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
And so, I mean, it's going to be something that could impact that margin line to an extent.
I mean, depending on how much of the revenue mix it ultimately makes up.
But again, I think you have to be you have to commend them for what they're doing in being able to sort of pivot in and still
make something out of this AI investment because it is clearly not stopping anytime soon.
And if this can become a meaningful part of the business, well, then good for them.
Oh, I think probably Netflix would have performed best.
Yeah, I think, I mean, you can look at this from two different perspectives, right?
I mean, if you're looking at it from pure returns perspective, well, then Netflix wins hands down.
But I think I'm looking at this from beyond just returns.
It's like what business was most consequential and really changed the game.
And Netflix to me would be a very close second, but I'm going to go with Amazon.
And I think the main reason why Amazon really did learn quickly how to change consumer behavior.
All of a sudden, it became the norm to enter your credit card online and order something online and have it shipped to your house.
And then, I mean, you introduce the prime membership and that that just changed the game completely.
Right.
I mean, that's.
memberships, right?
Retail memberships weren't anything new.
I mean, Costco has been around forever.
And so, but they really, I think, took advantage of that opportunity and built out something special with the Prime membership to where now most people just let it renew because there's just tremendous value in it.
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