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175 afleveringen, van nieuw naar oud
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Bonus: Erin & Sara Foster of Favorite Daughter on Everything Founders are Afraid to Say
29 november 2023 · 38 min
DISCUSSED:
For this bonus episode of More or Less, last month at The Information's WTF Conference, Jessica interviewed the sisters behind the hot clothing brand Favorite Daughter, the World's First Podcast and Oversubscribed Ventures. They discussed entrepreneurship, building for today's customers and why it is sometimes a good idea to say everything you are thinking. Lees meerSHOW NOTES:
[00:03:06] Embrace being underestimated, say yes.
[00:06:05] Embrace opportunities outside your comfort zone.
[00:12:38] Authenticity drives successful consumer brands.
[00:16:43] Podcasting is a low-lift, enjoyable endeavor.
[00:19:29] Life doesn't always go as planned.
[00:25:32] Associate with smarter people.
[00:33:27] Importance of direct communication.
[00:35:35] Expansion into new categories planned.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 -
#24: Sam Altman - Religious Cult Leader or CEO?
22 november 2023 · 1 uur 7 min
This week’s episode takes you front and center into the continuous unfolding of the OpenAI saga, including the different versions of the Sam Altman persona. The quad shares extensive debate on what could come next and why, with key insight into AI as a practical business technology vs. the fears around AGI, and the challenges of a for-profit business funding a non-profit mission. Listen in to learn lessons from other platforms, (especially those without strong economic rationality), observations about the key people involved, thoughts on how this will shape Silicon Valley’s future, and more. Lees meer
DISCUSSED:
https://www.theinformation.com/articles/from-king-to-exile-to-king-again-the-inside-story-of-sam-altmans-whiplash-week
https://www.theatlantic.com/technology/archive/2023/11/sam-altman-open-ai-chatgpt-chaos/676050/SHOW NOTES:
[00:00:00] Open.
[00:02:10] Recap: Our goal is to talk about the bigger picture here.
[00:04:10] The rise of the Popcorn emoji.
[00:04:52] This is our Kardashians.
[00:05:58] Why are people fixated on this?
[00:09:30] Religious fundamentalism at play. "Feel the AGI!"
[00:12:49] The only way to protect against AGI is to create AGI first?
[00:14:20] How did this governance breakdown happen?
[00:17:51] Anytime you need a flowchart to explain your org structure you are starting from a bad position.
[00:19:00] 11 billion dollars is completely irrelevant to Microsoft, a 3 trillion dollar company.
[00:20:00] The key point in the miscalculation: the customers.
[00:22:30] Adam D'Angelo is one of the highest integrity people.
[00:23:41] Organizing your life and work around things you can trust. Do you want to trust American business and governance or fundamentalism?
[00:24:13] The economics of Facebook Platform as a historical example.
[00:26:55] Should he restructure the organization entirely?
[00:28:04] Shouldn't we have some concerns with putting this 100% commercial realm? Or do we think regulation will fill the gap?
[00:28:42] What about decentral… -
#23: Why (and How) SMBs and Creators Will Win With AI, the New Financing Contracts, and More
17 november 2023 · 1 uur 3 min
The gang discusses how you build dense networks of real value around small business in the AI future. Also, bonus discussion on content maxis vs. community maxis...and the symmetry of Jessica's face. Lees meer
Try the More or Less GPT:
https://chat.openai.com/g/g-Lt0xdU9Jp-more-or-less
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#22: Your GPT Will Make More Money Than Your Substack? Please Tell Us More…
10 november 2023 · 55 min
The gang discusses OpenAI's developer conference and whether the new ‘GPT Store’ is a serious platform developers and entrepreneurs should care about, or just another slick PR announcement. Also thoughts on the IPO market (why bankers keep saying it isn’t open, but will soon) and way too much discussion of The Morning (After) Show. Lees meer
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#21: AI Regulation, War and the Future of the American Tech Stack
3 november 2023 · 57 min
The gang shares predictions around AI for the year ahead. Are we at digital war and don't even know it? Thoughts on defining an "American Tech Stack" and digital citizenship to defend against foreign speech and bots - and how to think about academia in an era where universities and research are no longer disconnected from politics and business. Lees meer
Discussed
Greeking Out from National Geographic Kids
Photoleap by Lightricks AI Photo Editing App
Executive Order on the Safe, Secure, and Trustworthy Development and Use of Artificial Intelligence
FACT SHEET: President Biden Issues Executive Order on Safe, Secure, and Trustworthy Artificial Intelligence
New: Leica M11-P
Show Notes
[00:00:00] Opening
[00:01:37] Halloween and the Greeking Out Podcast
[00:03:17] Brit hosted a Howl-O-Ween Dog Costume Contest.
