More or Less

Jess and Brit take the reins on this week's More or Less — and they're not exactly missing their husbands. They're joined by Henrik Werdelin (Audos), who's building a platform that takes solo founders from zero to funded company using AI agents, and Ben Broca (Polsia), a literal one-human, zero-employee founder who argues AGI is already here. What follows is a sharp, funny debate about whether solo "donkeycorns" are the future of entrepreneurship, where AI actually hits its limits, and why defensibility in an AI world might come down to the most analog thing of all — knowing yourself and the humans you serve.Chapters:1:05 — Britt & Jess take over More or Less3:15 — Meet Henrik Werdelin (Audos) & Ben Broca (Polsia)5:00 — The Donkeycorn Era: Solo founders making millions with AI8:15 — "AGI Is Here" — Ben's case for one founder, zero employees10:30 — Jess vs. Ben: "My Claude can't remember" / "Skill issue"17:00 — When AI suggested fecal transplant businesses (Henrik's wild early experiments)19:00 — Relationship Capital: The real moat in an AI world23:00 — Building an economy, not a tool — Ben's vision for Polsia25:30 — Will AI democratize opportunity or just commoditize it?32:00 — Bot Etiquette: When your AI emails psychics on your behalf40:00 — The Sora Shutdown: "It's all just electricity"42:30 — Is speed the only moat? Anthropic vs. OpenAI46:30 — The Brain Gym: Why knowing yourself matters more than ever52:00 — Wrap: SpaceX IPO, Aura IPO, and "Me, My Customer, and AI"We’re also on ↓X: https://twitter.com/moreorlesspodInstagram: https://instagram.com/moreorlessYouTube: https://youtu.be/x5ybaEqOEsUConnect 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

They unpack big reveals from NVIDIA's GTC, including on‑prem model tooling and new agent frameworks. A shocking internal AI agent incident at a major social platform sparks a security and trust conversation. App store policy clashes surface as vibe‑coding tools get blocked. Kids and teen creators stealing the show with surprising indie wins.

A deep dive into AI business bets, comparing Anthropic’s developer-first coding strategy with OpenAI’s shopping pivot. The crew debates revenue trajectories, inference costs, and whether intelligence becomes a commodity or a defensible moat. They tour A16Z’s Top 50 GenAI products, oddball bot categories, and even pitch buying the Tennis Channel for about $1B. Ends with a pop culture roundup.

A heated breakdown of the Anthropic vs OpenAI Slack drama and its cultural ripple effects. A wild recounting of someone building six apps in a week, including AI voice clones. A debate over whether local chips like Apple's M5 give an edge while big players burn cash. A tense discussion about potential job losses for Bay Area software engineers and whether open source AI shifts global power.

They debate whether abundant AI will commoditize intelligence or spark a Cambrian explosion of creators. Fundraising woes and VC caution at Upfront Summit set a tense backdrop. They argue which AI businesses can build durable moats and warn about rapid cloning and margin collapse. Tangents include whether Stripe should buy PayPal, OpenAI hardware rumors, and Gen Z’s surprising iPod revival.

A fast-moving clash between OpenClaw, Meta and OpenAI over personal AI agents and where they will live. Debates about on-device privacy versus cloud convenience and what mainstream adoption looks like. Talk about wearables, ambient memory recording, and the return of Internet-of-Things style devices. A look at the frenzy in AI fundraising and whether intelligence could become as cheap as electricity.

A lively recap from a snowbound conference where founders are burning out and hacker culture is surging. They debate decentralized AI vs centralized power and how local orchestrators could upend big players. Conversation touches on agent-run code factories, rising personal AI costs, SaaS shakeups, data sovereignty, and tech industry reorganizations.

They unpack Elon’s blockbuster SpaceX + xAI merger and why narrative value can outweigh traditional finance. They debate Bezos selling The Washington Post and what media must do to own audiences. Conversation turns to bot-driven social feeds, agent experiments, and the creeping Dead Internet Theory. They end with a look at Google’s strong earnings, founder advice on focus and community, plus Super Bowl and Grammys chatter.

Jess returns from Davos and shares a Grace Cathedral sound bath story. The crew dissects the rise of agentic bots like MoltBot and whether they will upend the web. They debate AI infrastructure, the “limitless appetite” narrative, and if demand is real or hype. Conversation jumps to market signals like gold and silver and tech’s reaction to a Minneapolis incident.

A lively debate on whether SF or New York is winning the VC game. Wild seed valuations and why huge AI early rounds can still lose money. Tensions from executives walking out and the rise of mercenary teams. Big talk about orchestration: ClawdBots, recursive AI agents, and whether phones are becoming obsolete. Plus Apple’s AI pin, threats to subscription businesses, and a sauna-culture detour.