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#74: Winding Down From a $400M Fundraise, or How to Move Forward After Forward (with Adrian Aoun)
22 november 2024 · 1 uur 5 min
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. Lees meer
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/moreorlesspodConnect 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/Jessicalessin00:00:00 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
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#73: Elon to Lead DOGE, Bitcoin Surges & the Trump Alliance
15 november 2024 · 1 uur 1 min
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. Lees meer
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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#72: Trump's Influencer Strategy Pays Off and the Future of App Building (with Guillermo Rauch!)
8 november 2024 · 1 uur 10 min
Are incumbent media networks losing ground? Lees meer
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 the conversation.
Tune in as we break down the election aftermath and the future of content in a post-AI world.
We’re also on ↓
X: https://twitter.com/moreorlesspod
Instagram: https://instagram.com/moreorless
Spotify: https://podcasters.spotify.com/pod/show/moreorlesspodConnect 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 -
#71: Big Tech Earnings and the AI Revolution
1 november 2024 · 1 uur 5 min
In this episode, the crew dives into why no self-respecting Silicon Valley developer is ditching AI tools anytime soon. Lees meer
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/moreorlesspodConnect 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/lessin00:00:00 Trailer
00:01:02 Introduction
00:01:22 Phone problems as features
00:07:00 Tech earnings season overview
00:09:45 Meta's quarterly performance and VR discussion
00:15:30 Google and Microsoft's AI-driven growth
00:19:55 User growth for tech companies
00:23:56 How users are using Snapchat
00:30:46 Get laid, get paid, get entertained
00:36:40 Earnings predictions
00:40:09 Creator economy's influence on election campaigns
00:51:09 Bezos ends Washington Post presidential endorsements
00:57:53 Celebrity collaborations and entertainment updates
01:03:47 Outro
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#70: Is Apple’s Vision Out of Focus?
25 oktober 2024 · 1 uur 5 min
Apple’s Vision Pro has had its fair share of challenges. Lees meer
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: 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
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#69: Robots, Rockets, and Elon Hype
18 oktober 2024 · 55 min
Elon’s robots are real... kind of? Lees meer
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: 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
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#68: Google's Antitrust Saga Continues…
11 oktober 2024 · 1 uur 3 min
Google’s enjoyed a monopoly-sized head start for a while. Lees meer
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: https://instagram.com/moreorlessConnect 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/lessinChapters:
00:00 Trailer
01:11 Introduction
04:25 Google: A Breakup On The Cards?
08:24 Big Tech & Antitrust
27:43 Screen Time & Devices
31:14 Ditch Your Phone
32:14 Dr. Becky & Parenting
33:06 Health & Longevity
34:00 Spin-Offs: Good For Big Tech?
35:36 AI Predictions
43:52 The Future of Software
50:51 Consumer AI & Business Models
59:12 AI at Wimbledon and Final Thoughts -
#67: OpenAI Sets a Record and Will Apple Make Its Next Move?
4 oktober 2024 · 50 min
OpenAI Sets a Record and Will Apple Make Its Next Move? Lees meer
00:00 - Introduction and The @VCBrags Twitter Account
04:48 - The Sam and Dave Contest
07:15 - OpenAI's Record-Breaking Funding Round
13:04 - OpenAI's Product Strategy Shift
18:05 - The Future of A.I. and Consumer Experiences
19:28 - Apple's Potential in the A.I. Space
26:23 - The Impact of A.I. on Software Development
33:55 - Dave's Three A.I. Buckets: Fast, Slow, and Edge Models
35:54 - Insane Evaluations and VC Funds
39:24 - How Japan's Declining Birthrate is a Good Thing
43:10 - Pop Culture Corner
46:47 - Closing Thoughts and Future Tech Trends in Japan -
#66: Meta Connect, the Hardware Renaissance (or Not?) and Special Guest Dan Feder
27 september 2024 · 55 min
Meta Connect, the Hardware Renaissance (or Not?) and Special Guest Dan Feder
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#65: Instagram, YouTube and the Kids
20 september 2024 · 50 min
Plus, China, the supply chain and Sam climbs a mountain. Lees meer
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 Shift Back to In-Person Work
32:54 - Temu and Regulation Loopholes
40:30 - Sam's Phrase: "Lick the Cookie"
41:50 - Crypto Innovations and Investments -
#64: Meta vs. Apple: the Future of Open vs. Closed Tech
13 september 2024 · 1 uur 1 min
Plus, is MrBeast the new BuzzFeed? And the latest with Stripe. Lees meer
Sam's MrBeast is Buzzfeed 2.0: https://x.com/lessin/status/1833545048543375856?s=46
00:00 - Introduction and A Mystery
02:54 - An Honest Review of The Mill
04:46 - The Happenings and Headlines
05:16 - Reflections on The Acquired Podcast Live with Mark Zuckerburg
14:41 - A Critique of the Live Podcast Format
16:43 - Reflections on The Apple Launch Event
22:13 - New Markets for Apple to Break Into: CPAPs and Parental Controls
27:59 - An Honest Review of Bevel
29:54 - Revisiting the Parental Controls Conversation
30:19 - The Information's AI Summit
31:44 - University of Michigan's Venture Summit
33:37 - The Bill Gurley Chronicles
39:06 - Is MrBeast the New BuzzFeed?
