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.

Appearances

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

I mean, that maybe they use an LLM, right?

It makes customer support worse to interact.

Right.

I mean, I so I I think that's that's we need to sort of see that aha moment where we we really understand how.

How these dots all connect.

And I don't doubt that we'll get there eventually, but until we do, uh, you know, these companies are gonna just gonna continue to to raise money, spend on growth at all costs, and hope, I guess, that profits come at some point.

I think the question mark for me is where do those profits really ultimately come from?

Because I, you know, again, going back to just general society, like.

Most people are not paying for subscriptions to Claude or Gemini or whatever.

I mean, it it is just a very minuscule percentage of people that actually pay for those subscriptions.

So that's not going to be a source of income.

That's not going to be the solution.

That begs the question, will it be advertising?

Well, I don't know.

It's worked out well for Google, uh, but I guess we'll just have

Well, and it makes you feel good as an investor, like owning companies like Amazon and Alphabet, for example, where yes, they're making these huge investments.

And sure, there are question marks as to the return on that investment, but at least they've got these businesses to fall back on, right?

I mean, if this turns out to just not return.

What?

We all hope it will.

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