Jason Moser

speaker

1,743 appearances 11 recordings 1 series first heard Sep 2014 last heard yesterday

Jason Moser’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 10 in all, peaking in Jul 2026 with 2.

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Motley Fool Hidden Gems Investing · IPO Season: Why Patience Is The Name of the Game · 5 Jun 2026 podcast

It seems like that is the worst form of investing to say, to go, this is literally going from I've never driven before to, hey, NASCAR looks fun.

So it's very distracted right now.

Right.

And, and, and, and JMO, I know exactly that Dallas story.

I was late for a reservation in Atlanta not long ago because of a Waymo trying to do a three-point turn and not doing it well.

I couldn't figure out if I should be impressed that the robot was trying or, or, but, but look, I think to your point, whether or not, I haven't heard Elon talk about making money off your car for a long time.

and i feel like that dream is dead it probably was always impractical for insurance and other reasons i personally don't want some drunk stranger coming home in the back seat of my car while i sleep i don't know if that's but the focus it feels like right now is driver assist on the vehicles we own and robo taxis where it makes sense which is a very very different market opportunity than

Right, right.

And it's still a very big market opportunity.

I think Waymo is certainly out in front.

I think Uber is well positioned for now, but I can't help but wonder, Waymo, it feels like they have the opportunity to bypass the middleman with Google Maps, Gemini, personal assistant, all sorts of things.

So I don't know how long Uber's moat here lasts.

I also think just the bigger automotive picture, if you look at tariffs, if you look at like just what American consumers want versus the rest of the world,

It feels like we are kind of ending up splitting the whole industry, including autonomy with what the Chinese companies are doing, where the American companies are well positioned in the U.S.

and only the U.S.

and the rest of the world is sort of going in a different direction.

I mean, the good news is the U.S.

is a huge market.

But I mean, I know Waymo is trying to get into London.

I think if I'm Alphabet, maybe even if I have to slow my roll in the U.S., I'm trying to go international because it really feels like the international market

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