Yahoo, every mention
151 scenes, the whole family · ← back to Yahoo
tap a year for its mentions
every year anyone David Rosenthal 94Ben Gilbert 42Mark Zuckerberg 8Steve Ballmer 3Michael Ovitz 1Brad Gerstner 1Ben Thompson 1
Verbatim, from the transcripts: the passages where Yahoo comes up
Google Part II: Alphabet (Audio) · Acquired
- ▶ 7:46 Ben Gilbert The universe at the time is Microsoft sells sort of enterprise grade mail for a lot of money, or there's all these free web-based services popping up like Hotmail that Microsoft would end up buying and Yahoo Mail and AOL.
- ▶ 8:05 David Rosenthal Had two megabytes of free storage, and Yahoo Mail had four megabytes.
- ▶ 12:01 David Rosenthal Which obviously, you know, Yahoo would have for many, many years, even though there was a next Yahoo after Yahoo in Google.
- ▶ 12:07 Ben Gilbert We still get emails from people with Yahoo mails.
- ▶ 13:19 David Rosenthal Okay, Hotmail's out there, Yahoo Mail's out there, Webmail's out there.
- ▶ 14:49 David Rosenthal Yeah, but this is how Hotmail and Yahoo Mail worked.
- ▶ 33:34 David Rosenthal AOL has MapQuest, which they've just bought for a billion dollars, and I'm hearing through the grapevine that Yahoo is about to make a big push and launch Yahoo Maps.
- ▶ 1:13:19 David Rosenthal Yahoo and the media companies also wanted to buy YouTube.
- ▶ 1:43:39 Ben Gilbert Yahoo gets involved,
- ▶ 1:43:41 Ben Gilbert There's a whole presentation series that happens where Yahoo, Microsoft, AOL, and Google are basically all getting the pitch and DoubleClick is now showing.
- ▶ 1:46:39 David Rosenthal We're heading right into Microsoft search efforts with Yahoo and then ultimately Bing and getting into the advertising business.
- ▶ 1:56:03 David Rosenthal They make a bid, Microsoft does, to buy Yahoo for forty-four billion dollars.
- ▶ 1:56:25 David Rosenthal Bing, after Microsoft would launch Bing the next year in June of 2009, Bing would take over powering Yahoo search for a deal that paid Yahoo one billion dollars.
- ▶ 1:56:25 David Rosenthal Bing, after Microsoft would launch Bing the next year in June of 2009, Bing would take over powering Yahoo search for a deal that paid Yahoo one billion dollars.
- ▶ 1:56:41 Ben Gilbert And then Yahoo would sell itself to Verizon for.
- ▶ 2:07:05 Ben Gilbert That was sort of nice, because you type in the URL bar and that's your organic typing, and then the other one is your, uh, I'm willing to give a kickback to Google, probably, but it could also be Bing, could be Yahoo, could be whoever.
Google Part I: Origins of Search. How the Best Business in Human History Happened (Audio) · Acquired
- ▶ 17:16 David Rosenthal Just a couple years before, two other PhD students at Stanford had started this thing called Yahoo.
- ▶ 17:23 David Rosenthal And so I think perhaps inspired by what Yahoo was doing, Larry proposes that they're gonna work on this idea of a system that will allow people to make annotations and notes directly on websites instead of in a centralized directory like…
- ▶ 19:01 David Rosenthal But how do you decide who gets to annotate a big site like Yahoo?
- ▶ 28:06 David Rosenthal That company, a couple years later, ends up getting acquired by Yahoo, becomes Yahoo Groups for about four hundred million dollars.
- ▶ 28:06 David Rosenthal That company, a couple years later, ends up getting acquired by Yahoo, becomes Yahoo Groups for about four hundred million dollars.
- ▶ 30:15 Ben Gilbert Gopher, AltaVista, Hotbot, InktoMe, Lycos, Yahoo, Excite, Infoseek.
- ▶ 32:32 Ben Gilbert This is basically why Google beat Yahoo.
- ▶ 34:20 Ben Gilbert Yeah, and I mean, when he says we talk to others, they tried to sell PageRank to Yahoo for one million dollars and were rejected, and there's gonna be chapters of this story that you can mark by the different times that Yahoo discussed…
- ▶ 54:31 David Rosenthal People love directories and portals and Yahoo.
- ▶ 54:36 David Rosenthal Like Yahoo was the big player, not AltaVista or Excite or Lycos or Infoseek or any of these others.
- ▶ 54:42 David Rosenthal So Yahoo was the site that was taking off like wildfire.
- ▶ 54:46 David Rosenthal They'd gone public in 1996 at a billion dollar market cap.
- ▶ 54:50 David Rosenthal By 1998, when google.com is launching as a company, Yahoo's a twenty billion dollar public stock.
- ▶ 55:00 David Rosenthal And what was so great about Yahoo, like, yes, it was started by Jerry Yang and David Filo, you know, two other Stanford PhDs, but it wasn't technology driven.
