Yahoo
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Daily Update: Remembering Microsoft’s Antitrust Trial, Microsoft and Yahoo Renegotiate Search Deal, Microsoft Partners with Cyanogen
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Daily Update: Yahoo’s Wrong Choice, What if Yahoo had Bought Google?, Amazon’s E-commerce Vulnerability, plus Stratechery Gifts
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Daily Update: The Content Creator Opportunity, Firefox’s “Strategic Choice”, Qualcomm to Build ARM Server Chips
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Daily Update: Split Microsoft Follow-up, Yahoo Buys Flurry, Valuing Privacy…Or Not
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Nest Buys Dropcam, Amazon Coins for Fire Phone Developers, Yahoo’s Digital Magazines
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Yahoo and Tumblr, Alibaba IPO incoming, #AmazonCart
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The Dropbox Opportunity
Benedict Evans, in Glass, Home and solipsism, one of the most insightful posts I’ve read in some time: Your customers’ relationships with you are the only relationships you have as a business and you think a lot about them. But you’re one of a thousand things your customer thinks about in a week, and one […]
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Yahoo, Tumblr, and the Signal-to-ads Cycle
Tumblr is worth far more to Yahoo than $1.1 billion, and worth far less as a standalone company. That makes this acquisition a win-win; Yahoo is buying three important parts of the signal-to-ads cycle, and Tumblr’s investors are getting a nice exit. There are three ways to improve advertising revenue: Sell more ads Sell more […]