http://greatfallsventures.wordpress.com/2007/06/21/yahoo-and-the-views-of-modern-martin-luthers/ Investments in and Assistance to Emerging Companies Sat, 11 Jul 2009 03:14:08 +0000 http://wordpress.com/ hourly 1 http://greatfallsventures.wordpress.com/2007/06/21/yahoo-and-the-views-of-modern-martin-luthers/#comment-20 John McKinley Fri, 22 Jun 2007 22:42:36 +0000 http://greatfallsventures.wordpress.com/2007/06/21/yahoo-and-the-views-of-modern-martin-luthers/#comment-20 I do think the Facebook API play was incredibly smart - somewhat of a contra to the MySpace view of add-on policing. It is amazing to see the number of smaller players seeing real step-wise improvement in adoption in only a month. I like Facebook, and a combo with Yahoo would go a long way to help Yahoo fill in a missing element of their value proposition. One challenge is the market belief that the Facebook founder likes some of the gang in Redmond, but from all statements and behaviors to-date, I don't think he'd let that get in the way of a higher bid. My sense is that Facebook feels a lot like a Google acquisition than MySpace does (better technology story, more openness, etc.), and giving the Doubleclick bidding experience (paying a $600MM-$700MM premium for the asset, streamlined deal process), that's who I would envision being in the hunt in any Yahoo pursuit of the asset. The challenge with Facebook is that the inventory is viewed as "junk" quality by the ad community (lower that MySpace). I do think the Facebook API play was incredibly smart – somewhat of a contra to the MySpace view of add-on policing. It is amazing to see the number of smaller players seeing real step-wise improvement in adoption in only a month. I like Facebook, and a combo with Yahoo would go a long way to help Yahoo fill in a missing element of their value proposition. One challenge is the market belief that the Facebook founder likes some of the gang in Redmond, but from all statements and behaviors to-date, I don’t think he’d let that get in the way of a higher bid. My sense is that Facebook feels a lot like a Google acquisition than MySpace does (better technology story, more openness, etc.), and giving the Doubleclick bidding experience (paying a $600MM-$700MM premium for the asset, streamlined deal process), that’s who I would envision being in the hunt in any Yahoo pursuit of the asset. The challenge with Facebook is that the inventory is viewed as “junk” quality by the ad community (lower that MySpace).

]]> http://greatfallsventures.wordpress.com/2007/06/21/yahoo-and-the-views-of-modern-martin-luthers/#comment-19 amit Fri, 22 Jun 2007 21:21:41 +0000 http://greatfallsventures.wordpress.com/2007/06/21/yahoo-and-the-views-of-modern-martin-luthers/#comment-19 you have not reflected on a yahoo+ facebook transaction. I find the facebook's open api platform transformative. over the last 3 weeks i have seen the swarm effect happen on facebook, and the level of interaction there is through the roof. what do you think of a $5B price tag for fb? and a Facebook-Y! offering? you have not reflected on a yahoo+ facebook transaction.
I find the facebook’s open api platform transformative. over the last 3 weeks i have seen the swarm effect happen on facebook, and the level of interaction there is through the roof. what do you think of a $5B price tag for fb? and a Facebook-Y! offering?

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