- ▶ 55:16 David Rosenthal What Yahoo was, was exactly that.
- ▶ 55:48 Ben Gilbert And for the size that the web was at the time, Yahoo was correct.
- ▶ 56:29 Ben Gilbert So Yahoo has search to address that?
- ▶ 56:34 David Rosenthal All these portals, and Yahoo included, went hybrid of when you search on Yahoo, the results you get at the top of the page are their hand-curated, directory-driven results, and then they backfill with a search engine.
- ▶ 57:02 Ben Gilbert Google wants to be the very best technology solution for a problem, the most elegant, and I think the Yahoo solution was very, yeah,
- ▶ 57:29 Ben Gilbert Okay, so that's what's going on at Yahoo and all the portals.
- ▶ 1:11:16 David Rosenthal Yahoo would eventually feel like they needed to copy MapReduce to be competitive, and they would open source that as Hadoop, so people, Apache Hadoop, that is a Yahoo copy of Google's MapReduce.
- ▶ 1:11:27 Ben Gilbert Of course, shepherded and stewarded mostly by people outside of Yahoo eventually, but that's where it came from.
- ▶ 1:18:49 David Rosenthal And then number three was that they were gonna license Google organic search results to portals and directories as essentially OEM search to backfill results like we were talking about with Yahoo.
- ▶ 1:31:47 David Rosenthal Netscape, Yahoo, AOL.
- ▶ 1:33:07 David Rosenthal And that's for Google to backfill organic search results on Netscape's own directory service that they just launched to compete with Yahoo.
- ▶ 1:36:45 David Rosenthal Yahoo.
- ▶ 1:39:13 David Rosenthal In June of 2000, they sign a deal with Yahoo.
- ▶ 1:39:24 David Rosenthal In June of 2000, Google signs the deal with Yahoo that they are gonna take over
- ▶ 1:39:31 David Rosenthal All organic search result backfills on yahoo.com with the Powered by Google branding, and Yahoo is going to invest ten million dollars in Google as part of this deal.
- ▶ 1:39:47 David Rosenthal Between the revenue that they got from Yahoo for this and the ten million dollar investment, it keeps the company going through the next couple years of the dot-com winter until they figure out the AdWords business model.
- ▶ 1:40:19 David Rosenthal And the next year in 2001, the first full year of this Yahoo portal search deal, Yahoo pays Google 7.2 million dollars for organic search results.
- ▶ 1:40:32 David Rosenthal And again, to underscore, between the ten million dollar investment, this revenue, the other portal deals, Netscape, others, and then others that they're able to get on the back of Yahoo,
- ▶ 1:41:27 David Rosenthal So in the midst of all of this, as Yahoo's coming online,
- ▶ 1:48:09 David Rosenthal Even though he joined Google in 2001 and a lot of these portal deals were already underway, the Yahoo portal deal had already happened.
- ▶ 1:48:54 David Rosenthal We're now, through getting the Yahoo portal deal done,
- ▶ 1:49:02 David Rosenthal Google's gonna survive the dot-com crash between the ten million dollar investment from Yahoo plus the revenue from that portal deal.
- ▶ 1:49:58 David Rosenthal Then you end up looking just like Yahoo.
- ▶ 2:00:56 Ben Gilbert They start powering the ads for Dogpile, Metasearch, then they get to the big boys with AOL and MSN, and eventually they get Yahoo.
- ▶ 2:01:04 Ben Gilbert Yahoo alone was a hundred million dollar deal.
- ▶ 2:01:22 David Rosenthal Once they get to Yahoo, some huge percentage of Yahoo's overall company revenue becomes paid search ads powered by Overture, right?
- ▶ 2:01:37 Ben Gilbert Yahoo ends up buying Overture for 1.6 billion.
- ▶ 2:01:44 Ben Gilbert Yahoo basically says we have to own this thing.
- ▶ 2:01:48 David Rosenthal And Yahoo market cap had gotten decimated when the bubble popped.
- ▶ 2:01:52 David Rosenthal So this was a large portion of Yahoo's market cap that they spent for Overture.
- ▶ 2:16:21 David Rosenthal So in 2001, the year that the Yahoo deal saved the company,
- ▶ 2:21:47 Ben Gilbert As recently as late 2001, just months before, there's a dinner with Terry Semel, who's the CEO of, of Yahoo.
- ▶ 2:24:14 Ben Gilbert Which by the way, Yahoo sees this, and they come back and say, how about three billion?
- ▶ 2:24:30 David Rosenthal Yeah, but then Yahoo would buy Overture.
- ▶ 2:24:34 David Rosenthal But as I pointed out a minute ago, when Yahoo bought Overture for 1.6 billion dollars, that was a huge portion of Yahoo's market cap.
- ▶ 2:24:49 David Rosenthal It would have been Google taking over Yahoo.
- ▶ 3:13:36 David Rosenthal Now to put that in context, Yahoo and Hotmail, Yahoo Mail and Hotmail at the time had like two megabytes of free storage per user.
