Elon Musk vs OpenAI Trial, Google Cloud Surge, Meta’s Blocked Acquisition, Anthropic Winning

This week on More or Less, the crew kicks off with a very on-brand derail—Stagecoach turning into a wind-blown 90s reunion-turned-half-capacity vibe, segueing into a chaotic trend report of “booty shorts vs. jorts” before Jessica reframes it as “OpenAI or jorts.” From there, it’s into the real storylines: the Musk v. OpenAI trial in Oakland (Altman and Brockman showing up, Musk posturing, and the judge shutting down theatrics), and whether it’s substance or just WWE for tech. The AI race heats up with reports of ChatGPT missing targets while Anthropic pulls ahead, sparking a broader debate on whether frontier models are sliding into commodity territory—Sam argues narrative over fundamentals while Dave pushes on open-source pressure and who actually foots the data center bill. The conversation expands into geopolitics (regulatory capture, China’s open-source momentum, Meta’s blocked agent play) and earnings (Google Cloud riding Anthropic demand), landing on a sneaky insight: AI’s real cost explosion might be storage, not tokens. They close with a rapid-fire culture sweep—Maria Sharapova’s podcast, NYT rankings, Elon’s Mars comp fantasy, Met Gala backlash, and the final punchline: YouTube growth is way more gameable than anyone wants to admit. Chapters: 00:34 — Stagecoach Chaos: Tornado Winds & Half-Crowd Vibes 01:43 — Summer Trend Report: Booty Shorts vs. Jorts 02:56 — “OpenAI or Jorts?” The Hard Pivot 04:15 — Musk vs OpenAI Trial Begins (And It’s Already Messy) 06:40 — Gag Orders, Jury Drama & Musk’s Opening Stunt 09:03 — Is This Lawsuit Just WWE for Tech? 11:46 — Anthropic Passes OpenAI?! The AI Power Shift 13:57 — AI Is Becoming a Commodity (Sam’s Take) 15:24 — The Real Cost of AI: Tokens vs Labor 18:53 — Open Source Is Eating Everything 21:08 — Outcome-Based Pricing: Fix or Race to Zero? 23:16 — “This Is a Bad Business” (But Everyone Uses It) 26:04 — The Only AI Moat: Regulation or Narrative 29:02 — Why Frontier Models Still Matter 32:04 — China, Open Source & AI Geopolitics 35:06 — Meta’s Blocked AI Deal (Spy Game Energy) 38:07 — Google Wins the AI Race (For Now) 41:23 — The $5B Opportunity Nobody’s Talking About 43:34 — The Real AI Trade: Storage Over Tokens 46:58 — Investing Is Dead, Long Live Narrative We’re also on ↓ X: https://twitter.com/moreorlesspod Instagram: https://instagram.com/moreorless Spotify: https://podcasters.spotify.com/pod/show/moreorlesspod Connect with us here: 1) Sam Lessin: https://x.com/lessin 2) Dave Morin: https://x.com/davemorin 3) Jessica Lessin: https://x.com/Jessicalessin 4) Brit Morin: https://x.com/brit

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