48:39 - Strategies and Business Models for the Creator Economy
55:19 - The Intersection of the Payments Business and the Creator Economy
59:08 - PCC: The US Presidential Debate
1:00:10 - Outro -
#63: 'Nasty' Founder Mode
6 september 2024 · 53 min
The right—and wrong—lessons about tech's favorite new topic. Plus, a new type of parental warning. Lees meer
Show Notes:
00:00 - Introduction and Labor Day Tennis
02:00 - Pickleball
03:00 - Founder Mode
05:00 - Organizational Structures
12:00 - Founder Mode from a VC Perspective
15:00 - Galaxy Brain vs. 100 Nodes
18:00 - Uber vs. AirBNB
22:00 - Optimizers vs. Builders
25:00 - The Parent Analogy
26:00 - Different Types of Founders
30:00 - VC-backed Company Incentives
33:00 - Long-Term Trajectory of Founders
37:00 - Running a Business for Wall Street vs. Founder Mode
39:00 - The Challenges of AirBNB
43:00 - A Nasty Idea
46:00 - Data Centers: A "Dick Measuring Contest"
49:00 - The Surgeon General's Warning on Parenting
52:30 - A Pool House Guest -
#62: Telegram, Free Speech and Its Limits
30 augustus 2024 · 56 min
Plus, Burning Man and Zuck's political moves.
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#61: The Venture Capital Reset Era
23 augustus 2024 · 1 uur 3 min
Plus, a preview of Sam's new opus. And a More or Less fall meetup! Lees meer
Show Notes:
00:00 - Introduction and Vacation Plans
01:14 - Sam's Unpublished Document on Higher Education
04:44 - Joe Rogan's Peter Thiel Interview Pt. 1
08:35 - Health and Wellness Trends
12:33 - Joe Rogan's Peter Thiel Interview Pt. 2
16:39 - The Reset Phase
25:06 - Capital-Efficient Investments
31:14 - Understanding S-Curves and A.I.
51:09 - Tinkerers in the Startup Ecosystem
59:12 - Apple's Prestige Dad TV -
#60: Body Futurism and Why Gen Z is Ditching Tech
16 augustus 2024 · 1 uur
Plus, thank you Susan Wojcicki and the truth about remote work.
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#59: Google: Can it Outrun Regulation?
9 augustus 2024 · 58 min
Plus, Sam's Instagram splurge and new science on how women should work out.
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#58: The Death of Friends
2 augustus 2024 · 1 uur 7 min
Plus, why you should short Nvidia (but don't) plus Silicon Valley swarms the Hamptons.
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#57: Zuckerberg’s Open Source AI Manifesto
26 juli 2024 · 57 min
Plus, the Morins teach the Lessins about streetwear and BRAT culture. And the full quad debates ideas for both presidential candidates' social media teams.
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#56: Trump and the PayPal Mafia
19 juli 2024 · 45 min
Inside the moves and motivations behind the new wave of Trump-VC endorsements. Plus, Sam returns from Kilimanjaro.
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#55: The Modern Press Playbook with Jess
12 juli 2024 · 44 min
Plus, techies and their quantified sports.
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#54: Sun Valley, Tennis and Robots: Summer Adventure Preview
5 juli 2024 · 57 min
Who is in—and out—at this year's annual Allen & Co. conference? Plus, racquet sports, robots, and how the summer is shaping up in tech.
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#53: What We Got Wrong—and Right—in a Year of More or Less
28 juni 2024 · 53 min
Are IPOs relevant? RIP AGI? The gang looks back on our debates and predictions and how we'd refine our views based on what we know now.
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#52: Elad Gil on What to Build in AI (Part II)
21 juni 2024 · 1 uur 2 min
The gang focuses on the exit opportunities for AI startups and whether there will be a growing wave of AI buyouts. Plus, debating the surgeon general's warning about social networks and kids.
