Jason Salino
Equity research analyst at KeyBank Capital Markets covering software and cloud names, providing analysis on Atlassian's layoffs and AI strategy.
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Mar 12, 2026 • 39min
Winklevoss Twins’ Big Miss on Crypto, Top VC Tech Sector Warning, Atlassian's 10% Staff Cut
Yueqi Yang, crypto reporter who covered Gemini’s struggles and the Winklevosses’ pivot. Anissa Gardizy, cloud reporter tracking Microsoft’s Texas data-center talks. Jason Salino, equity analyst decoding Atlassian’s 10% cut and AI shift. Josh Wolfe, Lux Capital partner warning of macro risks and irrational data-center CapEx. They discuss crypto pivots, hyperscaler capacity questions, Atlassian’s AI bet, and big CapEx concerns.
