More or Less
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 pod:
https://moreorlesspod.com/
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https://x.com/moreorlesspod
Latest Episode
OpenAI vs Google vs Meta: Business Model War (28.11.2025)
Previous Episodes
- Google Just Won AI, TikTok’s “Self-Control Badges”, ChatGPT Enters Group Chats
- Apple’s iPhone Sock, Waymo's Bay Area Expansion, and AI Wearables
- Apple Chooses Gemini, Sequoia's Leadership Shake-up, and Meme Coins
- Stuart Landesberg's Plan to Save the American West from Wildfires
- TPUs Are Winning? Gemini + Anthropic vs NVIDIA, and OpenAI’s Atlas Explained
- Meta’s Teen Rules, OpenAI’s Content Shift, and Roblox the New Social Media?
- Oracle's GPU Margins, OpenAI’s Consumer Playbook, and the Ads vs Commerce Endgame
- #119 OpenAI Sora vs. TikTok: Can “AI Entertainment” Fund the Compute Bill?
- #118 Elon vs Altman: The $10B Capital War Reshaping Tech
- #117 TikTok’s New Owner and Hiring a US CEO?
- #116 iPhone Air or Pro? Apple Ignores AI and Wins?
- #115 Anthropic at $170B: Should Unicorns Be Forced to IPO?
- #114 Seed Rounds at $2B? The Dangers of AI Hype in VC With Tony Conrad
- #113 GPT-5 Disappoints: The End of the AI Gold Rush?
- #112 Swift Should Buy Chrome, Not Perplexity
- #111 Figma, OpenAI, Canva: the Rise of Meme Stock IPOs in Silicon Valley
- #110 Meta's Billion-Dollar Hires: Bubble or Genius?
- #109 OpenAI vs Google: The Real Business Model War Begins
- #108 Meta vs. OpenAI: Who Wins the Next Attention War?
- #107 Anatoly Yakovenko: Crypto Isn’t for Everyone (And That’s a Good Thing)
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