#114 Seed Rounds at $2B? The Dangers of AI Hype in VC With Tony Conrad

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More or Less

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

126 episodes

1 day 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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#114 Seed Rounds at $2B? The Dangers of AI Hype in VC With Tony Conrad

More or Less

1 hour 10 minutes 23 seconds

2 months ago

#114 Seed Rounds at $2B? The Dangers of AI Hype in VC With Tony Conrad

In this episode of More or Less, Brit Morin and Dave Morin sit down with legendary VC Tony Conrad (True Ventures) for a candid conversation on the state of venture capital, the real impact of AI, the death of social media, and why non-attribution and EQ matter more than ever.Chapters:

01:30 – The Power (and Rarity) of Non-Attribution in Venture

04:00 – Building Culture After the Dot-Com Crash

06:00 – Why We Don’t Do This for the Money

08:30 – EQ vs IQ: The Human Side of Venture Capital

11:00 – The Wildfire Story: When VCs Show Up as Humans

16:50 – The Best GPs & Firms: Inspiration from Legacy and Newcomers

22:30 – Space Tech Is Real Venture Capital (Not Just AI)

28:10 – Venture Is a Contact Sport: Lessons from Ron Conway

30:40 – AI Hype: Is There Any Money Left for Startups?

40:00 – Manipulation, Social Media, and the Rise of AEO

49:30 – Building Brands in the Age of AI (and Why We Paused Consumer)

55:00 – The Dangers of AI Hype and Overfunding

57:00 – Why Contrarian Investing Can Wait—Focus on AI Now

1:04:00 – Pop Culture Corner: Taylor Swift, Branding, and First Concerts

We’re also on ↓X: https://twitter.com/moreorlesspodInstagram: https://instagram.com/moreorlessSpotify: https://podcasters.spotify.com/pod/show/moreorlesspodConnect with us here:1) Sam Lessin: https://x.com/lessin2) Dave Morin: https://x.com/davemorin3) Jessica Lessin: https://x.com/Jessicalessin4) Brit Morin: https://x.com/brit