[00:03:36] Investing in Dog DNA Startups
[00:05:55] Product Idea: AI Dog
[00:06:25] AI Ninja Tricks
[00:07:50] The Big Debate: The Biden Executive Order on "Safe, Secure, and Trustworthy Artificial Intelligence"
[00:10:36] We need National Tech Stacks.
[00:15:28] Every single Federal Agency was directed to appoint a Head of AI.
[00:18:35] Lack of transparency at AI.gov?
[00:19:31] The difference between academic research and application has collapsed and it is dangerous.
[00:20:50] OpenAI took research from the Google world and commercialized it.
[00:21:20] National AI research should be like the Manhattan Project.
[00:22:39] The Executive Order invokes the Defense Production Act.
[00:24:03] We have an AI War already playing out on American Turf and it is called TikTok.
[00:24:22] We are at war in the technological world and we have no defenses in terms of how this is playing out on our home front.
[00:25:20] We are going to look back in 20 years and realize "Oh my God, we were actually at war, and we were being assaulted on the home front but we don't even fully recognize the attack."
[00:25:30] What is going to happen in 2024?
[00:26:10] Sil…
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#20: The New Founder Mindset: The End of the Product-Focused CEO
27 oktober 2023 · 45 min
Following news at Snap, the gang debates what the media gets wrong about founders and how founders need to react in this new market. Lees meer
Discussed
https://www.youtube.com/watch?v=WHsHKzYOV2E&t=779s
Show Notes
(00:00) Opening
(06:05) Evan Spiegel's Persistence and Motivation
(11:25) Founders and Product as Powerful Motivating Force
(15:39) Challenges of Starting Over from Scratch
(19:36) Balancing Product and Business Strategy
(29:54) The End of the Product-Focused CEO?
(37:02) Crypto Market Update and Outlook
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#19: Answering for Misinformation: The New York Times Needs to be Held To Account
20 oktober 2023 · 57 min
The Morins and the Lessins debate how to solve misinformation across even legacy media sites. Plus, prepping for VCs' big annual reports to shareholders. Lees meer
Discussed
Psilocybin Treatment for Major Depression Effective for Up to a Year for Most Patients, Study Shows
Slow evolution of a NYTimes headline. "Israeli Strike" -> "Strike" -> "Blast"
After Hospital Blast, Headlines Shift With Changing Claims
What To Do About Misinformation in the Upcoming Election Cycle?
Show Notes
[00:00:00] Intro and Check In
[00:01:46] RIP Dr. Roland Griffiths, Johns Hopkins scientist who proved psilocybin is the cure for depression.
[00:05:39] AGM Season. What are AGMs?
[00:08:05] The big topic: Misinformation and The New York Times
[00:11:17] How did this happen? Where is the accountability in media?
[00:15:58] The importance of being right not first.
[00:20:19] How we get our information.
[00:22:37] Trust in the media.
[00:25:56] Should influencers know each other more deeply as humans?
[00:29:38] Civilization vs Not-Civilization.
[00:33:40] Building bridges through conversation.
[00:35:23] The role of colleges.
[00:37:41] AR and VR's are anti-social technology.
[00:41:30] Social networks cracking down.
[00:46:26] More questions about the end of the factory model of venture capital.
[00:48:57] Are we really not investing in AI startups?
[00:52:03] Capital is just gone.
[00:54:51] Backing founders without safety nets.
[00:55:00] Wrap Up
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#18: Why This Week Changed Social Media Forever
20 oktober 2023 · 40 min
The Morins and Lessins discuss the urgent questions Hamas’ terrorism against Israel raises for tech companies. Plus, how leaders should—and should not—respond to the attacks. Lees meer
Show Notes
[0:00] Intro
[0:36] Opening Discussion
[2:03] It is a very important and troubling time in the world. Sharing some of our thoughts as a group.
