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
because you're already in a physical world business where the technology advantage transitions into a physical mode advantage or a distribution or scale advantage.
That's one of the patterns we've observed.
We call that the good to great thesis internally.
The second way is people.
If I think about the investments we have today, we tend to be in business with certain people
we've known for 20 years now and maybe they're doing the same thing or maybe doing the next thing but we think these are the type of people who build great organizations and then obviously we have to meet new people too so one of our largest holding stays duolingo so we first spent real time with the ceo luis van awen during covet during the covet era as the markets reopened it went to highs and
The private markets were white hot in the zero interest rate environment and people were meeting people on Zoom.
And I remember meeting Luis with my colleague, Julio.
We got off Zoom with Luis, like you often do back in the day.
I called Julio up and I was like, what do you think?
And he was like, well, it's a super impressive business.
They're leading their market.
They're on the right side of their consumer and the product's great.
And I said, yeah.
I said, Luis reminds me of Toby from Shopify.
The last time I spent time with someone that technologically strong, Luis had been head of AI and ML at Carnegie Mellon.
but also has that much business clarity and is so crystal clear at communicating that he can make complex topics simple that even I can understand them was when I spent time with Toby when Shopify was private.
And I said to Julio, we're gonna basically clear our schedule.
And whenever Luis will spend time with us in Pittsburgh, we're going to go spend time with him.
And so I think, for lack of a better word, the understanding of the patterns and having studied them, the understanding of what creates the environment.
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