Brit Morin

56 statements across 40 episodes · 27 bullish · 12 bearish · 3 people on the record · first statement Aug 4, 2023 by Brit Morin · across every show →

On the record as a speaker too: Brit Morin's record, appearances and statements → this page counts the times other people say the name.

Everything said about Brit Morin, oldest first

Aug 4, 2023 positive
Assertion Contradicted
Brit Morin: Theme park profit margins exceed 50%
“Oh my god, the margins of the parks yeah, they're over 50%, and the ups, it's the upsell, so it's not only the ticket price, but then you're upselling them on products, food, you know, all the, you know, upgraded VIP passes.”
Brit Morin Aug 4, 2023 ▶ 20:35 #8: Where's the Barbie business pop? Why brands beat marketplaces · More or Less Podcast
Aug 4, 2023 positive
Opinion
Brit Morin: The Barbie movie targets millennial moms to drive toy sales
“I think it's trying to win back over millennial moms so that we buy Barbie products for our children.”
Brit Morin Aug 4, 2023 ▶ 19:01 #8: Where's the Barbie business pop? Why brands beat marketplaces · More or Less Podcast
Aug 11, 2023 positive
Disclosure
Brit Morin discloses investment in photo-sharing app Locket
“We're investors in Lockett.”
Brit Morin Aug 11, 2023 ▶ 3:14 #9: How to save ESPN. Barstool’s Bad (Good?) Example · More or Less Podcast
Aug 18, 2023 bearish
Opinion
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”
Sam Lessin Aug 18, 2023 ▶ 50:23 #10: You should kill your startup, What replaces globalization · More or Less Podcast
Aug 25, 2023 neutral
Disclosure
Brit Morin: Offline Ventures ignores remote policies unless founders span continents
“We, I don't think we do unless like the founders are on different continents or something. I mean, most, most of the time, these are like two or three person companies when we're funding them, so.”
Brit Morin Aug 25, 2023 ▶ 14:35 #11: Why hybrid work doesn’t work, long live the phone call · More or Less Podcast
Aug 25, 2023 neutral
Assertion Not checkable as stated
Brit Morin: LA Entertainment Industry Keeps 4 to 6 PM Free for Phone Calls
“In LA, it's very common from, like, four to six PM to not have anything booked in your schedule, and that's just, like, known as the free time that you're supposed to call people.”
Brit Morin Aug 25, 2023 ▶ 27:58 #11: Why hybrid work doesn’t work, long live the phone call · More or Less Podcast
Sep 1, 2023 negative
Assertion Contradicted
Brit Morin: AI transcription has wiped out court reporting jobs
“Court reporting is a job that is just gone. Like, the whole, like, her whole life, she spent typing what everyone's saying at a speed so fast that she could follow along, and now it's just wiped out.”
Brit Morin Sep 1, 2023 ▶ 7:31 #12: Inside the VC brain · More or Less Podcast
Sep 1, 2023 negative
Assertion Not checkable as stated
Brit Morin: Some VCs rank companies binary zero-or-one and abandon struggling founders
“This is why I hate, by the way, when VC funds do this ranking, I don't know if a lot of people know this, of like zero or one, like, is it winning, is it dead or alive? And some funds, like if they claim it's dead, they just stop supporting it.”
Brit Morin Sep 1, 2023 ▶ 24:07 #12: Inside the VC brain · More or Less Podcast
Nov 10, 2023 positive
Disclosure
Brit Morin used Bard to fact-check stats during a board meeting
“I had a board meeting earlier this week for two days, and I actually was using BARD throughout the board meeting to, like, call people out for stats they were talking about or, like, think quicker than other people in the meeting, and it was, like, an accelera…”
Brit Morin Nov 10, 2023 ▶ 26:01 #22: Your GPT Will Make More Money Than Your Substack? Please Tell Us More… · More or Less Podcast
Nov 17, 2023 positive
Disclosure
Brit Morin: Bobbie's Series A Customer SPV Filled in 90 Minutes
“We did a, an SPV for the customers of Bobby in the Series A wherein we could raise up to a certain threshold of capital from individuals at like a, I don't know, five, 100 to a thousand dollar price point to put in. So very small, but these are people that are…”
Brit Morin Nov 17, 2023 ▶ 29:33 #23: Why (and How) SMBs and Creators Will Win With AI, the New Financing Contracts, and More · More or Less Podcast
Feb 2, 2024 bearish
Prediction Not checkable as stated
Neistat: AI avatars will never close the authenticity gap with real humans
“So you said it's not a hundred percent you, but it's 60% you. So maybe in two years, they'll get it to be like 80% you, and then they'll get it to 90%, then 95%, 97 point. They're never going to close that Gap.”
