Apple’s New Siri, SpaceX’s $300B IPO & the AI Company Killing Its Own Brand

About this episode

The episode discusses Apple's new Siri, the AI landscape, SpaceX's IPO, and the challenges facing legacy media.

Dave joins the squad from YC just ahead of WWDC, where the group breaks down Apple’s upgraded Siri and the surprising revelation that much of Apple’s AI capability is powered by Google’s Gemini models. It wouldn’t be a technology podcast without the squad expanding into the broader AI landscape, with Dave arguing that outside of OpenAI and Anthropic, most AI companies are becoming infrastructure providers rather than destination products. They continue to unpack the IPO frenzy around SpaceX and OpenAI, including SpaceX’s reportedly massive investor demand and OpenAI’s murky timeline to go public. Jess then shifts the conversation to the turmoil at 60 Minutes, where leadership shakeups, internal revolts, and a declining brand presence raise questions about the future of legacy media. Finally, in Pop Culture Corner, the pod closes with Disney’s $200 million bet on Toy Story 5 and Taylor Swift’s outsized promotional impact. Chapters: 01:53 Apple WWDC: New Siri Breakdown 05:18 Google Gemini Powers Apple AI 07:06 WWDC Ignored Developers Entirely 10:21 Tim Cook’s Leadership Baton Pass 14:30 SpaceX IPO and OpenAI Filing 18:00 Anthropic vs. OpenAI Narrative War 21:48 Dave Morin’s…

People in this episode

Hosts: Dave Morin, Jessica Lessin, Brit Morin, Sam Lessin

Topics covered

• Apple
• AI
• SpaceX IPO
• OpenAI
• 60 Minutes
• Pop Culture

Keywords

• Siri
• AI
• SpaceX
• OpenAI
• 60 Minutes
• Toy Story 5
• Taylor Swift

Mentioned in this episode

Organizations: Apple, Google, SpaceX, OpenAI, Anthropic, 60 Minutes

Products: Siri, Gemini, Toy Story 5

More episodes of More or Less

• Silicon Valley IPO Summer 2026: SpaceX, Anthropic, OpenAI Explained · June 5, 2026 · 46 min
• Did Anthropic Use the Pope as a Marketing Stunt? Ft. Amir Efrati · May 29, 2026 · 50 min
• SpaceX IPO Date Talk + OpenAI Confidential Filing Rumors · May 22, 2026 · 52 min
• Google's AI-First Laptop, Meta's Spy Games, AI Monks in Middle America · May 15, 2026 · 46 min
• Why the Met Gala Hates Tech, Elon vs OpenAI Drama, and the Rise of Chinese AI Models · May 8, 2026 · 59 min
• Elon Musk vs OpenAI Trial, Google Cloud Surge, Meta’s Blocked Acquisition, Anthropic Winning · May 1, 2026 · 1h 1m