DISQUS

A VC: My Thoughts On Yahoo! and Microsoft

  • Geoff · 1 year ago
    These video's are OK but actually the text blogs are so much quicker at getting the raw information into my brain and also allows me to store the salient points in my notebook etc.

    The video just adds distracting stuff like you seem to look soooo tired especially when I know, from your blog, you have just returned from holiday!
  • fredwilson · 1 year ago
    My post on working on holiday explains some of that ;)
  • Michael · 1 year ago
    Cool as a test, but same thing for me.

    Scanning the text, understanding the idea, reading more thoroughly the most important parts to understand the main ideas: 20-60 sec.

    Listening to the video, not being able to "scan" it to extract useful information and setting it apart from chit-chat: 360 sec.

    No way to copy/paste a citation to a specific citation. No way people will follow links to "3:46 in the video".
  • brooksjordan · 1 year ago
    I disagree with the first two comments. I love the posts, too. But watching and listening to you talk about YHOO/MSFT makes what you think come alive in a way that text doesn't.

    I like both forms equally and each has something the other does not.
  • Zach · 1 year ago
    Its a nice supplement to the written text. Thanks for posting and congrats on being asked to do that on TV!
  • brooksjordan · 1 year ago
    By the way, I just read the comments for this post and made my comments in Google Reader using the Firefox extension (http://snipurl.com/24aho). So great.

    This extension makes absorbing the comments to a post and adding your own that much easier. It's the way it should be.
  • Philip Baddeley · 1 year ago
    One of the slowest downloads your a long time with lots of interuptions. Not only the entrepreneurs are locked but also the small angels who have limited resources but want to move on and help start another venture. Just been told at one investment in Cambridge UK that we are locked in until we all get out even though we are a tiny percentage of the now heavily VC funded business. Difficult choices for everyone but we need more liquidity in these markets - as they say, we need the big guys to start the hunting season and buy, buy ,buy. Great blog. Thanks
  • NICCAI · 1 year ago
    I don't have speakers and can't be bothered to plug in headphones - just being honest. I can't multi-task and watch video very well.
  • peteski · 1 year ago
    Great job!
  • Kent Beck · 1 year ago
    What I found interesting was that the interviewer on the left listed, as the people that matter in a buyout, the VCs, the acquirer, and the entrepreneur. Nothing about the users or the Internet as a whole.
  • messels · 1 year ago
    definitely a good comment. i guess it's "business as usual?" i mean, business doesn't seem to care much whether their actions impact consumers so long as we keep consuming...

    also, fred. seems like you've changed stance a bit on this one. i cited you here: http://www.positionmakers.com/2008/02/01/yahoo-... [to here:]
    http://avc.blogs.com/a_vc/2008/02/you-had-to-se...

    on the one hand you were thinking it was undervalued yet you still think the management should maintain control of the company despite "rats fleeing a ship en masse." rats don't start fleeing until the ship is sinking and i know that was where you were going with it. how can it be undervalued yet be a sinking ship? that doesn't make much sense. at this point in the game, yahoo! shareholders should take the buyout and just be thankful for the stellar (steal) of a deal they're getting from msft. both companies are being run by total jack asses; they're running counter to the "smaller is better" mentality. both are big, bloated companies that rely on their head start within the 'consumer can identify me' race to make numbers. yahoo! is the antithesis of a creative company, acquiring companies and then leaving them to languish by snatching up their people and re-appropriating their roles (meaning, "work on my yahoo! project...your company that was growing at break neck speed last week isn't important anymore). same goes for msft.

    SO, i'm saying this IS a good thing for consumers. once the titans combine to make a bigger titan, there will be more room for niches to form and fissure the goliath until they both become obsolete. lots of room for creative destruction...it's like the death star analogy that princess leigha makes in star wars. lol.