Internet History Podcast 209. Henry Blodget, Founder Of Business Insider
Nov 17, 2025
Henry Blodget, a veteran financial analyst and founder of Business Insider, shares his fascinating transition from history major to media mogul. He discusses the dot-com bubble, insights from his infamous $400 Amazon prediction, and the rise of influencers in finance. Blodget reflects on Wall Street's evolving view of tech companies and provides advice for investors amid the AI boom. He also explores the similarities between AI today and the late 90s internet surge, while highlighting New York's emergence as a startup hub.
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The $400 Amazon Moment
- Henry Blodget unexpectedly went viral after issuing a $400 price target for Amazon.
- The round number and controversy amplified coverage and the stock quickly hit his target.
Early Entry Multiplies Opportunity
- Joining an industry early gives you fast expertise and outsized opportunity.
- Fresh entrants often see possibilities veterans dismiss, which can accelerate careers.
Valuing New Industries Requires Thoughtful Assumptions
- Early internet valuation required wide-ranging assumptions about market size and adoption.
- Thoughtful, well-reasoned estimates beat shotgun guesses when sizing speculative companies.