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#51: Vinod Khosla on What to Build in AI
14 juni 2024 · 58 min
The prolific AI investor joins the gang to discuss OpenAI, Apple and the AI deals he is—and isn't—doing and why. Plus, what's in Vinod's ChatGPT history.
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#50: Startups to Start: Media Edition
7 juni 2024 · 49 min
The gang kicks off a new series about what entrepreneurs should build with a sector close to our heart. Plus, Brit details the Life360 U.S. IPO and Jess flaunts some new merch.
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#49: The Big Ass Calendar… and Other Things NOT to Google
31 mei 2024 · 49 min
This week's conversation covers a wide range of topics, including Google's AI fails, the limitations of AI, the future of digital twins, the challenges of modeling the brain, and the impact of AI on content moderation and entertainment. It also delves into the market value of Reddit, the decline of Quora, and the use of AI in SEO strategies. The discussion highlights the complexities of AI, the internet, and the digital world, and the challenges of incentivizing and moderating content. The conversation covers a wide range of topics, including the challenges of internet information, AI tools, digital identity, and the impact of technology on parenting. It also delves into product recommendations, humor, and the concept of beauty contests using AI. The hosts explore the idea of a 'big ass calendar' and discuss the potential for marketing through viral challenges. Lees meer
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#48: Move Fast (But Don't) Break Silicon Valley
24 mei 2024 · 1 uur 2 min
How much capital is ok to burn through in a pursuit of a moonshot? Plus, are people too negative about tech? And techies guide to summer.
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#47: Algorithm-Proof Media and New Twists in the AI War
17 mei 2024 · 56 min
Plus, peak developer confernece and bundle, unbundle, bundle!
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#46: Is Social Media Dead?
10 mei 2024 · 54 min
Plus Apple 'Crushes' Its New iPad Ad, and Sam goes shopping.
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#45: How Tech Cos. Quit the Culture Wars
3 mei 2024 · 59 min
Plus the boring phone movement and games, games everywhere.
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#44: The $1B AI Girlfriend Market, the Tech Hedge Fund Fallout and Why VCs Can’t Quit AI
26 april 2024 · 1 uur 3 min
Plus has Taylor maxed out her TAM?
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#43: TikTok’s New App, Tesla’s Sunken Stock, Are Tech Workers Leaving Silicon Valley For Good?
19 april 2024 · 1 uur 2 min
Plus, power shifts in social and why you should pay attention to the new Taylor Swift album.
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#41: Is AI Killing Media?
19 april 2024 · 53 min
Plus, Inside The Information's Creator Economy Summit and a new threat for OpenAI.
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#42: OpenAI, IP Theft and a New Incentive Structure for the Internet
12 april 2024 · 52 min
The gang unleashes some concerns following new revelations about how companies have been training their AI models. Plus, Netflix's Three Body Problem, The Information's Private Capital Conference and more.
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#40: Reddit IPO, Apple v. DOJ and the Return of the Power Lunch
29 maart 2024 · 54 min
The gang discusses the new "risk on" vibe in Silicon Valley.
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#39: How (Not?) to Exit Your AI Company, Analyzing the New Google-Apple Tie Up
22 maart 2024 · 50 min
Plus the Reddit IPO and Why Software Venture Capital is Getting Harder
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#38: Hartz and Minds and TikTok w/ Special Guest Julia Hartz
15 maart 2024 · 57 min
From the “PAFACAA” bill to the next front of the youth loneliness epidemic, the gang and a special guest digest the tech news of the moment. Lees meer
Takeaways
Eventbrite has the potential to offer features that help users find events to meet like-minded people.
Innovative event ideas, such as marking attendees' availability, can enhance the event experience.
Digital communities have faced challenges in the events space, with limited success on platforms like Facebook and Reddit.
The quality and curation of events play a crucial role in attracting attendees.
The impact of VR and AR on events is an area of interest and exploration.
Virtual events saw a significant rise during the pandemic but have declined since then.
The creator economy is a growing field with exciting opportunities for events and experiences.
Chapters
00:00:00 Doing It Live vs. Prep
00:00:30 Introducing Julia Hartz of Eventbrite
00:00:53 The Quirks of Zoom Interactions
00:01:12 The Heart Emoji Conundrum
00:01:27 Filling in for Brit
00:02:09 Discussing Brit's Iconic Glasses
00:02:42 Tech Headlines Preview
00:03:04 Julia Hartz in the Hot Seat
00:03:28 TikTok Ban Discussion Begins
00:04:31 Potential Global Impact of TikTok Ban
00:05:43 Process of Banning TikTok in the U.S.
