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.

Trend

recordings per month · last 12 months

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

Appearances

newest first · ▶ plays the moment

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

At least they have these core businesses to fall back on, these cash cows that they've already got.

Whereas with an open AI, with an anthropic

That's more of a one trick pony right now.

And it's not to say that'll always be the case.

I mean, they they may be able to, you know, introduce uh a number of uh of different uh revenue streams as well.

I'm not saying they can't, but for now, I mean, essentially they are just kind of one trick ponies in a market that seems to become just more and more commoditized by the day.

Yeah.

Well, I mean, that's that's been the big question mark for a while, right?

Is just sort of the interrelatedness of of all of these different

Entities, these different companies investing in each other to try to ensure each other's success.

And ultimately it's like, well.

Where where is all of the money going to come from?

In in like with an NVIDIA, for example, at least we know they have this deliverable, right?

Their technology is something they could deliver on and and that should continue for the foreseeable future.

Um I but you know, I they look at these these neo clouds, for example, and think, well,

I mean, consolidation, I think, is ultimately going to have to happen, right?

I mean, it just doesn't seem to make any real sense unless there's some sort of differentiation that you possess.

I mean, the cost of compute is gonna continue to come down.

And these these neo clouds that are that are riddled with debt and have these sort of

questionable capital structures.

Showing 41–60 of 1,648 · page 3 of 83