Yahoo

includes Yahoo Directory

4 statements across 4 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jan 17, 2021 by Benedict Evans · said 31 times in 13 episodes since 2020 · across every show →

Mentions by year, the whole family

brought up most by Benedict Evans (29), Bernadette Kevins (1)

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0083156202020212022202320242025episodesmentions
036202020212022202320242025episodes it came up in
002346202020212022202320242025episodesmentions per episode
2025 3 mentions in 1 episode
2023 7 mentions in 3 episodes 2 per episode
2022 4 mentions in 1 episode
2021 13 mentions in 6 episodes 2 per episode
2020 4 mentions in 2 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about Yahoo, oldest first

Jan 17, 2021 neutral
What-if
Evans: The horizontal portal model might have worked under different management
“And if Yahoo or AOL had been in a different place, maybe the portal model would have worked. You know, maybe that horizontal model would have worked better with a completely different kind of management.”
Benedict Evans Jan 17, 2021 ▶ 10:35 Two Europeans talk about China
May 26, 2022 neutral
Assertion Supported
Evans: Yahoo abandoned its directory around 3.5 million websites
“And they basically gave up in the early 2000 because they were like, I think they gave up at three and a half million sites and the whole thing just didn't work anymore.”
Benedict Evans May 26, 2022 ▶ 22:21 Shein, TikTok and Netflix - thinking about limits
Apr 16, 2023 neutral
Insight
Evans: Crypto resembles early 1990s internet before foundational protocols existed
“Whereas it seems to me the kind of creative energy around crypto was sort of, like, it was more like the creative energy of the internet in, like, the late eighties and early nineties. In that there was no HTTP. There was no SSL. There was no SMTP. Yes, there …”
Benedict Evans Apr 16, 2023 ▶ 24:49 Metaverse and crypto - beyond the BS
Aug 21, 2025 bearish
Insight
Evans: Lack of network effects makes ChatGPT's early lead fragile
“Given that there's no network effects, or don't, or not yet any network effects in LLMs, that feels very fragile. Like, you know, if you remember, you know, I cannot, you know, remember, like, everyone used Yahoo, and then everyone switched to Google, because …”
Benedict Evans Aug 21, 2025 ▶ 3:48 A double episode: AI differentiation, and Apple does F1
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