Acquired / episode intelligence
Speakers in the public record
Claim mix
Evidence policy
Every row below preserves an exact excerpt. Identified speakers are linked; unresolved voices are labeled and excluded from people counts.
Claim ledger
19 published records
01 / recommendation
“What I like about that is Vienna actually does have a center, a core of the city that survived that wasn’t completely bonded into ruins but then it’s environment is sort of like that modernist architecture that Berlin is so famous for. But my larger takeaway, aside from I recommend everyone check out the Internet History Podcast because –”
02 / uncertainty
“I could be wrong on this but I'm pretty sure that the way Google did that was through the Google search appliance which was actually a piece of hardware that their partners would install in their data centers.”
03 / belief
“I think there can only be a gain by more people whether it’s you and your partner or you and the people around you reading it.”
04 / evaluation
“Actually, the one that was the worst that I still released was, ironically enough, the guy that invented the MP3.”
05 / belief
“The numbers we’re not sure about, I believe something like $400 million of Google stock pre-IPO Google stock, the only numbers that I'm sure about and then you can cut in and correct me if you know more is that I believe at some point in 2005, after Google goes public, Yahoo sells $4.”
06 / belief
“I think that obviously doesn’t put you in a good negotiating situation because your acquirer can basically say to you “We’re willing to buy you and save your life, and if we walk away from this deal, we’re killing you.”
07 / belief
“I would say that in this era, the two big acquisitions that make people stand up and take notice and be like “Hey, maybe the internet space isn’t dead” was this acquisition and then the PayPal acquisition.”
08 / observation
“The problem is, is that Google did such a good job at being everybody’s favorite search engine, of being the best in search that by the time if we give them credit and say they eventually got their act together by 2007, it's way too late because everyone has already learned to Google it and at that point, Yahoo, as a search destination was significantly less in market share than Google was.”
09 / uncertainty
“I don’t know if this is a category though. It’s an aspirational acquisition because in the same way that Google had looked across at Overture and said “Hey, there’s gold in them thar hills,” Yahoo has looked over at Google and said there’s gold in them thar hills and guess what, it’s search.”
10 / evaluation
“I think that’s the magic of Silicon Valley, is these interactions that you can’t foresee between technologies and people and companies lead to this innovation that takes the world to new places.”
11 / evaluation
“David, it's like, I think we touched a little bit earlier on it but the reason that they have long-term defensibility I think is related to that whatever the second person was willing to pay auction and extrapolated out real far, it looks like everybody is getting a good deal.”
12 / prediction
“If you look at, even today I think – I was looking at these numbers maybe six months ago and I think – so Google makes about 93-ish percent of their revenue from advertising and about 80 percent of that is search ads and about 20 percent of that is display ads.”
13 / evaluation
“” I’m getting better price, more selection, more convenience. And as a seller on the marketplace, I think you also feel like you’re probably getting a pretty good deal in terms of the volume you’re going to be able to sell versus anywhere else.”
14 / evaluation
“For me, I’m going to assign it a technology category. But my take on it was Yahoo acquired a technology, they just acquired a… you know, I was going to say bad technology but the reality is it wasn’t bad in and of itself.”
15 / preference
“I think the huge takeaway and the thing that we forget today in the world of but my job is professionally to try and start new startups, and so all the time I'm going “Well, let me go see what keywords are going for in this category right now as my very first step.”
16 / evaluation
“By going there, after those small advertisers, they really created a new market too because if you’re Coke, you can go deploy $100 million on billboards around the market and you can buy these brand advertisements.”
17 / prediction
“It’s Hadoop that really then enables Facebook to do all of the data work that they do to create the newsfeed, that enables an Uber, when you order an Uber for it to get – you know, you get matched to a driver who’s two minutes away that enables when you search on Airbnb for you to find the best property. This technology that gets open-sourced was all of Google’s core technology innovation, and I think without this battle wouldn’t have just emerged for free for the community to innovate on.”
18 / evaluation
“I mean, I think maybe I would call this successful if they had managed to get more out of the patents, maybe some kind of like rev share in perpetuity with Google where they could actually make money from each and every one of Google’s searches through that license or something.”
19 / preference
“I love that idea that if you are missing the current round, then you’re actually in a better position to take on the next around ala the iPhone or Apple being in a better position than Microsoft to go into mobile because they had nothing to lose, whereas Windows was hugely successful and was hard to move into a mobile phone factor.”