Jason Sosa

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About

About Jason Sosa - Technologist and Keynote Speaker on AI and the Future of Finance:

Jason Sosa explores how AI and emerging technologies are reshaping the way we work, lead, and compete. His talks cut through the hype to give audiences a clear-eyed view of where AI is headed and what organizations need to do to adapt and stay ahead.

Jason is the Founder of Sosa Research, an agentic intelligence lab building next-generation AI infrastructure including Omega, a memory system for institutional AI reasoning, and Meridian, a forecasting engine that predicts economic, geopolitical, and technology shifts. His work is grounded in one core belief: cutting-edge technology only matters when it delivers real business value.

What sets Jason apart is his ability to see AI from every angle. He has been a builder who developed AI systems from the ground up, a CTO and CEO who has run technology and business strategy at the highest level, an active user who deploys AI in his own companies every day, and an investor and advisor who has helped founders and executives navigate growth and transformation. This multi-lens perspective gives his audiences something rare: insight that is simultaneously technical, strategic, and practical.

A seasoned entrepreneur, Jason has built and exited three tech startups, including a venture-backed AI company in New York, and has raised and deployed over $100 million across various technology initiatives. His entrepreneurial track record led to his full season appearance on Bloomberg's TechStars business TV show.

Jason has been featured in Forbes, CNN, The Wall Street Journal, The New York Times, and other leading media outlets. As an internationally recognized keynote speaker, he has presented for Bank of America, Stanford University, Samsung, the Detroit Regional Chamber of Commerce, and various corporations, governments, and conferences worldwide.

Topics and Audience Takeaways

What Jason Sosa Talks About:

AI & The Future of Work
The AI revolution isn’t coming. It’s here. In this provocative keynote, I demystify AI for business leaders, separating hype from reality while revealing the strategic opportunities most organizations are missing. From autonomous agents to generative AI, attendees leave with a clear roadmap for leading in an AI-augmented world.

Key Takeaways

Understand the real capabilities (and limitations) of current AI systems
Identify AI opportunities specific to your industry and organization
Develop a framework for responsible AI adoption
Prepare your workforce for AI collaboration, not replacement
Navigate the ethical considerations of AI deployment

Bitcoin & Corporate Treasury: The strategic case for digital assets
As traditional currencies face unprecedented challenges, Bitcoin has emerged as a legitimate treasury asset for major corporations. This keynote cuts through the noise to deliver a sophisticated analysis of Bitcoin as a strategic reserve asset, drawing on real-world case studies from companies like Strategy, Tesla, and private treasuries.

Key Takeaways

Evaluate Bitcoin’s role in a diversified treasury strategy
Understand the regulatory landscape and compliance requirements
Assess custody solutions and security considerations
Model scenarios for Bitcoin allocation decisions
Learn from companies that have successfully integrated Bitcoin

Digital Transformation in Finance: From legacy to leading edge
Traditional financial institutions face a stark choice: transform or be disrupted. This keynote provides a battle-tested framework for digital transformation, drawing on successes and failures from banks, insurers, and wealth managers worldwide. Attendees gain actionable strategies for modernization without sacrificing stability.

Key Takeaways