Claude Is Doing Science, a16z Is Starting a University & Peptides 101 from Matt Mazzeo

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 points out is the beginning of two solid months of Claude catnip before the IPO. Sam's bigger worry: you can't take a company public when your top risk factor isn't the New York Times lawsuit, it's setting off nukes. Dave thinks the question nobody is asking is whether your agent represents you or the lab, because your Muse agent works for Meta. Plus Amazon blocking Muse, the Saint Petersburg paradox, and Matt going from 250 pounds to single digit body fat on peptides. Matt is giving More or Less listeners 50% off their first month at NoHo Labs. Use code: MOREORLESSVIP on https://noholabs.com/ In this episode: - Why the a16z school turned into the most heated argument this pod has had, and where each of them landed on Alpha School - Claude discovering a new enzyme system with 10,000 agents in 21 hours, and the timing of that announcement - Sam on why infinite liability may keep Anthropic from going public at all - Matt's maximalist case: long frontier labs, long open source, long all of it - The Saint Petersburg paradox, and why there's no way to price a company pitched as an infinite payout - Greg Brockman redefining AGI as a gradual series of events, three years after it was sold as a winner-take-all moment - Amazon blocking Muse, and whether every agent ends up in business development talks - Does your agent faithfully represent you, or the lab that built it? - Peptides 101 with Matt: what they are, the FDA moving them back into compounding pharmacies, and what a protocol actually costs Chapters: 00:00 Intro 01:14 Matt Mazzeo Joins: Peptides, CAA, and 15 Years of Harvard Connections 05:19 a16z Puts $35M Into a School: Marketing Play or Higher Ed Reform? 06:20 Brit on Billionaires Starting Universities 08:21 Jess on Alpha School and Who Should Be in Charge of Education 10:20 Sam: I'd Rather Send My Kids to the Military 12:19 Grit, Great Books, and Learning to Wrangle Horses 16:40 Claude Discovers a New Enzyme System With 10,000 Agents 18:01 Anthropic's IPO Slips, and the Liability Problem 20:29 The Story Flip: From "Only We Can Be Trusted" to "We Can't Afford the Risk" 21:14 Matt's Maximalist Take: Long Frontier, Long Open Source 23:14 Massive Demand, Unclear Profit, and the Railroad Pattern 24:40 Blackstone on Who Pays for the Data Center Debt: We Don't Know 25:45 The Saint Petersburg Paradox and Pricing an Infinite Payout 27:56 Brockman Redefines AGI, Three Years Too Late 31:11 Infinite Demand Doesn't Mean Infinite Sustainability 32:20 Amazon Blocks Muse: The First of Many Arms Treaties? 35:37 Agents Are Quietly Vaporizing the Internet's Breakage Model 36:49 It's Still 1982 for Agents 37:42 Sam Wants to Spend Thousands a Month on CPU, Not GPU 40:12 Does Your Agent Represent You or the Lab That Made It? 42:16 When Your Agent Does Something Bad, Who Is Liable? 43:50 Peptides 101: What They Actually Are 46:30 GLP-1 Revenue Is Rivaling AI Revenue 48:20 How Matt Went From 250 Pounds to Sub-12% Body Fat 50:29 The FDA Is Moving Peptides Back Into Compounding Pharmacies 53:32 What a Peptide Protocol Costs and How to Start Safely 57:17 Taylor Swift, Girl Dads, and a Code for Listeners We're also on X: https://twitter.com/moreorlesspod Instagram: https://instagram.com/moreorless Spotify: https://open.spotify.com/show/2CJdt6HhJ8ioNkbqqVKckC Apple Podcasts: https://podcasts.apple.com/us/podcast/more-or-less-from-the-morins-and-the-lessins/id1692234179 Full transcripts: https://moreorlesspod.com/episodes/ Connect with our guest: Matt Mazzeo: https://x.com/Mazzeo NoHo Labs: 50% off your first month with code MOREORLESSVIP 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 About More or Less: For 15 years, the Morins and the Lessins have debated the future of Silicon Valley as the closest of friends. Every Friday, they break down technology, capital, and media. From The Information, Offline Ventures, and Slow Ventures.

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