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.

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 · SpaceX IPO Nears & Retail Makes a Comeback · 22 May 2026 podcast

If you bring the unit economics down, that makes it a real difficult thing.

Especially, look, Amazon's doing this.

ASTS is doing this.

There are legacy providers who do this.

And all, by the way, the nature of physics, it is always going to be second best if you do have a cell tower.

So it is going to be

for most things, for most large markets, a complimentary, not a replacement product.

I love Starlink and I love the potential here, but I'll be honest, if it was a standalone, I don't think I'd buy it because even that, I think it's, there are question marks here, period.

Yeah.

Travis, you're confused because seemingly they're confused if you read the document.

I mean, they say almost 23 trillion of that opportunity is enterprise applications.

To me, that seems like layering on the hyperscaler models and actually helping companies do things with it, which is probably the best business to be in, but it is separate from the hyperscaler business.

At the same time, in another part, they say their biggest single AI opportunity is data centers in space.

which wouldn't be included in the enterprise market.

So I think it is a we'll see here.

I'll take the under on data centers in space.

Bottom line here, though, here's the thing.

I'm kind of talking it down left and right.

I'll bet a dollar that the IPO is a big success.

And so, you know, it is.

Showing 3841–3860 of 8,197 · page 193 of 410