More or Less

#115 Anthropic at $170B: Should Unicorns Be Forced to IPO?


Listen Later

Another busy week in tech and your favorite quad are back! We go over: Google’s antitrust “win,” AI M&A mania, Anthropic’s stay-private debate, why lawyers out-earn bankers now, and the barbell reality of internet businesses. We also unpack creator vs algorithm dynamics, the rise of Ozempic, and Sam’s wild “AI petty-lawsuit bot” idea.


Chapters:02:07 – OpenAI’s $300k copywriting hire → AI not there yet

09:03 – AI M&A deals are small relative to hype

10:55 – Lawyers now out-earning bankers

12:40 – Google’s antitrust “loss” turned into a win

17:31 – Government says “AI will handle capitalism”

22:02 – Debate: force unicorns public at $100B+

40:15 – Creators must transcend algorithms, not rely on feeds

45:07 – Only ~20M Americans really buy things — own that niche

56:07 – AI petty-lawsuit bots as the next “big market”

57:22 – AI is just compute wars, zero net value


We’re also on ↓

X: https://twitter.com/moreorlesspod

Instagram: https://instagram.com/moreorless

YouTube: https://youtu.be/W1HVKJZg7qo


Connect 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

...more
View all episodesView all episodes
Download on the App Store

More or LessBy Dave Morin, Jessica Lessin, Brit Morin, and Sam Lessin

  • 4.1
  • 4.1
  • 4.1
  • 4.1
  • 4.1

4.1

94 ratings


More shows like More or Less

View all
This Week in Startups by Jason Calacanis

This Week in Startups

1,297 Listeners

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch by Harry Stebbings

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

536 Listeners

Odd Lots by Bloomberg

Odd Lots

2,003 Listeners

The a16z Show by Andreessen Horowitz

The a16z Show

1,100 Listeners

Invest Like the Best with Patrick O'Shaughnessy by Colossus | Investing & Business Podcasts

Invest Like the Best with Patrick O'Shaughnessy

2,343 Listeners

The Prof G Pod with Scott Galloway by Vox Media Podcast Network

The Prof G Pod with Scott Galloway

5,686 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

10,270 Listeners

Dwarkesh Podcast by Dwarkesh Patel

Dwarkesh Podcast

528 Listeners

Big Technology Podcast by Alex Kantrowitz

Big Technology Podcast

513 Listeners

No Priors: Artificial Intelligence | Technology | Startups by Conviction

No Priors: Artificial Intelligence | Technology | Startups

137 Listeners

The AI Daily Brief: Artificial Intelligence News and Analysis by Nathaniel Whittemore

The AI Daily Brief: Artificial Intelligence News and Analysis

650 Listeners

BG2Pod with Brad Gerstner and Bill Gurley by BG2Pod

BG2Pod with Brad Gerstner and Bill Gurley

460 Listeners

Money Stuff: The Podcast by Bloomberg

Money Stuff: The Podcast

407 Listeners

Prof G Markets by Vox Media Podcast Network

Prof G Markets

1,464 Listeners

TBPN by John Coogan & Jordi Hays

TBPN

142 Listeners