More or Less

Nvidia's GTC, Apple Blocking Vibe-Coding Apps, Meta's Rogue AI Agent


Listen Later

It’s going to be a dense episode on OpenClaw—and another classic example of how skeptical Sam is about its future, battling against Dave. The episode starts with Dave’s announcement: The OpenClaw Foundation is now a chartered Delaware nonprofit. Then: GTC. Jessica hits the floor, takes seven selfies, and watches Jensen go for three hours with no notes. Dave explains why Nvidia gave OpenClaw 30 minutes of keynote time: NemoClaw, OpenShell, enterprise guardrails, local models, on-prem everything. Jessica breaks down The Information’s story about a rogue AI agent tripping internal security at Meta—which becomes the perfect setup for a broader point: trust isn’t a feature; it’s the entire game. Then Apple. BitRig—built by the people who literally created SwiftUI—has been stuck in App Store review since November because Guideline 2.5.2 says apps can’t download and execute code that changes functionality. The security logic tracks. Apple’s selective enforcement history? Less so. The crew closes with the part nobody’s ready for: Morin’s 11-year-old just formed his first LLC for a vibe-coded iOS game, and a group of 12-year-olds at an AI school in Austin out-shipped every adult developer at ClawCon.


Chapters:

02:14 - NVIDIA GTC Preview & Episode Roadmap

02:54 - The Rise of the "Master of Bots" Role

04:39 - Bot Anxiety & the Luxury AI vs. Cheap AI Divide

08:55 - NVIDIA GTC: Jensen as AI's Storyteller-in-Chief

17:21 - Nemo Claw, OpenShell & NVIDIA's Big OpenClaw Moment

23:02 - What Even Is OpenClaw? Sam Challenges Dave

29:51 - Breaking News: Rogue AI Agent Triggers Meta Security Alert

38:54 - OpenAI's Enterprise Pivot & the Anthropic Revenue Race

43:00 - Apple vs. Vibe Coding Apps: The App Store Bottleneck

51:34 - Kids, Claws & Cool Family Tech (Board.fun, Next Playground)


We’re also on ↓

X: https://twitter.com/moreorlesspod

Instagram: https://instagram.com/moreorless

YouTube: https://youtu.be/PYJawV55QcU


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

...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

1,290 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

537 Listeners

Odd Lots by Bloomberg

Odd Lots

1,967 Listeners

The a16z Show by Andreessen Horowitz

The a16z Show

1,093 Listeners

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

Invest Like the Best with Patrick O'Shaughnessy

2,354 Listeners

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

The Prof G Pod with Scott Galloway

5,485 Listeners

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

All-In with Chamath, Jason, Sacks & Friedberg

10,182 Listeners

Dwarkesh Podcast by Dwarkesh Patel

Dwarkesh Podcast

576 Listeners

Big Technology Podcast by Alex Kantrowitz

Big Technology Podcast

508 Listeners

No Priors: Artificial Intelligence | Technology | Startups by Conviction

No Priors: Artificial Intelligence | Technology | Startups

143 Listeners

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

The AI Daily Brief: Artificial Intelligence News and Analysis

682 Listeners

BG2Pod with Brad Gerstner and Bill Gurley by BG2Pod

BG2Pod with Brad Gerstner and Bill Gurley

491 Listeners

Money Stuff: The Podcast by Bloomberg

Money Stuff: The Podcast

403 Listeners

Prof G Markets by Vox Media Podcast Network

Prof G Markets

1,489 Listeners

TBPN by John Coogan & Jordi Hays

TBPN

138 Listeners