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 · The Jobs/Cook Era at Apple, Intel & AI, and Another SaaSpocalype · 24 Apr 2026 podcast

I think I'm glad those things didn't come.

I think it's funny because I think investors still are waiting for that, like what's next from Apple.

But really, Jobs built something amazing by taking huge risks,

Cook sustained and built off of what Jobs did by not taking these big risks and not saying, yeah, what the heck, let's do a car.

And I think that there's a lot of takeaways there when we kind of assess management at a lot of different companies.

You want someone really smart, but you also just want someone who is the right person for the task at hand.

Yeah, I'm glad you went there because that's what fascinates me.

For all we just said about the right person for the right job, Ternus looks more than qualified, but he is a product guy, right?

And Jason, I don't know about you, but I don't see them going back to, you know, I mean, I'm sure if there is a new category that they're looking at it, but I have to think that if Ternus had some great idea over the last five years or something, Tim Cook didn't stop him.

So I don't think there's just something they're waiting to bust out of the lab.

I wonder though, like,

having a product guy back in charge, should we expect a shift away from like the minding the ship?

And I don't know if I'd before that or again, I mean, you know, obviously it depends.

Hindsight is the key here if it's a great product, but I'm really fascinated what from here just with the choice they make.

I just want to tap the brakes and make sure we realize what Travis is saying.

Intel is old school, right, guys?

I have no hair.

I remember Intel from the first dot-com crash.

They are now above where they were in 1999, 2000.

Wow!

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