Oracle's GPU Margins, OpenAI’s Consumer Playbook, and the Ads vs Commerce Endgame
More or Less10 Okt 2025

Oracle's GPU Margins, OpenAI’s Consumer Playbook, and the Ads vs Commerce Endgame

This week on More or Less: Jess drops The Information’s scoop on Oracle’s shaky GPU rental margins and how it spooked markets, while Sam insists AI workloads will soar, even if profits don’t. Dave crunches the numbers: an “Apollo program every 10 months,” data centers now powering half of U.S. GDP, and capital getting sucked from factories into GPUs. On the culture beat: Google’s Zeitgeist goes no-swag chic, Taylor gets her own Google Easter egg, and Instagram ads become the prototype for AI’s ad future, Restoration Hardware jet memes, Waymo etiquette, Bari Weiss’ $150M Free Press–meets–CBS glow-up, and more. Never a dull moment with the MOL squad.Chapters:01:17 – Slow's Etiquette Finishing school on 11/5 (Apply here: https://luma.com/vmd7rz6j)04:02 – Why everyone is replicating YC demo day17:15 – AI bubble check + Sora usage uptick18:04 – Oracle GPU rental margins scoop21:21 – Quantum skepticism24:26 – AI bubble propping up the U.S. GDP33:20 – OpenAI renting GPUs; finance structures everywhere38:48 – Where AI profits come from: ads, subs, commerce (nothing proven)42:31 – Bari Weiss’ Free Press sold for $150M; CBS Editor-in-Chief57:06 – Yoni Rechtman’s “self-promotion” stunt + Sam’s viral MrBeast post on XWe’re also on ↓X: https://twitter.com/moreorlesspodInstagram: https://instagram.com/moreorlessYouTube: https://youtu.be/p1bmrugU_6EConnect 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

Det här avsnittet är hämtat från ett öppet RSS-flöde och publiceras inte av Podme. Det kan innehålla reklam.

Avsnitt(166)

Meta’s $17B Reckoning & Why Parents Can’t Compete With Big Tech's Algorithm

Meta’s $17B Reckoning & Why Parents Can’t Compete With Big Tech's Algorithm

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 ...

28 Aug 54min

Stripe Buys OpenRouter, OpenAI vs. Anthropic & the AI Backlash

Stripe Buys OpenRouter, OpenAI vs. Anthropic & the AI Backlash

Stripe buys OpenRouter for billions, which naturally raises the question: did Stripe just buy critical AI infrastructure, or a very expensive router with great distribution? The original squad is back...

21 Aug 56min

Special Edition MOL with Josh Wolfe, Rachel Holt, Scott Belsky, Scott Stanford, and Peter Deng

Special Edition MOL with Josh Wolfe, Rachel Holt, Scott Belsky, Scott Stanford, and Peter Deng

A very special edition of More or Less, featuring Josh Wolfe (Founder, Lux Capital), Rachel Holt (Founder, Construct Capital; former Head of North America at Uber), Scott Belsky (Partner, A24; Founder...

14 Aug 58min

Jeff Dean Leaves Google, Airtable Sells, and the Bag-Securing Era

Jeff Dean Leaves Google, Airtable Sells, and the Bag-Securing Era

Sam records from the beach while dealing with a broken bilge pump. Dave calls in after herding cattle. Fortunately, tech continues without them, which Sam takes as further proof that AGI is already ru...

7 Aug 55min

Zuck says AI is for everyone, His Rivals Ask Washington To Slow it Down

Zuck says AI is for everyone, His Rivals Ask Washington To Slow it Down

New studio set up: the squad now records from a parked Tesla in the middle of a rainstorm while Sam is on the beach, and somehow it turned into one of our favorite episodes. We break down Meta's new A...

31 Juli 59min

Did OpenAI Stage Its Own Cyber Incident? | Stripe Buying Paypal, Frontier Model Economics, Peptides

Did OpenAI Stage Its Own Cyber Incident? | Stripe Buying Paypal, Frontier Model Economics, Peptides

Deep summer check-in from the More or Less squad. Dave is back on Instagram after a year away (thanks to Stagecoach), Jessica reviews Benson Boone's Wanted Man tour, Chris Stapleton's Montana show get...

24 Juli 1h 1min

AI Regulatory Capture Bet: Why OpenAI & Anthropic Stopped Competing on Tech

AI Regulatory Capture Bet: Why OpenAI & Anthropic Stopped Competing on Tech

You know we're deep into summer when Jess leaves the pod early to catch Benson Boone... for the eighth time. This week, the More or Less squad revisits the Anthropic and OpenAI IPO speculation. Their ...

17 Juli 50min

OpenAI Offered the Government a Stake. Is This a Distress Signal?

OpenAI Offered the Government a Stake. Is This a Distress Signal?

The full quad is back, unpacking OpenAI's offer to give the U.S. government an equity stake. Sam's take: it's less a marketing win than a distress signal. The squad also debates whether Trump Accounts...

10 Juli 55min

Populärt inom Teknik

uppgang-och-fall
market-makers
rss-elektrikerpodden
skogsforum-podcast
natets-morka-sida
rss-laddstationen-med-elbilen-i-sverige
rss-technokratin
 och-bilen-gar-bra
elbilsveckan
rss-en-ai-till-kaffet
bli-saker-podden
klocksnack-tillsammans-med-nymans-ur-1851
rss-veckans-ai
bilar-med-sladd
hej-bruksbil
rss-uppgang-och-fall
rss-kack-tech-podcast
garagehang
rss-fabriken-2
prova-programmering-av-distansakademin