[2:10] Impossible to not talk about the Israel and Hamas situation.
[2:15] We are not a political podcast nor are we political experts. We are tech people.
[2:25] This podcast is going to be about the tech side of it and the important tech stories about it.
[2:30] We are floored and upset. The situation with Hamas is beyond comprehension. They are a terrorist organization. What they’ve done, the atrocities, are beyond pale.
[2:49] We wish the Israeli people the best in doing the extremely painful and hard work ahead. Which clearly has to be done.
[3:03] On the tech front, 3 things on the agenda to talk about:
1. Funding and LPs in this era: As a company or a fund how do you think about who’s funding you and who you’re funding in light of the geopolitical situation?
2. Social Networks and News: Section 230, the US election in 14 months, AI is now a thing.
3. Tech Leaders and the interesting thing about who can say what on the internet.
[4:46] Debate about tech leaders' statements on the situation. Note of the lack of strong condemnation of Hamas among tech leaders.
[13:15] Suggestion that tech leaders may be hesitant to speak out strongly due to security concerns.
[15:52] Debate on social networks, news, misinformation, and AI. Prediction that Section 230 is dead.
[19:47] Losing the "town square" into encrypted group chats and why social media will never be the same.
[26:25] Idea that an alternative social network for “actual relationships” should exist.
[27:23] Proposal that we go back to where we were before: “don’t trust the network, trust the individual.”
[27:36] Idea to build clubs of trust and community among Celebrit…
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#17: How to Save Your Startup, Twitter/X, Threads (and Swift’s Stunt Romance)
20 oktober 2023 · 50 min
The couples unpack how to "Survive to 2025" and debate whether Threads had the right launch strategy. Plus, Yaccarino needs media training. Lees meer
Show Notes
[00:01:18] Our first ever More or Less event.
[00:04:44] Startups shutting down in Q3.
[00:07:39] Seed investor and founder cramdown risk.
[00:10:38] Not so lifestyle businesses.
[00:13:37] Avoid debt at all costs.
[00:17:51] Normalizing shut downs.
[00:21:32] Will Twitter shut down?
[00:24:50] Should Linda stay as CEO?
[00:27:05] Twitter's debt negotiation strategy.
[00:31:05] Threads’ graph and growth.
[00:35:12] Growth hacks and social apps.
[00:36:36] Discovery and finding new people in social apps.
[00:40:00] FTX and Michael Lewis' new book.
[00:43:33] Taylor Swift's media circus.
[00:49:29] See you guys next time.
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#16: Why Your AI Startup is Probably* Already Dead - Special Guest Scott Belsky
29 september 2023 · 46 min
Adobe Chief Strategy Officer Scott Belsky joins the Morins and the Lessins as the Fifth Wheel for an episode about all things AI. Plus, inside the FTC’s case for breaking up Amazon. Lees meer
*probably dead, but maybe not
Show Notes
[00:00:14] Developer experience and ease of use.
[00:04:24] Scott Belsky and AI.
[00:09:55] Empowering SMBs with AI.
[00:12:26] Proprietary data and AI.
[00:16:09] Building clouds and competition.
[00:18:30] AI regulation and fast growth.
[00:21:19] The concept of agents.
[00:24:09] Agents working on your behalf.
[00:27:27] AI agents and their potential.
[00:31:36] The limitations of today's LLMs.
[00:34:41] The big antitrust kahuna, Amazon.
[00:36:51] Amazon's impact on independent sellers.
[00:41:30] Amazon's advantage in multiplexing.
[00:44:27] The fifth wheel. -
#15: Instacart’s Fake IPO and Why Hiring in Tech Is So Broken
22 september 2023 · 49 min
As the news heats up, the couples discuss why recent IPOs tell us little about whether the window is, in fact, open and ponder the future of leadership in Silicon Valley. Lees meer
Show Notes:
[00:00:10] Startup location rules.
[00:05:30] Silicon Valley regulation debate.
[00:08:18] Younger and hungrier talent.
[00:11:30] Generational transfer in big tech.
[00:14:10] Florida signaling and tax optimization.
