Jason Moser

speaker

1,648 appearances 10 recordings 1 series first heard Sep 2014 last heard 14 Aug

Jason Moser’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 9 in all, peaking in Jul 2026 with 2.

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Motley Fool Hidden Gems Investing · IPO Fever Heats Up For OpenAI and Anthropic · 14 Aug 2026 podcast

Yeah, I it makes me think of like, you know, that investing style GARP, right?

Growth at a reasonable price.

These businesses are just growth at all cost.

And and right now, I mean, the market is pricing these companies entirely on growth, no regard uh as as far as margins are concerned.

And I mean, I get that.

That makes sense today.

Uh the question mark is how long will that be?

Tolerated.

My suspicion is um it will be tolerated for a while.

What's that old saying?

The the market uh can can

remain irrational far longer than you can remain solvent or something like that.

Right.

I mean this is this is going to it it may seem irrational

And and we're not exactly seeing the clear pathway to profitability because I mean, you're right, all of all of these investments in compute, I mean, they're they're paying up for it, of course.

But but what is the ultimate return?

And I think that's what we're all kind of asking.

I it's probably easier to see at the enterprise level right now, but my my bet is if you just

Go take a walk down in a main street and just ask a random sample of people, like, hey, how is AI impacting your life today?

Most people would probably be like, uh, I don't know.

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