Henry Ellenbogen
speaker
1,069 appearances
1 recordings
1 series
first heard Dec 2025
last heard 16 Dec
Henry Ellenbogen’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Dec 2025 with 1.
Appearances
You can't own more Colliers.
So I started writing about AI in our shareholder letters in 22.
And at the time I said, having seen internet, cloud, and mobile, this is going to be at least as powerful as internet.
And I said, we're going to go approach this with humility, go spend time with the people who are closest to it and constantly be learning.
And then I also said, Durable is not a thematic investing firm or a compounding investing firm.
So just because we think something's going to be big doesn't mean our investment meetings aren't going to be, AI is going to be big.
Let's go buy AI companies.
It's going to be, let's really understand change and then understand how the companies that we invest in
are gonna benefit from it or become better by it, or at least not get disrupted.
I personally, and I'll lay out in a second, think it probably is more impactful than the internet was.
It's not only gonna affect every technology company, which you see in the markets, but it's also gonna impact, in this case, I think almost every company
that needs white collar employee and IP employee to drive their work.
So let me start with the second one first, because I think less people have talked about that one.
As a student of business, I think that by the end of the 2010s, everyone knew that if you were a product-based business,
you needed to understand your China cost.
It was on the cover of every business magazine and then every popular magazine in the tens.
And all that meant was in a global supply chain, if there was a part of the world with huge scale and resources like China and the Far East that could make product substantially cheaper when you landed it at your factory or to the consumer,
You had to understand it.
And if you didn't leverage it yourself, you were going to go out of business.
That was the first derivative.
Showing 361–380 of 1,069 · page 19 of 54
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