Yahoo

“86% of US internet users hit Yahoo every month.”

“One of the benefits for us has been that's one of the fastest returning deals they ever had.”

“The majority of our impressions and our you know, are from logged in users. So we have a huge amount of first party data.”

“So with that came the reduction of 20% of our workforce who are associated with those products.”

“Going back a year, we launched AI into mail to help you write the mail, you know, write your email, edit it, search for it, summarize it. We, you know, it's deeply embedded into fantasy sports, believe it or not, to help you set your lineup without you actuall…”

“We do have a subscription layer for every product that we offer.”

“If you have a large user base, That's product has seen better days where the you know, the team could probably be improved, where the brand had seen better days. If you just focus on crushing it for your users, for the users you already have. That that actuall…”

“The move to Google in June of 2000, you know, was its own thing that time was spent trying to undo, but at this point is not a realistic job. Like we can still participate in search and make good money from search, but like Google is Google at this point.”

“Like in, if you look at the rankings, we're number one in beauty and fashion, even though we don't really have, I mean, a really dedicated product to that.”

“And then to, we did this deal where we took 25% of Taboola, and we shifted all of our native advertising supply to them.”

“Otherwise, you know, given all the things Ron John said, it wouldn't have been spun out of Verizon at the price it was, which was around five billion dollars.”

“Meanwhile, Yahoo is the number one news site in the country still per traffic, number two in sports, number two in email, number one in finance. Eight out of 10 Americans visit a Yahoo property every month.”

“And I'll accept Inefficiencies at the edges in order to let them own the relationship with their customer and be able to develop quickly and with the expertise developed, you know, for that.”

“We're 36.5 billion minutes per month just in the US.”

“The costs have been naturally reduced here in a strategic way, not to save money because we didn't, you know, we've been making a lot of money. So we don't, it hasn't been for that reason.”

“And so I think that if I had it to do over again, I still would do the Tumblr acquisition, but I would have integrated it more and I would have loaned more talent from Yahoo, Yahoo to Tumblr. And it may have ultimately changed Tumblr in terms of what it what i…”

“One of the big reasons we bought it was to apply it on video because there's definitely times where you can't watch a video or, you know, you can't listen to a podcast, but if you can basically take all that content and summarize it down is ultimately really u…”

“They got maybe a couple more shots at the AI getting this AI thing. Right. Other, other than that, they look like They look kind of like a potential Yahoo, right? Where like, they got advertising right, and it's the one thing they do right, and they're gonna l…”