Jason Ware

speaker

527 appearances 2 recordings 1 series first heard Apr 2026 last heard 13 Jul

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

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recordings per month · last 12 months

Recordings per month over the last 12 months — 2 in all, peaking in Jul 2026 with 1.

Appearances

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The Rundown · How Chip Stocks Became Wall Street’s Favorite AI Bet (ft. Jason Ware) · 13 Jul 2026 podcast

And

turned out not to be true and so what happened is google re-rated down to like 16 times earnings and then it went up to 30 something times earnings and that's why we've seen them more than doubling in the stock so it's not that google's business has slowed down or gemini 3.5 is no good there's gonna be it's a horse race there's gonna be some like at one moment one lm's better the next moment the next one's better some out of china look good like that's gonna happen in any kind of like

cutting edge technology phase.

And we're in one with AI.

But when you look at Google's business, it's still doing very, very well.

The stock just got way ahead of itself with like almost a doubling in terms of the PE.

So I think that's more of the story at Google.

But for the current earnings, we're earning season.

We're just looking at growth, free cash flow and what companies are saying about spending rates of spend.

I don't agree with that read because Meta has never been a cloud computing company, right?

It's not like they sell compute as a hyperscaler like AWS or Azure or Google Cloud.

But instead, they've been spending massive amounts of money to create compute for their own internal model efforts.

And we know that their internal model efforts have...

not fleshed out the way that Mark Zuckerberg would like to see them flesh out.

It's been bad.

Yeah.

It's not been great.

And, and there's a big like question mark on wall street around like, okay, they're spending hundreds of billions of dollars to build out this internal model.

And why are they doing that?

They don't have the direct dollar for dollar revenue capture that the other, that hyperscalers do right.

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