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

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Motley Fool Hidden Gems Investing · When Leverage Goes Wrong on Wall Street · 31 Jul 2026 podcast

Alphabet's going to spend close to $200 billion.

And those numbers are going to increase next year.

I mean, we've already seen Alphabet explicitly stated.

I mean, their CapEx next year is going to be materially higher than it is this year in the market so far is going along with it.

And I think when you look at companies like Microsoft and Alphabet and Amazon, I mean, you're seeing at least some sort of path toward the returns based on the infrastructure investment in the in the utility that.

customers are getting from their AI investments.

With Meta, you know, I kind of look at these investments in AI.

It's two different ways to kind of view it.

Is a company investing in AI, the infrastructure to provide all of these services and bells and whistles for us, the broader consumer?

Or is it a company that is investing all this money in AI that really that is just benefiting their business?

I think with Meta right now, clearly

Those investments are benefiting its business, right, its core ad business, because that's really, at the end of the day, all it really is still.

Granted, they have 3.6 billion users, so I think they're in a pretty good spot.

But you do wonder, at least in regard to the money that a company like Meta's spending today,

Where is that return going to be beyond just their core ad business?

And I think with Amazon, with Alphabet, you know, I think we're with Microsoft, we're seeing that they're able to monetize this to a degree, which we just haven't seen with Meta yet.

I would say that's unsatisfactory because it kind of rhymes with what's been going on with reality labs, right?

To this point, and we've been hearing this for a lot of quarters now, is investments in reality labs, eventually it's going to pay off and the returns will be there.

And it just quite honestly has not materialized to this point.

And I think it's fair to assume going forward that you probably aren't going to see a return on that investment.

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