#88: Meta’s $200B AI Bet, Instagram Reels & The Future of Content

What happens when the biggest VCs, LPs, and founders cram into one basketball stadium?

Deals get made, gossip flies, and Dave and Brit Morin find themselves in a very questionable hotel situation.

Reporting live from LA, they break down everything happening at Upfront Summit—or at least, everything they overheard by the coffee station.

On deck this episode:

• is Bezos finally embracing his role as a media mogul?

• Meta’s $200B spend vs. Grok’s lightning-fast scale

• what really went down in Silicon Valley?

All that, plus Dave’s latest case for why everyone should quit social media, in this Episode #88 of More or Less.

We’re also on ↓

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Instagram: https://instagram.com/moreorless

Spotify: https://podcasters.spotify.com/pod/show/moreorlesspod

Connect with us here:

1) Sam Lessin: ⁠https://x.com/lessin⁠

2) Dave Morin: ⁠https://x.com/davemorin⁠

3) Jessica Lessin: ⁠https://x.com/Jessicalessin⁠

4) Brit Morin: ⁠https://x.com/brit⁠

00:00 Intro

01:13 Live from the Upfront Summit

03:04 Intuit and taxes

06:37 Bezo's media shift

12:26 Blantant bias and framing

18:53 Meme coins are fascinating

25:39 Make Instagram great again

32:44 Big Tech and Trump

34:19 Google search traffic is down

36:35 AI segment: Grok

45:08 The AI markets meme narrative

55:40 Time Women of the Year Gala

59:04 Outro