Yahoo, every mention

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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

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Acquired LIVE from Chase Center (with Daniel Ek, Emily Chang, Jensen Huang and Mark Zuckerberg) · Acquired Sep 30, 2024 · 2 mentions

  • ▶ 1:58:11 Mark Zuckerberg So it's like, without having made that case, it was understandable that basically Yahoo comes around, a lot of people, it's like, this is like all their startup dreams come true, you gotta take this offer, um, because I, I like, I just…
  • ▶ 2:03:37 Mark Zuckerberg Just from, like, a pure, like, dollars perspective, which is not primarily how I come at this stuff, but even, like, now I've learned a thing, actually, since the Yahoo days, and now I at least am able to, like, like, um, I might not be…

The Mark Zuckerberg Interview · Acquired Sep 18, 2024 · 4 mentions

  • ▶ 15:55 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 is where all the startups came from, and I remember we got…
  • ▶ 49:28 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…
  • ▶ 50:14 Mark Zuckerberg So it's like, without having made that case, it was understandable that basically Yahoo comes around, a lot of people, it's like, this is like all their startup dreams come true, you gotta take this offer.
  • ▶ 55:41 Mark Zuckerberg Just from, like, a pure, like, dollars perspective, which is not primarily how I come at this stuff, but even, like, now I've learned a thing, actually, since the Yahoo days, and now I at least am able to, like, like, um, I might not be…

Microsoft Volume II: The Complete History and Strategy of the Ballmer Years (Audio) · Acquired Jul 22, 2024 · 22 mentions

  • ▶ 49:16 David Rosenthal There's Yahoo, sure.
  • ▶ 2:39:12 David Rosenthal Well, it's funny, the way you phrase that, I'm thinking like, oh, did Microsoft try and buy Google, and I don't know about it, but the number, of course, you're talking about Yahoo.
  • ▶ 2:39:21 Ben Gilbert Ok, so let's set some context before we get to this 2008 Yahoo attempted acquisition.
  • ▶ 2:44:48 Ben Gilbert So, in 2008, Microsoft puts a deal on the table that gets bid all the way up to forty seven billion dollars to buy Yahoo.
  • ▶ 2:45:25 Ben Gilbert So, they'd been negotiating to buy Yahoo, 2008, after a bunch of negotiating and flying back and forth, finally, both David Filo and Jerry Yang fly up to Seattle,
  • ▶ 2:45:51 Ben Gilbert From what I can tell, Bill and Steve kind of looked the Yahoo guys in the eye and decided, these guys are kind of jerking us around.
  • ▶ 2:46:48 David Rosenthal I'm imagining, you know, all of you listening being like, forty-seven billion dollars for Yahoo!
  • ▶ 2:46:58 Ben Gilbert Yahoo had about 15% market share of search, which I think was number two.
  • ▶ 2:47:15 Ben Gilbert There's Yahoo!
  • ▶ 2:48:26 Ben Gilbert Now, because this is counterfactual and we actually don't know what would have happened, Yahoo completely went away.
  • ▶ 2:48:47 Ben Gilbert Or would it have just gone the way that Yahoo was going to go anyway?
  • ▶ 2:49:11 David Rosenthal Well, you know, then they do go on and launch Bing, and they actually sign a commercial deal with Yahoo to provide the search on the back, so they're not getting the Yahoo traffic.
  • ▶ 2:49:20 David Rosenthal Yahoo's still monetizing the traffic.
  • ▶ 2:49:22 David Rosenthal But Bing is getting all the data from doing, performing the searches for Yahoo.
  • ▶ 2:50:56 Ben Gilbert Okay, some of the other fun tidbits of this Yahoo deal.
  • ▶ 2:51:00 Ben Gilbert So, Bing powers Yahoo search, Microsoft does the ad sales for both sides, so while Microsoft doesn't get the user, you know, they don't have the direct relationship with the users, they do get to build up their marketplace liquidity on the…
  • ▶ 2:51:24 Ben Gilbert While Yahoo gets 88% of the revenue in the deal for the first five years, arguably the value from this basically all accrued to Microsoft, because they ended up building out not only a proper advertising business, which now is used on a…
  • ▶ 2:51:48 Ben Gilbert Bing, once it had all the Yahoo traffic, needed to be a scaled web service.
  • ▶ 2:52:54 David Rosenthal It's so unfortunate that they didn't buy Yahoo just because of the Alibaba stake.
  • ▶ 2:58:07 David Rosenthal We're not that long after the Yahoo one billion dollar offer.
  • ▶ 4:03:32 Ben Gilbert You know, Yahoo, Facebook.
  • ▶ 4:16:56 Ben Gilbert You had Yahoo, AOL, the whole cable and media sector.

Renaissance Technologies (Audio) · Acquired Mar 18, 2024 · 1 mention

  • ▶ 14:47 David Rosenthal Yeah, you couldn't just log into Yahoo Finance or something or open the stocks app on your iPhone, which even the information they were getting was God knows how long delayed from New York or from Chicago for the

Lockheed Martin (Audio) · Acquired May 30, 2023 · 1 mention

Sessions: David Senra (Founders Podcast) · Acquired Mar 29, 2023 · 1 mention

Stratechery (with Ben Thompson) · Acquired Dec 6, 2022 · 1 mention

  • ▶ 1:46:29 Ben Thompson But then when Nadella came in and sort of refocused the company, they had this foundation of talent that the HP's of the world, the Yahoo's of the world had long since lost.

Qualcomm · Acquired Nov 15, 2022 · 1 mention

  • ▶ 1:38:12 David Rosenthal In the year 2000, after this sale, the height of the tech bubble, you know, uh, this is like, on the benchmark episodes, we're talking about eBay, eboys, benchmarks making billions of dollars, Yahoo's going nuts, like it's the, it's the…

ACQ Sessions: Jason Calacanis · Acquired Oct 4, 2022 · 1 mention

Benchmark Part I · Acquired Sep 28, 2022 · 7 mentions

Amazon.com · Acquired Aug 16, 2022 · 7 mentions

Nvidia: The Machine Learning Company (2006-2022) · Acquired Apr 20, 2022 · 1 mention

  • ▶ 1:52:53 Ben Gilbert And actually, Jensen went on Yahoo Finance and talked about the fact that this happened.

Altimeter (with Brad Gerstner) · Acquired Mar 15, 2022 · 1 mention

CAA (with Michael Ovitz) · Acquired Dec 21, 2021 · 1 mention

  • ▶ 1:41:38 Michael Ovitz That I wrote about in the book that would have made Disney a fortune, starting with buying Yahoo, buying CBS records for two billion dollars, which is worth 10 times, 20 times that right now.
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