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• Apple Chooses Gemini, Sequoia's Leadership Shake-up, and Meme Coins

  It’s Etiquette Finishing School Day at Slow Ventures, Sam dials in from the Four Seasons in a Brioni suit to recap Slow’s first-ever Etiquette School—covering caviar bumps, sommelier tips, and the “low heart rate” approach to leadership. The crew argue that etiquette now matters in tech because trust is scarce and “PMF-only” is an outdated YC-era story. Jess also unpacks details from Apple’s Gemini deal, Sequoia’s leadership shuffle, Anthropic’s latest numbers, and crypto’s meme-driven chaos. Watch till the end for free No Kings and Queens of Corbet protest tees from Sam.Chapters:02:33 Etiquette Day at Slow — Sam’s recap from the Four Seasons07:00 Why etiquette matters for founders in 202513:20 Apple x Google: Gemini to power Siri17:24 Apple’s AI strategy: Restricting Spend on AI20:04 LLMs vs search the new user behavior shift27:40 Sequoia’s leadership handoff36:44 Meme coin corner Jelly’s 400M rise and community-led products47:55 Waymo swarms El Camino AI meets the real world50:30 Sam's "No Kings and Queens" merchWe’re also on ↓X: https://twitter.com/moreorlesspodInstagram: https://instagram.com/moreorlessYouTube: https://youtu.be/zv4VdtKpQQkConnect 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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• Stuart Landesberg's Plan to Save the American West from Wildfires

  With Jess running The Information's massive WTF conference and Sam off-grid on a mountain, Brit and Dave hold down the fort with Stuart Landesberg, CEO of Seneca, a Slow- and Offline-backed startup building autonomous firefighting drones. Between deep tech inside jokes, Stuart coins pro-America tech and breaks down how Seneca’s five-drone strike teams deploy 500 lbs of foam across 30 square miles in under ten minutes—even at night. Wildfires now drain over a trillion dollars a year from the U.S. economy, and Seneca’s model of detect early, respond fast, outperforms retrofitting homes or relying on pilots. With demand rising from cities, utilities, and insurers protecting $5T in assets, Stuart’s focused on building long-term enterprise value, not chasing the AI hype cycle.Join the Seneca team: https://seneca.com/careers/Chapters:03:28 Stuart’s path to Seneca and the wildfire problem10:36 The true economic cost of wildfires12:10 Prevention vs. suppression; prescribed burns and costs16:19 Exponential fire growth; strike teams and early knockdowns19:46 Autonomy + sensors; choosing actions in real time20:45 Five drones, 30 square miles, sub-10-minute response22:20 Night ops: why autonomy wins when pilots can’t fly25:42 Regulators, HOAs, utilities: who’s pulling adoption forward27:40 Capital, AI hype, and choosing long-term partners31:32 Founder advice; unexpected demand from private stakeholders39:38 Culture: Stoicism, Amor Fati, learning from crashesWe’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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• TPUs Are Winning? Gemini + Anthropic vs NVIDIA, and OpenAI’s Atlas Explained

  The gang is back with a spicy opener: Brit calls out Dave for dismissing her “AI-assisted” doc as work slop, while Sam argues lowbrow culture now imitates machines and highbrow culture resists them. We break down OpenAI’s early, hallucination-prone Atlas browser and debate whether it’s a real agent platform, just memory capture, or total $$$ burn. Sora hype is cooling as TPUs rise—with Jessica noting how The Information's TPU scoop even nudged NVIDIA to move faster. OpenAI’s compute could approach ~$45B/year at ~3 GW, forcing new financing models and tough research vs GTM trade-offs—Sam calls it Pascal’s Wager for Big Tech. We close on AWS outages, crypto leverage swings, and why “swag is dead,” replaced by bespoke gifting as the new status move. Just another week of your favorite Technology podcast with the Morins and Lessins.Chapters:00:38 — Gang is back: notes on last episode and Yasso bars01:20 — Revisiting last week's “AI Work Slop”: Brit vs. Dave 03:49 — Culture vs. LLMs: highbrow resists, lowbrow imitates07:16 — Bot etiquette: Bot joining Zoom calls and writing thank you letters12:16 — OpenAI Atlas: early tests, hallucinations & agency potential17:29 — Sora hype cools: the consumer AI novelty cycle19:47 — The TPU plot twist: NVIDIA gets pushed to move faster22:40 — $45B compute future: Pascal’s Wager for Big Tech29:05 — AWS outages: one-offs vs systemic risk33:29 — The X Game: Mr.Beast, “manual slop,” and the screenshot era43:38 — Swag is dead: bespoke gifting = new status flex53:43 — Sports, socials & 2026 predictionsWe’re also on ↓X: https://twitter.com/moreorlesspodInstagram: https://instagram.com/moreorlessYouTube: https://youtu.be/VDYdIoHe4XAConnect 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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• Meta’s Teen Rules, OpenAI’s Content Shift, and Roblox the New Social Media?