00:06:39 The PUFACA Bill and TikTok
00:07:30 Jokes About the TikTok Bill Acronym
00:08:04 Custom Merchandise Ideas for PUFACA
00:08:34 Political Branding and TikTok
00:09:09 AOC's Vote Against TikTok Ban
00:09:33 Challenge of Explaining TikTok Ban to Public
00:10:13 Mental Health Impact of Smartphones on Youth
00:10:56 Shift in Chinese Government's Tech Strategy
00:11:19 Political Risks of TikTok Ban Before Elections
00:12:48 Possibility of TikTok Divestiture
00:13:04 Dating Scene and Event Trends
00:13:25 Resurgence of Live Experiences
00:14:21 Role of Eventbrite in the Event Ecosystem
00:15:40 Impact of COVID on Event Trends
00:16:24 Rise of Niche Events
00:17:56 Loneliness Epidemic and Finding Meaning
00:19:21 Future of Event D… -
#37: TikTok's Latest Crisis, Elon's Emails, AI Monopolies
8 maart 2024 · 55 min
A new idea for how to "ban" TikTok is gaining steam in D.C. while Elon (again) makes wakes. Plus, what the AI and ridesharing wars have in common. Lees meer
Takeaways
The ban on TikTok and the regulation of Chinese apps are ongoing topics of discussion.
Apple could play a significant role in creating controls for parents to limit app usage, including Chinese apps.
Google has already taken steps to limit Chinese app access.
The US-China relationship and co-dependence pose challenges in addressing national security concerns.
More sophisticated and targeted regulatory approaches are needed to effectively address these issues. The ban on TikTok raises concerns about national security risks and the influence of Chinese-owned apps on American youth.
ByteDance's revenue growth highlights the company's success and the potential impact of a TikTok ban on its business.
Elon Musk's lawsuit against OpenAI raises questions about the organization's mission and the transition from nonprofit to for-profit.
The influence of Elon Musk on the tech news cycle and the perception of his companies is a topic of discussion.
The future of electric vehicles faces challenges such as range anxiety and competition from other countries. Charging electric vehicles can be a challenge for some individuals, leading to discussions about alternative solutions.
Roving superchargers are a potential solution to address range anxiety and charging issues for EVs.
The AI venture capital race is compared to the ride-hailing wars, with concerns about market concentration and smaller investors being boxed out.
PCC: Who was the highest paid actor in 2023?
Chapters
00:00 Introduction and Ban on TikTok
03:15 Regulating Chinese Apps
08:54 Apple's Role in Controlling Apps
16:21 Proposed Bill and Apple's Dilemma
18:18 Sophistication of Regulatory Efforts
19:07 The TikTok Ban
21:13 ByteDance's Revenue Growth
22:25 National Security Risks
26:19 Elon Musk's Lawsuit Against OpenAI
28:01 The Influence of E…
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#36: RIP Apple Car, Google's AI Reality Problem, Long Live Consumer Tech
2 maart 2024 · 1 uur 2 min
Fresh from an investor conference in Los Angeles, the gang discusses the week's headlines and the behind-the-scenes scuttle from one of tech's elite gatherings. Lees meer
Articles Discussed
How Apple’s Eight-Year Quest to Build a Self-Driving Car Hit Roadblocks
Consumer Startups Are a Better Bet Than Enterprise Startups
Show Notes
00:00:11 - Intro
00:01:33 - More or Less Business Models
00:03:15 - Upfront Summit Insights
00:04:21 - Event Networking Dynamics
00:04:56 - South by Southwest Comparisons
00:05:54 - Hollywood's Shift to AI for Scenes
00:07:41 - Upfront Summit vs. More or Less Podcast
00:08:02 - Football Docuseries Recommendations
00:09:29 - Vision Pro's Use Cases
00:10:15 - Apple's Electric Vehicle Project Shutdown
00:11:58 - Apple's Growth and Future Direction
00:13:32 - Big Companies and Market Mapping
00:15:16 - Apple's Approach to New Markets
00:17:29 - Apple's Retreat from the Car Business
00:18:08 - Apple's Focus on Personal Technology
00:19:23 - Self-Driving Cars and AI Challenges
00:20:03 - Apple's AI and Chip Future
00:21:29 - Google's PR Crisis with Gemini Chatbot
00:22:12 - The Liability of LLMs and AI Models
00:23:21 - Google's Response to Gemini's Issues
00:24:45 - Google's RoboCity and AI Testing
00:25:22 - Google's Next Moves After Gemini Backlash
00:26:50 - Apple's Next Trillion-Dollar Market
00:27:13 - Apple's Potential AI and Software Focus
00:28:08 - Clarifying Apple's Mission with Personal Tech
00:29:02 - Apple's Strategy and Spatial Computing
00:30:07 - Tech Industry's Business Cuts
00:31:01 - Meta's Oculus and Business Decisions
00:33:47 - Pixel Fold's Popularity
00:34:57 - Pop Culture Corner and Taylor Swift's Influence on Camera Sales
00:37:25 - Suits Spinoff in Los Angeles
00:38:44 - Kate Middleton's Hospital Stay?
