moreorlessaudio@gmail.com
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Episodes: 156
Frequency: Weekly
Rating: 4.1/5.0
Estimated listeners: 1k-10k
Gender skew: Male
Location: USA
YouTube: 59.6k subscribers
Instagram: 947 followers
moreorlessaudio@gmail.com
For verified host and producer emails, sign up to view.
Dave Morin - Co-host; the description notes Dave Morin has more than a decade of experience at Google, Apple and Facebook and is part of the long-running group debating the future of Silicon Valley and tech.
Sam Lessin - Co-host; described as having more than a decade at Google, Apple and Facebook and as a longtime participant in debates about Silicon Valley and tech’s future.
Jessica Lessin - Co-host; the description says Jessica Lessin is part of the group debating the future of Silicon Valley and tech, and is affiliated with The Information, Offline Ventures, and Slow Ventures (per th...
Brit Morin - Co-host; the description says Brit Morin is part of the core group debating the future of Silicon Valley and tech for the last 15 years and points to connections with The Information, Offline Ventu...
Mike Brown - Teamshares IPO, Small-business Holding Company Model, Long-term Owner Strategy, Roll-up/pe Lessons, Capital Allocation, Leadership Pipeline, Technology Across Portfolio Businesses, And Long-term Vision To Grow Ebitda.
Elon Is the Best Financier of Our Generation
June 19, 2026
Sam and Jessica go two-on-two this week to unpack the SpaceX IPO and whether a $2.5 trillion valuation is actually justified, exploring why “it’s valuable because it’s valuable” may be a legitimate investment thesis and why Cursor’s $60 billion acquisition looks cheap in that context. They also break down Anthropic’s clash with the U.S. government over Fable 5, with Sam arguing the crackdown could be the best marketing in AI history, before debating the risks of tying software access to natio...
Teamshares IPO: $60M EBITDA, 92 Companies, Zero Exits
June 17, 2026
Seven years after Slow wrote its first check, Sam sits down with Teamshares CEO Mike Brown as the company prepares to go public. Mike’s core insight is simple: America has millions of durable, cash-flowing small businesses, but no great long-term owner. After buying and operating electrical contractors himself, he realized the opportunity wasn’t another marketplace or PE roll-up, it was building a permanent holding company that acquires great businesses, gives employees ownership, and never s...
Apple’s New Siri, SpaceX’s $300B IPO & the AI Company Killing Its Own Brand
June 12, 2026
Dave joins the squad from YC just ahead of WWDC, where the group breaks down Apple’s upgraded Siri and the surprising revelation that much of Apple’s AI capability is powered by Google’s Gemini models. It wouldn’t be a technology podcast without the squad expanding into the broader AI landscape, with Dave arguing that outside of OpenAI and Anthropic, most AI companies are becoming infrastructure providers rather than destination products. They continue to unpack the IPO frenzy around SpaceX a...
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