Oracle's GPU Margins, OpenAI’s Consumer Playbook, and the Ads vs Commerce Endgame

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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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Oracle's GPU Margins, OpenAI’s Consumer Playbook, and the Ads vs Commerce Endgame

More or Less

58 minutes 10 seconds

1 month ago

Oracle's GPU Margins, OpenAI’s Consumer Playbook, and the Ads vs Commerce Endgame

This week on More or Less: Jess drops The Information’s scoop on Oracle’s shaky GPU rental margins and how it spooked markets, while Sam insists AI workloads will soar, even if profits don’t. Dave crunches the numbers: an “Apollo program every 10 months,” data centers now powering half of U.S. GDP, and capital getting sucked from factories into GPUs. On the culture beat: Google’s Zeitgeist goes no-swag chic, Taylor gets her own Google Easter egg, and Instagram ads become the prototype for AI’s ad future, Restoration Hardware jet memes, Waymo etiquette, Bari Weiss’ $150M Free Press–meets–CBS glow-up, and more. Never a dull moment with the MOL squad.Chapters:01:17 – Slow's Etiquette Finishing school on 11/5 (Apply here: https://luma.com/vmd7rz6j)04:02 – Why everyone is replicating YC demo day17:15 – AI bubble check + Sora usage uptick18:04 – Oracle GPU rental margins scoop21:21 – Quantum skepticism24:26 – AI bubble propping up the U.S. GDP33:20 – OpenAI renting GPUs; finance structures everywhere38:48 – Where AI profits come from: ads, subs, commerce (nothing proven)42:31 – Bari Weiss’ Free Press sold for $150M; CBS Editor-in-Chief57:06 – Yoni Rechtman’s “self-promotion” stunt + Sam’s viral MrBeast post on XWe’re also on ↓X: https://twitter.com/moreorlesspodInstagram: https://instagram.com/moreorlessYouTube: https://youtu.be/p1bmrugU_6EConnect 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