Ben Gilbert: evaluation

Transcript context

…Zero doubt. The interesting thing is that it has created so much value for the world, does that enable Google now to capture so much value going forward that it becomes a problem? Which is a great way to segue into grading. A lot of times, the way to think about value creation value capture is a fair trade is to be able to capture 10 percent of the value that you create for your customers. At the very start of Maps, Google was capturing 0% and the question is how much are they capturing now from all this value that they’re creating in the world? Going to grading, this is where I want to make my case. The criteria that we use for grading, for anybody who’s joined the show in the last season-and-a-half or something for grading acquisitions, is how good of an idea was it for the big company to buy the small company? An F is they lit the money on fire. It would have been better off in their bank account doing absolutely nothing or perhaps even buying a company that did less worse. Are you referring to a burning platform?…

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