# Dave Morin

Episod podcast teratas
Dikemas kini:

Why You Don't Need a Co-Founder to Start | Dave Morin, Offline Ventures

Dave Morin helped launch Facebook Platform, founded Path, co-founded Slow Ventures, and now runs Offline Ventures. He backed Ben Cera fifteen years before Polsia and chairs the OpenClaw Foundation. He calls himself a producer, not an investor, and makes the case that founding is a relational act ...

Anthropic Wants to Slow AI Down & Instinct Wants a $10B Valuation. Is It Because They're Losing? Is Dario Amodei Actually Right?

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 ...

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

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 ag ...

Meta Muse vs Instinct vs OpenAI Dots: Do AI Agents Have Any Moat?

Anthropic's S-1 leaked and the numbers are not what the narrative promised: revenue flatlining as token prices drop, and SaaS investors posting memes welcoming Anthropic to the no-growth table. Jess still puts it at 60% they get out in November, which looks optimistic in a week when Oura pulled ...

Agentic Commerce Hits a Wall: Hilton, Amazon and the Bot Blocking Fight

Meta and Microsoft, two of Anthropic's biggest enterprise customers, have roughly halved their Claude usage, and both are running their own models instead. Dave's diagnosis is the one nobody else is making: Claude was over-tuned for parasocial relationships, people got into something unhealthy w ...

He Turned Down Google's $100M Offer, Then Became Chairman of OpenClaw

Host Matt Van Horn sits down with Dave Morin, former Facebook executive, Path co-founder, investor, and chairman of OpenClaw. Dave reveals why Path turned down a reported $100 million offer from Google, shares behind-the-scenes stories from his early days at Apple and Facebook, and reflects on ...

The Death of the Web Is Inevitable

Jess went full send on Muse and reports that about 70% of the use cases she was excited about have stopped working, because the internet is fighting back: Good Eggs now wants her to check out in the app, her kid's school portal refuses the login, and JP Morgan and Amazon are blocking agents outr ...

⁠The Real Reason Elon Wants SpaceX and Tesla to Merge Now

Elon tells investors on an earnings call that SpaceX and Tesla should merge, and Sam has a theory he says nobody else has floated: there's an enormous SpaceX lockup cliff coming in the spring, and folding Tesla's retail shareholders into the denominator makes all that supply far easier to absorb ...

AI Killing Engineering Jobs Is “the Biggest Load of BS”

A year ago VCs were telling Parker Conrad that software engineering was months away from mass unemployment. His update: salaries are higher, the market is tighter, and a great engineer is worth more today than ever. The Rippling CEO joins Sam and Jess (no Morins this week) to argue that the only ...

Product Failures: Path

Path was created in 2010 by former Facebook employee Dave Morin as a sort of anti-Facebook. It stood out with one good idea: limits for friends. You couldn’t add more than 50 people to your network when it first launched. As Facebook ballooned in size and our friend lists grew with it, Path soug ...