Jason Helfstein
Head of Internet Research at Oppenheimer & Co., providing equity research and analysis on major technology companies, with expertise covering cloud, AI investments, and internet-sector earnings.
Best podcasts with Jason Helfstein
Ranked by the Snipd community
43 snips
Feb 6, 2026 • 57min
OpenAI vs Anthropic: Coding Tools & Branding, SaaS Selloff Debate, Nvidia’s Blackwell Challenges
Laura Mandaro, managing editor who leads editorial analysis; Nico Gruppen, head of applied research experienced with LLMs and coding tools; Michael Linford, COO scaling payments and BNPL; Jason Helfstein, internet research lead tracking cloud and capex. They debate SaaS market fears and forward-deployed engineers. They compare OpenAI vs Anthropic coding tools. They unpack Nvidia’s Blackwell rollout and Amazon’s huge CapEx plan.
11 snips
Feb 8, 2026 • 28min
Will Amazon, Google, & Uber Withstand the AI Market Backlash?
Jason Helfstein, Head of Internet Research at Oppenheimer & Co., gives quick takes on Amazon, Google and Uber. He unpacks massive AI and cloud capex, why investors balk at long payoff horizons, and how search and Gemini could drive faster ROI at Google. He also weighs Amazon’s catch-up AI push and Uber’s positioning amid robo-taxi and promotional pressures.
