More or Less

• #89: America’s Crypto Reserve, Nvidia’s $600M Hit & Digg’s Comeback

  Markets move fast—sometimes too fast.This week, Jessica, Dave, Sam, and Brit dissect Trump’s crypto reserve play, Nvidia’s AI stumbles, and how nostalgia is sneaking back into everything. Recorded amidst ski trips, surf plans, and a billboard that’s trolling AI hype, the crew unpacks it all.Also on deck:• Core Weave’s $1.7B AI cloud grab signals robotics is the new VC darling• Reports of Discord going public?Plus, Jessica’s surf weekend drama, Sam’s “Trump Make Poor” bit, and a hot take on why live sports might be overrated. It’s chaos, it’s volatility, it’s Episode 89 of More or Less.We’re also on ↓X: https://twitter.com/moreorlesspodInstagram: https://instagram.com/moreorlessSpotify: https://podcasters.spotify.com/pod/show/moreorlesspodConnect 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/brit00:00 Trailer01:10 Make startups weird again02:24 The Brit brand theory04:01 TikTok, DeepSeek and the nostalgia supercycle05:48 Do people even watch live sports anymore? 08:36 Running Point and feminist humor10:12 "New old, old new" companies16:26 "Spam" Lessin's billboard20:35 Driverless Waymo on the 10121:59 Wall Street Journal tech layoffs28:17 Trump make rich, Trump McPoor34:52 AI, AGI and the Top Gun Theory37:40 IPOs, massages, robot sex workers45:16 Girls' surf trip with margaritas and poker47:46 Indian Wells!52:18 Outro

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• #88: Meta’s $200B AI Bet, Instagram Reels & The Future of Content

  What happens when the biggest VCs, LPs, and founders cram into one basketball stadium? Deals get made, gossip flies, and Dave and Brit Morin find themselves in a very questionable hotel situation. Reporting live from LA, they break down everything happening at Upfront Summit—or at least, everything they overheard by the coffee station.On deck this episode:• is Bezos finally embracing his role as a media mogul?• Meta’s $200B spend vs. Grok’s lightning-fast scale• what really went down in Silicon Valley?All that, plus Dave’s latest case for why everyone should quit social media, in this Episode #88 of More or Less.We’re also on ↓X: https://twitter.com/moreorlesspodInstagram: https://instagram.com/moreorlessSpotify: https://podcasters.spotify.com/pod/show/moreorlesspodConnect 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/brit⁠00:00 Intro01:13 Live from the Upfront Summit03:04 Intuit and taxes06:37 Bezo's media shift12:26 Blantant bias and framing18:53 Meme coins are fascinating25:39 Make Instagram great again32:44 Big Tech and Trump34:19 Google search traffic is down36:35 AI segment: Grok45:08 The AI markets meme narrative55:40 Time Women of the Year Gala59:04 Outro

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• #87: SKIMS To Revive Nike? AI Drama & The Satoshi Mystery

  Elon Musk trolled Jessica on X—at least, that’s how it seems.Was it just a marketing stunt for Grok 3, with The Information as the sacrificial lamb?Plus, Humane’s AI pin flopped, but HP swooped in for a $160M “rescue.”What does this mean for the AI hardware race? Sam has some strong opinions (spoiler: he’s not a fan of AI printers).And the internet’s latest rabbit hole: Could Jack Dorsey actually be Satoshi?Social media is unraveling, AI is becoming hyper-personalized (maybe too much so), and the next wave of consumer tech is either flopping or skyrocketing at warp speed.All that—plus the latest chaos in AI, Big Tech, and beyond—on Episode 87 of More or Less.We’re also on ↓X: https://twitter.com/moreorlesspodInstagram: https://instagram.com/moreorlessSpotify: https://podcasters.spotify.com/pod/show/moreorlesspodConnect 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(00:00:00) Introduction(00:01:20) Bay Area ski week(00:02:38) Yoga(00:06:43) Grok 3 vs The Information(00:12:26) Best deep research model? (00:19:30) iOS bug and social media isolation(00:23:42) iPhone 16e and status symbols(00:27:49) Digital drugs(00:33:21) Do brands even matter anymore?(00:43:00) Humane fire sale and AI Printers?(00:47:07) Founders who can land a plane(00:53:31) Lost Meta "international spy technology"(00:55:40) More Or Less correspondents(00:56:50) Jack created Bitcoin?(01:00:32) Outro

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• #86: Elon’s $97B Curveball For OpenAI

  Elon Musk just threw OpenAI into chaos with a $97 billion bid for its nonprofit arm. But does he actually want it—or is it just for the memes?Meanwhile, Slow Ventures has secured $60M to bet on the future of creators, and Brit and Jessica predict the rise of serial influencers.Oh, and Google Maps is broken. Seriously. All that and more in Episode #86 of More or Less.We’re also on ↓X: https://twitter.com/moreorlesspod Instagram: https://instagram.com/moreorless Spotify: https://podcasters.spotify.com/pod/show/moreorlesspod 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(00:00:00) Trailer(00:01:07) Dressing well(00:03:38) Startups, hybrid work(00:11:47) Efficiency and productivity(00:18:51) Apple Intelligence (00:20:44) Google Maps(00:22:31) Elon's OpenAI bid(00:33:26) Who buys TikTok? (00:35:27) Bill Gates(00:41:31) Investing on people and adventure capital(00:50:30) 360 deals and musicians(00:52:34) Investing in niche creators(00:56:39) Super Bowl LIX and Kendrick Lamar(01:01:55) Outro

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• #85: The $250M Meme Coin Experiment

  Sam and Dave had been toying with the idea of making $$ from meme mania, but after last week’s pod, they may have taken it a little too seriously.They launched Jelly-My-Jelly ($JELLYJELLY), a meme coin that shot up to $250M—thanks, in part, to Venmo co-founder Iqram Magdon-Ismail.What happened next? Tune in to Episode #85 to find out.We’re also on ↓X: https://twitter.com/moreorlesspodInstagram: https://instagram.com/moreorlessSpotify: https://podcasters.spotify.com/pod/show/moreorlesspodConnect 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(00:00:00) Trailer(00:01:01) Ski race and poker(00:03:00) Dave and Sam's newly-launched project(00:13:19) Fartcoin is serious(00:19:11) Everything will be tokenized(00:33:04) PvP system(00:36:47) Regulation side, Coinbase, jellyjelly(00:49:16) DOGE against the US Government?(01:06:56) Pop culture corner(01:09:52) Outro

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