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
2 · Jul OctJan 26AprJulnow

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

Appearances

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Tell me what AI does in the next few weeks.
Tell me when Anthropic releases their actual world-destroying model.
Or even their numbers.
If the rumors are true and they're doing $50 billion right now in recurring revenue and it's jumping 2x,
That might be the next spark.
I can't get too caught up in the moment, but you should at least notice what's going on.
So you're not blindsided if this is the beginning of something.
Well, I think Jim O. did the research for me, so I want to give him credit.
But yeah, about $8 trillion right now sitting in U.S.
money markets.
The money exists.
Now, that's kind of a weird... I mean, some of that money is not going to go... A good bit of that money.
I know my money market money isn't dying to get into the equity, so I don't think that's a total pull.
But there is always money available, even at these levels.
These are huge, massive...
IPOs, though, the thing to think about, too, is there's a other side of that coin.
And this could take time to level out.
But even if there is a great sucking sound where this takes attention from other opportunities, there's a lot of built up equity there.
in these companies from just the investors that were in before the IPO.
Over time, and it's kind of with SpaceX, it's kind of shaky when, but these investors will at least have the option of liquidating some of their stake, all of their stake.
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