TheBitCast

Apple’s New Siri, SpaceX’s $300B IPO & the AI Company Killing Its Own Brand

Podcast: More or Less · Dave Morin, Jessica Lessin, Brit Morin, and Sam Lessin

Opublikowano: 2026-06-12

Dave joins the squad from YC just ahead of WWDC, where the group breaks down Apple’s upgraded Siri and the surprising revelation that much of Apple’s AI capability is powered by Google’s Gemini models. It wouldn’t be a technology podcast without the squad expanding into the broader AI landscape, with Dave arguing that outside of OpenAI and Anthropic, most AI companies are becoming infrastructure providers rather than destination products. They continue to unpack the IPO frenzy around SpaceX and OpenAI, including SpaceX’s reportedly massive investor demand and OpenAI’s murky timeline to go public. Jess then sh...