#71: Big Tech Earnings and the AI Revolution

In this episode, the crew dives into why no self-respecting Silicon Valley developer is ditching AI tools anytime soon. Sam and Jess go back and forth on Snap’s subscription model and whether it can stand up to Meta’s dominance. Plus, Bezos seems wary of a potential Trump comeback. 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) Brit Morin: https://x.com/brit 2) Dave Morin: https://x.com/davemorin 3) Jessica Lessin: https://x.com/Jessicalessin 4) Sam Lessin: https://x.com/lessin

00:00:00 Trailer

00:01:02 Introduction

00:01:22 Phone problems as features

00:07:00 Tech earnings season overview

00:09:45 Meta's quarterly performance and VR discussion

00:15:30 Google and Microsoft's AI-driven growth

00:19:55 User growth for tech companies

00:23:56 How users are using Snapchat

00:30:46 Get laid, get paid, get entertained

00:36:40 Earnings predictions

00:40:09 Creator economy's influence on election campaigns

00:51:09 Bezos ends Washington Post presidential endorsements

00:57:53 Celebrity collaborations and entertainment updates

01:03:47 Outro