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More or Less

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 s...

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5 de 85
  • #84: China's DeepSeek Shakes the Tech World
    DeepSeek—a name no one had even heard of until last week—has since given Big Tech a run for its money. Soon after the news, they torched $1 trillion from Nvidia and other giants' market caps. And while AI researchers call it “distillation,” aren’t LLMs recursive by design? Everyone’s distilling someone else’s work. The real question: Did DeepSeek actually crack efficient training? Or just drop the right meme at the right time? 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 (00:00:00) Trailer (00:01:03) Under the weather (00:01:43) News overload (00:05:16) Subscriptions, trust, parasocial relationships (00:14:21) DeepSeek and meme warfare (00:29:09) Meme coins and the future of digital economy (00:39:03) Regulation and trends (00:44:04) AI is the tale of two cities (00:49:40) Meta's strategic position (00:55:29) DeepSeek questions (00:59:13) Sam's watchlist (01:01:35) Outro
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  • #83: Trump Inauguration, Stargate, and the Meme Economy
    Stargate—a $500 billion AI venture straight from Trump 2.0's White House—has all the drama of a sci-fi blockbuster. But instead of aliens (like in the movie from 30 years ago), we’ve got Elon Musk, Satya Nadella, and Sam Altman trading shots. “SoftBank doesn’t have the money,” Elon posted on X, while Microsoft’s Nadella shot back, “I’m good for my $80 billion.” Meanwhile, Altman’s keeping things spicy with OpenAI already breaking ground. Also on the docket: • $TRUMP token, • the inauguration at Capitol Hill, and • if SoftBank buys, must you sell? 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
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  • #82: TikTok, Trade Wars & Tech 2.0
    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
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  • #81: Meta's Community Notes: More Speech and Fewer Mistakes?
    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
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  • #80: The More or Less Holiday Special Pt. 2 (Crypto and Antitrust)
    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
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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://threads.net/davemorin http://threads.net/brit http://threads.net/jlessin http://threads.net/lessin Follow the pod: https://moreorlesspod.com/ http://threads.net/moreorless http://youtube.com/moreorlesspod
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