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More or Less
Dave Morin, Jessica Lessin, Brit Morin, and Sam Lessin
126 episodes
17 hours 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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Technology
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All content for More or Less is the property of Dave Morin, Jessica Lessin, Brit Morin, and Sam Lessin and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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
Show more...
Technology
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#115 Anthropic at $170B: Should Unicorns Be Forced to IPO?
More or Less
57 minutes 23 seconds
2 months ago
#115 Anthropic at $170B: Should Unicorns Be Forced to IPO?

Another busy week in tech and your favorite quad are back! We go over: Google’s antitrust “win,” AI M&A mania, Anthropic’s stay-private debate, why lawyers out-earn bankers now, and the barbell reality of internet businesses. We also unpack creator vs algorithm dynamics, the rise of Ozempic, and Sam’s wild “AI petty-lawsuit bot” idea.


Chapters:02:07 – OpenAI’s $300k copywriting hire → AI not there yet

09:03 – AI M&A deals are small relative to hype

10:55 – Lawyers now out-earning bankers

12:40 – Google’s antitrust “loss” turned into a win

17:31 – Government says “AI will handle capitalism”

22:02 – Debate: force unicorns public at $100B+

40:15 – Creators must transcend algorithms, not rely on feeds

45:07 – Only ~20M Americans really buy things — own that niche

56:07 – AI petty-lawsuit bots as the next “big market”

57:22 – AI is just compute wars, zero net value


We’re also on ↓

X: https://twitter.com/moreorlesspod

Instagram: https://instagram.com/moreorless

YouTube: https://youtu.be/W1HVKJZg7qo


Connect 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

More or Less
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