00:40:07 - Petty Crime Podcast Idea
00:41:58 - Consumer vs. Enterprise Tech Returns Debate
00:43:10 - AI's Impact on Consumer Tech Revolution
00:44:39 - Wrap Up -
#35: 2024 IPO Dreams, Apple's Sports Game and Reddit's Biz Gamble
23 februari 2024 · 53 min
Plus, inside Sequoia's Klarna drama and the latest AI demos Lees meer
Show Notes
00:00 Introductions
03:00 The Potential of Reddit Advertising
09:00 Licensing Data and Monetization Challenges
13:00 The Moderation Challenge of Reddit
18:00 Private Group Moderation and Content Control
22:00 Failed Coup at Klarna
26:00 Tensions and Divisions in Late-Stage Pre-IPO Companies
30:00 The OpenAI Board Situation
31:00 Apple's New Sports App
33:12 Moon Landing and Advertising
33:45 Tech Companies and NBA Streaming Rights
34:27 Betting Odds in Digital Formats
36:15 Frequent Sports Betting
37:03 Tennis and Sports Rights
37:41 Pop Culture Corner: Movies and Oscars
40:00 Beyonce's Country Song and Marketing
43:02 OpenAI's Sora and Marketing Strategies
44:41 The Importance of Marketing in Startups
50:47 Building Trust through Individuals
53:24 Community Building and Brand Ownership
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#34: 7 Trillion Reasons Why
16 februari 2024 · 1 uur 3 min
The gang unpacks all the latest news about OpenAI and Sam Altman. Plus, does Google have a shot in AR/VR? And our dream Vision Pro apps. Lees meer
Takeaways
Sports media has become a successful form of linear storytelling in the internet age, creating a national monoculture.
The globalization of sports presents challenges in creating a unified global sports event.
The Vision Pro and Quest devices offer different experiences, with the Vision Pro being more suitable for work and the Quest providing a more immersive gaming experience.
There is a debate on the potential role of Google in the face computer market, with some believing that Google's strategy may not be successful.
The Vision Pro and Quest strategies have different focuses, with the Vision Pro being more spatial computing oriented.
The potential of spatial computing and its impact on social software is a topic of interest and exploration.
Communication and social interaction in the Vision Pro present challenges that need to be addressed.
There is excitement and positive impressions of the Vision Pro, with potential for professional and enterprise applications.
Agents and their role in AI are gaining attention, with potential for enhancing various tasks and workflows.
OpenAI's plan to raise $7 trillion for AI chips is seen as absurd and lacking credibility.
Tech leaders making outrageous statements can harm the perception of the tech industry and overshadow the serious work being done.
The episode highlights the need for rational and disciplined business practices in the tech industry.
Show Notes
00:00:46 - Introduction and Welcome
00:00:57 - The Full Quad Gathered
00:02:50 - AI News Discussion
00:03:02 - Vision Pro Analysis
00:03:45 - Missed Pop Culture Corner
00:04:58 - Superbowl and Taylor Swift Discussion
00:07:40 - Brock Purdy's Super Bowl Performance
00:08:26 - Sports Documentary Entertainment Genre
00:10:52 - Sports Media as the Final Frontier
00:12:13 - National vs. International Sport…
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#33: Yes/No, Vision Pro? w/Special Guest Brian Singerman of Founders Fund
9 februari 2024 · 56 min
As the Morin household goes full Vision Pro, the gang reveals what everyone is missing about the device. Plus, the earthquake through digital media and (maybe) the end of AI everything. Lees meer
Takeaways
The Apple Vision Pro offers a truly immersive and transformative experience, changing the way users think about computing.
The Vision Pro represents a new computing paradigm and has the potential to expand into various devices and accessories.
Developers will play a crucial role in exploring and innovating new use cases for the Vision Pro.
