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
He's doing it on his platform.
That product is well over a million DAUs and is growing at astronomical rates.
And it's a great underserved end market.
It could be a huge business.
And so, yes, the discount rate has gone up
But this company was purpose-built for AI.
You actually have a person who studied AI and taught it at Carnegie Mellon and has an organization of A players who are agile in his company and is humble and constantly learning a proof point on how it's making them faster than other people.
It's driving real value.
And obviously that means the probability of it going from a point solution, a couple of products to a suite is higher.
And so that's what we look for.
It's something we have really thought hard about.
Here's what we have tried to do.
First of all, we have tried to get smart by meeting with the entrepreneurs and talking to the companies that we're involved in that we know that are leading this area, just to try to learn.
We only recently did this with robotics.
So if we started writing down our conclusions,
And then being humble that it could change every six months in AI, in what you would say is more data businesses or digital businesses.
We only started doing this literally in the last month where we documented it for the first time.
I'm gonna do something that I don't love to do, which I know our views here are very early and probably deeply wrong, but I'll give you our initial conclusions, which is in certain use cases, it's pretty clear that already the cost is lower than the equivalent analog processor.
Physical labor process.
And yet, as we all know, this is the earliest and worst robotics gonna be.
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