HeyJaredMore or Less
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.
- Indexed episodes, last 90 days
- 13
- Latest publication
- Sep 25, 2026
- Audience
- Apple #152 · US
- Earliest in this view
- Jul 3, 2026
Latest episodes
Claude Is Doing Science, a16z Is Starting a University & the AI Bubble Keeps Growing and Still Be a Terrible Business; We'd Rather Send Our Kids to the Military Than to a16z's School (opens the original)
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Andreessen Horowitz puts $35 million into a new school and the pod nearly falls apart over it. Sam says he'd rather send his kids to the military, Jess is all for fixing higher ed but not with two venture capitalists writing the curriculum, and guest Matt Mazzeo (NoHo Labs founder, former CAA agent, prolific angel) spends ten minutes asking why the four of them can't be more optimistic about anything. Then Claude runs 10,000 agents for 21 hours and discovers a new enzyme system, which Brit point
Anthropic Wants to Slow AI Down & Instinct Wants a $10B Valuation. Is It Because They're Losing? Is Dario Amodei Actually Right? (opens the original)
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Finally, a full house week where Sam is back from New York and the squad is back for a full dive into this week’s AI drama. Anthropic's Dario wrote a long essay calling for the AI race to slow down, weeks before a multi-trillion dollar IPO. Dave's read: Anthropic must be losing. Sam's read: the labs are bad businesses with no compounding advantage, so regulatory capture is the only move left. Also this week: Sam's theory that OpenAI and Anthropic only become valuable as defense companies holding
iPhone Duo, Meta Muse & Why AI Finally Scared Dave Morin (opens the original)
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Dave Morin goes hands-on with Apple's iPhone Duo, the crew tests Meta's new Muse agent and asks whether it can hold up once Google ships its own, and Dave explains why OpenAI's Astra is the first AI model in a long time that felt scary to use. Dave, Brit, and Jess break down the week (Sam's at the US Open). Also this week: a former Anthropic researcher's AI doom media tour, weeks before Anthropic's IPO, and whether it's a real warning or a play for regulatory capture. Plus the Apple Watch featur
AI Agents Are Going Rogue. Should We Be Worried? (opens the original)
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Sam has entered what Jessica calls the “recursive Sam loop,” producing children’s media in his own voice, letting agents deploy their own apps, and having bots track his health. But things take a turn when Claude refuses one of his requests, seemingly holds a grudge, and leaves Sam wondering whether his own AI might turn on him. That sends the squad down the bigger rabbit hole of AI control: rogue agent swarms, models breaking out of sandboxes, what “alignment” actually means, and why Dave think
Meta’s $17B Reckoning & Why Parents Can’t Compete With Big Tech's Algorithm (opens the original)
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Sam is recording poolside, Jess is embracing her agentic era, and somehow that’s the least chaotic part of this week’s episode. The squad digs into Meta’s $17 billion settlement over child safety and whether social media should basically be treated like alcohol, before asking the harder question: are parents even capable of competing with algorithms anymore? Dave says parents are “outgunned,” Sam thinks most parental controls are useless policy theater, Brit wants to rethink the operating system
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Apple #152 · US
Measured Sep 19, 2026
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