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

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So we want to go learn it.

One of my partners, Anouk Date, basically teaches a class.

At Columbia University.

Business School of the Valley Analysis Program.

And partially this is our way of going back to school as an organization and partially it's our way of giving back to our community.

But the class is based on this and the students literally do about six case studies a year, but over time you build up a library of them.

So I would say you just start by basically studying the ones who've done it and then obviously trying to study the patterns of those who've done it.

That's number one on how we do it.

Second of all, if you go look at the data, they're diversified across the economy.

So look, we're in a period of time where what's going on in AI is so impactful.

My view on the impact of this is probably no different than a lot of the other speakers you've had.

I would say what I think about when I think about the power of AI and really studying it, I don't only think about

the companies that are the first or second derivatives, or maybe people were categorized as technology companies.

I also think about the existing diversified companies outside of the technology space that could be huge companies here.

So as an example, when you go back and you look at the era of cloud and mobile, for sure you wanted to go on Amazon in that period of time.

But actually, if you look at retail,

Once Walmart and Costco really understood what Amazon was doing but still had relative scale, they leveraged their advantages.

And since they basically got on the same curve, 62% of all retail has gone to those three.

So for sure, one might have been better than the other, but actually all three were good.

What was the best strategy?

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