[00:18:23] Tech events worth attending.
[00:23:02] Female CEO of Instacart.
[00:25:13] Staying private for too long.
[00:29:27] Small tech equity risks.
[00:32:23] Hiring challenges for startups.
[00:36:49] The role of capital market timing.
[00:38:02] Cost of compliance for going public.
[00:42:05] Power dynamics in public markets.
[00:45:09] Price equals quality.
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#14: The Apple Episode (Carbon Neutralish)
15 september 2023 · 53 min
The couples take you up close and personal with this week’s Apple event and discuss the future of the company, hardware and the garbage product they can’t live without. Plus, Brit schools Sam on pop culture, part 10. Lees meer
Show Notes:
[00:00:00] New composting trash can?
[00:05:23] Apple event changes.
[00:08:56] Recycling Cobalt and climate impact.
[00:10:46] Apple's first Carbon Neutral Product.
[00:15:27] Camera technology advancements.
[00:19:44] Apple's trajectory after the launch.
[00:22:11] Cambrian moment in computing.
[00:26:25] The value of Apple's closed ecosystem.
[00:29:41] The capital structure of hardware.
[00:31:19] Hardware companies are entreprenuership on expert mode.
[00:35:30] The Mill magical bottomless composting trash can.
[00:37:48] Spatial computing.
[00:41:08] The Insta360 camera.
[00:43:38] World creation through AR.
[00:48:05] Why can't we have a Hardware API?
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#13 : Why There Will Never Be Another 200 Million Subscriber App
8 september 2023 · 52 min
…but something else will bloom instead. Plus, this is why Europe can't have nice things. And the Cable Cowboy kills cable. Lees meer
Discussed:
The Hottest Coach in Sports: Coach Prime
How Deel Became Payout Provider for Prop Trading Firms, Including Site Frozen by CFTCJohn Malone’s Charter Squeezes Disney at Vulnerable Moment
Cable Cowboy: John Malone and the Rise of the Modern Cable
The Outsiders: Eight Unconventional CEOs and Their Radically Rational Blueprint for Success
How Taylor Swift Ditched Dealing With Hollywood Studios to Release the ‘Eras Tour’ Film With AMC
Show Notes:
[00:01:59] CU Buffs winning football game.
[00:06:30] Prop trading as Ponzi scheme.
[00:08:30] A hidden Forex trading industry.
[00:10:38] Robo spam being cracked down.
[00:14:08] Subscription business models.
[00:18:31] Europe's impact on app monetization.
[00:22:18] The digital market act.
[00:24:12] Implications for big tech gatekeepers.
[00:29:31] The future of niche apps.
[00:30:01] Subscription services reaching scale.
[00:33:11] How do you make money?
[00:36:28] Rethinking success for consumer businesses.
[00:39:52] Cable subscriptions and user experience.
[00:43:23] The fascination with fax machines.
[00:45:22] Old and new combined.
[00:47:57] Taylor Swift's movie theater success.
[00:50:46] More in-person collective experience.
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#12: A VC Therapy Session
1 september 2023 · 52 min
The Morins and the Lessins break down what is really happening in venture firms right now from liquidating venture stakes to fundraising. Plus, Chinese entrepreneurs’ secret AI confab and Jessica’s notes from Beijing. Lees meer
Discussed:
Colin Robinson: The Life of an Energy Vampire - What We Do In The Shadows
Chamath Palihapitiya’s Venture Firm Offered to Sell Hundreds of Startup Stakes
Chip War: The Fight for the World's Most Critical TechnologyShow Notes:
[00:02:30] Energy vampires.
[00:04:33] Otter.ai technology for efficient reporting.
[00:09:00] Recording everything and privacy.
[00:12:41] Is being a venture capitalist in Silicon Valley like being a tenured professor at a University?
[00:15:44] Venture capital feedback cycles and accountability.
[00:18:40] Choosing Jedi or General.
[00:23:01] Fundamental beliefs and investments.
[00:25:11] Zero Fund concept.
[00:29:07] VC leading indicators.
[00:31:27] LPs buying stakes in GPs.
[00:34:51] Mid-flight venture capital strategy changes.
[00:39:02] The future of AI in China.
[00:43:11] Centralized AI ownership in China.
