All Episodes
More or Less — 172 episodes · page 1 of 2
The Death of the Web Is Inevitable
Agentic Commerce Hits a Wall: Hilton, Amazon and the Bot Blocking Fight
Meta Muse vs Instinct vs OpenAI Dots: Do AI Agents Have Any Moat?
Claude Is Doing Science, a16z Is Starting a University & the AI Bubble Keeps Growing and Still Be a Terrible Business; We'd Rather Send Our Kids to the Military Than to a16z's School
Anthropic Wants to Slow AI Down & Instinct Wants a $10B Valuation. Is It Because They're Losing? Is Dario Amodei Actually Right?
iPhone Duo, Meta Muse & Why AI Finally Scared Dave Morin
AI Agents Are Going Rogue. Should We Be Worried?
Meta’s $17B Reckoning & Why Parents Can’t Compete With Big Tech's Algorithm
Stripe Buys OpenRouter, OpenAI vs. Anthropic & the AI Backlash
Special Edition MOL with Josh Wolfe, Rachel Holt, Scott Belsky, Scott Stanford, and Peter Deng
Jeff Dean Leaves Google, Airtable Sells, and the Bag-Securing Era
Zuck says AI is for everyone, His Rivals Ask Washington To Slow it Down
Did OpenAI Stage Its Own Cyber Incident? | Stripe Buying Paypal, Frontier Model Economics, Peptides
AI Regulatory Capture Bet: Why OpenAI & Anthropic Stopped Competing on Tech
OpenAI Offered the Government a Stake. Is This a Distress Signal?
Why Identity Verification Matters For The Internet | Vox Americanus, GLM 5.2, Claude Fable 5 Is Back
Chinese AI Model GLM 5.2 Beating Frontier Models | Meta Glasses, Polymarket Scandal, and More AI Talent War
Elon Is the Best Financier of Our Generation
Teamshares IPO: $60M EBITDA, 92 Companies, Zero Exits
Apple’s New Siri, SpaceX’s $300B IPO & the AI Company Killing Its Own Brand
Silicon Valley IPO Summer 2026: SpaceX, Anthropic, OpenAI Explained
Did Anthropic Use the Pope as a Marketing Stunt? Ft. Amir Efrati
SpaceX IPO Date Talk + OpenAI Confidential Filing Rumors
Google's AI-First Laptop, Meta's Spy Games, AI Monks in Middle America
Why the Met Gala Hates Tech, Elon vs OpenAI Drama, and the Rise of Chinese AI Models
Elon Musk vs OpenAI Trial, Google Cloud Surge, Meta’s Blocked Acquisition, Anthropic Winning
What Tim Cook’s “Executive Chairman” Move Really Means | Musk vs OpenAI, xAI and Cursor Rumors
Allbirds Pivoted to AI Data Centers | SpaceX $1.5T IPO, Anthropic $800B, $175M Seed Rounds
Vercel CEO: 70% of Our Traffic Is Now AI Agents "Nobody Was Prepared" | Anthropic, OpenClaw, OpenAI
AI Agents Destroying Internet Security (Anthropic's Leak, ClawCon Tokyo, OpenAI's $852B Valuation)
The New Startup Stack: One Founder + Agents | Henrik Werdelin (Audos) and Ben Broca (Polsia)
Nvidia's GTC, Apple Blocking Vibe-Coding Apps, Meta's Rogue AI Agent
Anthropic’s Bet on Coding Is Working (OpenAI Shopping Pivot, A16Z’s Top 50 List, $1B Tennis Channel)
Fire Sam Altman, The End of Software Engineers, and Why AI Is All Narrative
Apple, OpenAI & Why Nobody Makes Money in AI | The SaaS Apocalypse
OpenClaw vs Meta vs OpenAI: The Personal Agent Wars Heat Up
Why OpenAI Can't Win The Decentralized AI Future (OpenClaw, Apple's Win, X.AI Exodus)
SpaceX + xAI Merger, Google Earnings, and and the Bot-Filled Internet
Agentic AI Will Break the Internet (ClawdBot, OpenAI & the AI Demand Delusion)
From ClawdBots to Sauna Bros: Silicon Valley in 2026
SaaS Companies Beware: AI Is The New UI (Anthropic's Claude Code and Cowork)
Trillionaires, SpaceX, and More AI: The 2026 Power Laws
2026 Tech Predictions: AI Layoffs, a $500B IPO, and the Death of SaaS as We Know It
Paramount vs Netflix: Who Really Wins Warner Bros And What's Next?
