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

is just moving away from the U.S.

companies in a lot of ways.

So I'll go a little more generous and maybe just three Pinocchios.

And I don't necessarily mean that as a compliment.

Yeah.

I mean, look, Jason's right on golden.

I think the conflict is much simpler, though.

This is the biggest IPO in history.

If it's a bomb...

They are the leading underwriter on it.

That's not good for anyone's career over there.

So, you know, I mean, I think that that right there is motivation.

Here's the thing.

If this is possible, it only goes to show how kind of underwhelming SpaceX's revenue has been so far.

They did 18 billion in sales in 2025 across the whole company.

AI was just a fraction of that.

If you wanna get to 100X, I think it's just like, maybe Anthropix doing 50 billion on AI alone right now.

If SpaceX can actually muster some version of Grok that is competitive, I do think that that just kind of getting regression to the mean with these guys is actually gonna get you part the way there.

So I will say that it is possible that we get something approaching that.

if SpaceX can actually turn itself into an impressive AI story.

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