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More or Less – Dave Morin, Jessica Lessin, Brit Morin, and Sam Lessin — Technology
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 pod:
https://moreorlesspod.com/
http://youtube.com/moreorlesspod
https://x.com/moreorlesspod

Copyright: © Dave Morin, Jessica Lessin, Brit Morin, and Sam Lessin

Latest Episodes:

#82: TikTok, Trade Wars & Tech 2.0 Jan 17, 2025

Show notes

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 bubble

Just another week in Silicon Valley's great realignment.

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) Sam Lessin: https://x.com/lessin

2) Dave Morin: https://x.com/davemorin

3) Jessica Lessin: https://x.com/Jessicalessin

4) Brit Morin: https://x.com/brit

00:00 Trailer

01:22 Tech's gender gap

07:52 Balancing Masculine and Feminine Energies

18:36 Implications of TikTok Ban

26:52 If TikTok goes dark

30:51 Balkanization

38:21 Inauguration

41:01 Wellness festival

44:12 Congestion tax and consumption patterns

48:08 Girl math

49:41 Los Angeles

53:10 Outro

#81: Meta's Community Notes: More Speech and Fewer Mistakes? Jan 10, 2025

Show notes

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 remains unimpressed by CES's 170,000-person gadget circus, and Brit introduces us to Generation Beta -- the first true AI natives.

Bonus round: Is 2025 the year Texas tech finally takes the crown?

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) Sam Lessin: https://x.com/lessin

2) Dave Morin: https://x.com/davemorin

3) Jessica Lessin: https://x.com/Jessicalessin

4) Brit Morin: https://x.com/brit

(00:00) Trailer

(01:50) Introduction

(03:02) CES, NVIDIA, Generation Beta

(10:00) Breaking down Zuck’s announcement

(25:22) What could go wrong?

(38:34) Los Angeles

(40:46) Robots

(44:01) Pop Culture Corner

(47:50) Outro

#80: The More or Less Holiday Special Pt. 2 (Crypto and Antitrust) Jan 04, 2025

Show notes

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: https://instagram.com/moreorless

Spotify: https://podcasters.spotify.com/pod/show/moreorlesspod

Connect with us here:

1) Sam Lessin: https://x.com/lessin

2) Dave Morin: https://x.com/davemorin

3) Jessica Lessin: https://x.com/Jessicalessin

4) Brit Morin: https://x.com/brit

(0:00) Intro

(1:13) Mar 29, 2024 | Apple v. DOJ

(8:53) Aug 9, 2024 | Google Antitrust Decision

(14:08) Oct 11, 2024 | Google's Potential Breakup

(26:46) Jun 12, 2023 | Crypto and the SEC

(35:27) Dec 8, 2023 | Crypto bounces back

(46:30) Nov 15, 2024 | D.O.G.E.

(01:03:16) Dec 6, 2024 | Trump and Web3

(01:10:56) Outro

#79: The More or Less Holiday Special Pt. 1 (AI Highlights) Dec 27, 2024

Show notes

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 Morin: ⁠https://x.com/davemorin⁠

3) Jessica Lessin: ⁠https://x.com/Jessicalessin⁠

4) Sam Lessin: ⁠https://x.com/lessin

(00:00:00) Introduction

(00:00:54) SEGMENT 1: OpenAI Developer Day, Altman firing

(00:01:08) OpenAI Developer Day and GPTs

(00:15:22) CEO Sam Altman was fired

(00:35:27) SEGMENT 2: Apple + OpenAI, LLMs Business Realities

(00:35:42) Apple Intelligence

(00:51:51) SEGMENT 3: Agentic Predictions, Adoption, Business Models

(00:52:23) OpenAI's Mega Funding Round

(01:08:39) Agentic future and Building software through AI

(01:24:25) Silicon Valley Hype Waves, Tech Infrastructure and Great Products

(01:40:11) Outro

#78: 2024 Tech Company of the Year + 2025 Predictions Dec 20, 2024

Show notes

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 they keep the momentum going?

Let’s get into it.

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 they keep the momentum going?

Let’s get into it.

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 Morin: https://x.com/davemorin

3) Jessica Lessin: https://x.com/Jessicalessin

4) Sam Lessin: https://x.com/lessin

(00:00:00) Trailer + Introduction

(00:01:46) God bless capitalism

(00:04:08) A+ love story, 3-hour marathon

(00:07:32) 2024 Tech Outlook

(00:09:50) Why AI was transformative

(00:13:21) A major year for tech?

