More or Less
Dave Morin, Jessica Lessin, Brit Morin, and Sam Lessin
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Recent Episodes
Apple’s New Siri, SpaceX’s $300B IPO & the AI Company Killing Its Own Brand
Dave joins the squad from YC just ahead of WWDC, where the group breaks down Apple’s upgraded Siri and the surprising revelation that much of Apple’s AI capability is powered by Google’s Gemini…
Silicon Valley IPO Summer 2026: SpaceX, Anthropic, OpenAI Explained
Brit subs in for Jess as Sam and Dave unpack the AI IPO boom, including SpaceX, Anthropic, and Cerebras, debate whether AI agents can actually replace employees, and react live to the discovery that…
Did Anthropic Use the Pope as a Marketing Stunt? Ft. Amir Efrati
This week on More or Less, Amir Efrati of The Information joins Jessica, Brit, and Dave to unpack the growing intersection of AI, government, and national security, from the rumored stalled executive…
SpaceX IPO Date Talk + OpenAI Confidential Filing Rumors
This week on More or Less, the crew unpacks IPO speculation around OpenAI and SpaceX, debates whether AI’s economics ultimately favor recurring API spend or owning infrastructure outright, questions…
Google's AI-First Laptop, Meta's Spy Games, AI Monks in Middle America
The squad is complete again, and Sam arrives with a NeuroPod, cold plunge updates, red light therapy, Oura stats, and enough supplements to start a wellness startup. Then into the week’s biggest tech…
Why the Met Gala Hates Tech, Elon vs OpenAI Drama, and the Rise of Chinese AI Models
Jess, Britt, and Dave unpack everything from Home Depot runs and closet “re-jiggers” to the internet’s growing backlash against tech wealth, AI, and Silicon Valley culture. The squad debates whether…
Elon Musk vs OpenAI Trial, Google Cloud Surge, Meta’s Blocked Acquisition, Anthropic Winning
This week on More or Less, the crew kicks off with a very on-brand derail—Stagecoach turning into a wind-blown 90s reunion-turned-half-capacity vibe, segueing into a chaotic trend report of “booty…
What Tim Cook’s “Executive Chairman” Move Really Means | Musk vs OpenAI, xAI and Cursor Rumors
The full quad is back and we're getting right into the tech drama: AI backlash (from Reese Witherspoon to everyday skepticism), breakthrough science like CRISPR entering its “it actually works” era,…
Allbirds Pivoted to AI Data Centers | SpaceX $1.5T IPO, Anthropic $800B, $175M Seed Rounds
SpaceX might be the biggest IPO ever but there’s a math problem no one’s pricing in. Once you factor in capital gains, you need to believe it’ll underperform the market by ~50% just to justify…
Vercel CEO: 70% of Our Traffic Is Now AI Agents "Nobody Was Prepared" | Anthropic, OpenClaw, OpenAI
Vercel CEO Guillermo Rauch breaks down the explosive rise of AI agents and what it means for the future of software infrastructure. He joins the Morins to unpack why Anthropic cut off OpenClaw users,…
AI Agents Destroying Internet Security (Anthropic's Leak, ClawCon Tokyo, OpenAI's $852B Valuation)
Sam Lessin accidentally emailed 40 of Silicon Valley's most important people using an AI bot — and that one mishap reveals everything broken about the AI security model right now. In this episode,…
The New Startup Stack: One Founder + Agents | Henrik Werdelin (Audos) and Ben Broca (Polsia)
Jess and Brit take the reins on this week's More or Less — and they're not exactly missing their husbands. They're joined by Henrik Werdelin (Audos), who's building a platform that takes solo…
Nvidia's GTC, Apple Blocking Vibe-Coding Apps, Meta's Rogue AI Agent
It’s going to be a dense episode on OpenClaw—and another classic example of how skeptical Sam is about its future, battling against Dave. The episode starts with Dave’s announcement: The OpenClaw…
Anthropic’s Bet on Coding Is Working (OpenAI Shopping Pivot, A16Z’s Top 50 List, $1B Tennis Channel)
It’s an AI-heavy episode with real stakes: Jessica digs into OpenAI’s evolving approach to shopping and why “closing the loop” on commerce could be the proving ground for consumer monetization. The…
Fire Sam Altman, The End of Software Engineers, and Why AI Is All Narrative
This week the squad breaks down the Anthropic vs OpenAI drama (Fire Sam Altman is trending again), debates whether Apple is quietly winning the AI race by spending $0 while everyone else burns $100…
Apple, OpenAI & Why Nobody Makes Money in AI | The SaaS Apocalypse
Starting with a mini celebration: Dave defends his ski racing crown, before Sam declares software dead and capitalism broken. Even among GPs at Upfront Summit, the mood is uncertain: nobody knows…
OpenClaw vs Meta vs OpenAI: The Personal Agent Wars Heat Up
In this episode of More or Less, we go from Sam's urgent care drama to the hottest debates in AI. Dave dives into his news about joining the OpenClaw Foundation board as the fastest-growing open…
Why OpenAI Can't Win The Decentralized AI Future (OpenClaw, Apple's Win, X.AI Exodus)
We're recording this from Jackson Hole after three days of wheeling and dealing—and yes, canceling meetings for powder. This week we're going deep on OpenClaw. The meetup had 1,500 people show up…
SpaceX + xAI Merger, Google Earnings, and and the Bot-Filled Internet
This week on More or Less, three-quarters of the squad goes full AI-agent mode with Morin’s ClawCon, Sam’s LinkedIn bots, and Brit’s bot-agent-supervisor. We kick things off with The Information’s…
Agentic AI Will Break the Internet (ClawdBot, OpenAI & the AI Demand Delusion)
Jessica is back from Davos and is recapping her highlights on the pod this week. If you’re a loyal podcast ‘viewer’, you’re in luck because Jess also brought photos from a recent Grace Cathedral…
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More or Less has published 154 episodes since June 2023, covering topics in Technology.
More or Less is currently highly active with new episodes weekly. Average episode length is 55m.
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