Casey Neistat Feb 2, 2024 ▶ 51:01 #32: Taylor Swift vs. MrBeast w/ Casey Neistat and Ricky Van Veen · More or Less Podcast
Feb 16, 2024 bullish
Prediction Not checkable as stated
Brit Morin: Oversaturation of AI agent startups will lead to market consolidation
“Oh, I'm long agents, but I think there are too many people trying to build agents, and there's going to be a consolidation of agents to some extent, or.”
Brit Morin Feb 16, 2024 ▶ 46:47 #34: 7 Trillion Reasons Why · More or Less Podcast
Mar 29, 2024 positive
Insight
Brit Morin: LPs Must Diversify Beyond Sequoia and Andreessen
“For LPs to do the work, I think is really important because even if you just continue to put your money into Sequoia and Andreessen, Like, they're not getting the lion's share sometimes of these bigger companies, and a lot of these younger firms are still perf…”
Brit Morin Mar 29, 2024 ▶ 33:06 #40: Reddit IPO, Apple v. DOJ and the Return of the Power Lunch · More or Less Podcast
Mar 29, 2024 bearish
Prediction Not checkable as stated
Brit Morin: DOJ Apple suit will drag on 5-10 years and become obsolete
“I think regardless of anything, what's going to happen is that the government can't keep up with efficiency on any of this regulatory stuff. And so it just is going to take five to 10 years. And by that time, Apple will be like, everyone will have moved on fro…”
Brit Morin Mar 29, 2024 ▶ 39:34 #40: Reddit IPO, Apple v. DOJ and the Return of the Power Lunch · More or Less Podcast
Mar 29, 2024 bullish
Prediction Not checkable as stated
Brit Morin: Late 2025 and 2026 Could Be Great Years for Startups
“I think, I don't think founders totally understand that cycle, but I do think that downstream effects of that, even though they'll take probably a year or two for that whole cycle to sort of play out, assuming more IPOs go well this year, it could mean that, y…”
Brit Morin Mar 29, 2024 ▶ 26:48 #40: Reddit IPO, Apple v. DOJ and the Return of the Power Lunch · More or Less Podcast
Apr 19, 2024 bullish
Disclosure
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.”
Brit Morin Apr 19, 2024 ▶ 55:34 #43: TikTok’s New App, Tesla’s Sunken Stock, Are Tech Workers Leaving Silicon Valley For Good? · More or Less Podcast
Apr 26, 2024 bearish
Opinion
Brit Morin: Taylor Swift Has Tapped Out Her Total Addressable Market
“She's pretty tapped out on her tam, I would say.”
Brit Morin Apr 26, 2024 ▶ 1:00:30 #44: The $1B AI Girlfriend Market, the Tech Hedge Fund Fallout and Why VCs Can’t Quit AI · More or Less Podcast
May 17, 2024 bearish
Opinion
Brit Morin: AI learning startups will fail because education is commoditized
“I don't think, people don't pay anything for learning. They just want learning to be free anyway. So I think it's another thing that's totally commoditizing... No one's going to pay for it. And all these models are going to like, do it anyway.”
Brit Morin May 17, 2024 ▶ 30:44 #47: Algorithm-Proof Media and New Twists in the AI War · More or Less Podcast
Jun 7, 2024 bullish
Assertion Partly supported
Brit Morin: Life360 Grew From $15M to Nearly $500M in Revenue
“You know, I think there was like fifteen million in revenue when I joined and now Close to half a billion and the numbers are all looking incredible.”
