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Sam Lessin on Artificial Intelligence

Sam Lessin's takes on AI, machine learning, LLMs, and the transformation of technology — drawn from his writing, tweets, and podcast.

Essays

SWL Week in Review - AI Flippenings & 2x2s

More or Less Podcast — Flippenings OpenAI gets passed in revenue (and valuation) by Anthropic, Google might now eclipse Nvidia on market cap./ is within a breath… a moment of AI flippenings is upon us & the real story isn’t the vying for first place, it is the fact that there is a race at all… bec...


Invite to Pearl genesis event

hey {{ customer.name | split: " " | first }}, I’ve been working on something I think you’ll find genuinely interesting: Pearl — a new protocol that turns AI compute into a native digital currency based on a recent mathematical breakthrough. You can read the foundational research here.... On Ma...


SWL Week in Review - WWE of Silicon Valley

More or Less — ‘Executive Chairman’ We riff on apple, Musk vs. Altman WWE ‘power fight’ (not a money fight)… UBI isn’t gonna solve much, cursor — Jensen’s ‘I didn’t wake up a loser’ stressy moment… my colonoscopy nurse hates AI, and more. HOT TAKES Narrative WWE Warfare When Story Matters More T...


Invite to Pearl genesis event

hey {{ customer.name | split: " " | first }}, I’ve been working on something I think you’ll find genuinely interesting: Pearl — a new protocol that turns AI compute into a native digital currency based on a recent mathematical breakthrough. You can read the foundational research here.... On Ma...


SWL Week in Review - Build Your Own Apps

More or Less — Who Can Afford to Pay Taxes?! We talk all birds, and a bunch about how the decision to sell / hold these big IPOs with huge markups has more to do with relative valuation than price because of taxes! Also I spent most of the episode locked out of my SF office (I don’t have a key) — a...


SWL Week in Review - AI Is Not a Labor Crisis. It Is a Meaning Crisis.

AI Is Not a Labor Crisis. It Is a Meaning Crisis. "Civilizations are not mainly threatened by discomfort; they are threatened by superfluity" People are worried about all sorts of things when it comes to AI… killer robots / AGI deciding to dispose of humanity (on purpose or by accident), a modern ...


SWL Week in Review - Looksmaxxing

More or Less Pod - AI Security Apocalypse For a while we have been gabbing about how AI completely breaks the business model of the internet / will end the internet by destroying how it makes money (the medium is the message… which is the business model) — but with all these inevitable AI security...


SWL Week in Review - Bot or Not

More or Less : Ladies Edition Dave and I went skiing… so the ladies invited some other non-sam-dave people on the podcast. Henrik and Ben on something called ?“donkeycorns”? … will watch it on the flight home because airplane wifi is actually starting to work (and yes, I 100% will pay more and choo...


SWL Week in Review - Master of Bots

More or Less - GTC & Claws Dave and Jess go on and on about GTC … shocker I didn’t go, but if Jensen wants to stop by the poorhouse and sauna for 3 hours he is more than welcome! Dave and I get into a pretty interesting discussion IMHO on ‘is Openclaw an OS’… what does an OS even mean / what is the...


SWL Week in Review - A Commodity Without Monopoly Power

More or Less — Dark Pools and Commodified Intelligence There is no question that developer demand more tokens… but do consumers? For what really? Is there any real margin in generic martix multiplication or is the market for ‘intelligence’ just the cost of power … and brutal competition in a world ...


SWL Week in Review - Claude Week

More or Less - Cutting Block Why aren’t the Silicon Valley engineers freaking out at Claude? Lack of union (like Hollywood)… or is freaking out admitting you are scared you aren’t good enough to be in the minority of engineers who will make more money vs. getting axed?! Also more on the ‘triangle t...


SWL Week in Review - Roblox for Adults

More or Less - Capitalism at Work Collapsing Margins to Zero We discuss Stripe / PayPal (the only question is regulatory / do collisions want to be in front of congress for years once administrations change over)… and spend a lot on this big question of what happens when building software goes the ...


SWL Week in Review - P90 selloff

More or Less: Urgent Care Jess made me stop podcasting and go to urgent care in the middle of the episode…. Because I thought I might have ‘dan corned’ myself after an epic run in the side country (I was fine)… but it means I missed most of the conversation — so I am as curious as you are as to wha...


SWL Week in Review - No Typists Anymore...

More or Less — In Everyone a Developer or No One A Developer? A great conversation between ski runs … on the future of open networks vs. closed / monolithic AI companies… in the future is ‘everyone a developer’ … or are there no developers and everyone just builds things (just like everyone types)…...


SWL Week in Review - Chosen by the Claw.

More or Less - Twitter Was Elon’s Ultimate Vibe Buy & Holy SpaceX The world is moving so fast this big news feels already old… but we break down more Elon world… The ‘vibe buy’ of X (remember when he tried to back out) as a HUGELY positive move for shaping the narrative through the elites & degens ...


