More or Less

• Code Red, Bitcoin Costs, AWS Resurgence, and Waymo Safety (Not About AI... ish)

  Bitcoin’s down, so the Lessins turned down the heat and pulled out their winter gear. The More or Less squad jumps from SF’s drone-powered crime-fighting memes (Daniel Lurie’s “no drugs” moment) to how creator-content strategy now drives real deal flow. Jess says 2026 will split the AI tide (we unfortunately did have to touch on AI), with Meta’s missing enterprise story dragging its CapEx dreams, while AWS is suddenly courting founders again. From Apple’s design chief Alan Dye jumping to Meta to questioning whether OpenAI’s “code red” was a decoy, the squad never misses when it comes to the latest thinking in Silicon Valley.Buy Slow's Modern Etiquette book: https://www.amazon.com/dp/B0G4HSKSY5Chapters:Chapters:01:10 Kudos to SF Mayor, Daniel Lurie!07:14 Doom scrolling on a Garmin watch12:34 Holiday gift guides: AI robots, Duolingo piano, Matic vac mop, etc14:30 The creator-VC playbook 21:27 Instagram RTO 5 days per week leadership reality check22:08 Alan Dye leaves Apple for Meta 26:09 Jess' 2026 prediction: The Big Tech divergence is coming27:46 Meta’s enterprise gap28:46 AWS outreach to Sam: Bedrock Nova and startup credits31:45 Sam Altman's code red memo -- is it a decoy?33:51 Gemini latency vs GPT why speed matters for Brit (Ad opp?)44:39 Is Aaron Levie for or against AI?46:40 Waymo's safety report and Dave's FSD usage51:21 Recapping the Slow holiday party + Offline's next58:28 Slow's Modern Etiquette Book plug (Link to purchase: https://www.amazon.com/dp/B0G4HSKSY5)We’re also on ↓X: https://twitter.com/moreorlesspodInstagram: https://instagram.com/moreorlessYouTubeConnect 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

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• OpenAI vs Google vs Meta: Business Model War

  Pre-Thanksgiving chatter from the Lessins’ Surf Shack: Jess, Brit, Dave, and Sam pinball from holiday-card automation to trillion-dollar AI geopolitics. Brit trades Minted for Canva+GPT, Jess admits to maintaining a 600-row address spreadsheet, Sam unveils Slow’s Etiquette Book, and Dave still can’t believe we can’t pay in USDC. Don’t worry this year's Thanksgiving edition will live up to its hype, the crew gets into the real stuff too: Google’s TPU push vs. Nvidia’s moat, Meta reportedly buying billions in TPUs, whether Google can shave 10% off Nvidia’s revenue, and more.Chapters:06:45 The San Francisco consensus and Silicon Valley’s real innovation marketing11:10 Elon Zuck and megaphone-powered distribution14:30 Why interface distribution will decide AI winner17:20 Memory isn’t real lock-in switching between ChatGPT and Gemini21:40 OpenAI’s identity crisis: Apple-style computer vs Meta-style attention26:30 Google complex vs OpenAI complex how the narrative flipped29:10 Google TPUs vs Nvidia Meta’s rumored buying spree33:20 AI infrastructure economics depreciation CapEx margins36:00 Macro vs micro elections risk cycles 40:10 DOE’s Genesis Mission and where the analogy breaks44:00 OpenAI's Jony Ive device timeline48:30 Why distribution still beats novelty53:15 Final takeaways: marketing distribution and business-model warsWe’re also on ↓X: https://twitter.com/moreorlesspodInstagram: https://instagram.com/moreorlessYouTube: https://youtu.be/7BbWHm3KODwConnect 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

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• 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 Recap10:33 Jessica’s Instagram detox check-in and what changed15:59 TikTok’s anti screen-time badges17:48 ChatGPT launches group chats; why Meta missed its chance20:51 Google Gemini takes the lead in the AI race23:37 OpenAI’s monetization problem; no one buys the consumer story29:14 Just be Google — higher brand credibility, revenue streams, and distribution39:33 Breaking: Nvidia earnings are still growing43:14 White House EO to preempt state AI regulation; why federal matters48:06 Coinbase and Kalshi prediction markets, culture, and compliance53:12 Meme Corner: RIP 6–7, hello 4156:03 Make SF Dress Up Again: Femme-Etiquette SchoolWe’re also on ↓X: https://twitter.com/moreorlesspodInstagram: https://instagram.com/moreorlessYouTube: https://youtu.be/ahZTkLfJTykConnect 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

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• Apple’s iPhone Sock, Waymo's Bay Area Expansion, and AI Wearables

  The squad is complete again! We get into AI wearables: rings, necklaces, even earrings, after Dave hints his stealth ring startup is almost ready. Waymo quietly rolls out SF–San Jose service (still no freeways), while private-jet owners email senators about the shutdown. The squad goes over Andy Rubin’s humanoid robotics launch, Sam’s backwards Panopticon sign, Apple’s Issey Miyake iPhone “sock/pocket,” and that Slow’s etiquette school is now getting international interest. We wrap with Janitor AI’s romance boom, Sam building an AI kids-podcast pipeline with ElevenLabs, Brit wanting McConaughey to voice romance, Jess taking an Instagram detox, and more.Chapters:01:18 AI in interior design and AI slop; Why AI commerce still feels broken04:59 Apple week iPhone Air vs Pro08:49 Wearable AI flood Ray-Bans, rings, and other wearables15:32 Jess deletes Instagram and maybe email21:05 Multitasking vs focus23:32 Andy Rubin’s new robotics company27:15 SORON reveal and home deterrence roadmap29:15 Military research to practical deterrent systems30:29 Panopticon conference room and GDPR simplification32:29 Waymo expansion and route quirks35:35 Apple Issey Miyake iPhone pocket sock38:40 Slow's Etiquette Finishing school goes global44:50 The Lessin Family AI generated kids podcast49:06 BBC scandal media bias and blowback54:12 Lawfare the financialization of lawsuitsWe’re also on ↓X: https://twitter.com/moreorlesspodInstagram: https://instagram.com/moreorlessYouTube: https://youtu.be/pA20Sk63yYEConnect 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

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• Apple Chooses Gemini, Sequoia's Leadership Shake-up, and Meme Coins

  It’s Etiquette Finishing School Day at Slow Ventures, Sam dials in from the Four Seasons in a Brioni suit to recap Slow’s first-ever Etiquette School—covering caviar bumps, sommelier tips, and the “low heart rate” approach to leadership. The crew argue that etiquette now matters in tech because trust is scarce and “PMF-only” is an outdated YC-era story. Jess also unpacks details from Apple’s Gemini deal, Sequoia’s leadership shuffle, Anthropic’s latest numbers, and crypto’s meme-driven chaos. Watch till the end for free No Kings and Queens of Corbet protest tees from Sam.Chapters:02:33 Etiquette Day at Slow — Sam’s recap from the Four Seasons07:00 Why etiquette matters for founders in 202513:20 Apple x Google: Gemini to power Siri17:24 Apple’s AI strategy: Restricting Spend on AI20:04 LLMs vs search the new user behavior shift27:40 Sequoia’s leadership handoff36:44 Meme coin corner Jelly’s 400M rise and community-led products47:55 Waymo swarms El Camino AI meets the real world50:30 Sam's "No Kings and Queens" merchWe’re also on ↓X: https://twitter.com/moreorlesspodInstagram: https://instagram.com/moreorlessYouTube: https://youtu.be/zv4VdtKpQQkConnect 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

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