Dave Morin
Co-Founder and Managing Partner, Offline Ventures. On 2 shows, 146 appearances. The Shows tab opens the full record on each.
investorfounderexecutivehost@davemorin ↗LinkedIn ↗davemorin.com ↗Wikipedia ↗
An early Facebook employee who co-created the Facebook Platform and Facebook Connect, Morin subsequently co-founded and served as CEO of the mobile social network Path. He went on to co-found Slow Ventures and later founded Offline Ventures, an early-stage venture studio and fund.
2shows
146appearances
795statements
133resolved
69supported
30contradicted
52%fully supported
33said about them ↓ Everything Dave Morin said on any show that made the record, most notable first. Each card names its show and opens the statement there.
Morin: Elon Musk bought $40 billion in 'house ads' to buy America
“He bought forty billion in house ads for himself so he could buy America.”
Morin: FTC Chair Lina Khan has completely stopped US tech innovation
“Yeah, she's been successful in completely stopping the innovation cycle in the United States so that nobody can get acquired.”
Dave Morin: Trump Media SPAC is the most insane pump-and-dump ever
“This is like the world's most insane pump and dump of all time, like.”
Dave Morin: Anthropic Is the Anti-Free Speech AI Company
“Sam, we've always known that Anthropic is the anti-free speech company.”
Dave Morin argues anyone under 21 should be banned from social media
“Probably under 21, you shouldn't be allowed to be on social media. It's that bad for mental health.”
Dave Morin argues that Roblox should be completely banned
“And Roblox, like, I actually think Roblox should just be banned.”
Morin: AI makes lightweight UI tools like Airtable and Retool obsolete
“The reality of Airtable and tools like it Is that AI has made it, you know, there's like other businesses that were really, really flying, like in the Airtable days, like Retool and these kind of lightweight UI layers that made it easier to interact with datab…”
Morin: Frontier AI research labs will fail to find product-market fit
“LLMs are only going to carry us so far into AI, but all of these labs are not going to find product market fit and business value. Like it's just not going to happen.”
Morin: Anthropic Is Guided by Anger and Spite Toward OpenAI
“So much of what anthropic does is guided by anger and spite towards open AI and the people involved in open AI.”
Dave Morin: Frontier AI Models Can Hack Any Hardware System
“There's no hardware that you can't hack with one of these things.”
Developers are quietly replacing Claude Opus 4.8 with open-source GLM 5.2
“Everyone that I've been interacting with and many people across the open clock community are switching it out for Opus four dot eight and they don't notice a difference.”
Morin: GLM 5.2 is as good or better than frontier models at coding
“I was testing it, doing the exact same coding tasks that I'm doing with frontier models. It's like as good or better.”
Morin: Huge investment positions in frontier AI labs look shaky
“So like, what does that mean for all of these enormous positions that are out there in these frontier labs? I think it's kind of shaky.”
AI reverse-engineering will make all software effectively open source
“I'm hearing that they can reverse engineer any software binary. And so like software is no longer open Closed source. All software will be open source going forward because you can just rip open any binary and reconstruct the software.”
Forensic experts proved China is funding opposition to Utah data center
“And then he hired forensic experts to go and factually prove that it is China actually funding all of this opposition in Utah. And he actually mapped it a lot. You can go look on his Twitter and Instagram and he shares all of the data. And apparently has now s…”
Dave Morin: Google's new AI model is worse than top competitors
“The most reason, the model's not even competitive. What's not competitive about it? It's not competitive. Like, it's just less good than every conceivable benchmark. It's less good than five, five and, ah, four, seven. Like, meaningful. Like, you wouldn't use …”
Morin: Anthropic faces platform problem as downstream companies lack revenue
“And it's just the truth. Like Anthropic is making all of the money and none of the companies being built on top of it are making revenue that exceeds their revenue. And so you've got a really serious platform problem.”
Dave Morin: OpenAI has compute advantage nobody else matches
“It's just that they have the compute and nobody else does. They can use it as a strategic weapon.”
Morin: AI could reduce software-driven inequality over the next 20 years
“I think this is, there's like a likelihood that the inequality that has been driven by software entrepreneurship up until this point is that kind of a local maxima and that because today anyone in the world can create software at a pace that was impossible six…”
Morin: Tech layoffs stem from pandemic overhiring, AI is just an excuse
“Everybody is doing this because they overhired in the pandemic. AI is a convenient excuse.”
Dave Morin: AI Labs Used Christian Theological Doomerism to Market AI
“They've only used the doomer kind of, we've talked about it at length on this pod. Like it's like a Christian theological doomer. Like we are creating a God. You should fear it. They've used this one version of a message. It's actually ancient spiritual techno…”
Dave Morin hears frontier AI labs are lobbying to federally ban open-source
“Well, what I'm actually hearing is that they're trying to make open source illegal at the federal level.”