[00:47:38] US entrepreneurs selling beauty products.
[00:50:09] Feedback and podcast rankings.
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#11: Why hybrid work doesn’t work, long live the phone call
25 augustus 2023 · 53 min
Back in the Bay Area, the Morins and the Lessins debate the status of startup work culture and how to fix it. Plus, Nvidia’s blowout earnings and the best More or Less product idea yet. Lees meer
Articles and data discussed:
Salesforce Leads Financing of AI Startup at More Than $4 Billion Valuation
Can San Francisco Save Itself From the Doom Loop?
Show Notes:
[0:00:00] Remote work policies and productivity
[0:13:23] Data on decreased mobile phone usage in cities since COVID
[0:20:11] The current state of San Francisco and the Bay Area
[0:31:36] Hybrid work challenges and the move back to the office
[0:35:00] Productivity tools and scheduling meetings effectively
[0:39:44] Improving communication technologies for remote and hybrid work
[0:46:43] NVIDIA earnings and valuations in tech
[0:50:00] New potential features for the podcast including a "Third Wheel" segment -
#10: You should kill your startup, What replaces globalization
18 augustus 2023 · 53 min
As the startup graveyard gets crowded, the Morins and the Lessins talk about when companies should quit and reminisce about failed investments. Plus, a More or Less debate on U.S. China tech policy and evolving views of LLMs. Lees meer
Articles and books discussed:
https://www.theinformation.com/articles/storage-startup-clutter-running-out-of-cash-sells-itself-at-steep-discount?rc=hwneun
https://www.theinformation.com/articles/yieldstreet-nears-a-deal-to-buy-real-estate-tech-startup-cadre?rc=hwneun
https://www.theinformation.com/articles/venture-capital-firms-struggle-to-raise-funds-in-china?rc=hwneun
https://www.amazon.com/Quit-Power-Knowing-When-Walk/dp/B09PVR6YK5/ref=sr_1_1?keywords=quit+annie+duke&qid=1692292549&sr=8-1Show Notes:
[0:00:00] Introduction - The hosts discuss their health status.
[0:00:23] Venture Capital, Startup Trends, and Choosing When to Quit - The group discusses past startup trends like the "Uber for X" era and how changing market conditions are coming home to roost.
[0:09:09] China and the Digital Trade Imbalance - The group discusses recent executive orders restricting US investment in Chinese companies and ask questions around why we only discuss the trade of atoms and not bits in the digital era.
[0:19:23] TikTok Ban Debate - The hosts debate whether the TikTok app should be banned in the US.
[0:35:00] Vision of American Digital Citizenship - Dave and Sam discuss their vision for expanding American digital identity globally.
[0:44:39] Supply Chain Impacts of COVID - Dave notes the pandemic highlighted supply chain vulnerabilities which influenced how everyone thinks about entrepreneurial risk.
[0:47:09] Large Language Model Perspectives - The hosts share their evolving views of AI, LLMs and regulatory risks.
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#9: How to save ESPN. Barstool’s Bad (Good?) Example
11 augustus 2023 · 54 min
The Morins and the Lessins devise a playbook on the future of sports media. Plus, a More or Less debate on a new study on Wegovy. Lees meer
Articles and research discussed:
https://www.novonordisk.com/content/nncorp/global/en/news-and-media/news-and-ir-materials/news-details.html?id=166301
Show Notes:
0:00 - Introduction: The hosts discuss ESPN's declining subscriber numbers and revenue challenges. They debate whether equity ownership for athletes could help and what innovations ESPN could make.
2:18 - ESPN's issues: The hosts discuss ESPN's high content costs, difficulty being a distributor in a direct-to-consumer world, and how sports rights are priced to perfection.
9:12 - Barstool Sports: The hosts discuss Barstool Sports' acquisition and subsequent return to its founder due to his controversial behavior. They debate whether "crazy" founders luck into windfalls.
16:00 - Solutions for ESPN: The hosts discuss innovations like new formats, storytelling, and interactive experiences. They debate whether betting is the best form of interactivity.
25:00 - Longevity science: The hosts discuss a new study showing a weight loss drug can reduce heart attack risk by 20%. They debate the risks of healthy people taking such drugs.
