Tumblr is a media company at the core. So it should work out well for Yahoo.
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
#12Well, looking forward to the next Accidental Tech Podcast - should be very interesting to get Marco Arment's perspective on this. First Instapaper, now Tumblr. I wonder which will be a bigger deal for Marco... [Edit - I also wonder whether he had an inkling that these conversations were taking place. He has been discussing his tumblr roots a bit more than usual recently, including his undocumented podcast easteregg t…
bigger personal/professional deal - instapaper (full ownership and design of product, years w. the product, etc.)
bigger monetary deal - tumblr hands down
Re: Yahoo Board to Meet Sunday to Consider $1.1B, All-Cash Deal for Tumblr
#13Tumblr is a media company at the core. So it should work out well for Yahoo.
I just hope they don't do crap like interspersing yahoo news or yahoo sports stuff into timelines following those kinds of themes.
please don't make the product suck by jamming yahoo products that don't match the tumble user ecotone.
Re: Yahoo Board to Meet Sunday to Consider $1.1B, All-Cash Deal for Tumblr
#14If this goes through, it may be amusing to see Yahoo doing better in the social space than Google (is with G+). Tumblr seems like a very wild, organic community that is its own social network. If Yahoo treats it the way Conde Nast has with reddit, it could turn out to be quite the boon for them.
Re: Yahoo Board to Meet Sunday to Consider $1.1B, All-Cash Deal for Tumblr
#15Well, looking forward to the next Accidental Tech Podcast - should be very interesting to get Marco Arment's perspective on this. First Instapaper, now Tumblr. I wonder which will be a bigger deal for Marco... [Edit - I also wonder whether he had an inkling that these conversations were taking place. He has been discussing his tumblr roots a bit more than usual recently, including his undocumented podcast easteregg t…
Please note, I have zero inside information on this.
Wikipedia attributes cofounder status to Marco[1]. Let's assume that he got a raw deal from Karp and had a potential 30% stake in the business. He worked on it for 3 years and 7 months. Let's just assume he fully vested (not quite accurate, but the math is easier). Over the course of five rounds of funding, maybe the final ownership stake of the founders was diluted from 100% to 10%[2]. Marco owns 3% of the company, and walks away with a hair over $30 million pre-tax.
[1] http://en.wikipedia.org/wiki/Marco_Arment
[2] Handy infographic: http://www.bothsidesofthetable.com/2011/10/14/understanding-...
Re: Yahoo Board to Meet Sunday to Consider $1.1B, All-Cash Deal for Tumblr
#16Yahoo needs a company like this to address two major issues. First, they lack a social offering. Second, they need to draw in more users, and I imagine Yahoo is hoping to bring over a large user base to their other products via integration with their ecosystem. If Yahoo does acquire tumbler, it will be interesting to see how they choose to integrate it (if they do at all).
not only is the integration interesting, is by far the most challenging and critical thing they have to do with tumblr. in fact, they can't afford to mess this up. iirc there are already new blogging startups that are trying to unseat tumble as the social blogging king.
Re: Yahoo Board to Meet Sunday to Consider $1.1B, All-Cash Deal for Tumblr
#17Well, looking forward to the next Accidental Tech Podcast - should be very interesting to get Marco Arment's perspective on this. First Instapaper, now Tumblr. I wonder which will be a bigger deal for Marco... [Edit - I also wonder whether he had an inkling that these conversations were taking place. He has been discussing his tumblr roots a bit more than usual recently, including his undocumented podcast easteregg t…
Please note, I have zero inside information on this. Wikipedia attributes cofounder status to Marco[1]. Let's assume that he got a raw deal from Karp and had a potential 30% stake in the business. He worked on it for 3 years and 7 months. Let's just assume he fully vested (not quite accurate, but the math is easier). Over the course of five rounds of funding, maybe the final ownership stake of the founders was dilute…
even if he were a "first hire" and only had 1/10 that equity hell still get $3mm pretax; nothing to laugh at.
Re: Yahoo Board to Meet Sunday to Consider $1.1B, All-Cash Deal for Tumblr
#18Yahoo needs a company like this to address two major issues. First, they lack a social offering. Second, they need to draw in more users, and I imagine Yahoo is hoping to bring over a large user base to their other products via integration with their ecosystem. If Yahoo does acquire tumbler, it will be interesting to see how they choose to integrate it (if they do at all).
Big-time integration would be a huge mistake.
Look at how big of a lead on photography Flickr when Yahoo purchased them. After the purchased they were told to focus on integration.
Flickr is a shadow of its former self
Re: Yahoo Board to Meet Sunday to Consider $1.1B, All-Cash Deal for Tumblr
#19If this goes through, it may be amusing to see Yahoo doing better in the social space than Google (is with G+). Tumblr seems like a very wild, organic community that is its own social network. If Yahoo treats it the way Conde Nast has with reddit, it could turn out to be quite the boon for them.
Do you think Conde Nast believes reddit has been a boon for them?
Re: Yahoo Board to Meet Sunday to Consider $1.1B, All-Cash Deal for Tumblr
#20If the deal goes through Yahoo would now own the Tumblr audience, so Yahoo would have a product with a young audience, the audience Marissa Mayer wants for Yahoo, however, how would they move that audience over to other Yahoo products? An acquisition of Tumblr seems very much like the acquisition of reddit by Advance Publications. They both have huge audiences that are passionate and growing fast but have great diffi…
"how would they move that audience over to other Yahoo products?" The way the article is phrased (though we must remember it's third-hand at best) leads me to believe the strategy may be to go the other direction, to meld core Yahoo strengths (whatever that may be) into Tumblr. That is, integrate Yahoo offerings into Tumblr rather than the other way around.
how to do this without wrecking the tumble user experience is a huge challenge. One of the great things about tumblr timelines is information purity (and great curation by its users).
iirc yahoo's strongest services are sports, news, finance, and mail. these would all seem to disrupt the feel and information purity of tumble if done carelessly.
maybe encouraging sharing/linking and extrapolating on yahoo assets by means of great tumble integration into yahoo services and vice versa could benefit both yahoo and tumblr users?