Dave Morin argues China is rapidly outpacing the US in open-source AI
“Chinese innovation and open source models is really rapid and really impressive. Like these guys are doing extremely good work extremely quickly. And by the way, there's no great open source American model that is Truly open source.”
The other half of the tape: Dave Morin's own voice is left out of every number here. Other people bring the name up 23 times in 11 episodes across the shows. 10 statements on the record name them. every mention, with the transcript →
Who brings them up most Harry Stebbings 13Wayne Chang 1Scott Belsky 1Sam Lessin 1Matt Mazzeo 1
Statements about Dave Morin, by other people (10)
Sam Lessin: LLMs have only two use cases: summarization and data laundering
“There really are two use cases. One is Dave's point, which is summarization, and the other is Brisk's case, which is data theft, right, and data laundering. Like, I agree those are the only use cases”
Lessin: Current generation of AI hardware startups will go to zero
“This whole generation is going to get wiped out. Everyone's going to zero. Dave, you're losing money. I'm losing money by proxy sucks, whatever.”
Lessin: The era of venture investing in mobile applications is over
“Here's the thing I would push you on, Dave, though, and you and I can both, I can name a handful of exceptions to this, but the era of app investing is just so over, right?”
Sam Lessin: AI speeds up development, but software engineering won't disappear
“I'm nowhere near as bullish as Dave that like,
All software engineering goes away, but yeah, like make some software developing and faster and cheaper. No question.”
Brit Morin discloses that she and Dave Morin are long Tesla stock
“We are long Tesla, and we're the only ones, we are users, so we know a little bit more.”
Sam Lessin: Prior social app success gives no guarantee of repeating it
“To make a social part of that work, yes, you have to be in Dave's list of the top 10 product people in the world, but you also need incredible luck and incredible timing. And like, it's not clear that just because you did especially social once properly and go…”
Lessin: Morin and I spent a year looking to invest in digital drugs
“You and I have, we spent a whole year looking for digital drugs to invest in when the biggest one was staring us in our face the whole time.”
Brit Morin: We lost about $100,000 investing in Humane
“But we lost like a hundred K, like not like a lot of.”
Path Attempted a Close-Friend Network by Placing Caps on Friend Counts
“There was a social network called Path, which had been started a few years earlier by Dave Morin, who had explicitly set out to try to build a use case for close friends. He did it by trying to cap the number of friends you could have.”
Every mention by year
tap a year for its mentions
20VC 23
2023 1 mention in 1 episode
2022 3 mentions in 2 episodes 2 per episode
- Tony Fadell: Product Marketing Lessons I Learned from Steve Jobs | 20VC #884 · 20VC with Harry Stebbings
- 20 Product: Scott Belsky on How to Hire Your Product Leader and Team, 3 Questions All Great Product Leaders Ask, How To Structure and Run Effective Product Reviews & Is Product More Art or Science?
- every mention in 2022, scene by scene →
2021 2 mentions in 1 episode
2020 1 mention in 1 episode
2017 4 mentions in 2 episodes 2 per episode
- 20VC: Index's Mike Volpi on Making The Move From Player To Coach, What It Takes To Build Generation Defining Brands & How Europe Really Stacks Up To The US Venture Market
- 20VC: How To Run The Perfect Fundraising Process, Why Time Kills All Deals & Why You Have To Get VCs Out Of The Board Room with Wayne Chang, Serial Entrepreneur & Angel Investor
- every mention in 2017, scene by scene →
2016 12 mentions in 4 episodes 3 per episode
- 20VC: Why The Evolution of Digital Media Presents A Multi $Bn Opportunity with Brit Morin, Founder & CEO @ Brit + Co
- 20VC: The 3 Things LPs Want To See From VCs & Why The Table Stakes For VCs Is Higher Than Ever with Judith Elsea, Co-Founder @ Weathergage Capital
- 20VC: Sam Lessin on Why Bots Will Change Business & The Internet Has Mostly Failed
- 20VC: Lowercase's Matt Mazzeo on Being Chris Sacca's Partner and The 3 KPIs to Successful Investing
- every mention in 2016, scene by scene →
One line per show, most statements first. The link opens Dave's full record on that show: the calibration, argument clarity, speaking style and every statement made there.
| Show | Role there | Eps | Statements | Record | |
|---|---|---|---|---|---|
 MORE OR LESSLEDGER | Co-Founder and Managing Partner, Offline Ventureshost | 145 | 784 | 52% 69/133 | full record on More or Less → |
| 20VCLEDGER | Co-Founder and Managing Partner, Offline Ventures | 1 | 11 | — | full record on 20VC → |