Jon Quast
speaker
8,197 appearances
81 recordings
2 series
first heard Oct 2025
last heard 21 Sep
Jon Quast’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 81 in all, peaking in Aug 2026 with 10.
Appearances
Motley Fool Hidden Gems Investing · SpaceX IPO Nears & Retail Makes a Comeback · 22 May 2026
podcast
The thing that strikes me is that Grok is, shall we say, a very incomplete product.
I mean, the thing that really stuck out to me of staying on the AI is that even without the R&D expense, and of course, R&D expense is a huge expense for these hyperscalers, but even without R&D,
Grok didn't make enough revenue in the first quarter to cover it's just general expenses and the cost of doing business.
So backing it out, I mean, it is a less than a billion dollar quarter of revenue in a time when Anthropic and Google and others are catching on.
Look, here's the thing, and we can talk about lots of different parts of this.
I think Starlink is fascinating, but just like back in 2010 with the Tesla IPO,
I don't think that anyone is going to be interested in this for what it is today.
And I don't think that this S-1 should be taken, I mean, take it seriously, not literally, I guess.
It's a tedious expression used about politics.
Yeah, I agree 100%.
It's hard to show.
I actually think it works better inside a big company because I think some of what they're getting at cost, you wouldn't want to pay the market rate for.
Yeah, for the launch and maintenance.
Like, you know, the total addressable market is just...
You know, all the numbers are fun.
You know, the total one's basically U.S.
GDP, but that I think it's 1.6 trillion in Starlink is what they said, right?
Yep.
Guys, just and I mean, this is current day, not future, but global telecom connectivity revenue in 2025.
So that's mobile, that's fixed broadband, that's fixed voice.
Showing 3801–3820 of 8,197 · page 191 of 410
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