#88: Meta’s $200B AI Bet, Instagram Reels & The Future of Content
#88: Meta’s $200B AI Bet, Instagram Reels & The Future of Content  
Podcast: More or Less
Published On: Fri Feb 28 2025
Description: What happens when the biggest VCs, LPs, and founders cram into one basketball stadium? Deals get made, gossip flies, and Dave and Brit Morin find themselves in a very questionable hotel situation. Reporting live from LA, they break down everything happening at Upfront Summit—or at least, everything they overheard by the coffee station.On deck this episode:• is Bezos finally embracing his role as a media mogul?• Meta’s $200B spend vs. Grok’s lightning-fast scale• what really went down in Silicon Valley?All that, plus Dave’s latest case for why everyone should quit social media, in this Episode #88 of More or Less.We’re also on ↓X: https://twitter.com/moreorlesspodInstagram: https://instagram.com/moreorlessSpotify: https://podcasters.spotify.com/pod/show/moreorlesspodConnect 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/brit⁠00:00 Intro01:13 Live from the Upfront Summit03:04 Intuit and taxes06:37 Bezo's media shift12:26 Blantant bias and framing18:53 Meme coins are fascinating25:39 Make Instagram great again32:44 Big Tech and Trump34:19 Google search traffic is down36:35 AI segment: Grok45:08 The AI markets meme narrative55:40 Time Women of the Year Gala59:04 Outro