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
So they have to have a perspective, figure out how to go do this better.
Not be paralyzed, but they also have to be humble and constantly learning.
And the last thing I think practically we have to think about as investors is backs to the memo.
If you have a high-risk situation, which we would all agree Duolingo is and Firm is, and you're really close to that part of the change, then you need to be compensated for the risk.
And so what we would tell people on Duolingo is, yeah, because of this risk, the discount rate has gone up.
But probably commensurate, the opportunity has also gone up.
We can articulate it.
Luis has talked about being 20x faster in generating content.
We've already seen it.
He's publicly said he developed chess...
which is doing incredibly well.
And my kids really love that product.
I mean, they're addicted to it.
First, it was two people for six months, and then he added another four people, and he developed a product in nine months.
That's the best product he's ever done.
And if you ever talk to him, how long would it have taken in the past?
He's like, I don't know.
I probably need...
four to six X as many people, and it would have taken them four times as long.
And so you could say a startup could do that, but he's doing it.
Showing 481–500 of 1,069 · page 25 of 54
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