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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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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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#119 OpenAI Sora vs. TikTok: Can “AI Entertainment” Fund the Compute Bill?
More or Less
49 minutes 59 seconds
1 month ago
#119 OpenAI Sora vs. TikTok: Can “AI Entertainment” Fund the Compute Bill?

Never a dull moment with the More or Less squad: Jessica questions whether Sora is just a novelty or the start of an AI-native social economy, arguing OpenAI needs its own device to escape current platform limits. Brit calls it “Vine meets MySpace,” highlighting its cameo mechanic as a creator tool that could outpace Meta’s AI video. Dave says Sora only needs to be entertaining and pitches OpenAI’s real graph play: embedding ChatGPT in group chats. Sam compares Sora to Truth Social, not Instagram, arguing power and narrative—not unit economics—drive the AI capex boom. The squad also touches on the “dead internet theory,” the importance of context over data, and the limits of LLM understanding, with side notes on Swifties and always-on AI wearables.Chapters:04:59 What is Sora? The Vine meets MySpace take

06:40 Early Sora product gaps: identity, friending, moderation

07:37 Creator utility vs novelty: will people care

09:51 Sora is Truth Social, not Instagram; Sam is Tom

11:20 Power vs ownership: modern mercantilism in AI14:03 Loose on copyright, tight on moderation—the 2x2

16:36 Production value is a false god

17:59 What is AI slop? Dead internet theory primer

20:16 Idealized ideas: vibe-coded pitches fool no one

22:18 Does entertainment alone create an economy

26:05 If you ran OpenAI, what would you build

28:39 The obvious social graph: ChatGPT in your group chats

30:53 Why OpenAI needs a device: voice multitasking plus identity UX

34:31 Context is king; models know nothing about you

36:19 Don’t sell your data; keep your context moat

38:02 Sutton vs LLMs: prediction without understanding

43:22 AI capex as narrative: Chinese housing and ’99 fiber analogiesWe’re also on ↓X: https://twitter.com/moreorlesspodInstagram: https://instagram.com/moreorlessYouTube: https://youtu.be/tDsh5VdoTpcConnect 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