Yahoo

“Yahoo was specifically after the technical people in the company. So, you know, they took the CTO, they took the head of the algorithm, they took Nick.”

“Within, I think it was within three weeks of the acquisition being announced, Summly had been included within Yahoo News Digest, which is their mobile app product, and that, I still think, is the record within Yahoo for the quickest integration ever.”

“And in about a year we're able to amass close to a hundred million dollars in inventory that was, you know, being offered through auction through our website, which at the time was quite a bit, and we then had, had interest from eBay, Yahoo, and Amazon for acq…”

“If I'm honest, I think they're probably toast. It's a one point O company in a three point O world. I just, I'm very skeptical. And this isn't anything against Marissa, but I just think it's just, it was such a mess when I left and I probably take some credit …”

“SoftBank then ended up owning, as you'll recall a third of Yahoo at the IPO.”

“No, Yahoo is not game over, and Yahoo needs, needs probably needs to sell itself to people who can manage it better and Yahoo has an enormous amount of assets namely, it's taken Alibaba, it's taken Yahoo Japan, and its own its own own and operated website whic…”

“It was Yahoo and still around, not for long though”

“Early 2005, we were neck and neck with Yahoo, which was the big competitor trying to run ads on other people's websites.”

“He and I built a tool using the Google search index to figure out exactly where Yahoo ads were running, where Google ads were running, and basically every day we could tell you exactly what the competitive market share would be.”

“Josh Koppelman, who had just started First Round Capital, had decided when he saw the news of the takeover attempt, he wanted to see if there's anyone at Yahoo who is sort of loose in the saddle and maybe thinking about joining a startup or starting a company.…”

“DFJ had already made three investments in search companies prior to Google even being funded. One of those was GoTo, which ended up was Overture, which was acquired by Yahoo, which was, at the time, viewed as an amazing success.”

“An example would be, I mean, certainly in naming, you watch a company like Yahoo you know, 20 years ago, they had such an incredible name that was different from every other company's name, and so the press wanted to talk about them all the time. The consumers…”

“We think that a way to go to China is not necessarily to do it yourself, but find a strategic partner in the same way that Yahoo found Alibaba, and that's the right model. So it's not an issue of market. It's an issue of entry model in China.”

“When generating early demand, one of the more counterintuitive learnings Is that early marketplace demands are dependent on an existing distribution and offline activities. Like for house, for example, you mentioned early health on Tulia was invaluable. And I …”

“Seeing some of my classmates end up going to Yahoo, end up going to Netscape, end up going to some other internet startups, It's kind of like what you see with crypto today, and you just see, wow, anything's possible”

“I think in 10 years from now, Amazon and Alibaba will not be the biggest e-commerce companies anymore. They will get disrupted by other companies, younger companies, more creative, more agile companies, and I think people will look back at Amazon and Alibaba l…”

“We received a term sheet from Yahoo for them to acquire my company. It was a hundred and twenty five million dollar acquisition”

“Look, I think delivery fees are a little bit of concept of the past, right? It sounds a little bit like Yahoo in the nineties.”

“It had been mismanaged, I think under Yahoo and AWOL and Verizon, and we felt like we could turn it around.”

“Well, I think the ideal is that we're public company again, that we've spent this time as a private company. And now with the market being very, very different than six months ago, let alone the last 13 years, that we have the ability to retrench Off, you know…”

“Yahoo is a very different situation. It legitimately has nine hundred million users a month. And those users are coming, you know, in email, we're number two to Gmail. In Yahoo Finance, we're number one by a mile. Yahoo Sports is number two to ESPN. You know, …”

“This company is also AOL. So we also own AOL, which is still very profitable and does a lot of free cash flow.”

“And I really, when I'm hiring people, I really hire for four things. The first is I really want domain experts, right? I do not want people who are faking it till they make it. And if you are an expert, you tend to be able to understand what one looks like. An…”

“We just came through this period where I swear to God, a company with only 10,000 registered users wanted me to pay one hundred and fifty million dollars for them. A company with 79,000 users want someone to pay five hundred million dollars for them.”

“You know, I'm not sure if you've heard this yet, but Yahoo is already one of the fastest returning deals in Apollo history.”

“Anyone who went to Yahoo was grittier than a lot of the people who worked at higher profile companies that were just minting money, and when you came to Yahoo, you had to work a little harder, and so I find places like that are incredible places to go higher, …”

“It probably generated fifty billion dollars worth of economics to Yahoo shareholders”

“We bought back the share and then we had to go raise the money, raise the eight billion dollar to buy back that 20% stake.”

“Probably not taking Google more seriously. So I was at Stanford at the time of its founding. I was even a section leader for Marissa Mayer for a computer science class where she was a lecturer. And so I heard about it from her too. And I just thought to myself…”

“I don't think there will ever be a kind of venture style dynamic of a winner take all. I don't think this is a situation of like Google versus Yahoo where, where one is the obvious dominant winner by 10 X and then there's the other rands. I don't think that's …”

“Yahoo and AOL. Early on. Those were the entry points. AOL didn't know how to do a search. Yahoo didn't think search was important.”

“We are probably in like the Yahoo era where we don't actually have, or at least widely recognize The Googles of the world, or like the sort of the thing that comes after. And so today, when I look at OpenAI and Anthropic, there are, I think, more analogies to …”