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
is operating well, because if you're not operating well when you have to deal with change, you're not gonna be able to do two things at once.
You can't do a turnaround and do well.
I think the second thing we would say is a business that already was winning
in its first end market.
All the definitions we would have about winning, substantially gaining market share, driving real economic profit that allows it to reinvest in this next S curve.
And also, the other thing we really care about is people.
We really stress resiliency at Durable.
It's one of the reasons we like so much investing in active managers.
We can go study their resiliency.
When you're an investor in Max and you saw how resilient he was in Slide, and now you understand how he's got to be resilient.
to implement AI to lean out his costs and drive his revenue before his competition does, you're like, we've seen him under stress before.
I think you're looking for people who have a perspective, can execute, but also are humble.
Because we at Durable write down our views on AI every six months and we update them.
And as we've gone more into this period of change,
Probably we're less wrong.
Our perspective is more informed, you would say, than it was as we change it every six months.
But we're learning.
We have the benefit of having a job that allows us to spend our time reading and thinking and talking to smart people.
So even if these are really talented people, most likely they don't have as much time to go do it as we do.
And we have to be very humble in our approach.
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