From the Podcast

Well, we just said that's all that matters. That's the only thing that matters for OpenClaw. All that matters is trust and security.

— Sam Lessin, More or Less Ep 140

But that I'll just push you on this. You're reporting like over the last several months, your team's reporting would, it would have to, something would have to change in a dramatic fashion for Claude to not cross open AI in the next few months.

— Sam Lessin, More or Less Ep 140

I don't know, having seen the information is reporting, seems like quite likely that two months from now, the story is going to be that Claude is actually making way more money than OpenAI. And I that's going to be a big blow to their narrative.

— Sam Lessin, More or Less Ep 140

I mean, I did it, but I think for me, it's like the story of open AI is like the business model go round and round of like, what did it, how they're going to make money.

— Sam Lessin, More or Less Ep 140

Yes, think that that's trust is the right word, which is if you said to me, the reason open claw is what everyone uses is because everyone else is worried that nano claw or the thousand other things that are exactly the same might steal their data. And this one, everyone trusts. That's a, think a valid answer, which is like, you're pumping everything through it, then like all that matters is security and trust.

— Sam Lessin, More or Less Ep 140

I'm just saying that it makes sense that OpenClaw would, I mean, again, that's not to criticize OpenClaw. Like I'm pro OpenClaw. I'm just saying like obviously Claude code, which does Claude directly. I mean, the fact that it's like almost what, like 10 percent or actually more than 10 percent of OpenClaw, given how hard it is to make Claude code talk to OpenRouter is like kind of the opposite. I think it shows the opposite story.

— Sam Lessin, More or Less Ep 140

Well, but wait a minute. I am with you, but that's a little unfair on the Claude code side because Claude codes tokens are all going through Claude, right? Like, whereas I don't even know how you make, I mean, guess you could make Claude code talk to open router, but that's quite a leap, right? Like I get it, but like, this is literally open Claude.

— Sam Lessin, More or Less Ep 140

Sure. Which in fairness, Claude does all this as well. The only thing it doesn't do is let you switch which backend you're using. Right. like, so no, I get it. just like, when you look at something like NanoClaw, right. Like, which is a separate project. Like, I just wonder how it evolves, right? Cause like, to me it's like, it's kind of like imagine a future, imagine you had OS's, but it was unbelievably once shown what to do, easy to make your own OS. Like how does that ecosystem work? You know, is like almost the question.

— Sam Lessin, More or Less Ep 140

I understand why Nvidia loves it because as long as it's inference, somehow they're getting paid, right? So like six levels down, who cares what model you're running or how you're arbing it or whatever.

— Sam Lessin, More or Less Ep 140

But just to push you, and again, this isn't a criticism, I'm just trying to understand how you think about it, is like, I'm just trying to, I'm not criticizing. actually like, I just like, I'm trying to think about how you intellectualize it to some degree. Is like, I can obviously like publish on GitHub repo, like a bunch of text files, right? And suck it into OpenClaw or Claude or whatever. It's like very easy. Like there's no, there's very little to it. OpenClaw will run.

— Sam Lessin, More or Less Ep 140

Dave, can you, can you back up and describe like, what's the software? And this is a question I ask is like, what, what is really open-claw? to me, again, when you think of the high level, it's persistence and identity on some level, right. but it doesn't, unlike a Linux server, like it's, it's not like a heavy piece of software. So when you think about like the few, how you define even the guardrails of like what open-claw is and what Matt, like what. What is it? mean, you know, it kind of blew up because it had some persistent memory. and like, did it, I mean, it's very useful and then like bridge to telegram. And so it made it really easy for less technical people to like consistently interact and build skills. Like that was kind of like, but like, there's not a lot of like complexity to that. And that's not necessarily a criticism. I'm just trying to understand, like, when you really got to the heart of it, what is this thing other than like kind of a shim?

— Sam Lessin, More or Less Ep 140

You can make that happen. Like you make you a little dumber. No, it's the opposite. Your press tries to a very high altitude. So make you slightly stupider and remove some air and then you get better work done. But, you think everything's a good idea because you're a loopy, right? Like, but yeah, I think the, I think you could sell the shit out of it.

— Sam Lessin, More or Less Ep 140

the co-working space of the future. You could even block it on your calendar. You could buy it as like, I'm flying to Tokyo and that's like a certain number of hours or I'm flying to like, yeah, you're like, I bought a Tokyo ticket, you know, like.

