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.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 10 in all, peaking in Jul 2026 with 2.
Appearances
The thing is, though, it's not the same company as it was there.
I love what they're doing.
I would point out that it's over 100X forward sales now, almost 120X forward sales now.
Earnings or sales?
Earnings, I'm sorry.
120X earnings.
Good catch.
I don't know what to think now, but cheers to Intel.
May we all have second acts like this.
Yeah.
It's funny.
If you really want to squint, Jason, so maybe gross margins looking out aren't as good as they were.
But again, if that is the SaaSpocalypse, I think we can ride that storm.
It's funny, guys.
I spoke to a CEO this week at a decent-sized company, and I was asked about this.
They said, flat out, nothing has changed in their software
purchasing habits due to AI.
They hope it will.
They're reading these headlines, too, and they'd love to save money, but for now, nothing has happened.
I get the thesis here, and I don't think I want to be dismissive of the thesis, but I do think that instead of just throwing it all out each quarter,
Showing 961–980 of 1,743 · page 49 of 88
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