34:00 - Wrap up: The hosts summarize the major problems discussed and look forward to recording together in person next time.
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#8: Where's the Barbie business pop? Why brands beat marketplaces
4 augustus 2023 · 56 min
This week, inspired by Barbie and Taylor Swift, the Morins and the Lessins debate the future of franchises and brands. Plus, the latest in the ecommerce wars and the winners and losers if room-temperature superconductors actually become a thing. Lees meer
Articles and research discussed:
https://arxiv.org/abs/2307.12008
https://www.theinformation.com/articles/shein-makes-an-aggressive-pitch-to-woo-u-s-amazon-sellers
https://www.theinformation.com/articles/inside-tiktok-ceos-plan-to-play-offenseShow Notes:
0:00 Taylor Swift concert and Barbie movie - The hosts discuss the cultural impact of the recent Taylor Swift concert and the Barbie movie.
0:13 Fast fashion brand Shein - The hosts discuss the rise of Chinese fast fashion brand Shein and its impact on Amazon.
0:27 Live shopping - The hosts discuss the trend of live shopping on social media platforms and whether it will take off.
0:38 Superconductors - The hosts discuss recent breakthroughs in room temperature superconductors and the potential impact.
Brought To You By:
The Information
Slow Ventures
Offline Ventures
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#7: Elon's X game and RIP seed investing
28 juli 2023 · 51 min
Are we just playing into Elon's game with Twitter? The Lessins and The Morins debate and take different sides on whether seed investing can survive. Plus, what's Ruth Porat really up to at Google? Lees meer
Discussed:
Google’s Darkest Days: After Three Deaths, a Workforce Reckons with a Changed Company
The Power Law: Venture Capital and the Making of the New FutureSeed Investing Can't Turn Back On
Show Notes:
00:00 - The hosts discuss Elon Musk rebranding Twitter as 'X'. They argue that Elon is doing it mainly to stay in the news cycle and get attention. They joke about how Elon is just like any other internet user, changing DNS records and making mistakes.
06:29 - The hosts discuss Google. They talk about Google's AI strategy, the promotion of Ruth Porat to President, and mental health issues at Google. They debate whether Google has lost its way or is still well positioned.
13:44 - Sam explains his view that 'seed investing is dead'. He argues that the venture capital model has broken down and companies are overvalued and unable to make a profit. Dave and Sam discuss how they prefer investing in 'weird' areas.
20:18 - The hosts debate whether venture capital will fundamentally change or just become a less good business. They agree that while seed investing will still exist, the previous model is over.
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#6: Hollywood and AI; What IS Threads?
21 juli 2023 · 49 min
The Morins and Lessins debate the fizzling hype around AI and the Hollywood strike. Plus, Threads’ next move. Lees meer
Discussed:
https://www.theinformation.com/articles/deal-activity-on-the-rise-as-bankers-say-merger-conversations-are-picking-up
https://www.ted.com/talks/tom_graham_the_incredible_creativity_of_deepfakes_and_the_worrying_future_of_ai
https://arxiv.org/abs/2307.09009
https://dudeperfect.com/tour
Show Notes:
0:00 Threads had a strong launch but questions remain around engaging content and audience building.
5:00 There is debate about the impact of AI on content, with concerns about AI-generated content and tools. The actors' and writers' strike highlights issues around voice, likeness, and copyright.
15:00 There are differing views on the capabilities and impact of large language models and AI technologies. Some argue the hype has outpaced reality while others see potential if issues around data and synthetic content can be solved.
30:00 The actors' and writers' strike is seen as justified by some to push for changes to copyright law to account for AI, voice, and likeness rights. Others want a quick resolution to minimize disruption.
35:00 Live experiences are seen as becoming more important compared to AI and digital content, as illustrated by the popularity of the Dude Perfect live show.
Brought To You By:
The Information
Slow Ventures
Offline Ventures
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#5: Twitter Won't Die! Long Live Threads!
7 juli 2023 · 50 min
The Morins and Lessins debate what the Threads launch means for this era of social media. And, body hacking with Brit. Lees meer
Discussed:
https://www.theinformation.com/articles/openai-plans-chatgpt-personal-assistant-for-work-setting-up-microsoft-rivalry?rc=hwneun
https://www.theinformation.com/forum/posts/524?rc=hwneun
https://www.nytimes.com/2023/07/01/science/consciousness-theories.html
Show Notes:
00:00 Twitter vs. Threads - Meta's new Twitter competitor called Threads, built on Instagram. Debate if it can "kill" Twitter.
