TheBitCast

More or Less

Autor: 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

Odcinki

  1. Amazon, Google, ChatGPT: When Do Products Start Gaming Their Users? – More or Less
  2. ⁠The Real Reason Elon Wants SpaceX and Tesla to Merge Now – More or Less
  3. The Death of the Web Is Inevitable – More or Less
  4. Agentic Commerce Hits a Wall: Hilton, Amazon and the Bot Blocking Fight – More or Less
  5. Meta Muse vs Instinct vs OpenAI Dots: Do AI Agents Have Any Moat? – More or Less
  6. Claude Is Doing Science, a16z Is Starting a University & the AI Bubble Keeps Growing and Still Be a Terrible Business; We'd Rather Send Our Kids to the Military Than to a16z's School – More or Less
  7. Anthropic Wants to Slow AI Down & Instinct Wants a $10B Valuation. Is It Because They're Losing? Is Dario Amodei Actually Right? – More or Less
  8. iPhone Duo, Meta Muse & Why AI Finally Scared Dave Morin – More or Less
  9. AI Agents Are Going Rogue. Should We Be Worried? – More or Less
  10. Meta’s $17B Reckoning & Why Parents Can’t Compete With Big Tech's Algorithm – More or Less
  11. Stripe Buys OpenRouter, OpenAI vs. Anthropic & the AI Backlash – More or Less
  12. Special Edition MOL with Josh Wolfe, Rachel Holt, Scott Belsky, Scott Stanford, and Peter Deng – More or Less
  13. Jeff Dean Leaves Google, Airtable Sells, and the Bag-Securing Era – More or Less
  14. Zuck says AI is for everyone, His Rivals Ask Washington To Slow it Down – More or Less
  15. Did OpenAI Stage Its Own Cyber Incident? | Stripe Buying Paypal, Frontier Model Economics, Peptides – More or Less
  16. AI Regulatory Capture Bet: Why OpenAI & Anthropic Stopped Competing on Tech – More or Less
  17. OpenAI Offered the Government a Stake. Is This a Distress Signal? – More or Less
  18. Why Identity Verification Matters For The Internet | Vox Americanus, GLM 5.2, Claude Fable 5 Is Back – More or Less
  19. Chinese AI Model GLM 5.2 Beating Frontier Models | Meta Glasses, Polymarket Scandal, and More AI Talent War – More or Less
  20. Elon Is the Best Financier of Our Generation – More or Less
  21. Teamshares IPO: $60M EBITDA, 92 Companies, Zero Exits – More or Less
  22. Apple’s New Siri, SpaceX’s $300B IPO & the AI Company Killing Its Own Brand – More or Less
  23. Silicon Valley IPO Summer 2026: SpaceX, Anthropic, OpenAI Explained – More or Less
  24. Did Anthropic Use the Pope as a Marketing Stunt? Ft. Amir Efrati – More or Less
  25. SpaceX IPO Date Talk + OpenAI Confidential Filing Rumors – More or Less
  26. Google's AI-First Laptop, Meta's Spy Games, AI Monks in Middle America – More or Less
  27. Why the Met Gala Hates Tech, Elon vs OpenAI Drama, and the Rise of Chinese AI Models – More or Less
  28. Elon Musk vs OpenAI Trial, Google Cloud Surge, Meta’s Blocked Acquisition, Anthropic Winning – More or Less
  29. What Tim Cook’s “Executive Chairman” Move Really Means | Musk vs OpenAI, xAI and Cursor Rumors – More or Less
  30. Allbirds Pivoted to AI Data Centers | SpaceX $1.5T IPO, Anthropic $800B, $175M Seed Rounds – More or Less