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More or Less

Dave Morin, Jessica Lessin, Brit Morin, and Sam Lessin
More or Less
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  • #107 Anatoly Yakovenko: Crypto Isn’t for Everyone (And That’s a Good Thing)
    We’re joined by a very special guest, Solana founder Anatoly Yakovenko for a wide-ranging conversation on crypto, tech, and what’s next. He breaks down the “punks, hoodies, suits” cycle, why AI is just a product while crypto is a movement, and how stablecoins are quietly driving global USD adoption. He shares his $1T stablecoin prediction, explains the Solana phone’s goal to challenge app store monopolies, and argues that crypto’s future lies not in mass adoption, but in serving a small group of high-value users.Chapters:00:00 Intro & Anatoly’s Backstory03:20 Crypto’s Evolution: Punks, Hoodies, and Suits07:00 Bitcoin, Meme Investing, and the Value of Ideas12:00 Meme Coins: Infrastructure and Insanity17:45 Why Build a Crypto Phone? Platform Wars Explained24:00 Talent, Incentives, and the Crypto Dilemma30:00 Stablecoins, Dollar Hegemony, and Global Finance39:50 The Punks Are the Bankers Now41:10 The Internet, Extremes, and the Death of Truth49:00 Engagement, Incentives, and the Future of Platforms52:20 Are the Punks Too Rich to Care?54:30 Wrap-Up: Bold Predictions and Where Crypto Goes NextWe’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
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  • #106: AI Researchers Earning More Than Cristiano Ronaldo
    This week, the gloves come off. We're diving into Meta's raid on OpenAI, asking if Mark Zuckerberg is the new Yankees of AI and who will be the 'Moneyball' underdog. Plus, a hot take on why usage-based pricing for AI is a flawed model, the challenge of creating 'God-tier' content that works everywhere, and why AI researchers are now earning more than soccer superstars. It's a packed episode you don't want to miss!Chapters:00:00 - Intro01:18 - X vs. Threads: A Tale of Two Internets04:38 - The “God Content” Challenge: Can You Go Viral Everywhere?11:15 - Google’s “Last Gasp” to Save Publishers14:23 - The Next Big Thing: Vanity Checks & Gold Delivery20:15 - The Problem with AI Business Models21:52 - Usage-Based Pricing is Generally Bad26:45 - The Big News: Meta’s OpenAI Raid29:45 - The AI Moneyball Era: Who are the Oakland A’s?34:26 - What Will Meta’s New Super-Team Actually Build?41:10 - The “Baller” Leader Move OpenAI Didn’t Make42:50 - AI Researchers Are The New Rockstars44:45 - F1 Movie: The Best Film of the Year?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
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  • #105: Tesla, Bumble, And Bezos' Wedding - Everything Is A Mess
    Join the More or Less crew for a Summer Edition from the cabins! We dive into how AI is reshaping hiring, the future of resumes, the rise of agentic coding assistants, and why service businesses suck (unless you're Brit doing a fun side-hustle ). As always, we tackle the latest in tech news from The Information, from OpenAI's copyright battles to the next phase of Bumble and the realities of Tesla's Robotaxis. 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
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  • #104: AI Clones, Commoditized Ads, and the Cult of Trust
    This week on More or Less, we dive into the escalating AI talent wars, Meta’s bold moves, and what the latest hires really mean for the future of AI innovation. The More or Less team break down why product execution is overtaking research wizardry, what's happening between OpenAI and Microsoft, and how AI is reshaping inbound for all markets.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
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  • #103: Are Silicon Valley’s Mega-Deals Just Talent Grabs?
    This week on More or Less: Is Austin out-innovating San Francisco in self-driving tech? Why Apple’s WWDC liquid glass announcement a bigger deal than you think. The real story behind Meta’s $14B Scale AI move, and the new economics of AI talent. Plus, what’s next for startup investing in an era where talent trumps business models. 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
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About 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
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