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Jason Helfstein

๐Ÿ‘ค Speaker
263 total appearances

Appearances Over Time

Podcast Appearances

The Rundown
Will Amazon, Google, & Uber Withstand the AI Market Backlash?

It's not that.

The Rundown
Will Amazon, Google, & Uber Withstand the AI Market Backlash?

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

The Rundown
Will Amazon, Google, & Uber Withstand the AI Market Backlash?

That's true.

The Rundown
Will Amazon, Google, & Uber Withstand the AI Market Backlash?

Listen, it's easy to blame a CEO.

The Rundown
Will Amazon, Google, & Uber Withstand the AI Market Backlash?

You go through these waves.

The Rundown
Will Amazon, Google, & Uber Withstand the AI Market Backlash?

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

The Rundown
Will Amazon, Google, & Uber Withstand the AI Market Backlash?

I think he's being legitimate.

The Rundown
Will Amazon, Google, & Uber Withstand the AI Market Backlash?

He literally sent me a call last night.

The Rundown
Will Amazon, Google, & Uber Withstand the AI Market Backlash?

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

The Rundown
Will Amazon, Google, & Uber Withstand the AI Market Backlash?

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

The Rundown
Will Amazon, Google, & Uber Withstand the AI Market Backlash?

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

The Rundown
Will Amazon, Google, & Uber Withstand the AI Market Backlash?

Right.

The Rundown
Will Amazon, Google, & Uber Withstand the AI Market Backlash?

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

The Rundown
Will Amazon, Google, & Uber Withstand the AI Market Backlash?

Here's the five-year plan.

The Rundown
Will Amazon, Google, & Uber Withstand the AI Market Backlash?

Here's the return on investment.

The Rundown
Will Amazon, Google, & Uber Withstand the AI Market Backlash?

Now,

The Rundown
Will Amazon, Google, & Uber Withstand the AI Market Backlash?

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

The Rundown
Will Amazon, Google, & Uber Withstand the AI Market Backlash?

It's been many years.

The Rundown
Will Amazon, Google, & Uber Withstand the AI Market Backlash?

Oh, they don't know.

The Rundown
Will Amazon, Google, & Uber Withstand the AI Market Backlash?

No, I think it's wrong.