Jason Moser

speaker

1,743 appearances 11 recordings 1 series first heard Sep 2014 last heard 2d ago

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 Week's Growth Wasn’t Enough For Wall Street · 13 Feb 2026 podcast

I think just that overall opportunity in commerce,

the nature of the business.

There's some big question marks as to entirely what agentic commerce means and what that ultimately is going to look like.

I think everyone is trying to define that.

You're not.

No, I'm not.

It's not a mind reader.

And I think that's kind of where we have to figure, okay, where's sort of that happy middle there?

I mean, are we talking about just auto-filling delivery addresses and payment information?

Because you know what?

That's been happening for a while now.

So, yeah, I've read a lot of thoughtful pieces about agentic commerce, and a lot of them kind of talk about why that may be a little bit overblown.

And

And perhaps what we see with agentic commerce ultimately is, it serves more on the back end for these companies and is less consumer-facing.

I think that's a little bit of an easier leap to make there when we see these investments that businesses make in helping their merchants run more efficiently and making their actual businesses more efficient.

Overall, I think we still look at Shopify.

I'm a longtime shareholder, very happy shareholder, and happy to hang on to those shares.

I think when we see the company pull back like this historically, these have represented interesting times.

I don't think that Shopify is the type of business that is going to be

disrupted by AI, as many of these companies were discussing.

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