#116 iPhone Air or Pro? Apple Ignores AI and Wins?

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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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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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#116 iPhone Air or Pro? Apple Ignores AI and Wins?

More or Less

53 minutes 6 seconds

2 months ago

#116 iPhone Air or Pro? Apple Ignores AI and Wins?

Apple ships hardware while everyone else ships AI press releases. The MOL quad debates whether Apple’s “ignore the hype” strategy wins, why YC is full of “made-to-chart” AI startups, what unique conviction really means for investors, and how meme warfare is becoming the new GTM.

Chapters:

01:02 – “Ozempic iPhone” and why “thin” might be back

10:06 – Market reaction: “Not enough AI,” money flows to Oracle

16:49 – YC protest: is relevance measured by outrage?

25:47 – Creator-led startups as an investing edge

26:49 – Khosla: bargain hunting is a poor AI bet

37:20 – Why money feels unlimited again (FOMO returns)

40:29 – Quiet shakeout: sub-$100M seed funds at risk

42:05 – Crypto policy clarity as 2025 macro driver

50:11 – Meme warfare: the next GTM playbook

We’re also on ↓

X: https://twitter.com/moreorlesspod

Instagram: https://instagram.com/moreorless

YouTube: https://youtu.be/xzlAjHPZtW4

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