Sign up to save your podcasts
Or
Share #71: Big Tech Earnings and the AI Revolution
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
#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
View all episodes
By Dave Morin, Jessica Lessin, Brit Morin, and Sam Lessin
4.1
9494 ratings
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
More shows like More or Less
View all
This Week in Startups
1,290 Listeners
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
537 Listeners
Odd Lots
1,967 Listeners
The a16z Show
1,093 Listeners
Invest Like the Best with Patrick O'Shaughnessy
2,354 Listeners
The Prof G Pod with Scott Galloway
5,485 Listeners
All-In with Chamath, Jason, Sacks & Friedberg
10,182 Listeners
Dwarkesh Podcast
576 Listeners
Big Technology Podcast
508 Listeners
No Priors: Artificial Intelligence | Technology | Startups
143 Listeners
The AI Daily Brief: Artificial Intelligence News and Analysis
682 Listeners
BG2Pod with Brad Gerstner and Bill Gurley
491 Listeners
Money Stuff: The Podcast
403 Listeners
Prof G Markets
1,489 Listeners
TBPN
138 Listeners