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

Jensen Wong's out there talking about that all the time.

And so I think what Mark Zuckerberg looked at is he said, we're spending a lot of money on compute.

We probably don't need all of this right now, maybe in five years, but we don't need all of it right now for MuseSpark in our AI superintelligence lab.

Let's take some of it and go get some revenue because Wall Street is demanding revenue given all this AI spend.

I think it's the right move.

I don't think it says much about the broader industry in terms of spare compute capacity as much as it says about Meta trying to figure out their own AI strategy.

Big opportunity, yeah.

Yeah.

And they're not competing, in my view, with this spare compute approach.

They're not competing against AWS.

They're competing against CoreWeave.

They're competing against Nebius.

And I think in their mind, in Mark Zuckerberg's mind, he's like, oh, we can compete against those guys with one hand tied behind our back.

So I think that's where they're going with it.

I will start working backwards.

I do not think they're going to hike rates this year.

Yeah.

You and I talked at the end of December about my view on the path of Fed policy this year.

And I think I said zero cuts is probably what we're looking at as opposed to back then it was the market was expecting two or three cuts.

And now it's a couple of hikes.

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