Brit Morin Jun 7, 2024 ▶ 3:10 #50: Startups to Start: Media Edition · More or Less Podcast
Jun 7, 2024 neutral
Disclosure
Brit Morin: Brit & Co Is Profitable but Media Multiples Are Depressed
“I mean, just anecdotally, Brit & Co has gotten, A bunch of inbound recently on the M&A front. It's profitable. It's growing, but it's like the X, the multiples are so bad.”
Brit Morin Jun 7, 2024 ▶ 14:31 #50: Startups to Start: Media Edition · More or Less Podcast
Jun 7, 2024 negative
Opinion
Brit Morin: Venture Capital Drives Premature Expansion and Startup Failure
“Taking venture capital inherently makes you think that you need to expand faster. And I think is the downfall for a lot of companies”
Brit Morin Jun 7, 2024 ▶ 39:06 #50: Startups to Start: Media Edition · More or Less Podcast
Jul 5, 2024 neutral
Disclosure
Brit Morin: Two of three longevity startup pitches cited Peter Attia
“Well, I did get three pitches in the last week from longevity focused startups, and two of the three mentioned that they have like pulled from strains of what, of Peter to Tia's work to sort of encapsulate some of the, their protocols that they're doing now.”
Brit Morin Jul 5, 2024 ▶ 23:01 #54: Sun Valley, Tennis and Robots: Summer Adventure Preview · More or Less Podcast
Aug 9, 2024 bullish
Prediction Not checkable as stated
Morin predicts a one- to two-year AI video arbitrage for creators
“Yeah, because they will think it's me, especially in this short window of opportunity we have in the next year or two, when all the creators haven't figured it out yet.”
Brit Morin Aug 9, 2024 ▶ 35:15 #59: Google: Can it Outrun Regulation? · More or Less Podcast
Aug 30, 2024 bullish
Prediction Not checkable as stated
Brit Morin: AI will eliminate the need for physical photo booths soon
“It's getting better way faster than it would take to scale a bunch of these photo booths in old malls. I think in the next one or two years, you were golden.”
Brit Morin Aug 30, 2024 ▶ 7:58 #62: Telegram, Free Speech and Its Limits · More or Less Podcast
Sep 13, 2024 positive
Opinion
Brit Morin: "I trust Claude more than I trust GPT"
“My friend Claude, Tells me that it's actually seven percent of iPhone users are parents, and I trust Claude more than I trust GPT.”
Brit Morin Sep 13, 2024 ▶ 59:13 #64: Meta vs. Apple: the Future of Open vs. Closed Tech · More or Less Podcast
Sep 13, 2024 neutral
Assertion Not checkable as stated
Brit Morin: Acquired was obligated by sponsor to host at Chase Center
“Wrong venue choice, but that was a partnership. That was a sponsorship. That was, they had to host it there.”
Brit Morin Sep 13, 2024 ▶ 15:25 #64: Meta vs. Apple: the Future of Open vs. Closed Tech · More or Less Podcast
Oct 4, 2024 bullish
Prediction Not checkable as stated
Brit Morin: Apple and Google will win the consumer AI market
“I do buy that like anthropic or open AI might have a big play in the enterprise world, but for the consumer world of AI, those two have to be the winners.”
Brit Morin Oct 4, 2024 ▶ 21:29 #67: OpenAI Sets a Record and Will Apple Make Its Next Move? · More or Less Podcast
Oct 11, 2024 bullish
Opinion
Brit Morin: Short the rest of the AI asset class, not Nvidia
“Well, no, don't short NVIDIA. Short the rest of the asset class.”
Brit Morin Oct 11, 2024 ▶ 1:01:45 #68: Google's Antitrust Saga Continues… · More or Less Podcast
Feb 21, 2025 neutral
Disclosure
Brit Morin: We lost about $100,000 investing in Humane
“But we lost like a hundred K, like not like a lot of.”
