An inside look at technology, business, and culture with @davemorin @brit @lessin and @jessicalessin every Friday.

Joined June 2023
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Improved automatic continuous more or less chat. turns out we can do our podcast 100% automatically at this point with the right traning set. just need to up the snark and add some pop culture.
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Great article in the Washington Post today about etiquette school & evolving tech culture as it isn't cute little side show anymore... link below.
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New Pod Up: AI rings, robot tanks for your driveway, Apple’s forearm iPhone sock, why multitasking is destroying our brains, and Sam’s etiquette cult going global. Plus, Jess quits Instagram live on the pod. It’s a ride. youtube.com/watch?v=pA20Sk63…
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In tech, we still obsess over cap tables. But as @lessin says, we may be entering an era where power > ownership.
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The internet only matters if people are behind it. Replace them with machines and it’s just noise. @lessin
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Even @sama only has ~10K followers on Sora. Turns out virality ≠ friendship… and polished AI content ≠ good content.
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NEW EPISODE: Sora vs TikTok -- is OpenAI's compute cost finally justified by AI slop? > @Jessicalessin questions whether Sora is just a novelty or the start of an AI-native social economy, arguing OpenAI needs its own device to escape current platform limits. > @Brit calls it ā€œVine meets MySpace,ā€ highlighting its cameo mechanic as a creator tool that could outpace Meta’s AI video. > @davemorin says Sora only needs to be entertaining and pitches OpenAI’s real graph play: embedding ChatGPT in group chats. > @lessin compares Sora to Truth Social, not Instagram, arguing power and narrative—not unit economics—drive the AI capex boom.
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The Washington and Silicon Valley Alliance: They’re never going to break up Big Tech--that’s the point. They’re trading partners, not regulators.
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NEW EPISODE: Is Lens Crafters the newest Best Buy?
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Meta’s AI glasses, Find-My the new social app, and Nvidia as the East India Company of compute: youtu.be/pWntiqnjXYc

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NEW EPISODE LIVE: >"If A16z will be a shareholder in TikTok... I don't think Andreessen can have a board seat. But Sequoia have a ton of ByteDance exposure... they may get 20% through that." @Jessicalessin >"If the algo's just a licensed black box, who has veto on the model updates?" @davemorin >"People moved on from social to LLMs. 'How ChatGPT is making kids kill themselves'--that's the new battlefield." @lessin >"Sheryl comes out of retirement and does it..." @brit
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TikTok, Meta's New Glasses, Sam's Etiquette School and more: youtube.com/watch?v=P3Gzl2ZD…

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NEW EPISODE IS NOW LIVE! @davemorin @brit @lessin and @Jessicalessin goes over: > ā€œSkinny iPhoneā€ and why ā€œthinā€ might be back > Market reaction: ā€œNot enough AI,ā€ money flows to Oracle > YC protest: is relevance measured by outrage? > Creator-led startups as an investing edge > Khosla: bargain hunting is a poor AI bet > Why money feels unlimited again (FOMO returns) > Quiet shakeout: sub-$100M seed funds at risk > Crypto policy clarity as 2025 macro driver > Meme warfare: the next GTM playbook See the thread for more of our favorite takeaways from this week’s episode.
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Memetic Warfare is the new distribution. Don’t push messages. Seed templates people want to adopt, remix, and share.
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