06:08 The Future of Social Graphs - Debate if social graphs still relevant given rise of algorithmic feeds on TikTok. Threads may succeed if it can transplant Instagram's graph.
13:33 Content on Threads - Brit discusses the type of content she may post on Threads, noting it could attract a mainstream Instagram audience.
14:24 Audience - The hosts debate who Brit's audience on Threads may be, with Brit noting lifestyle-focused women in their 30s and 40s who are not currently on Twitter.
17:01 Algorithmic vs. Graph-Based - They discuss how Threads will likely use algorithms to boost content but the social graph provides a foundation.
31:01 Twitter's Future - The hosts debate whether Twitter is dying but agree it's hard to see it re-energizing in a positive direction.
39:04 Chat GPT Engagement Down - Dave shares that usage of Chat GPT and other AI chatbots is declining as initial excitement fades.
44:12 Full Body Scans - The hosts discuss new startups building full body scanners for early disease detection, though some question if the technology is meaningful yet.
Brought To You By:
The Information
Slow Ventures
Offline Ventures
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#4: MMA, M&A and Misfits; Silicon Valley's weird cultural moment
30 juni 2023 · 45 min
The Morins and the Lessins debate the question of how much of a "misfit" you have to be to win in tech and whether or not the M&A market will coming roaring back. Plus, "More or Less" lightning round on the Musk v. Zuckerberg cage match. Lees meer
Discussed:
https://www.theinformation.com/articles/musk-v-zuckerberg-and-silicon-valleys-dangerous-road
https://www.wsj.com/articles/silicon-valley-microdosing-ketamine-lsd-magic-mushrooms-d381e214https://michaelafreemanmd.com/Research.html
https://www.hopkinsmedicine.org/news/newsroom/news-releases/psilocybin-treatment-for-major-depression-effective-for-up-to-a-year-for-most-patients-study-shows
https://www.theinformation.com/articles/a-long-strange-trip-for-the-uber-for-nurses?rc=hwneunShow Notes:
00:01 Databricks buying Mosaic for $1B - The group discusses the deal, with Britt arguing it signals a return of M&A activity. Others are more cautious, saying one deal does not make a trend. They debate if deals are coming back.
07:12 Drug use and mental health in Silicon Valley - There are differing views on neurodivergence in founders and the role of drugs. Dave argues most founders suffer from mental health issues and need tools to manage it. Others debate the line between creativity and responsibility.
25:18 "Crazy founder" narrative - They debate whether founders need to be "crazy" or "misfits" to succeed. Jessica argues the narrative excludes many potential founders and is problematic. Sam says most founders are "crazy" because they don't fit into normal jobs.
34:06 Elon vs Zuckerberg "fight" - While finding the potential fight silly, they see it as a symptom of lack of clear direction in tech culture currently. Brit argues women founders would never do something so ridiculous.
Brought To You By:
The Information
Slow Ventures
Offline Ventures
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#3: Mr. Beast's burger bust and will M&A ever return?
23 juni 2023 · 50 min
Entrepreneurs and investors the Morins and the Lessins discuss what the antitrust armageddon means for venture capitalists and the challenges of creator-led businesses. Plus, Pharrell's debut (tech?) fashion collection and what we learned this week. Lees meer
Discussed:
https://www.theinformation.com/briefings/ftc-sues-amazon-for-manipulative-prime-signup-process
https://www.theinformation.com/briefings/google-microsoft-ftc-complaint-antitrust-cloud-licensing
https://www.bloomberg.com/news/articles/2023-02-23/doj-preparing-suit-to-block-adobe-s-20-billion-deal-for-figmahttps://www.reuters.com/lifestyle/pharrell-williams-stages-louis-vuitton-debut-pont-neuf-2023-06-20/
Show Notes:
00:02 - Antitrust actions against big tech companies like Amazon, Google and Meta are making acquisitions difficult for startups. This is limiting venture capital returns though these lawsuits are expected. There are few exit opportunities.