Brit Morin Feb 21, 2025 ▶ 50:32 #87: SKIMS To Revive Nike? AI Drama & The Satoshi Mystery · More or Less Podcast
Mar 28, 2025 positive
Opinion
Brit Morin: Silicon Valley sentiment toward DOGE is roughly 75% positive
“Sentiment is favorable out here for Doge, I would say. Wouldn't you just, I would say it's like 75% positive.”
Brit Morin Mar 28, 2025 ▶ 24:05 The Signal Scandal & DOGE Drama! (with Ben Smith and Nicholas Carlson) | More or Less #92 · More or Less Podcast
Mar 28, 2025 positive
Opinion
Brit Morin: Trump Signal chat leak was human error, not tech failure
“This was human error, not a technology error.”
Brit Morin Mar 28, 2025 ▶ 11:42 The Signal Scandal & DOGE Drama! (with Ben Smith and Nicholas Carlson) | More or Less #92 · More or Less Podcast
Jun 27, 2025
Assertion Not checkable as stated
Brit Morin: Caffeine naps under 30 minutes provide double the energy
“Well, so it's been proven, I guess, with all this new brain science that if you take a shot of caffeine or espresso or something and then instantly lay down to nap or rest for like 20 to 30 minutes tops, because you want to make sure you don't get groggy, so y…”
Brit Morin Jun 27, 2025 ▶ 2:03 #105: Tesla, Bumble, And Bezos' Wedding - Everything Is A Mess · More or Less Podcast
Aug 8, 2025 positive
Assertion Contradicted
Brit Morin: Returns for startup founders 45 and older beat younger cohorts
“But statistically, the returns of founders that are like, 45 and up, they're so much higher than those like 20 to 35.”
Brit Morin Aug 8, 2025 ▶ 38:26 #111 Figma, OpenAI, Canva: Meme Stock IPOs in Silicon Valley · More or Less Podcast
Aug 8, 2025 neutral
Assertion Partly supported
Brit Morin: Invitan lets guests pay $100 to $200 to attend weddings
“One, there is this real company called Invitan. It started in Europe. You can actually pay to go to someone else's wedding. You pay between 102 hundred dollars.”
Brit Morin Aug 8, 2025 ▶ 49:38 #111 Figma, OpenAI, Canva: Meme Stock IPOs in Silicon Valley · More or Less Podcast
Aug 22, 2025 neutral
Disclosure
Brit Morin: Using ChatGPT to evaluate follow-on capital allocation math
“There's a company in our portfolio that is doing really well. I was talking to GPT about like, how much follow on capital do you think this company should like, what is the potential outcome here? Like I was doing all of this math with GPT just to try to like,…”
Brit Morin Aug 22, 2025 ▶ 29:54 #113 GPT-5 Disappoints: The End of the AI Gold Rush? · More or Less Podcast
Sep 6, 2025 bearish
Prediction Not checkable as stated
Brit Morin predicts OpenAI will ultimately lose the AI race
“OpenAI ultimately loses this race.”
Brit Morin Sep 6, 2025 ▶ 55:54 #115 Anthropic at $170B: Should Unicorns Be Forced to IPO? · More or Less Podcast
Sep 6, 2025 neutral
Assertion Supported
Brit Morin: Ozempic pricing dropped in half over the past month
“They're already dropping pricing. They just dropped it in half in the last month.”
Brit Morin Sep 6, 2025 ▶ 30:30 #115 Anthropic at $170B: Should Unicorns Be Forced to IPO? · More or Less Podcast
Sep 12, 2025 negative
Opinion
Morin: Some people have expired in Silicon Valley and should exit
“I think some people have expired in Silicon Valley, and they should exit.”
