#109 OpenAI vs Google: The Real Business Model War Begins

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More or Less

Dave Morin, Jessica Lessin, Brit Morin, and Sam Lessin

125 episodes

1 week ago

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

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#109 OpenAI vs Google: The Real Business Model War Begins

More or Less

56 minutes 47 seconds

3 months ago

#109 OpenAI vs Google: The Real Business Model War Begins

This week on More or Less, Sam Lessin, Brit Morin, and Dave Morin dive into the startup world and how today's founders need to bring fun back into the ecosystem, why most public policy around AI is just noise, whether Apple’s best move is to simply not care about AI hype, and the business model reckoning for OpenAI. Stay till the very end for a sneaky savage moment from Brit!

Chapters:

02:00 – The Real Reason Early VC Worked: Fun

03:50 – Authentic Fun vs. Fake Fun in Startups

05:40 – AI Hacks, JSON, and the Joy of Building

09:45 – AI Data, Human Correction, and Social Graphs

12:15 – Tesla’s Trillion-Dollar Marketing Stunts

16:23 – Google’s CapEx, Meta’s Moat, and AI Spending

18:15 – OpenAI’s Extension: Business Model Reckoning

27:08 – Apple’s AI Strategy: Does Not Caring Win?

36:20 – AI Companions & The Threat to Social Platforms

39:15 – Google’s Secret Weapon: Let OpenAI Take the Bullshit

47:15 – Founders: Build What You Love, Or Regret It

53:30 – Savage Brit & Monjaro Shots in NYC

We’re also on ↓

X: https://twitter.com/moreorlesspod

Instagram: https://instagram.com/moreorless

YouTube: https://www.youtube.com/@MoreorLessPod

Connect with us here:

1) Sam Lessin: https://x.com/lessin

2) Dave Morin: https://x.com/davemorin

3) Jessica Lessin: https://x.com/Jessicalessin

4) Brit Morin: https://x.com/brit