OpenAI's Astra Is Scary Good. Why the AI Labs Can't Slow Down

Dave Morin goes hands-on with Apple's iPhone Duo, the crew tests Meta's new Muse agent and asks whether it can hold up once Google ships its own, and Dave explains why OpenAI's Astra is the first AI model in a long time that felt scary to use. Dave, Brit, and Jess break down the week (Sam's at the US Open). Also this week: a former Anthropic researcher's AI doom media tour, weeks before Anthropic's IPO, and whether it's a real warning or a play for regulatory capture. Plus the Apple Watch feature that transcribes your conversations all day, Jeffrey Katzenberg's new Hollywood AI venture, and the forgotten story of Venmo's viral billboards. In this episode: - Dave's hands-on take on the iPhone Duo, its $2,000 price, and why Apple is going foldable now - The Apple Watch feature that listens all day, and what it means for Granola - Meta's Muse agent: why it knew almost nothing when asked "what do you know about me?" - Why Google hasn't shipped its agent yet, and how trust vs. distribution shapes the agent wars - Why OpenAI's Astra felt scary to Dave, and what happens when you run millions of them at once - Dave's two takes on the AI doom media tour, including whether it's a play for regulatory capture - Why the AI labs can't slow down, and OpenAI's merge clause if someone else reaches AGI - The Venmo documentary and the "Lucas" billboards that went viral with almost no budget Chapters: 00:00 Trailer 01:26 Can AI Agents Win Your Fantasy Football League? 02:39 Jess vs. the Bots: School Sign-Ups and Indian Wells Tickets 05:28 Apple's Big Hardware Event Under Its New CEO 06:07 iPhone Duo Hands-On: Size, Screen, and Camera 09:35 Folded Modes, Kid Cam, and the $2,000 Price Tag 11:41 Why Apple Is Going Foldable Now (Hint: China) 12:13 Apple Watch Takes On Oura and Whoop 13:12 Audio Intelligence: The Apple Watch That Listens All Day 15:25 Always-On AI and Apple's Shot at OpenAI and Meta 16:59 Meta's Muse Agent: What Does It Know About You? 20:30 The Agent Wars: Muse, Instinct, Hermes, and OpenClaw 22:26 Why Google Hasn't Shipped Its Agent Yet 23:31 Trust vs. Distribution: Meta, Google, and OpenAI 25:02 Harness Wars: Why Agents Are Still in 1982 27:13 Jeffrey Katzenberg's Hollywood AI Venture 29:35 Anthropic's IPO and the AI Doom Media Tour 30:56 If It Bleeds, It Leads: Why AI Fear Sells 32:04 Take One: A Psyop for Regulatory Capture? 33:43 Take Two: Why OpenAI's Astra Felt Scary 36:49 Why the AI Labs Can't Slow Down 38:14 OpenAI's AGI Merge Clause 40:12 The Venmo Documentary and the Ace Hotel Origin Story 45:02 How Venmo's "Lucas" Billboards Went Viral 46:31 Coming Soon: Altman, Musk, and Facebook Movies 47:41 US Open Picks and the 4 AM Match Problem 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 us here: Sam Lessin: https://x.com/lessin Dave Morin: https://x.com/davemorin Jessica Lessin: https://x.com/Jessicalessin 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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