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
Sequoia is famous for saying, why now?
and what could lead that, not only on the technology side, but across the economy.
But I think the clarity you have when you spent time with, at this point, thousands of executives, and you have seen the ones who've done it, you wanna do more with them,
And then you have seen the ones who are trying to do it, but remind you so clearly of the ones who have done it.
This is something that is so dear to me because one, it's something we invest in, but two, it's actually at the heart of Durable itself.
And it's one of the reasons I think Durable is just different than other investment firms because we ourselves were an act two team.
The best way to explain it is by example.
At my platform, I invested in Workday when they were about at $100 million of revenue scale.
What was so interesting was that the two co-founders of Workday, Anil Bhushri and Dave Duffield, had basically been the people who had pioneered
HR systems of record in the previous client server world.
They were literally the people who built PeopleSoft, scale PeopleSoft, and then a lot of history there, but there was basically a very aggressive takeover by Oracle.
And so in many ways, they had felt they hadn't, frankly, completed their vision.
So they came together, but what really also lit up
the vision was cloud.
Now this sounds so obvious today, but 2012, when we invested in Workday, I think a lot of the understanding of the cloud was not as obvious by investors.
And frankly, I'm not sure I fully understood it either, but what I did understand was this was an act two team.
By that I mean, if you understand HR systems of record, there's a bunch of the stuff you have to build into the product
that for lack of a better word is exception management.
And if you don't understand that exception management because you have done it before, you're gonna not properly be able to do it.
And because this was an act two team, they actually knew how to leverage the modern technology, but also build the system of record in the way it dealt with the edge cases at super scale.
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