Apple Chooses Gemini, Sequoia's Leadership Shake-up, and Meme Coins

It’s Etiquette Finishing School Day at Slow Ventures, Sam dials in from the Four Seasons in a Brioni suit to recap Slow’s first-ever Etiquette School—covering caviar bumps, sommelier tips, and the “low heart rate” approach to leadership. The crew argue that etiquette now matters in tech because trust is scarce and “PMF-only” is an outdated YC-era story. Jess also unpacks details from Apple’s Gemini deal, Sequoia’s leadership shuffle, Anthropic’s latest numbers, and crypto’s meme-driven chaos. Watch till the end for free No Kings and Queens of Corbet protest tees from Sam.

Chapters:

02:33 Etiquette Day at Slow — Sam’s recap from the Four Seasons

07:00 Why etiquette matters for founders in 2025

13:20 Apple x Google: Gemini to power Siri

17:24 Apple’s AI strategy: Restricting Spend on AI

20:04 LLMs vs search the new user behavior shift

27:40 Sequoia’s leadership handoff

36:44 Meme coin corner Jelly’s 400M rise and community-led products

47:55 Waymo swarms El Camino AI meets the real world

50:30 Sam's "No Kings and Queens" merch

We’re also on ↓X: https://twitter.com/moreorlesspodInstagram: https://instagram.com/moreorlessYouTube: https://youtu.be/zv4VdtKpQQkConnect with us here:1) Sam Lessin: https://x.com/lessin2) Dave Morin: https://x.com/davemorin3) Jessica Lessin: https://x.com/Jessicalessin4) Brit Morin: https://x.com/brit