The joint streaming service for sports by major networks reflects the significance of sports in the media industry and the growing demand for streaming sports content. Streaming services are disrupting the traditional cable industry, but the challenge lies in the fragmentation of content and the lack of a comprehensive aggregator.
The demand for a comprehensive sports package remains high, as sports fans struggle to find a streaming service that offers all the games they want to watch.
Esports has not yet reached its full potential in the United States, as it lacks the community engagement and water cooler conversations that traditional sports have.
The venture capital industry is constantly evolving, but the key to success remains investing in the few companies that truly matter.
AI is no longer a standalone category in venture capital, but rather a tool that is integrated into various industries and sectors.
Show Notes
00:00 Introduction and Special Guest
03:01 Discussion on Apple Vision Pro
11:00 Impressions and Potential of Apple Vision Pro
17:26 Competition and Future of Apple Vision Pro
25:08 Developer Perspective on Apple Vision Pro
34:48 Discussion on Joint Streaming Service for Sports
35:44 Streaming and the Cable Industry
36:13 Challenges of Streaming Bundles
37:40 Need for a Sports Package
39:05 Competition and Market Share in Streaming
41:37 Future of TV News
43:24 Challenges of Esports
50:28 The Changing Landscape … -
#32: Taylor Swift vs. MrBeast w/Casey Neistat and Ricky Van Veen
2 februari 2024 · 1 uur 2 min
In a special episode, the gang sits down with two digital media veterans and stars to discuss the current era of digital fame, the future of YouTube, TikTok, what A.I. means for creators, and more. Lees meer
Takeaways
The rise of small creators and the viability of their work is a result of the democratization of content creation and the ability to build communities of fans.
The shift from physical space to online identity has allowed individuals to define their uniqueness and value based on their voice and audience rather than their geographical location.
The challenges of fame and the entitlement of fans can impact creators' mental health and privacy.
AI has the potential to revolutionize content creation by providing powerful tools for creators and elevating those with a unique perspective. AI also has the potential to desensitize people to personal conversations and wash away the value of authenticity.
Investment in personal outreach and one-on-one conversations holds significant power and can create meaningful connections.
Refined bullshit sensors have developed due to the abundance of AI-generated content, leading to skepticism and a desire for raw and real interactions.
The value of effort and authenticity in content creation cannot be replaced by AI-generated perfection.
Show Notes
00:00:04 - Introduction
00:01:07 - Broadcasting from Lessinfest in Jackson Hole
00:02:40 - Origin of Podcast Title
00:05:48 - Tech World Updates
00:06:09 - Elon Musk's Pay Package Lawsuit
00:09:28 - Delaware's Influence on Corporate Governance
00:10:18 - Amazon and iRobot Deal
00:11:08 - Mergers and Acquisitions Climate
00:12:16 - Super Bowl 2024 Predictions
00:13:16 - Taylor Swift's Impact on the NFL
00:14:04 - Cultural Significance of Taylor Swift
00:15:25 - Changing World of Creators and Media
00:16:05 - Fandom and Influencer Shifts
00:18:04 - NFL and Celebrity Integration
00:19:47 - Megastars vs. Long Tail of Influencers
00:20:24 - Fandom and Community Support
… -
#31: Fintech Struggles, Netflix Rises and 'Big' is Winning
26 januari 2024 · 1 uur 2 min
From Netflix to the NFL, the incumbents are having quite a moment. Plus, crypto's new energy and the gang's fiercely different views on.... peptides. Lees meer
Show Notes
00:00 Introduction and Silicon Valley banter
01:03 Discussion about football and personal influences
03:15 Challenges in the news and startup landscape
06:50 Struggles of fintech companies like Brex
08:11 Success of Netflix and the streaming wars
09:11 Difficulties of platformization in fintech
15:22 Investing in fintech and the challenges of valuation
20:31 Future of Stripe and the fintech industry
24:39 Network effect and competition in the payments industry
27:22 Need for a unique business model to compete with incumbents
28:20 Impact of crypto on transaction costs
28:41 Promise of Crypto
30:21 Rise of Stablecoins
32:41 Future of Payments
37:31 Success of Netflix
46:27 Re-Bundling of Streaming Services
49:16 Power of Big Players
53:21 Future of Media
53:54 Impact of Apple TV
54:26 Oscar Nominations and Movie Lengths
55:29 The Influence of TikTok
57:32 Future of Robotics in Beauty and Wellness
58:51 Wellness Gadgets and Peptides
01:00:41 Introducing Paul and His Gaming Startup
01:02:19 Closing Remarks
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#30: The Great App Store Debate, Layoffs, and Playoffs...Oh My!
