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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YouTube: https://youtu.be/UIdKqkNCymQ

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

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

More or Less

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