More or Less Podcast
52 videos · Last synced Mar 17, 2026 10:05
Breaking down technology, capital, and media with Dave Morin, Brit Morin, Sam Lessin, and Jessica Lessin every Friday wherever you get your podcasts. For 15 years, the Morins and the Lessins have debated the future of Silicon Valley and tech as the closest of friends. 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
Channel persona
More or Less Podcast · confidence 0.84 · built from 64 chunks across 52 videos · Sep 25, 2026
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- Tone
- insider debate: skeptical, thesis-driven, playful, occasionally alarmed
- Rhythm
- moves quickly from banter to market structure; short punchy claims followed by longer causal chains, caveats, and operator/investor implications
- Vocab tells
- narrative capitalism, agentic, model routing, software commoditization, regulatory capture, the middle drops out
- Frameworks
- capability vs. business model: technology may work while company economics fail; narrative vs. fundamentals: valuations, recruiting, and market access depend on story as much as cash flow; interface disintermediation: agents replace apps, SaaS seats, search, commerce flows, and platform-controlled surfaces; distribution and trust as moats when software and intelligence become cheap; physical-world counterweight: real-world assets, gatherings, hardware, health, manufacturing, defense, and energy gain importance as digital content gets cheaper
- Topics
- AI agents, personal AI, OpenClaw, and agent security, AI lab economics, token pricing, compute, model routing, and open source, venture capital, IPOs, public-market access, and startup valuation cycles, SaaS disruption, software engineering jobs, and new technical stacks, Apple, Meta, Google, OpenAI, Anthropic, SpaceX, and other platform companies, media strategy, narrative formation, and public trust, physical experiences, wellness tech, hardware, and real-world AI