Jason Helfstein

speaker

263 appearances 1 recordings 1 series first heard Feb 2026 last heard 8 Feb

Jason Helfstein’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Feb 2026 with 1.

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It's not that.

And I will say, as far as Sundar at Google, there was a period of time people were calling for his head.

That's true.

Listen, it's easy to blame a CEO.

You go through these waves.

I think, at the end of the day, Jassy will vindicate himself.

I think he's being legitimate.

He literally sent me a call last night.

Look, this $200 billion isn't...

you know, like blue sky, like we literally can see the exact return on investment.

Now he's not telling the street what it is.

Right.

And it probably wouldn't be a bad idea for Amazon to host like an analyst day and literally like layout.

Here's the five-year plan.

Here's the return on investment.

Now,

Maybe they don't want the competitors to see it.

It's been many years.

Oh, they don't know.

No, I think it's wrong.

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