How Venture Studios Work - Dave Morin, Offline Ventures

Описание: Dave Morin is co-founder and managing partner of Offline Ventures, a venture fund and studio backed by Apple as anchor investor. He was an early employee at Facebook, then founded the mobile social network Path. He also hosts the ‪@MoreorLessPod‬

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00:00 Dave Morin - Offline Ventures

00:54 Was there an off-ramp from advertising for social networks?

04:21 Why Meta's AI recommendations dominate

08:25 The future of personalized AI recommendations

11:26 Vibe coding with Claude and AI tools

15:08 How Offline Ventures' studio model works

18:50 Getting higher ownership through incubation

22:48 Seed investing landscape

27:56 AI relationships and parasocial connections

30:02 The Dunbar number and social limits

38:18 AI hardware

42:00 The future of augmented reality

46:42 Depression as #1 disease by 2030

53:39 Psychedelics and ketamine for treatment

59:30 The conspiracy theory Dave believes

01:00:38 996 culture

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Guest Socials:
Twitter:   / davemorin  
LinkedIn:   / davemorin  

World of DaaS: https://www.worldofdaas.com/
Follow   / worldofdaas  

Host Auren Hoffman Socials:
Twitter:   / auren  
Substack: https://substack.com/@auren

Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)