{"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":"Anthropic’s Bet on Coding Is Working (OpenAI Shopping Pivot, A16Z’s Top 50 List, $1B Tennis Channel)","slug":"anthropic-s-bet-on-coding-is-working-openai-shopping-pivot-a16z-s-top-50-list-1b-tennis-channel","published_at":"2026-03-13T16:00:00+00:00","page_url":"https://stenobird.com/podcast/more-or-less-6425141/anthropic-s-bet-on-coding-is-working-openai-shopping-pivot-a16z-s-top-50-list-1b-tennis-channel","show_page_url":"https://stenobird.com/podcast/more-or-less-6425141","url":"https://podcasters.spotify.com/pod/show/moreorlesspod/episodes/Anthropics-Bet-on-Coding-Is-Working-OpenAI-Shopping-Pivot--A16Zs-Top-50-List--1B-Tennis-Channel-e3gc6mb","audio_url":"https://anchor.fm/s/e3c9ef30/podcast/play/116840587/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-2-13%2F419905255-44100-2-7ea1064eda179.mp3","summary":"It’s an AI-heavy episode with real stakes: Jessica digs into OpenAI’s evolving approach to shopping and why “closing the loop” on commerce could be the proving ground for consumer monetization. The group sparrs over charts: OpenAI vs. Anthropic annualized revenue, what “slope” investors actually care about, and whether Anthropic’s developer-first strategy (code, tokens, and high ARPU) is the smarter path than consumer mindshare.Sam argues that “intelligence” is heading toward a global, frictionless commodity market (bad for margins, great for usage) and introduces the idea of “dark pools” (proprietary access/data/relationships) as the only durable moat. Dave counters with the more optimistic take: AI is collapsing the line between “consumer” and “developer,” turning everyone into a builder, and launching a new creative medium (with examples spanning from software to film). Brit adds fuel with “nano-targeted” commerce and a tour through A16Z’s Top 50 GenAI web products list, highlighting both mainstream shifts and the internet’s… more ‘unexpected’ categories.Finally: a truly out-of-left-field deal pitch from Jess: should someone buy the Tennis Channel for ~$1B? Plus a rapid-fire pop culture close (Kelce’s return, Oscars bets, and what everyone’s watching) before Sam heads back to the sauna. Chapters: 0:00 — Intro & Sam's Sauna Hat 1:33 — First-Ever MOL Podcast Ad 3:54 — ChatGPT's Shopping Pivot 7:19 — The Chart: OpenAI vs Anthropic Revenue 11:52 — The Slope: Linear or Super Linear? 16:10 — Commerce Is Bad. Attention Is Good. 19:04 — AI Is Turning Everyone Into a Builder 20:15 — "$1B Raised, $900M spent on Inference" 23:17 — AI Is Worse Than the Cable Business 35:58 — Dark Pools: Death of the Open Marketplace 40:45 — The P50 Problem: What Happens to Average…","meta_description":"It’s an AI-heavy episode with real stakes: Jessica digs into OpenAI’s evolving approach to shopping and why “closing the loop” on commerce could be the pr…","key_points":[],"chapters":[],"topics":[],"duration_seconds":3522,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/more-or-less-6425141/episodes/anthropic-s-bet-on-coding-is-working-openai-shopping-pivot-a16z-s-top-50-list-1b-tennis-channel/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/anthropic-s-bet-on-coding-is-working-openai-shopping-pivot-a16z-s-top-50-list-1b-tennis-channel.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}