Is Zoom Sitting On Billions In Anthropic Gains? Plus, Why The Business Can Thrive During The AI Revolution, With Sean Emory (Ticker: ZM)

Chit Chat Stocks · Feb 18, 2026 · 1h 1m

On this episode of Chit Chat Stocks, we speak with Sean Emory, founder and CIO of Avory & Co, about Zoom Communications (Ticker: ZM). We discuss:

(00:00) Introduction

(11:23) Zoom's Business Model Evolution

(20:50) AI Integrations

(26:36) Anthropic Investment

(32:18) AI's Dominance Over Software

(39:09) The Impact of COVID on Zoom's Growth

(42:25) Zoom's Pricing Power and Market Position

(45:48) Capital Returns and Buyback Strategies

(51:40) Valuation

(55:31) Misunderstandings About Zoom's Business Model

FOUNDATIONAL EQUITIES ETF: https://avoryfunds.com/…