(00:17:55) A remarkable year for VC

(00:31:51) Waymo

(00:35:35) The company of the year

(00:53:29) 2025 Predictions

(01:03:20) Food, health, pop culture, sports

(01:08:15) Outro

#77: Sora Reveal, Google's AI Agents and Digital Trade Under Trump Dec 13, 2024

Show notes

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: https://podcasters.spotify.com/pod/show/moreorlesspod

Connect with us here:

1) Brit Morin: https://x.com/brit

2) Dave Morin: https://x.com/davemorin

3) Jessica Lessin: https://x.com/Jessicalessin

4) Sam Lessin: https://x.com/lessin

00:00 Trailer

01:24 Introduction

02:04 The Eras Tour

06:56 AI, TikTok, and Arrests

07:31 AI Video Debate

10:28 Creator Economy and AI Tools

16:10 Trust and Attention in Creator Businesses

19:24 Digital Drugs and AI Content

22:13 Spotify Wrapped and Music Trends

27:54 AI Agents

35:04 The Death of the Open Web?

39:42 Policy, Big Tech, and Digital Trade

48:29 Reflecting on Leadership in Media and Policy

52:18 Amazon Autos and Miata Chronicles

55:01 Outro

#76: In a World with 99.99% Accurate AI… (feat. Aaron Levie) Dec 06, 2024

Show notes

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: https://x.com/levie

2) Sam Lessin: https://x.com/lessin

3) Dave Morin: https://x.com/davemorin

4) Jessica Lessin: https://x.com/Jessicalessin

5) Brit Morin: https://x.com/brit

00:00 Trailer

01:27 Introduction

05:26 Web3, Crypto Enthusiasm

13:44 Political Dynamics in Tech

22:27 Antitrust and Regulatory Challenges

34:59 The Future of AI in Enterprise Software

40:36 The Personal App Revolution

43:47 AI Accuracy

51:38 Killer Use Cases and Business Models

1:01:59 Future Predictions

1:05:02 Pop Culture Corner

1:07:10 Outro

#75: The Rise of the Tech Bro Nov 29, 2024

Show notes

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 ↓

X: https://twitter.com/moreorlesspod

Instagram: https://instagram.com/moreorless

Spotify: https://podcasters.spotify.com/pod/show/moreorlesspod

Connect with us here:

1) Matt Vascellaro: https://x.com/wizardgenius

2) Brit Morin: https://x.com/brit

3) Dave Morin: https://x.com/davemorin

4) Jessica Lessin: https://x.com/Jessicalessin

#74: Winding Down From a $400M Fundraise, or How to Move Forward After Forward (with Adrian Aoun) Nov 22, 2024

Show notes

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: https://twitter.com/moreorlesspod Instagram: https://instagram.com/moreorless Spotify: https://podcasters.spotify.com/pod/show/moreorlesspod

Connect with us here: 1) Adrian Aoun: https://x.com/adrianaoun 2) Brit Morin: https://x.com/brit 3) Dave Morin: https://x.com/davemorin 4) Jessica Lessin: https://x.com/Jessicalessin

00:00:00 Trailer

00:01:17 Introduction

00:02:22 Navigating New York City

00:07:13 Some Silicon Valley history

00:11:05 More Or Less: Trump and Musk

00:15:36 Forward's Journey and Challenges

00:24:00 Healthcare Innovations and Market Shifts

00:30:07 Future of Healthcare and Business Models

00:43:39 Unwinding a company

00:47:31 Healthcare Technology Adoption

00:59:15 The Emotional and Logistical Aspects

01:01:55 Outro

#73: Elon to Lead DOGE, Bitcoin Surges & the Trump Alliance Nov 15, 2024

Show notes

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: 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 Morin: https://x.com/davemorin

3) Jessica Lessin: https://x.com/Jessicalessin

4) Sam Lessin: https://x.com/lessin

Mark Zuckerberg & T-Pain's New Song 'Get Low':

https://open.spotify.com/track/3Wn1ZONJX2yfbzWo2aPuQN?si=5368065e3e994f54

00:00:00 Trailer

00:01:10 Introduction and Brit’s New Look

00:03:17 IV Drip, Lingo, suPAR

00:08:49 PSA: Cookies and Feedbacks

00:10:09 Another big week in AI

00:12:30 Department of Government Efficiency

00:21:53 The cryptos and the VCs

00:29:39 AI in B2B2C and Verticalized Markets

00:37:50 AI Investment Strategies and Market Trends

00:52:32 Pop Culture Corner: Zuck and T-Pain

01:00:15 Outro

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