All-In with Chamath, Jason, Sacks & Friedberg
All-In Podcast, LLC
Technology
More or Less
by Dave Morin, Jessica Lessin, Brit Morin, and Sam Lessin
Today: #154 in Technology on our combined chart.
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Ranking history
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| Date | Apple Podcasts |
|---|---|
| Oct 3 | #145 |
About the show
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
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http://x.com/lessin
http:/x.com/jessicalessin
Follow the pod:
https://moreorlesspod.com/
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Latest episodes
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Meta Muse vs Instinct vs OpenAI Dots: Do AI Agents Have Any Moat?
October 2, 2026 · 57 minAnthropic's S-1 leaked and the numbers are not what the narrative promised: revenue flatlining as token prices drop, and SaaS investors posting memes welcoming Anthropic to the no-growth table. Jess still puts it at 60% they get out in…
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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
September 25, 2026 · 59 minAndreessen Horowitz puts $35 million into a new school and the pod nearly falls apart over it. Sam says he'd rather send his kids to the military, Jess is all for fixing higher ed but not with two venture capitalists writing the…
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Anthropic Wants to Slow AI Down & Instinct Wants a $10B Valuation. Is It Because They're Losing? Is Dario Amodei Actually Right?
September 18, 2026 · 57 minFinally, a full house week where Sam is back from New York and the squad is back for a full dive into this week’s AI drama. Anthropic's Dario wrote a long essay calling for the AI race to slow down, weeks before a multi-trillion dollar…
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iPhone Duo, Meta Muse & Why AI Finally Scared Dave Morin
September 11, 2026 · 51 minDave Morin goes hands-on with Apple's iPhone Duo, the crew tests Meta's new Muse agent and asks whether it can hold up once Google ships its own, and Dave explains why OpenAI's Astra is the first AI model in a long time that felt scary to…
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AI Agents Are Going Rogue. Should We Be Worried?
September 4, 2026 · 56 minSam has entered what Jessica calls the “recursive Sam loop,” producing children’s media in his own voice, letting agents deploy their own apps, and having bots track his health. But things take a turn when Claude refuses one of his…
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Meta’s $17B Reckoning & Why Parents Can’t Compete With Big Tech's Algorithm
August 28, 2026 · 55 minSam is recording poolside, Jess is embracing her agentic era, and somehow that’s the least chaotic part of this week’s episode. The squad digs into Meta’s $17 billion settlement over child safety and whether social media should basically…
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Stripe Buys OpenRouter, OpenAI vs. Anthropic & the AI Backlash
August 21, 2026 · 56 minStripe buys OpenRouter for billions, which naturally raises the question: did Stripe just buy critical AI infrastructure, or a very expensive router with great distribution? The original squad is back to debate why $7B acquisitions somehow…
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Special Edition MOL with Josh Wolfe, Rachel Holt, Scott Belsky, Scott Stanford, and Peter Deng
August 14, 2026 · 59 minA very special edition of More or Less, featuring Josh Wolfe (Founder, Lux Capital), Rachel Holt (Founder, Construct Capital; former Head of North America at Uber), Scott Belsky (Partner, A24; Founder, Behance), Scott Stanford (Founder…