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
with a number of our companies that were in this situation.
And so we had some version of this conversation with Aman at Toast, with Luis at Duolingo, with Max at Affirm.
And all of them were a little different.
As an example, with Luis, I had dinner with him and the CFO.
And his CFO is very talented, just like he is.
And I just presented them the data.
Knowing them, I knew they would have a lot of questions on it, and they asked a lot of good questions.
The other thing I said to them is, look, Luis, when we invest in your company, one of the things I always ask people is, we'll articulate what we're looking for in you, but what are you looking for in us?
And one of the things he said is, I'm going to be a first-time CEO.
And my sense is you're gonna see things based on your experience that maybe I don't see because this is new to me.
And I said, the reason I wanted to have dinner with you is not because I have all the answers, but I have a strong view that you're dominant in what you do
AI is amazing for you.
AI was just getting started.
You have a very unique human capital culture.
But if you're going to communicate to people this strength in the market, it doesn't mean you need to get to your long-term margin targets at 30%, but you have to show progress towards it.
With other companies, we restricted the stock.
We spent more time with them.
We helped them understand what this means.
We even helped a bunch of them think about how to communicate what they were going to do in this path of this transition to their investors.
That to me is different than where we are in 2025 because I felt we had real expertise there.
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