19 januari 2024 · 48 min
As regulators move in, the gang discusses the future of Apple and Google's app stores and their role over the next decade. Plus, the new layoff normal and Silicon Valley gets classy. Lees meer
SHOW NOTES
00:00 Opening and Introductions
01:11 Working with Partners
03:14 The Information Gala and Dress Code
03:45 NFL Playoffs and Sports Betting
07:02 Layoffs at YouTube and Privacy Changes
11:29 Apple Allowing Third-Party Payment Mechanisms
14:56 Frustrations with the App Store
16:21 Importance and Future of the App Store
21:20 Rabbit R1 and AI Powered Gadgets
27:31 ChatGPT App Store as a Potential Competitor to the Apple App Store?
28:23 Difference in Distribution Advantage between the ChatGPT App Store and Facebook Platform
29:05 Importance of Distribution Opportunities for Developers on New Platforms
30:03 Collapse of the Economic Model of Facebook Platform and the Potential Challenges for the ChatGPT App Store
32:55 Potential Advantage of Google Integrating a Bard App Store
33:30 Uncertainty of Monetization and Revenue Opportunities for Developers on AI App Stores
36:05 Long-Term Competition between Apple, Google, Meta, and Adobe in the AI and Platform Space
42:43 Debate on the App Store's Anti-Competitive Practices
46:04 Potential of AI to Make Google Services Stickier
47:41 Use of AI and Language Learning Apps for Children
48:47 Announcement of a New Season of More or Less and Future Plans
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#29: Is the Year of Startup Austerity Over? What Can Save the News Business?
12 januari 2024 · 51 min
In the first pod of 2024, the gang previews the year in VC to come and OpenAI vs. NYT. Plus, layoffs, boomerang VC and Brit's oh-so-Brit resolution.
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#28: What We Got Right and Wrong in ’23 and Calls for ’24
22 december 2023 · 1 uur 8 min
The gang does a retro on their 2023 calls…from AI to Vision Pro (we couldn’t come up with a Z)…and makes predictions for tech, media, and capital in 2024. Lees meer
BOOK RECOMMENDATIONS:
The Creative Act, A Way of Being by Rick Rubin
The Order of Time by Carlo Rovelli
Project Hail Mary by Andy Weir
Tomorrow, and Tomorrow, and Tomorrow by Gabrielle ZevinSHOW NOTES:
00:00 Introduction and Holiday Reflections
03:06 The Adobe-Figma Merger
05:35 The Pro-Capitalism Argument
06:52 Antitrust Laws and Government Intervention
09:03 The Valuation and Future of M&A
16:07 Reviewing VC and IPO Predictions
18:32 The Future of Remote Work
30:00 Twitter and the Rise of Threads
40:20 Appreciating Instagram and the Future of Social
41:19 The Slow Future of Threads
42:33 Compliments and Bromance
43:14 Predictions for Audio and Video Experiences
43:39 The Return of Path
44:17 Apple Vision Pro and the Future of MR
46:24 Spatial Video and Memories
47:10 Losing Memory and Talking to Ourselves
48:43 AI Layoffs and Clip Art Music
50:48 Taylor Swift and Creator AI
52:22 More Crypto Predictions
57:12 TikTok's Fate and the Chaotic Presidential Election
59:39 Pickleball Rollups and Crypto Launches
01:01:26 Expecting the Unexpected in 2024
01:08:23 Book Recommendations
01:10:29 Closing Remarks and FarewellTRY THE GPT:
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#27: Make Number Go Up, and The Problem with Nonprofits
15 december 2023 · 54 min
The gang discusses the Harvard debacle (and Sam's run for the Board of Overseers), why double-bottom lines are challenging, tech regulation, and more. Lees meer
DISCUSSED:
The 19th News
SHOW NOTES:
[00:00] Opening.
[01:10] We have a non-zero hit rate on making things things.
[01:50] How did we start the pod?
[03:01] The parable of launching a rocket at the moon.
[04:23] This week's headlines.
[06:28] Venture Capital Strategy: Why go super vertical?
[10:56] Guess the Product: Is it a Cold Plunge a Shiftwave Chair or ???
[14:03] Wild new moisture farming technology.
[18:03] The big debate: Harvard, nonprofit governance, and the future of society.
[21:31] Sam is now running as a write in candidate for the Harvard Board of Overseers.
[24:40] Has business become too big? Or has business just become too weird?
[25:55] The tale of two Twitters: one missionary, one capitalist.
[29:01] How do you solve for leadership in a woke world moving forward?
