19:I[66739,["/_next/static/chunks/0.3dg.jzl0xwf.js?dpl=dpl_BhmHa8NmNRnoMAUm8Lqp3TPz2qZA","/_next/static/chunks/0qxr~fpya2kw0.js?dpl=dpl_BhmHa8NmNRnoMAUm8Lqp3TPz2qZA","/_next/static/chunks/12wfgjmhh21qu.js?dpl=dpl_BhmHa8NmNRnoMAUm8Lqp3TPz2qZA","/_next/static/chunks/028~snn2srcd-.js?dpl=dpl_BhmHa8NmNRnoMAUm8Lqp3TPz2qZA","/_next/static/chunks/079qbl7l5rd72.js?dpl=dpl_BhmHa8NmNRnoMAUm8Lqp3TPz2qZA","/_next/static/chunks/0hi8o2xq05aig.js?dpl=dpl_BhmHa8NmNRnoMAUm8Lqp3TPz2qZA"],"default"] 1b:I[38632,["/_next/static/chunks/0qqtp3r0h7kah.js?dpl=dpl_BhmHa8NmNRnoMAUm8Lqp3TPz2qZA","/_next/static/chunks/0iukvycbd42rl.js?dpl=dpl_BhmHa8NmNRnoMAUm8Lqp3TPz2qZA"],"IconMark"] 1a:T52f,

Apple ships hardware while everyone else ships AI press releases. The MOL quad debates whether Apple’s “ignore the hype” strategy wins, why YC is full of “made-to-chart” AI startups, what unique conviction really means for investors, and how meme warfare is becoming the new GTM.

Chapters:

01:02 – “Ozempic iPhone” and why “thin” might be back

10:06 – Market reaction: “Not enough AI,” money flows to Oracle

16:49 – YC protest: is relevance measured by outrage?

25:47 – Creator-led startups as an investing edge

26:49 – Khosla: bargain hunting is a poor AI bet

37:20 – Why money feels unlimited again (FOMO returns)

40:29 – Quiet shakeout: sub-$100M seed funds at risk

42:05 – Crypto policy clarity as 2025 macro driver

50:11 – Meme warfare: the next GTM playbook

We’re also on ↓

X: https://twitter.com/moreorlesspod

Instagram: https://instagram.com/moreorless

YouTube: https://youtu.be/xzlAjHPZtW4

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

#116 iPhone Air or Pro? Apple Ignores AI and Wins?

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#116 iPhone Air or Pro? Apple Ignores AI and Wins?