- ▶ 3:13:36 David Rosenthal Now to put that in context, Yahoo and Hotmail, Yahoo Mail and Hotmail at the time had like two megabytes of free storage per user.
- ▶ 3:23:48 David Rosenthal We talked about this earlier, but if Larry and Sergey had met and started working on this a few years earlier, it would have been Yahoo!
- ▶ 3:25:03 Ben Gilbert You could argue versus Yahoo.
- ▶ 3:25:35 David Rosenthal Yeah, versus Yahoo.
- ▶ 3:25:48 David Rosenthal And also take Yahoo.
- ▶ 3:25:50 David Rosenthal Yahoo had constructed itself as a media company, even though it was started by two electrical engineering PhDs from Stanford.
- ▶ 3:26:01 David Rosenthal It bought Overture, then it bought InktoMe,
- ▶ 3:26:03 David Rosenthal And then they spent years trying to put Overture and InktoMe together to create a packaged competitor to Google.
- ▶ 3:26:09 David Rosenthal This was the ill-fated Project Panama at Yahoo, which, by the way, acquired Easter Egg.
- ▶ 3:26:15 David Rosenthal That is where Jan Coom and Ryan Acton met at Yahoo, and then they would get so frustrated and leave and start WhatsApp.
- ▶ 3:26:23 David Rosenthal But yeah, I think there's counter-positioning against Yahoo there.
The Steve Ballmer Interview · Acquired
- ▶ 1:17:23 Ben Gilbert We didn't talk about social, but in social and all the dancing you did with Mark Zuckerberg over the years, in Yahoo, in all these things that ended up not panning out, and these were trillion-dollar companies that were built
- ▶ 2:02:36 Steve Ballmer Uh, so Chi's talking about leaving Yahoo.
- ▶ 2:02:38 Steve Ballmer He's at Yahoo at the time.
- ▶ 2:05:31 David Rosenthal Oh, it was probably, it was, it was after Yahoo's.
- ▶ 2:13:52 Steve Ballmer And I tried to fire the Yahoo shot, the phone shot.
Meta (Audio) · Acquired
- ▶ 44:13 David Rosenthal Seeing, you know, the physical embodiment of all these great tech companies, Yahoo, early Google, et cetera, drove by them all.
- ▶ 1:40:21 David Rosenthal Well, that becomes a true, true innovation in Newsfeed, but I think at the time, there was a lot of buzz and talk about personalized portals, and like Yahoo was really big on this, and Google was even kind of big on this, like, oh, make…
- ▶ 1:54:14 David Rosenthal Well, there was another party that really, really wanted to own Facebook at this point in time, and that was Yahoo.
- ▶ 1:54:23 David Rosenthal And Yahoo was willing to top Viacom and pay a billion dollars to buy the company.
- ▶ 1:55:28 David Rosenthal So Mark actually agrees to the Yahoo deal.
- ▶ 1:55:39 David Rosenthal Yahoo's gonna buy the company.
- ▶ 1:55:41 David Rosenthal In the interim between when they shake hands on the deal and while the docs are being drafted, Yahoo announces their quarterly earnings, and they have a bad quarter, and the stock drops 20%.
- ▶ 1:55:55 David Rosenthal And Terry Semel, who was the CEO of Yahoo at the time, said, okay, the deal is, you know, for the same amount of stock, so commensurately the deal is now worth eight hundred million dollars, not a billion dollars.
- ▶ 1:56:18 Ben Gilbert The fact that, actually, at first, Mark did not turn down the billion dollar offer from Yahoo.
- ▶ 2:00:01 David Rosenthal So, okay, to figuring out the business coming out of this episode with Yahoo.
- ▶ 2:03:48 David Rosenthal Point being, though, Mark made the right decision for all shareholders of Facebook to walk away from the Yahoo deal.
- ▶ 2:16:40 David Rosenthal Growth had slowed, walked away from the Yahoo deal.
- ▶ 2:41:12 David Rosenthal But Mark's, of course, not gonna do that after the whole Yahoo experience, etc.
- ▶ 2:45:34 David Rosenthal This is like 13 or 14 months after the failed Yahoo deal for one billion dollars.
- ▶ 2:45:56 Ben Gilbert And that was less than two years after the one billion dollar offer that everyone talks about with Yahoo.
Acquired LIVE from Chase Center (with Daniel Ek, Emily Chang, Jensen Huang and Mark Zuckerberg) · Acquired
- ▶ 1:24:11 Mark Zuckerberg When, when, so, I started Facebook in school, came out to Silicon Valley with Dustin and, and a handful of people working on it at the time, and we did that because Silicon Valley's where all the startups came from, and I remember we got…
- ▶ 1:57:25 Mark Zuckerberg In 2006, Yahoo wanted to buy the company for a billion dollars, and everyone on our management team wanted to sell it, and the board tried to fire me, and everyone, and basically in the next year, everyone else on the management team left…
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