Jaeden Schafer

speaker
4,189 appearances 35 recordings 4 series first heard Dec 2025 last heard 17 Jun

Jaeden Schafer’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months
16 · Jan OctJan 26AprJulnow

Recordings per month over the last 12 months — 35 in all, peaking in Jan 2026 with 16.

Appearances

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I think it is also coming at a time where there's kind of this bigger industry shift towards AI powered commerce.
Last September, OpenAI and ChatGPT, they introduced like an instant checkout feature that would let you go and buy things from Etsy or Shopify.
And you can make these purchases like inside of your ChatGPT conversation.
So I think for Reddit, there's obviously a huge opportunity, but I think it goes a lot further than just shopping features alone.
They had a whole earnings call and their CEO, who's Steve Huffman, he was kind of pointing to this AI search as, you know,
potentially a huge product and revenue driver for them.
Search usage is already growing a lot on their platform.
Weekly active users of Reddit grew 30% year over year.
It went from 60 million to 80 million.
And I think at the same time, the weekly active users of AI powered Reddit answers features were up from a million in the first quarter of 2025 to 15 million by the fourth quarter.
So
you know, they went from 1 million to 50 million, they're seeing massive growth in just that AI powered product.
A lot of executives over at Reddit right now, they're talking about how they're going to do a lot of M&A, some mergers and acquisitions, and how that's going to play a big role in expanding some of their AI capabilities.
So they're like, look, either we take your company, we plug it into Reddit's user base, and we grow you there, or you're literally just going to grow Reddit altogether.
So
He suggested that investors, you know, he's talking to all of their investors as a publicly traded company now.
But he's saying, look, you don't need to overthink what, you know, scaled, quote unquote, scaled opportunities might mean.
He said this is kind of a spectrum of potential deals.
Historically, I think Reddit's ad tech team has benefited from acquiring and kind of integrating a bunch of other tech rather than building them internally.
That's just how Reddit has done it.
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