#109 OpenAI vs Google: The Real Business Model War Begins

This week on More or Less, Sam Lessin, Brit Morin, and Dave Morin dive into the startup world and how today's founders need to bring fun back into the ecosystem, why most public policy around AI is just noise, whether Apple’s best move is to simply not care about AI hype, and the business model reckoning for OpenAI. Stay till the very end for a sneaky savage moment from Brit!

Chapters:

02:00 – The Real Reason Early VC Worked: Fun

03:50 – Authentic Fun vs. Fake Fun in Startups

05:40 – AI Hacks, JSON, and the Joy of Building

09:45 – AI Data, Human Correction, and Social Graphs

12:15 – Tesla’s Trillion-Dollar Marketing Stunts

16:23 – Google’s CapEx, Meta’s Moat, and AI Spending

18:15 – OpenAI’s Extension: Business Model Reckoning

27:08 – Apple’s AI Strategy: Does Not Caring Win?

36:20 – AI Companions & The Threat to Social Platforms

39:15 – Google’s Secret Weapon: Let OpenAI Take the Bullshit

47:15 – Founders: Build What You Love, Or Regret It

53:30 – Savage Brit & Monjaro Shots in NYC

We’re also on ↓

X: https://twitter.com/moreorlesspod

Instagram: https://instagram.com/moreorless

YouTube: https://www.youtube.com/@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