Jackson Ader
Equity researcher at KeyBank Capital Markets, analyzing Oracle's revenue projections and AI-driven surge.
Best podcasts with Jackson Ader
Ranked by the Snipd community
47 snips
Aug 22, 2025 • 49min
Snap's AR Bet, OpenAI's Google Dependence & VC Predictions | Aug 22, 2025
Josh Wolfe, managing partner at Lux Capital, dives into the future of venture capital and the ongoing hunt for AI talent. Jackson Ader, managing director at KeyBank, sheds light on software earnings and innovative metrics influencing investment decisions. The discussion touches on Snap's high-stakes AR gamble against rivals and OpenAI's intriguing reliance on Google’s search data, highlighting the shifting dynamics in tech investment and the challenges facing companies in maintaining relevance and growth.
7 snips
Sep 10, 2025 • 50min
Atlassian CEO on Data Wars, Klarna IPO, Oracle’s Surge, Microsoft’s Anthropic Deal | Sep 10, 2025
Mike Cannon-Brookes, CEO of Atlassian, discusses the fierce corporate data wars and his firm's strategic acquisition of The Browser Company. Jackson Ader, an equity researcher at KeyBank, analyzes Oracle's remarkable revenue growth fueled by AI. They explore Klarna's IPO and its disruptive effect on traditional credit, alongside Microsoft's decision to prioritize Anthropic's AI. The conversation also highlights the evolving tech landscape and the crucial role of human workers in a future increasingly influenced by AI advancements.
