US Search
topic on 2 shows · 4 statements across 2 episodes · said 10 times in 1 episodes since 2023
Capital Allocators 10 
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Capital Allocators 10
2023 10 mentions in 1 episode
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4 statements about US Search, every show
Microsoft invested $100 billion in Bing over 20 years for 5-10% share
“Bing has invested about a hundred billion dollars over the last 20 years, and they've got 10%, five to 10% share of US search.”
70% of US search happens on Google default placements
“About 70% of search in the US happens on a device where Google's made it the default.”
US Search burned $70 million in nine months after its IPO
“Lehman Brothers and Bear Stearns took them public. They raised about seventy million dollars and they burned through it in about nine months.”