  Jessica and Dave dive into the messy intersection of AI, culture, and the next wave of consumer tech. From the rise of “AI slop” to whether founders should build apps just for themselves, they debate what survives the model wars and what gets eaten alive. Along the way: 2025 Silicon Valley weirdness, $1B AI comp with no products, GLP-1 memes, kids treating Fortnite like the new social network, and California’s crackdown on youth tech. It’s part therapy session, part future forecast—the only technology podcast that you should listen to before you head into the weekend.Chapters:00:40 Intro: The first “Jave” episode01:17 The Grove lore: Ground zero of social networks03:19 What’s actually working in consumer AI?12:26 The Information’s mobile app and engagement lift14:51 Summarization as the killer consumer use case16:17 The “AI slop” problem in real work product19:35 2025 Silicon Valley culture: dead internet, Sora slop, $1B comp21:08 Refounding era (Handshake) and trendwatching23:01 Startup to watch: BitRig and iPhone apps that build apps25:06 Why personalized apps32:54 OpenAI Dev Day paranoia: Who gets eaten?44:32 Parenting choices: Roblox/YouTube vs curated apps58:36 Algorithmic novelty vs repetition comfort01:02:47 OpenAI recalibrates adult contentWe’re also on ↓X: https://twitter.com/moreorlesspodInstagram: https://instagram.com/moreorlessYouTube: https://youtu.be/Iug0dyIlpsAConnect 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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• Oracle's GPU Margins, OpenAI’s Consumer Playbook, and the Ads vs Commerce Endgame

  This week on More or Less: Jess drops The Information’s scoop on Oracle’s shaky GPU rental margins and how it spooked markets, while Sam insists AI workloads will soar, even if profits don’t. Dave crunches the numbers: an “Apollo program every 10 months,” data centers now powering half of U.S. GDP, and capital getting sucked from factories into GPUs. On the culture beat: Google’s Zeitgeist goes no-swag chic, Taylor gets her own Google Easter egg, and Instagram ads become the prototype for AI’s ad future, Restoration Hardware jet memes, Waymo etiquette, Bari Weiss’ $150M Free Press–meets–CBS glow-up, and more. Never a dull moment with the MOL squad.Chapters:01:17 – Slow's Etiquette Finishing school on 11/5 (Apply here: https://luma.com/vmd7rz6j)04:02 – Why everyone is replicating YC demo day17:15 – AI bubble check + Sora usage uptick18:04 – Oracle GPU rental margins scoop21:21 – Quantum skepticism24:26 – AI bubble propping up the U.S. GDP33:20 – OpenAI renting GPUs; finance structures everywhere38:48 – Where AI profits come from: ads, subs, commerce (nothing proven)42:31 – Bari Weiss’ Free Press sold for $150M; CBS Editor-in-Chief57:06 – Yoni Rechtman’s “self-promotion” stunt + Sam’s viral MrBeast post on XWe’re also on ↓X: https://twitter.com/moreorlesspodInstagram: https://instagram.com/moreorlessYouTube: https://youtu.be/p1bmrugU_6EConnect 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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