#109 OpenAI vs Google: The Real Business Model War Begins
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#109 OpenAI vs Google: The Real Business Model War Begins

56:47 Jul 25, 2025
About this episode
This week on More or Less, Sam Lessin, Brit Morin, and Dave Morin dive into the startup world and how today's founders need to bring fun back into the ecosystem, why most public policy around AI is just noise, whether Apple’s best move is to simply not care about AI hype, and the business model reckoning for OpenAI. Stay till the very end for a sneaky savage moment from Brit!Chapters:02:00 – The Real Reason Early VC Worked: Fun03:50 – Authentic Fun vs. Fake Fun in Startups05:40 – AI Hacks, JSON, and the Joy of Building09:45 – AI Data, Human Correction, and Social Graphs12:15 – Tesla’s Trillion-Dollar Marketing Stunts16:23 – Google’s CapEx, Meta’s Moat, and AI Spending18:15 – OpenAI’s Extension: Business Model Reckoning27:08 – Apple’s AI Strategy: Does Not Caring Win?36:20 – AI Companions & The Threat to Social Platforms39:15 – Google’s Secret Weapon: Let OpenAI Take the Bullshit47:15 – Founders: Build What You Love, Or Regret It53:30 – Savage Brit & Monjaro Shots in NYCWe’re also on ?X: https://twitter.com/moreorlesspodInstagram: https://instagram.com/moreorlessYouTube: https://www.youtube.com/@MoreorLessPodConnect 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
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