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Yahoo Board to Meet Sunday to Consider $1.1B, All-Cash Deal for Tumblr

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Re: Yahoo Board to Meet Sunday to Consider $1.1B, All-Cash Deal for Tumblr

#101

Post by ma2rten »

coldtea wrote: post #90
pyre wrote: post #63

Earlier quoted context omitted.

It's a bit more than that. Tumblr will decline if they just view it as a turn-key solution.

> It's a bit more than that. Tumblr will decline if they just view it as a turn-key solution. Yes, because they can find the billion offered elsewhere, right? I call BS. Tumblr would accept even if Yahoo wants to turn it into Zombo.com.

I read that sentence differently: Not "Tumbler will decline the offer", but "Tumbler (the platform) will decline in usage, just like geocities did"

Re: Yahoo Board to Meet Sunday to Consider $1.1B, All-Cash Deal for Tumblr

#102

Post by mtrimpe »

jcampbell1 wrote: post #94
yuhong wrote: post #80

Earlier quoted context omitted.

The free lunches, no longer requiring BlackBerries, and other things Marissa did to change the culture.

> other things Marissa did to change the culture. equally cryptic. Care to explain further? I am curious.

Not cryptic but vague, which I can imagine if he's an employee.

If yuhong is indeed a Yahoo employee and could give an inside view in the changes Marissa is making, I'd love to read a blog post with more details on that.

If he can make Marissa sign off on it, that would bode even better for Yahoo as an employer.

Re: Yahoo Board to Meet Sunday to Consider $1.1B, All-Cash Deal for Tumblr

#103

Post by coldtea »

ma2rten wrote: post #101
coldtea wrote: post #90

Earlier quoted context omitted.

> It's a bit more than that. Tumblr will decline if they just view it as a turn-key solution. Yes, because they can find the billion offered elsewhere, right? I call BS. Tumblr would accept even if Yahoo wants to turn it into Zombo.com.

I read that sentence differently: Not "Tumbler will decline the offer", but "Tumbler (the platform) will decline in usage, just like geocities did"

A, ok then. Didn't think of that interpretation.

Re: Yahoo Board to Meet Sunday to Consider $1.1B, All-Cash Deal for Tumblr

#104

Post by kmfrk »

yuhong wrote: post #100
AtTheLast wrote: post #81

Earlier quoted context omitted.

In the past Yahoo has butchered their acquisitions. However, Marissa Mayer is a product focused CEO. I see her doing a good job of not messing up the Tumblr experience if Yahoo acquires it.

I think she is already trying to fix Flickr, in fact.

The iOS app, which is one of said attempts, is outright awful, so I haven't seen much of a track record to assuage my reservations about her ability to improve the offerings. Upcoming.org was also shut down in a really stupid way, regardless of whether you like the service it self.

Very reminiscent of Google's way of going about things, actually. :)

Re: Yahoo Board to Meet Sunday to Consider $1.1B, All-Cash Deal for Tumblr

#106

Post by nwh »

kmfrk wrote: post #105
nwh wrote: post #59

Even Archive Team won't be able to save Tumblr.

I think a lot of people would be interested in supporting a Kickstarter of some sort, though.

I've personally archived a few blogs, and the amount of data on tumblr is just incredible. Just a single one was almost 2.5GB. There's probably millions of blogs on tumblr.

Re: Yahoo Board to Meet Sunday to Consider $1.1B, All-Cash Deal for Tumblr

#107

Post by kmfrk »

nwh wrote: post #106
kmfrk wrote: post #105

Earlier quoted context omitted.

I think a lot of people would be interested in supporting a Kickstarter of some sort, though.

I've personally archived a few blogs, and the amount of data on tumblr is just incredible. Just a single one was almost 2.5GB. There's probably millions of blogs on tumblr.

Perhaps image archival could be something for a second tier.

It's just too important to give up over; a half-baked solution is better than none.

Re: Yahoo Board to Meet Sunday to Consider $1.1B, All-Cash Deal for Tumblr

#108

Post by tptacek »

aaronbrethorst wrote: post #71
tptacek wrote: post #62

Earlier quoted context omitted.

I don't follow. Also: Marco calls himself an "employee" as well.

Everywhere else, he's described as a cofounder. Being shrugged off as an employee would be insulting.

"Founder" is very different from "early employee". Being called an employee, when that's what you are, isn't an insult.

Re: Yahoo Board to Meet Sunday to Consider $1.1B, All-Cash Deal for Tumblr

#109

Post by majani »

hcarvalhoalves wrote: post #31

Isn't something really weird going on in the world when you can sell a company with almost no revenue (let alone profit) and no obvious business model in the horizon for $ 1.1B, or is it just me?

There is value in buying into a network of users, but it is in no way worth 100X multiples of sales. Since such deals usually happen within the Silicon Valley ecosystem, I strongly suspect that cronyism is involved. VCs in Yahoo decide to do the VCs in Tumblr a solid, and the favour probably returned in the future. This is what investors really mean when they tell companies that they have 'connections.' The VC business is tough, with average returns dwindling each year since the bubble, so there is motivation for this sort of thing to happen.

Re: Yahoo Board to Meet Sunday to Consider $1.1B, All-Cash Deal for Tumblr

#110

Post by NelsonMinar »

Why did someone leak this much information about a secret deal? Kara Swisher is an awesome reporter and the go-to for this kind of article, but whoever talked had a reason for doing so. One plausible guess; someone on Tumblr's board is trying to cement a second offer from another company. This article now names a price and a deadline.
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