Jon Quast

speaker

8,197 appearances 81 recordings 2 series first heard Oct 2025 last heard 4d ago

Jon Quast’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 81 in all, peaking in Aug 2026 with 10.

Appearances

newest first · ▶ plays the moment

Motley Fool Hidden Gems Investing · It’s SpaceX IPO Day! · 12 Jun 2026 podcast

They go up when they are able to grow their businesses and become a better profit machine.

There are some legitimate question marks there.

It wasn't screaming red flags.

It wasn't a terrible quarter, but there are questions.

And so to Lou's point, kind of chasing user acquisition more, the CEO saying we're going to chase lifetime value with more freemium offerings.

chasing those free tier products, but you're gonna have to spend to advertise to get those users there.

And so a little data point here, first half of fiscal 2026, sales and marketing up 15%, revenue only up 12%.

That's just a minor little thing that we need to be watching here, especially with questions about the long-term vision.

I think I would take Tesla and mostly because I see multiple ways for it to win.

You just have to have a very long time horizon when it comes to Tesla, because one thing is for sure, whatever it's saying it's going to do, it will not be on time.

So, you know, just take that with a grain of salt.

But I mean, battery technology, I think that that is an increasing potential avenue for

I mean, I just think it's a huge area of growth in our world, battery technology.

You do look at the robotics that it's working on.

Yeah, not on schedule, but very interesting work that's happening.

And you do look at the Robotaxi efforts.

I mean, definitely the rollout was supposed to be a billion times bigger by now, but...

I think it is going to happen, and I do think that that is accretive to the business.

So I see many ways for Tesla to win.

Showing 3181–3200 of 8,197 · page 160 of 410