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 months

Recordings per month over the last 12 months — 1 in all, peaking in Dec 2025 with 1.

Appearances

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Invest Like the Best with Patrick O'Shaughnessy · Henry Ellenbogen - Man Versus Machine - [Invest Like the Best, EP.452] · 16 Dec 2025 podcast

Now people look back at that and it's just like, wow, the idea that you would have a billion dollar private company, that's not even newsworthy anymore.

What has changed, obviously, in the private markets is that you can be a growth company that loses money and that continues or be marginally profitable and not only be valued at a billion dollars, you can be valued at a hundred billion dollars.

And there's even a view, and I think it's thoughtful.

I'm not criticizing it.

There's even a view that you can be an indefinite private company.

SpaceX or something.

Like SpaceX.

Maybe Elon is correct and SpaceX never has to go public.

That's really only happened in the last five years.

Some people correctly pointed out this might be an incredible path for certain companies.

And by the way, I think there's some truth in it.

In the ideal situation, you're not beholden to short cycle performance.

So you can basically drive growth

innovation and at the right point in time, profitability and discipline in your business, but you can do it on a timeframe that lines up with your individual business or your own competitive reality and not have to deal with the public markets.

I get it.

I actually think it's very thoughtful.

Here's the good news about life.

We're going to actually run an experiment.

We're going to actually know the answer.

I'm not saying that's wrong.

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