More or Less

Stripe 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 feel normal now, whether Google already has agentic commerce won by owning your inbox, calendar, and Drive, and why Anthropic vs. OpenAI m...

A 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, Acme Capital), and Peter Deng (GP, Felicis; formerly Google, Facebook, Instagram, Uber, Airtable, and OpenAI). Sam takes over hosting duties ...

Sam records from the beach while dealing with a broken bilge pump. Dave calls in after herding cattle. Fortunately, tech continues without them, which Sam takes as further proof that AGI is already running the industry. The crew unpacks Google's leadership shakeup and Jeff Dean's departure after 27 years, debates whether Airtable's sale to Bending Spoons is the blueprint for ...

New studio set up: the squad now records from a parked Tesla in the middle of a rainstorm while Sam is on the beach, and somehow it turned into one of our favorite episodes. We break down Meta's new AI campaign, Zuckerberg's vision for AI, why more than 1,000 frontier AI researchers are asking Washington to slow development, and whether fear has become the easiest narrative i...

Deep summer check-in from the More or Less squad. Dave is back on Instagram after a year away (thanks to Stagecoach), Jessica reviews Benson Boone's Wanted Man tour, Chris Stapleton's Montana show gets a shoutout, and Sam is traveling with a Yeti cooler full of peptides.

Don’t worry, this is still a tech podcast: OpenAI revealed an AI that escaped its testing sandbox a...