— Sam Lessin, More or Less Ep 140

No, can go bathroom. You can go to the bathroom, but it's better. Think about it. If you're on an airplane, it's the only time that you're allowed even still to set like, I'm not available because I'm flying, even though you are available. Right. And then you can just be left alone. It can be like 2 PM and you can watch a movie. can vibe code. You have someone bring you food and it's incredibly space efficient and you can have super fast wifi. like to me, the whole, innovation is airplanes that don't go anywhere. Right. Is it going to be like the

— Sam Lessin, More or Less Ep 140

Well, but Dave, no, no, Dave, this is an old idea that I will credit Ricky Van Veen and I were like co-developing on a walk once, which is here's the idea is co-working spaces that are airplane fuselages that don't go anywhere. Right? So you buy a ticket and like, it's a super dense thing. Like think about it. You can fit so many people in a small space. You have a stewardess to serve your lunch. You just sit in the chair on your calendar. says you're in the air.

— Sam Lessin, More or Less Ep 140

Tweets

I really don't understand how Spotify doesn't yet have an LLM mode where I can describe a mood, etc. and it generates a playlist for me. Seems unbelievably obvious value add.

March 29, 2025 · 11366 likes · link

For some reason @Harvard has taken down Dean Gay's statement on the death of George Floyd from its original source.... but I think it is worth reflecting on today, and juxtaposing her words then with what she said today when questioned about hate speech towards Jews on campus and… https://t.co/tAaPoNWbum

December 06, 2023 · 6234 likes · link

The coming fall of the Kardashians in context of how entertainment is evolving... (aka why they are so pissed about tiktok) https://t.co/wtYrvxbS35

July 26, 2022 · 2682 likes · link

The Year is 2027, China Has Invaded Taiwan.. and American kids are holding anti-war pro-China rallies in the streets of the US … all because of TikTok https://t.co/4GQtIBBQig

November 15, 2023 · 2330 likes · link

Required Reading for All VC Jobs — You Will Fail at Capitalism if You Haven’t Digested This Media https://t.co/5ehBL1L95c

March 21, 2025 · 2307 likes · link

There are two jewish heads of state in the entire world - Zelensky and Netanyahu... it says something that they are leading the two nations defending western liberalism in global proxy wars... against deeply illiberal regimes.

November 05, 2023 · 1848 likes · link

It is nearly impossible to convince a VC of a thesis they don’t already believe, so the key in fundraising is to ‘discover’ the right partners, not try to educate and convince… https://t.co/t91w1Y1pPQ

August 05, 2022 · 1780 likes · link

Taxing Billionaires’ Unrealized Gains is Disgraceful ... https://t.co/sDtZcYoyIH

October 24, 2021 · 1549 likes · link

The jelly jelly coin is live... making the internet fun again... https://t.co/GNZ2Lxnumq https://t.co/Kc6z3JL6tE

January 29, 2025 · 1495 likes · link

This is the problem with the NYT losing so much trust in their journalism / neutrality. A jewish man is killed at a pro- palastian demonstration after being struck in the head by a megaphone by a pro Palestinian protester -- the NYT just skips that part .... The NYT OMITS… https://t.co/f7LmZaiQS0

November 07, 2023 · 1326 likes · link

I really don’t understand why people hate on email so much... I feel like it is nearly perfect communication medium for actually getting things done. Asynch, triage-able, seach, forces process discipline, open platform, etc

October 17, 2019 · 1305 likes · link

OMG. vaporfly is the most impressive tech i have experienced in years. period. forget LLMs. mind blown. https://t.co/ol4lKb6iy3

April 14, 2023 · 1140 likes · link

shame on the @nytimes -- huge journalistic failure. Someone should lose their job over this. https://t.co/vRxUTIqYhC

October 17, 2023 · 1087 likes · link

I am legit curious what will happen to tech culture if this LK-99 thing plays out and the entire GPU supply pivots to be only focused on fusion power plants, space rail guns, and batteries instead of whatever stupid applications startups are working on now.

August 03, 2023 · 1068 likes · link

Is @elonmusk's relationship with twitter that different than tesla in his own mind? sure he owns more of tesla (17% vs 9%) but not dramatically. in both cases he comes in non-founder investor, & then leads by making a bunch of product oriented claims on the internet ;)

April 10, 2022 · 1029 likes · link

Why you should be ‘default out’ on investing in ‘Generative AI’ companies for the next few years. https://t.co/FhFlJjLefZ

October 24, 2022 · 995 likes · link

AI will indeed spell the end of all human outbound sales jobs. NOT because AI "replaces" them, but instead because AI so poisons the well and no one responds to anything anymore.

November 03, 2024 · 987 likes · link

I can't wait for the South Park episode on all of this... https://t.co/AZtI4DwCTM

January 06, 2024 · 950 likes · link

We need to stop calling financing all software startups ‘venture capital’ when it is just plain old ‘private equity’... https://t.co/FTMybu2xf3

June 14, 2021 · 941 likes · link

Shameful AND a huge journalistic fail. We should assume the public web is going to be full of fake news, but when you can't even trust the times with headlines like these, we are really in trouble. https://t.co/D2RspZ3T70

October 17, 2023 · 876 likes · link