’s Vision Out of Focus?

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2024/10/25

Apple’s Vision Pro has had its fair share of challenges.Initially aiming for 3 million units, the forecast adjusted down to 900,000, then 800,000, and ultimately? Just 450,000 sold. For a $3,500 device, that's a tough spot to be in. Going from developer kit to flagship in a hurry? Classic Apple. In this episode, the Morins and Lessins talk about: - Apple vs Meta on AR - AI & mental health, and - journalistic integrity in tech reporting We’re also on ↓ X:

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00:55:09

#69: Robots, Rockets, and Elon Hype

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2024/10/18

Elon’s robots are real... kind of?On this episode of More or Less, we take a deep dive into the duality of Tesla. Are we witnessing the future or yet another Disney ride? Tune in as Brit, Dave, Sam, and Jess unpack: • Tesla’s We, Robot event • Why the retail army craves Planet Elon • Waymo & the future of robovehicles • Late-stage capitalism We’re also on ↓ X: https://x.com/moreorlesspod Instagram: https://instagram.com/moreorless Spotify:

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01:02:54

#68: Google's Antitrust Saga Continues…

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2024/10/11

Google’s enjoyed a monopoly-sized head start for a while. But it now looks like the DOJ’s ready to throw a wrench in its works. Is a breakup of the search giant on the cards? In EP 068 of the pod, Brit, Dave, and Jess talk all things: - antitrust and Google, - screen time and parental control, and - why leveraging AI for consumer apps might still be a pipe dream. We’re also on ↓ YouTube: https://www.youtube.com/@MoreorLessPodv X: https://twitter.com/moreorlesspod Instagram:

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00:50:17

#67: OpenAI Sets a Record and Will Apple Make Its...

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2024/10/04

OpenAI Sets a Record and Will Apple Make Its Next Move?00:00 - Introduction and The @VCBrags Twitter Account04:48 - The Sam and Dave Contest07:15 - OpenAI's Record-Breaking Funding Round13:04 - OpenAI's Product Strategy Shift18:05 - The Future of A.I. and Consumer Experiences19:28 - Apple's Potential in the A.I. Space26:23 - The Impact of A.I. on Software Development33:55 - Dave's Three A.I. Buckets: Fast, Slow, and Edge Models35:54 - Insane Evaluations and VC Funds39:24 - How Japan's Declining

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00:54:52

#66: Meta Connect, the Hardware Renaissance (or Not?)...

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2024/09/27

Meta Connect, the Hardware Renaissance (or Not?) and Special Guest Dan Feder

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00:50:00

#65: Instagram, YouTube and the Kids

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2024/09/20

Plus, China, the supply chain and Sam climbs a mountain.MrBeast Strategy Doc: https://cybernews.com/news/mrbeast-leaked-pdf-spills-secrets-how-to-be-successful-on-youtube/ 0:00 - Introduction and Debriefing Sam's Mountain Climbing Trip 5:50 - Instagram's New Teen Controls 10:20 - The Role of Tech Companies in Child Safety 12:34 - YouTube's New Hype Feature 13:30 - MrBeast's Leaked Strategy Doc 15:00 - Parental Controls 22:10 - Are YouTube Hypes just Tips? 27:45 - Amazon and The

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01:01:07

#64: Meta vs. Apple: the Future of Open vs. Closed Tech

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2024/09/13

Plus, is MrBeast the new BuzzFeed? And the latest with Stripe.

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00:53:15

#63: 'Nasty' Founder Mode

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2024/09/06

The right—and wrong—lessons about tech's favorite new topic. Plus, a new type of parental warning.Show Notes: 00:00 - Introduction and Labor Day Tennis02:00 - Pickleball03:00 - Founder Mode05:00 - Organizational Structures12:00 - Founder Mode from a VC Perspective15:00 - Galaxy Brain vs. 100 Nodes18:00 - Uber vs. AirBNB22:00 - Optimizers vs. Builders25:00 - The Parent Analogy26:00 - Different Types of Founders30:00 - VC-backed Company Incentives33:00 - Long-Term Trajectory of Founders37:00 -

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