More or Less

#87: SKIMS To Revive Nike? AI Drama & The Satoshi Mystery


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Elon Musk trolled Jessica on X—at least, that’s how it seems.


Was it just a marketing stunt for Grok 3, with The Information as the sacrificial lamb?


Plus, Humane’s AI pin flopped, but HP swooped in for a $160M “rescue.”


What does this mean for the AI hardware race? Sam has some strong opinions (spoiler: he’s not a fan of AI printers).


And the internet’s latest rabbit hole: Could Jack Dorsey actually be Satoshi?


Social media is unraveling, AI is becoming hyper-personalized (maybe too much so), and the next wave of consumer tech is either flopping or skyrocketing at warp speed.


All that—plus the latest chaos in AI, Big Tech, and beyond—on Episode 87 of More or Less.


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) Sam Lessin: https://x.com/lessin

2) Dave Morin: https://x.com/davemorin

3) Jessica Lessin: https://x.com/Jessicalessin

4) Brit Morin: https://x.com/brit


(00:00:00) Introduction

(00:01:20) Bay Area ski week

(00:02:38) Yoga

(00:06:43) Grok 3 vs The Information

(00:12:26) Best deep research model?

(00:19:30) iOS bug and social media isolation

(00:23:42) iPhone 16e and status symbols

(00:27:49) Digital drugs

(00:33:21) Do brands even matter anymore?

(00:43:00) Humane fire sale and AI Printers?

(00:47:07) Founders who can land a plane

(00:53:31) Lost Meta "international spy technology"

(00:55:40) More Or Less correspondents

(00:56:50) Jack created Bitcoin?

(01:00:32) Outro

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

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