Jackson Ader

Software equity analyst at KeyBanc Capital Markets, providing an earnings preview and commentary on companies like Zoom, Zscaler, Workday, and Salesforce and how AI may influence their businesses.

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Nov 24, 2025 • 51min

OpenAI vs Google, How NVIDIA Spends its $850B Cash Pile, and Musk’s Grok Plans | Nov 24, 2025

In this discussion, technology reporter Theo Wayt reveals Elon Musk’s ambitious strategy to replace X staff with xAI's Grok and introduces the Siboleyev twins driving this initiative. Zack Lloyd, CEO of Warp, shares findings showing Google’s Gemini 3.0 outperforms OpenAI in coding tasks. Jackson Ader, a software equity analyst, provides insights on how AI could shape future earnings for companies like Zoom and Salesforce, while also highlighting NVIDIA’s soaring cash flow and strategic investments to maintain its market edge.

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