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 monthsRecordings per month over the last 12 months — 9 in all, peaking in Jul 2026 with 2.
Appearances
Well, a lot of us are focused on our finances and trying to make sure we can make ends meet.
And some people are having a real tough time doing that now with inflation still not in check.
Instead of talking about rate cuts like we were talking about at the beginning of the year, now we're talking about actually boosting interest rates.
So I'm going to be very fascinated to see how Mr. Warsh deals with that going forward, because it seems like that would elicit a pretty strong market reaction.
But I reckon we'll see.
Yeah, I think in regard to the in regard to the compute business, I mean, I think you're right.
You could kind of look at Meta's AI offerings to date while they use it internally.
And yet they've been, you know, embedded it into their their apps.
I mean, that's fine.
That's that's to be expected.
That's just the evolution of their their social media apps.
But it's I think it's safe to say that that they are not witnessing the same success that your anthropics and your open eyes and your alphabets are.
And so this makes sense.
Maybe I understand why they probably have a little excess compute because things haven't really gone like like like Lou said, according to plan A. So.
I do.
I do think it's a good thing that they're doing this.
It makes perfect sense.
And I commend them for being able to pivot a little bit on that.
It's worth noting that this is a lower margin business.
Yeah.
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