Brit Morin Sep 12, 2025 ▶ 33:23 #116 iPhone Air or Pro: Apple Ignores AI and Wins? · More or Less Podcast
Oct 24, 2025 positive
Opinion
Brit Morin: AI outlining followed by human editing is not AI slop
“Just because I use AI to outline my thoughts and like a five pronged approach, then I use real brain to go and edit all the copy that it had previously like template generated for me. Doesn't mean it's AI work slop”
Brit Morin Oct 24, 2025 ▶ 6:37 TPUs Are Winning? Gemini + Anthropic vs NVIDIA, and OpenAI’s Atlas Explained · More or Less Podcast
Nov 28, 2025 positive
Disclosure
Brit Morin says she switched her primary daily AI to Google's Gemini
“Guys, I switched in the last two weeks. I have become primarily Gemini, not GPT.”
Brit Morin Nov 28, 2025 ▶ 35:51 OpenAI vs Google vs Meta: Business Model War · More or Less Podcast
Jan 9, 2026 bearish
Prediction Not checkable as stated
Brit Morin predicts AI companions will ultimately leave people sad and lonely
“So like we might have these AI companions and think we're happy in the short term. In the long term, we're like so upset and sad and lonely.”
Brit Morin Jan 9, 2026 ▶ 34:56 Founders Beware: Illiquid Valuations vs. Real‑World Taxes · More or Less Podcast
Feb 13, 2026 bullish
Assertion Not checkable as stated
Brit Morin: Portfolio startups are building and open-sourcing OpenClaw skills
“I've seen multiple startups in our portfolio in the last week starting to create skills and package skills and open source them for OpenClaw”
Brit Morin Feb 13, 2026 ▶ 15:47 Why OpenAI Can't Win The Decentralized AI Future (OpenClaw, Apple's Win, X.AI Exodus) · More or Less Podcast
Mar 6, 2026 bullish
Disclosure
Brit Morin: One-person AI startup Pulsia hit $2M ARR in two weeks
“We have this company, I think we mentioned last week called Pulsia. That's just like on a tear right now as a one person company. That's gotten from, like, zero to two million ARR in two weeks, and, like, the agent is just running the company.”
Brit Morin Mar 6, 2026 ▶ 32:36 Fire Sam Altman, The End of Software Engineers, and Why AI Is All Narrative · More or Less Podcast
Apr 3, 2026 positive
Opinion
Brit Morin: Mainstream software will keep stickiness because everyday users won't build tools
“I actually disagree with you because I think that there are going to be a lot of services and pieces of software that maintain their stickiness because normies just want what they want and they don't want to change and they just like want it to be good enough.”
Brit Morin Apr 3, 2026 ▶ 30:19 OpenAI's $852 Billion Valuation Makes Zero Sense (ClawCon Tokyo, Anthropic's Leak, Goodbye Internet)
Apr 17, 2026 positive
Disclosure
Morin: Portfolio companies showed full migrations to Anthropic by December
“I I've been in board meetings a lot recently with companies who are like, yes, we're fully moved over to Anthropic. And it's like, they show the chart of when everything moved over. And it was like in December”
Brit Morin Apr 17, 2026 ▶ 28:37 Allbirds Pivoted to AI Data Centers | SpaceX $1.5T IPO, Anthropic $800B, $175M Seed Rounds
Apr 17, 2026
Assertion Not checkable as stated
Morin: Startups commanding higher valuations are statistically the most successful
“Honestly, the ones that are able to command the higher value valuations tend to be statistically the most successful.”
Brit Morin Apr 17, 2026 ▶ 39:19 Allbirds Pivoted to AI Data Centers | SpaceX $1.5T IPO, Anthropic $800B, $175M Seed Rounds
Apr 17, 2026
Insight
Morin: VC fund math should prioritize fund allocation percentage over equity ownership
“At the end of the day, like what I've come to is like, it just has to be what percentage of the fund is going in rather than what percentage of equity you're getting out of these companies, right?”