[29:45] Is there a strong argument that nonprofits should not exist?
[33:15] The problem with "make number go up".
[35:34] Isn't it the case that all organization exist at some intersection of "number go up" and values?
[37:00] The dirty secret of nonprofits: they have to raise money.
[37:36] What happens when institutions become too rich that they no longer listen to external feedback?
[38:51] The bigger question about the gap between the board and the people at these institutions.
[39:46] Is this a transient property of internet culture?
[42:32] Quick return to talking about TikTok governance.
[45:55] Jess plugs one of her favorite nonprofit, 19th News, which exists to cover all of the range of topics and polices and ideas that relate to women.
[49:28] Brit is heading to the California Governor's Mansion to the California Gender Equity Summit.
[52:50] Closing.
TRY THE GPT:
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FOLLOW THE POD:
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FOLLOW THE GANG:
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#26: Google Gemini, Meet Crypto-Cyber-Crystals
8 december 2023 · 54 min
The gang discusses the release of Google Gemini...the crypto resurgence, crystals and the Cybertruck. Lees meer
DISCUSSED:
Introducing Gemini: our largest and most capable AI model
Millions of new materials discovered with deep learning
The Top 100 Articles from The Information’s First 10 Years
The Organized Mind: Thinking Straight in the Age of Information Overload
How to Know a Person: The Art of Seeing Others Deeply and Being Deeply Seen
Top Gear: Tesla Cybertruck DRIVEN!
SHOW NOTES:
[0:00:00] Opening.
[0:02:15] Very Very Happy Birthday to Brit Morin! Questions about automated birthday messages.
[0:03:20] Idea: Automated Birthday Greeting AI Thing
[0:04:24] Idea: AI Responder
[0:07:13] Headlines: Next volley in the AI wars with Google launching the Gemini AI Model, more layoffs at Spotify, media news with Disney finishing acquiring the rest of Hulu from Comcast, more bad news in venture capital land with a Boston based firm closing it's doors, and some book recommendations.
[0:09:35] The Information Wrapped: With The Information turning 10 this week, what are Jess' big lessons? Biggest stories?
[0:11:35] Google AI: What are the implications of powerful multi-modal models like Gemini?
[0:13:59] Impressive More or Less Show Notes brought to you by Google Gemini.
[0:14:57] It was always ridiculous to count Google out. Of course they were going to build really interesting stuff.
[0:16:50] An even more interesting Google AI Announcement: DeepMind's breakthrough in discovering millions of new crystals and other materials.
[0:21:10] Don't forget Meta AI: WhatsApp Bots, Meta Imagine, and Meta buying the most Nvidia H100s in the world.
[0:23:05] The Big Product Strategy Question: You're running Google or Meta, what is your AI rollout strategy?
[0:32:28] VC Temperature Check: Firms shutting down, IPOs were suppose to come but did not really come, yet crypto is ripping?
[0:35:45] Next Phase of Crypto: We are now in the phase of crypto where we are starting to connect these … -
#25: TikTok, Porn and The Immediate Risks of AI
3 december 2023 · 52 min
The gang details thoughts on AGI risk and dives into the more immediate risks of AI, like why TikTok should be banned in the US and what to do about AI porn and deepfakes. Plus, startup product ideas abound as Dave, Sam and Brit debate what the future holds (both good and bad) for couples counseling, social media and entertainment. Lees meer
SHOW NOTES:
[00:00:00] Open.
[00:04:44] The question is not what AI can do, the question is what AI can't do.
[00:07:50] Questions of AI governance around TikTok.
[00:10:47] Should we be teaching AI in schools?
[00:15:25] AI porn and its impact.
[00:19:07] What does the future look like where AI porn is just normal?
[00:21:04] Protecting teenagers from AI deepfakes.
[00:24:22] The rising importance of real world experiences and communities.
[00:27:21] AI technology weaving into social fabric.
[00:32:55] What is the addiction after the addiction of TikTok? Does social networks become not who do you want to follow but who do you want to follow you?
[00:35:34] What if you could pay to introduce hilarious characters into real life?
[00:38:43] What if app features were only available for one month?
[00:40:47] The power of human networks.
[00:44:06] The power of storytelling.
[00:46:21] Improving social connections with technology.
[00:49:19] Close.TRY THE GPT:
http://gpt.moreorlesspod.comFOLLOW THE POD:
http://threads.net/moreorlessFOLLOW THE GANG:
http://threads.net/davemorin
http://threads.net/brit
http://threads.net/jlessin
http://threads.net/lessin