This week the squad breaks down the Anthropic vs OpenAI drama (Fire Sam Altman is trending again), debates whether Apple is quietly winning the AI race by spending $0 while everyone else burns $100 billion, and confronts the question no one in Silicon Valley wants to answer: why aren't 200,000 software engineers talking about losing their jobs? Sam's answer: "Because it would be to admit you're in the 200,000 getting fired, not the 200,000 getting paid more." Plus: is China winning the open source AI phenomenon, is a recession coming (Lux Capital thinks so), and how Sam believes “code is just content” despite having built six apps in a week while on conference calls, including an AI clone of the podcast using everyone's real voices. It’s your weekly dive of More or Less.

Chapters:

1:30 — Fire Sam Altman Trending Again: Dario's Leaked Slack Memo

10:15 — Sam's Vibe Coding Week: 6 Apps Including AI Versions of the Hosts

17:00 — Why AI Content Tends to Zero

20:00 — Apple M5 Chip: The Local AI Inference Play

23:30 — Block Cuts 40% of Workforce

25:30 — Will 200,000 Bay Area Software Engineers Lose Their Jobs?

30:00 — "Code Wins Arguments — But Now Everyone Can Code"

34:30 — Josh Wolfe's (Lux Capital) Recession Warning Email

36:30 — The Triangle Trade: DC, Silicon Valley & Wall Street's Narrative Collusion

39:00 — Yemen/Houthi Strike & Defense Tech

41:00 — Is Open Source AI a Chinese Phenomenon?

46:00 — The Second Wave: Agents Are the Website of This Era

49:00 — David's Protein Ice Cream

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

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

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

Fire Sam Altman, The End of Software Engineers, and Why AI Is All Narrative

More or Less