The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 18 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Meta risks becoming a legacy ad business like Yahoo if AI fails
“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…”
Mayer: She would still acquire Tumblr, but integrate it more closely
“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…”
Lanzone: 86% of US internet users visit Yahoo each month
“86% of US internet users hit Yahoo every month.”
Lanzone: Yahoo Is One of Apollo's Fastest Returning Deals Ever
“One of the benefits for us has been that's one of the fastest returning deals they ever had.”
Lanzone: Yahoo cut 20% of staff during ad tech restructuring
“So with that came the reduction of 20% of our workforce who are associated with those products.”
Lanzone: Tech Turnarounds Succeed by Focusing Strictly on Existing Users
“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…”
Lanzone: Undoing Google's Search Dominance Is No Longer Realistic For Yahoo
“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.”
Lanzone: Yahoo ranks #1 in beauty and fashion without dedicated product
“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.”
Lanzone: Yahoo owns 25% of Taboola after shifting native ad supply
“And then to, we did this deal where we took 25% of Taboola, and we shifted all of our native advertising supply to them.”
Roy: Yahoo Ranks Number One in US News and Finance Traffic
“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.”
Lanzone: Accept Edge Inefficiencies to Let Product Units Move Faster
“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.”
Lanzone: Yahoo logs 36.5B minutes per month in the US
“We're 36.5 billion minutes per month just in the US.”
Lanzone: Yahoo Cost Cuts Were Strategic as Company Remains Highly Profitable
“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.”
Mayer: Yahoo acquired Summly largely to apply summarization to video
“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…”
Lanzone: Majority of Yahoo Impressions Come From Logged-In Users
“The majority of our impressions and our you know, are from logged in users. So we have a huge amount of first party data.”
Lanzone: Yahoo has embedded AI into Mail and Fantasy Sports subscription tier
“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…”