What podcasts say about Jason Moser
Every statement, with the speaker, the exact quote and the moment it was said.
What Jason Moser has said on podcasts
17 statements · 7 positive · 7 negative · 1 mixed · 2 neutral
Apple HomeView appears to solve no compelling consumer problem.
“To me, this HomeView device just really seems like a solution in search of a problem.”
Open the episode · Flying Cars, Smart Homes, and Cracks in the AI BoomListen at 5:32
Tesla and SpaceX will merge in 2027.
“I suspect it will happen in 2027.”
Open the episode · Flying Cars, Smart Homes, and Cracks in the AI BoomListen at 14:00
CoreWeave accounts for approximately 8% of NVIDIA’s GPU sales.
“CoreWeave represents something like 8% of NVIDIA's GPU sales.”
Open the episode · Flying Cars, Smart Homes, and Cracks in the AI BoomListen at 17:10
AI compute costs continue increasing.
“the cost of compute continues to go up.”
Open the episode · Flying Cars, Smart Homes, and Cracks in the AI BoomListen at 17:36
Anthropic should go public immediately to access capital markets.
“Anthropics needs to go public yesterday, right?”
Open the episode · Flying Cars, Smart Homes, and Cracks in the AI BoomListen at 18:21
Anthropic has roughly $1 trillion in obligations unsupported by current revenue.
“They have got, I think, something like $1 trillion in obligations and not even anywhere close to the revenue to support that.”
Open the episode · Flying Cars, Smart Homes, and Cracks in the AI BoomListen at 18:23
Smart-home platforms should be open rather than Apple-style walled gardens.
“rather than that walled garden approach that Apple traditionally likes to take, I tend to think if you're going to do smart home stuff, then you need to open that universe up.”
Open the episode · Flying Cars, Smart Homes, and Cracks in the AI BoomListen at 20:50
Traditional light switches are more reliable than smart lighting systems.
“The frigging light switch. Every time I flip that thing up or down, it works.”
Open the episode · Flying Cars, Smart Homes, and Cracks in the AI BoomListen at 21:51
Smart locks do not solve a critical consumer problem.
“It just doesn't feel like it's solving a critical problem.”
Open the episode · Flying Cars, Smart Homes, and Cracks in the AI BoomListen at 23:26
Tesla enthusiasts will broadly favor the company’s products.
“Tesla has a large universe of enthusiasts and they're going to love basically everything that the company puts out.”
Open the episode · Flying Cars, Smart Homes, and Cracks in the AI BoomListen at 24:02
VR headsets lack a compelling practical everyday use case.
“The core practical everyday use case, I just don't think is there.”
Open the episode · Flying Cars, Smart Homes, and Cracks in the AI BoomListen at 27:45
Meta Ray-Ban audio glasses may become useful to Jason, but probably will not.
“It's possible. Probably not likely, but possible.”
Open the episode · Flying Cars, Smart Homes, and Cracks in the AI BoomListen at 30:36
New consumer technology devices are becoming increasingly invasive.
“all of these devices, they just become more and more invasive.”
Open the episode · Flying Cars, Smart Homes, and Cracks in the AI BoomListen at 33:23
Meta Muse downloads are beginning to decline as user interest fades.
“we're already seeing news downloads start to decline, right? It's losing its luster”
Open the episode · Flying Cars, Smart Homes, and Cracks in the AI BoomListen at 34:02
Veeva Systems stock has performed strongly during the second half of 2026.
“the stock has had a really good back half of the year here so far”
Open the episode · Flying Cars, Smart Homes, and Cracks in the AI BoomListen at 35:55
Veeva Systems stock is up 40% in 2026.
“It's up now 40 percent in 2026.”
Open the episode · Flying Cars, Smart Homes, and Cracks in the AI BoomListen at 36:01
AI is expanding Veeva Systems’ capabilities.
“AI is enabling Viva to do even more.”
Open the episode · Flying Cars, Smart Homes, and Cracks in the AI BoomListen at 36:45
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.