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More or Less Podcast Transcripts

Dave Morin, Jessica Lessin, Brit Morin, and Sam Lessin · 169 episodes with transcripts

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.

Spoken has transcripts of 169 More or Less episodes, with the speakers named. The newest listed here is from October 2, 2026.

Technology

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Latest More or Less transcripts

Meta Muse vs Instinct vs OpenAI Dots: Do AI Agents Have Any Moat?

October 2, 2026

Brit Morin (0:00)

I don't know if we have the number yet for how many bots our brains can contain at once, because I've got about two dozen, and my shit's going crazy. I think I can do like 10 to 20 things at once. I realistically can do like three.

Jessica Lessin (0:12)

AI is important enough, and these companies have big enough opportunities to build actual businesses, but they value it at a price that assumes a stratosphere growth rate across all industries for all time, probably not.

Dave Morin (0:24)

Yeah, like the growth rate that assumes that they will be as a business larger than the entire United States economy.

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