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