Code Red, Bitcoin Costs, AWS Resurgence, and Waymo Safety (Not About AI... ish)

Описание: Bitcoin’s down, so the Lessins turned down the heat and pulled out their winter gear. The More or Less squad jumps from SF’s drone-powered crime-fighting memes (Daniel Lurie’s “no drugs” moment) to how creator-content strategy now drives real deal flow. Jess says 2026 will split the AI tide (we unfortunately did have to touch on AI), with Meta’s missing enterprise story dragging its CapEx dreams, while AWS is suddenly courting founders again. From Apple’s design chief Alan Dye jumping to Meta to questioning whether OpenAI’s “code red” was a decoy, the squad never misses when it comes to the latest thinking in Silicon Valley.

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Chapters:
01:10 Kudos to SF Mayor, Daniel Lurie!
07:14 Doom scrolling on a Garmin watch
12:34 Holiday gift guides: AI robots, Duolingo piano, Matic vac mop, etc
14:30 The creator-VC playbook
21:27 Instagram RTO 5 days per week leadership reality check
22:08 Alan Dye leaves Apple for Meta
26:09 Jess' 2026 prediction: The Big Tech divergence is coming
27:46 Meta’s enterprise gap
28:46 AWS outreach to Sam: Bedrock Nova and startup credits
31:45 Sam Altman's code red memo -- is it a decoy?
33:51 Gemini latency vs GPT why speed matters for Brit (Ad opp?)
44:39 Is Aaron Levie for or against AI?
46:40 Waymo's safety report and Dave's FSD usage
51:21 Recapping the Slow holiday party + Offline's next
58:28 Slow's Modern Etiquette Book plug (Link to purchase: https://www.amazon.com/dp/B0G4HSKSY5)

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1) Sam Lessin: https://x.com/lessin
2) Dave Morin: https://x.com/davemorin
3) Jessica Lessin: https://x.com/Jessicalessin
4) Brit Morin: https://x.com/brit