{"podcast":{"title":"More or Less","slug":"more-or-less-6425141","podcast_index_feed_id":6425141,"rss_url":"https://anchor.fm/s/e3c9ef30/podcast/rss","website_url":"https://moreorlesspod.com/","image_url":"https://d3t3ozftmdmh3i.cloudfront.net/staging/podcast_uploaded_nologo/38116620/38116620-1716176683266-60ee7e22a9d27.jpg","author":"Dave Morin, Jessica Lessin, Brit Morin, and Sam Lessin","episode_count":159,"summary":"Dave Morin, Jessica Lessin, Brit Morin, and Sam Lessin have debated the future of Silicon Valley and tech as the closest of friends for the last 15 years. Now six companies, two venture funds and more than a decade at Google, Apple and Facebook later, they are opening up the debate. From The Information, Offline Ventures, and Slow Ventures. Follow the crew: http://x.com/davemorin http://x.com/brit http://x.com/lessin http:/x.com/jessicalessin Follow the pod: https://moreorlesspod.com/ http://youtube.com/moreorlesspod https://x.com/moreorlesspod","last_synced_at":"2026-07-10T22:17:30.049171+00:00","page_url":"https://stenobird.com/podcast/more-or-less-6425141"},"episode":{"title":"Agentic AI Will Break the Internet (ClawdBot, OpenAI & the AI Demand Delusion)","slug":"agentic-ai-will-break-the-internet-clawdbot-openai-the-ai-demand-delusion","published_at":"2026-01-30T17:00:00+00:00","page_url":"https://stenobird.com/podcast/more-or-less-6425141/agentic-ai-will-break-the-internet-clawdbot-openai-the-ai-demand-delusion","show_page_url":"https://stenobird.com/podcast/more-or-less-6425141","url":"https://podcasters.spotify.com/pod/show/moreorlesspod/episodes/Agentic-AI-Will-Break-the-Internet-ClawdBot--OpenAI--the-AI-Demand-Delusion-e3ed1d7","audio_url":"https://anchor.fm/s/e3c9ef30/podcast/play/114770791/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-0-30%2F417124326-44100-2-cad6ab75d0913.mp3","summary":"Jessica is back from Davos and is recapping her highlights on the pod this week. If you’re a loyal podcast ‘viewer’, you’re in luck because Jess also brought photos from a recent Grace Cathedral sound bath visit before she dives deep into the Clawdbot/Moltbot/agentic moment. Dave is all in on what’s to come in this new age of agentic computers, and in true Sam fashion, he is less impressed by the technology and suggests that if the trend continues, it’s going to be bye bye internet. In the land of the other ‘mature’ AI companies, Jess recaps her Davos AI infra panel’s red-pill take on AI with the killer quote of the week: “the appetite for intelligence is limitless.” But how true is all this demand and how much of it is really narrative? Could the rise in gold and silver prices really be a sign of technology shorting? The crew also reacts to the Minneapolis situation, debating whether it’s a scaling issue at ICE or a political move. Chapters:00:30 — Jess Returns From Davos: No Snow, All SXSW Energy 03:40 — Grace Cathedral Sound Baths06:25 — Moltbot Heat Spike: Are AI Agents Ending the Internet? 17:29 — Moltbot Has no Moat; Founders Should Be Memorable Instead21:26 — Inside the Davos AI Panel: CoreWeave, G42, OpenAI & BlackRock’s Red Pill 29:47 — Minneapolis, ICE, and How the Valley Is Reacting 51:03 — The AI Chatbot Trap for Retail (And Why Everyone Will Fall for It) We’re also on ↓X: https://twitter.com/moreorlesspodInstagram: https://instagram.com/moreorlessYouTube: https://youtu.be/OZDFAvRq7GcConnect with us here:1) Sam Lessin: https://x.com/lessin2) Dave Morin: https://x.com/davemorin3) Jessica Lessin: https://x.com/Jessicalessin4) Brit Morin: https://x.com/brit","meta_description":"Jessica is back from Davos and is recapping her highlights on the pod this week. If you’re a loyal podcast ‘viewer’, you’re in luck because Jess also brou…","key_points":[],"chapters":[],"topics":[],"duration_seconds":3418,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/more-or-less-6425141/episodes/agentic-ai-will-break-the-internet-clawdbot-openai-the-ai-demand-delusion/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/more-or-less-6425141/agentic-ai-will-break-the-internet-clawdbot-openai-the-ai-demand-delusion.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}