Brit Morin Apr 17, 2026 ▶ 39:41 Allbirds Pivoted to AI Data Centers | SpaceX $1.5T IPO, Anthropic $800B, $175M Seed Rounds
Apr 17, 2026
Insight
Morin: Companies must cultivate AI-native habits before optimizing token efficiency
“Instead of asking the person I'm going to ask the agent is a habit your brain has to learn and switch into. And for people in engineering, I think that's more native right now or product, but for people in sales or HR or, you know, even some just non-technical…”
Brit Morin Apr 17, 2026 ▶ 31:24 Allbirds Pivoted to AI Data Centers | SpaceX $1.5T IPO, Anthropic $800B, $175M Seed Rounds
Apr 17, 2026
Prediction Not checkable as stated
Morin: Every company will orchestrate local cheap models and premium models
“Every company is going to have to orchestrate their, like, local cheap model, their super, like, luxury, fancy, but quick and smart model.”
Brit Morin Apr 17, 2026 ▶ 30:07 Allbirds Pivoted to AI Data Centers | SpaceX $1.5T IPO, Anthropic $800B, $175M Seed Rounds
Apr 24, 2026
Assertion Supported
Brit Morin: Reese Witherspoon Faced Severe Backlash for Pro-AI Post
“Reese Witherspoon put this thing on Instagram this week, which is just like, wow, I'm so interested in what's happening with AI, and women are pretty far behind on the learning curve here, and I'm like, curious to help them, and she got so much backlash.”
Brit Morin Apr 24, 2026 ▶ 7:41 What Tim Cook’s “Executive Chairman” Move Really Means | Musk vs OpenAI, xAI and Cursor Rumors
May 15, 2026 negative
Assertion Open · timeframe May 2026
Brit Morin: UCF graduates booed speaker for mentioning AI revolution
“So in Florida, they did a graduation ceremony and The commencement speaker, I don't remember who it was, said one line. It was just like, we all know we're entering the next revolution. We had the industrial revolution, now it's the AI revolution. The students…”
Brit Morin May 15, 2026 ▶ 30:35 Google's AI-First Laptop, Meta's Spy Games, AI Monks in Middle America · More or Less Podcast
Jul 3, 2026 positive
Opinion
Brit Morin: Alpha School's AI Model Is Education's Future Framework
“So I think this is the future framework for education. I think there's still, like, rough around the edges.”
Brit Morin Jul 3, 2026 ▶ 50:43 Every CTO Is Quietly Switching Off Anthropic and OpenAI | GLM 5.2, Vox Americanus, Claude Fable 5 · More or Less Podcast
Jul 3, 2026 positive
Prediction Not checkable as stated
Brit Morin: Cultural fit will matter more than technical skill for engineers
“Cultural fit, I think, matters way more now than ever before, when, like, the ability to be a great engineer is, like, much easier than ever before. And so it's, like, teaching these people how to be human, maybe a little throwback to etiquette school, but als…”
Brit Morin Jul 3, 2026 ▶ 31:28 Every CTO Is Quietly Switching Off Anthropic and OpenAI | GLM 5.2, Vox Americanus, Claude Fable 5 · More or Less Podcast
Jul 17, 2026
Disclosure
Brit Morin: Several portfolio companies are in active M&A processes
“I have a number of companies that are in M&A processes, so I do think there are real acquisitions that are gonna happen.”
Brit Morin Jul 17, 2026 ▶ 2:06 Open Source AI Wins. Now Labs Are Running to Washington |Thinking Machines, Johnny Ive, Realtime API · More or Less Podcast
Aug 28, 2026
Disclosure
Brit Morin runs five to six AI agents simultaneously across multiple models
“My agentic workloads have gotten very high. I have typically five to six agents running at a time, and many times I'm also sending one agent to the other agent, meaning like sending Claude to Grokbot or something like that, not just like Claude to Claude.”
Brit Morin Aug 28, 2026 ▶ 3:02 Meta’s $17B Reckoning & Why Parents Can’t Compete With Big Tech's Algorithm · More or Less Podcast
Sep 4, 2026 positive
Assertion Not checkable as stated
Brit Morin: Uses Tesla Self-Driving on 95% of Personal Drives
“I use self-driving on 95% of my drives now.”
Brit Morin Sep 4, 2026 ▶ 34:36 AI Agents Are Going Rogue. Should We Be Worried? │Claude vs. Grok, Tesla vs Waymo, Google vs Canva · More or Less Podcast
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