07:11 - Funding creators through a holding company that owns their various ventures better aligns their incentives with investors'. This approach works better than funding individual creator projects like Mr Beast burgers which can fail.
13:13 - Taylor Swift's fans making and trading friendship bracelets with her song lyrics at concerts has become a collectible marketplace. This shows how trends can emerge organically in the creator economy.
26:00 - Investing in verticals that creators fully own may yield better returns than individual projects. This distributes risk across multiple revenue streams.
37:23 - Pharrell Williams' Minecraft-inspired fashion show for LVMH highlights how gaming and online culture is influencing trends in fashion and design.
46:08 - Technology that can play music outdoors at high volume yet remain inaudible to neighbors is exciting though still nascent. When it works, it renews enthusiasm for innovation.
47:20 - While the Bay Area faces challenges, the energy and innovation in Silicon Valley that has fueled tech growth remai…
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#2: Reddit and the death of the public internet; the end of the VC "epoch"
16 juni 2023 · 47 min
Entrepreneurs and investors The Morins and The Lessins discuss the week in tech, including Reddit's API changes, the perilous state of venture capital and Google's coming antitrust wars. Lees meer
Discussed:
https://www.theinformation.com/articles/why-youtube-could-give-google-an-edge-in-ai
https://www.theinformation.com/articles/tcv-raised-50-to-75-less-than-planned-for-new-venture-fund
https://www.theguardian.com/music/2023/jun/13/ai-used-to-create-new-and-final-beatles-song-says-paul-mccartney
https://www.theinformation.com/articles/andreessen-horowitz-merges-fintech-and-consumer-teams-after-some-bets-fizzle?rc=hwneunShow Notes:
00:00:01 - Hosts Jessica, Brit, Sam and Dave introduce the podcast and Jessica thanks listeners for recommendations.
00:09:34 - They discuss Reddit charging app developers fees for its API and how this impacted Google search results according to an article. Brit and Sam share their perspectives from working at Facebook and in media.
00:19:16 - They debate whether AI is a game changer for the business models of social media APIs. Sam argues the public web is dying while Dave thinks there will still be niche communities.
00:25:14 - They discuss the current state of venture capital funding. Sam believes the conveyor belt model is broken while Brit mentions $84 trillion in wealth from retiring baby boomers flooding into private markets.
00:35:52 - Lightning Round:
- They debate whether more smart regulation is needed for Google's search business.
- They share their views on an AI generated Beatles song, with Dave thinking it's a cool moment.
00:46:00 - They plug the new Twitter account for the pod @moreorlesspod.Brought To You By:
The Information
Slow Ventures
Offline Ventures
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#1: Apple's head scratchy VR rollout; VR vs. AI in the interface wars; crypto's 'nothing burger'?
12 juni 2023 · 39 min
Entrepreneurs and investors The Morins and The Lessins discuss the week in tech including Apple's head scratchy VR rollout, VR vs. AI in the interface wars, and crypto's 'nothing burger'. Lees meer
Discussed:
https://www.theinformation.com/articles/whats-clear-and-blurry-about-apples-vision-pro-headset
https://thedebrief.org/intelligence-officials-say-u-s-has-retrieved-non-human-craft/
https://www.theinformation.com/articles/the-best-and-worst-case-scenarios-for-coinbase
Show Notes:
00:01 Introduction - The podcast discusses technology news and opinions from the perspectives of people who have been in Silicon Valley for decades.
09:18 Apple's Reality Pro - The hosts discuss Apple's new Reality Pro headset. While some of the technology is impressive, they question whether it will be a mainstream consumer product anytime soon.
19:07 UFO Disclosures - The hosts discuss recent government disclosures about unidentified aerial phenomena (UAPs). While some find the materials science data interesting, they remain skeptical about claims of alien spacecraft.
28:20 SEC Lawsuit Against Coinbase - The SEC recently sued Coinbase, arguing many crypto businesses operate illegally. While the lawsuit may provide some clarity, the hosts debate whether the SEC's aggressive approach is the right way to regulate the crypto industry.
34:57 Wrap Up - The hosts share wins of the week and discuss Father's Day gift ideas.
Brought To You By:
The Information
Slow Ventures
Offline Ventures