Code Red, Bitcoin Costs, AWS Resurgence, and Waymo Safety (Not About AI... ish)
OpenAI vs Google vs Meta: Business Model War
Google Just Won AI, TikTok’s “Self-Control Badges”, ChatGPT Enters Group Chats
Apple’s iPhone Sock, Waymo's Bay Area Expansion, and AI Wearables
Apple Chooses Gemini, Sequoia's Leadership Shake-up, and Meme Coins
Stuart Landesberg's Plan to Save the American West from Wildfires
TPUs Are Winning? Gemini + Anthropic vs NVIDIA, and OpenAI’s Atlas Explained
Meta’s Teen Rules, OpenAI’s Content Shift, and Roblox the New Social Media?
Oracle's GPU Margins, OpenAI’s Consumer Playbook, and the Ads vs Commerce Endgame
#119 OpenAI Sora vs. TikTok: Can “AI Entertainment” Fund the Compute Bill?
#118 Elon vs Altman: The $10B Capital War Reshaping Tech
#117 TikTok’s New Owner and Hiring a US CEO?
#116 iPhone Air or Pro? Apple Ignores AI and Wins?
#115 Anthropic at $170B: Should Unicorns Be Forced to IPO?
#114 Seed Rounds at $2B? The Dangers of AI Hype in VC With Tony Conrad
#113 GPT-5 Disappoints: The End of the AI Gold Rush?
#112 Swift Should Buy Chrome, Not Perplexity
#111 Figma, OpenAI, Canva: the Rise of Meme Stock IPOs in Silicon Valley
#110 Meta's Billion-Dollar Hires: Bubble or Genius?
#109 OpenAI vs Google: The Real Business Model War Begins
#108 Meta vs. OpenAI: Who Wins the Next Attention War?
#107 Anatoly Yakovenko: Crypto Isn’t for Everyone (And That’s a Good Thing)
#106: AI Researchers Earning More Than Cristiano Ronaldo
#105: Tesla, Bumble, And Bezos' Wedding - Everything Is A Mess
#104: AI Clones, Commoditized Ads, and the Cult of Trust
#103: Are Silicon Valley’s Mega-Deals Just Talent Grabs?
#102: Snap Spectacles, Build-A-Bear, and the Myth of the Everything App
#101: The Business of OnlyFans, Future of Identity, and Navigating Privacy in the AI Age
E#100: OpenAI Teams Up with Jony Ive, Vibe Coding, Gemini, and More
#99: The Airbnb Strategy Nobody’s Talking About
E#98: OpenAI Acquires Windsurf for $3B, Google's Stock Dips
E#97: How OpenAI Is Beating Google and Meta at Their Own Game
E#96: Google & Meta on Trial, Tesla, AI & Media
E#95: OpenAI’s Social Network & Figma’s Potential IPO
E#94: Will Elon Quit DC? Trump’s Chaos & AI’s China Threat (with Joanna Coles)
#93: Can Tesla Survive?
E#92: The Signal Scandal & DOGE Drama! (with Ben Smith and Nicholas Carlson)
E#91: Google’s $32B Deal and a Silicon Valley Spy Scandal!
E#90: Silicon Valley Unscripted: Billionaires, AI, and Interplanetary Exploration
E#89: America’s Crypto Reserve, Nvidia’s $600M Hit & Digg’s Comeback
E#88: Meta’s $200B AI Bet, Instagram Reels & The Future of Content
E#87: SKIMS To Revive Nike? AI Drama & The Satoshi Mystery
E#86: Elon’s $97B Curveball For OpenAI
E#85: The $250M Meme Coin Experiment
E#84: China's DeepSeek Shakes the Tech World
E#83: Trump Inauguration, Stargate, and the Meme Economy
E#82: TikTok, Trade Wars & Tech 2.0
E#81: Meta's Community Notes: More Speech and Fewer Mistakes?
E#80: The More or Less Holiday Special Pt. 2 (Crypto and Antitrust)
E#79: The More or Less Holiday Special Pt. 1 (AI Highlights)
E#78: 2024 Tech Company of the Year + 2025 Predictions
E#77: Sora Reveal, Google's AI Agents and Digital Trade Under Trump
E#76: In a World with 99.99% Accurate AI… (feat. Aaron Levie)
E#75: The Rise of the Tech Bro
E#74: Winding Down From a $400M Fundraise, or How to Move Forward After Forward (with Adrian Aoun)
E#73: Elon to Lead DOGE, Bitcoin Surges & the Trump Alliance
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