OpenAI vs Google vs Meta: Business Model War

Pre-Thanksgiving chatter from the Lessins’ Surf Shack: Jess, Brit, Dave, and Sam pinball from holiday-card automation to trillion-dollar AI geopolitics. Brit trades Minted for Canva+GPT, Jess admits to maintaining a 600-row address spreadsheet, Sam unveils Slow’s Etiquette Book, and Dave still can’t believe we can’t pay in USDC. Don’t worry this year's Thanksgiving edition will live up to its hype, the crew gets into the real stuff too: Google’s TPU push vs. Nvidia’s moat, Meta reportedly buying billions in TPUs, whether Google can shave 10% off Nvidia’s revenue, and more.Chapters:06:45 The San Francisco consensus and Silicon Valley’s real innovation marketing

11:10 Elon Zuck and megaphone-powered distribution

14:30 Why interface distribution will decide AI winner

17:20 Memory isn’t real lock-in switching between ChatGPT and Gemini

21:40 OpenAI’s identity crisis: Apple-style computer vs Meta-style attention

26:30 Google complex vs OpenAI complex how the narrative flipped

29:10 Google TPUs vs Nvidia Meta’s rumored buying spree

33:20 AI infrastructure economics depreciation CapEx margins

36:00 Macro vs micro elections risk cycles

40:10 DOE’s Genesis Mission and where the analogy breaks

44:00 OpenAI's Jony Ive device timeline

48:30 Why distribution still beats novelty

53:15 Final takeaways: marketing distribution and business-model warsWe’re also on ↓X: https://twitter.com/moreorlesspodInstagram: https://instagram.com/moreorlessYouTube: https://youtu.be/7BbWHm3KODwConnect 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