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 ↓

X: https://twitter.com/moreorlesspod

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