Google Just Won AI, TikTok’s “Self-Control Badges”, ChatGPT Enters Group Chats

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More or Less

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

131 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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Google Just Won AI, TikTok’s “Self-Control Badges”, ChatGPT Enters Group Chats

More or Less

1 hour 9 seconds

1 month ago

Google Just Won AI, TikTok’s “Self-Control Badges”, ChatGPT Enters Group Chats

Jessica kicks things off with Brit’s five-hour Brit-chella extravaganza—red latex, Light Balance blackout choreo, Ke$ha surprise, and more. The crew checks in on Jessica’s IG detox, TikTok's new "self control badges", ChatGPT launching group chats, Google Gemini taking the lead, and why “just be Google” might be the winning AI brand strategy as AI melts into UX. Sam calls 2026 OpenAI’s make-or-break year and trashes their consumer subscription thesis; Jessica argues ad/commerce is the only viable lane. Markets stay frothy (Nvidia), hyperscaler debt risk rises, the White House preempts 50-state AI chaos, and Coinbase x Kalshi turns prediction markets into a spectator sport. Meme corner closes the loop and a possible Femme-etiquette school spinoff make its debut.

Chapters:

00:37 Intro and Brit-Chella Recap

10:33 Jessica’s Instagram detox check-in and what changed

15:59 TikTok’s anti screen-time badges

17:48 ChatGPT launches group chats; why Meta missed its chance

20:51 Google Gemini takes the lead in the AI race

23:37 OpenAI’s monetization problem; no one buys the consumer story

29:14 Just be Google — higher brand credibility, revenue streams, and distribution

39:33 Breaking: Nvidia earnings are still growing

43:14 White House EO to preempt state AI regulation; why federal matters

48:06 Coinbase and Kalshi prediction markets, culture, and compliance

53:12 Meme Corner: RIP 6–7, hello 41

56:03 Make SF Dress Up Again: Femme-Etiquette School

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YouTube: https://youtu.be/ahZTkLfJTyk

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