Ɛnnɛ, me ne Jim Lanzone a ɔyɛ Yahoo CEO no rekasa.
Ɛyɛ titiriw sɛ ɛrentumi nyɛ yiye sɛ yɛbɛbɔ Yahoo asɛm no mua, nanso ne fã tiawa no ne sɛ bere tenten a atwam ni no Yahoo tuaa Google ka sɛ wɔmfa nhwehwɛmu adaka no nkɔ ne wɛbsaet no so, na titiriw no biribiara akɔ nkyɛn fi saa bere no. Wobɛte sɛ Jim ka saa apam no ho asɛm sɛ Yahoo mfitiase bɔne, nokwarem no. Wɔ nkabom ne spinouts a ɛtoatoa so tenten akyi ne bere a ɛyɛ nwonwa yiye a na ɛyɛ Verizon fã no, Yahoo asan ayɛ adwumakuw a ɛde ne ho, a ankorankoro na ɛwɔ hɔ. Na ɛwɔ agyapadeɛ akɛseɛ wɔ agumadiɛ ne sikasɛm mu, na, nea ɛne ne ho hyia nyinaa, email, baabi a ɛrenya nkɔsoɔ wɔ mmeranteɛ ne mmabaa mu. Gen Z ani gye Yahoo Mail ho, nkurɔfo. Wodii kan tee wɔ ha.
Ɛno nyinaa kyerɛ sɛ Yahoo wɔ mfaso na ɛrenya nkɔso, sɛnea Jim kyerɛ no, nanso na meda so ara wɔ nsɛmmisa akɛse bi wɔ baabi a saa nkɔso no rekɔ ho. Yahoo da so ara yɛ nhwehwɛmu afiri a ɛto so abiɛsa na ɛde nhwehwɛmu foforo a AI na ɛyɛ adwuma a wɔfrɛ no Scout sii hɔ nkyɛe, nanso so wɔrebɔ mmɔden ankasa sɛ wobegye gua so kyɛfa afi Google hɔ? So sika kɛse a wɔde hyɛ atetesɛm mu aguade ho dawurubɔ mu no yɛ kyakyatow pa bere a adebɔfo ne wɔn a wɔwɔ nkɛntɛnso retwe adwene asi so kɛse no? Na esiane sɛ agumadi ne sikasɛm nyinaa mu dodow no ara adan kyakyatow a ɛkɔ tẽẽ nti, so Jim wɔ nkyerɛwde kɔkɔɔ bi a ɔremfa app akɛse abien a ɛwɔ intanɛt so no ntwa?
Verge subscribers, mma wo werɛ mmfi sɛ wobɛnya kwan soronko akɔ Decoder a ad-free so wɔ baabiara a wobɛnya wo podcasts. Fa w’ani kyerɛ ha. Ɛnyɛ obi a ɔkyerɛw ne din? Wubetumi akyerɛw wo din wɔ ha.
There’s a lot in this one, including some wild Decoder org chart terminology ne nea ɛte sɛ nnipa baanu a wɔwɔ abakɔsɛm tenten wɔ intanɛt so a wɔrebɔ mmɔden sɛ wɔbɛba abɛka memes dedaw ho nsɛm a emu dɔ daa. Ɛyɛ teaseɛnam, na na Jim yɛ agodie kɛse.
Jim nso yɛ nerd kɛseɛ wɔ ad tech ho, na yɛde nsɛmfua pii dii dwuma de kaa ne gyinaesie sɛ ɔbɛto Yahoo’s ad adwuma no fã bi mu na ɔde ne sika ahyɛ ɔfa a ɛrenya nkɔsoɔ no mu. Here’s a quick rundown — feel free to come back to this sɛ ɛyɛ wonky dodo a, mehyɛ bɔ sɛ wobɛnya, ɛnyɛ den saa.
A supply-side platform, anaa SSP, yɛ tech a app, site, anaa platform betumi de atɔn baabi ama aguade ho dawurubɔfo. Woanya inventory — ɛno ne supply — na advertisers de SSP no tɔ saa inventory no. Na Yahoo wɔ SSP kɛseɛ, nanso Jim too mu mfeɛ mmienu a atwam ni de gyee sika a wɔde bɛto demand-side platform, anaa DSP, a ɛyɛ adwuma ɔkwan foforɔ so no mu: Dawurubɔfoɔ bi ka sɛ ɔpɛ sɛ ɔduru nnipa dodoɔ bi nkyɛn, na afei platform no yɛ automated auctions wɔ sites ne apps nyinaa so de kyerɛ ads no. Eyi ne sika kɛse no — ɛyɛ sɛnea Google nya sika pii wɔ wɛb so, sɛ nhwɛso no.
DSP kɛseɛ mfa dawurubɔ wɔ wɛb anaa apps mu nko ara, nso. Wobɛte sɛ Jim reka CTV a egyina hɔ ma TV ahorow a ɛka bom ho asɛm. Saa dawurubɔ ahorow a ɛwɔ streaming apps mu no nyinaa? DSP akɛseɛ na ɛde ma, a Yahoo’s a ɛne Netflix ne Spotify yɛ adwuma ka ho.
Okay: Jim Lanzone, Yahoo adwumayɛfo panyin. Ɛha na yɛrekɔ.
Wɔayɛ nsɛmbisa yi mu nsakraeɛ kakra sɛdeɛ ɛbɛyɛ a ɛbɛyɛ tenten na emu ada hɔ.
Jim Lanzone, wo ne Yahoo CEO. Yɛma wo akwaaba ba Decoder.
Ɔkɛseɛ sɛ wowɔ ha.
M’ani agye sɛ me ne wo bɛkasa. M’ankasa m’asɛm no abɔ mu wɔ ade a mprempren ɛyɛ Yahoo a woyɛ adwuma no mu. Bere bi na meyɛ adwuma maa AOL, a ɛbubuu Yahoo wɔ nneɛma a wɔtɔ toatoaa so mu. Minim sɛ woredwene pii wɔ nea Yahoo yɛ nnɛ ne wɛb daakye ne abusuabɔ a ɛda ntam ne nkitahodi akɛse a yɛn nyinaa yɛ adwuma wɔ so no ho. Enti misusuw sɛ pii wɔ hɔ a ɛsɛ sɛ wobue mu wɔ hɔ.
Mepɛ sɛ mehyɛ aseɛ de m’ankasa abakɔsɛm ne Yahoo, ɛfiri sɛ menyaa me mfitiaseɛ wɔ tech journalism mu wɔ Engadget wɔ $12 a post bere a na ɛyɛ AOL dea. Na eyi yɛ bere a ɛyɛ nwonwa yiye wɔ nsɛm ho amanneɛbɔ mu sɛ ɛno yɛ ade a wubetumi ayɛ. Na dapɛn a etwaam no ara mu no, wobɔɔ amanneɛ sɛ woretɔn Engadget ama ade bi a wɔfrɛ no Static Media. Fa me kɔ saa gyinaesi no mu sɛ wobɛtɔn Engadget. Wotɔn TechCrunch kɛkɛ. Dɛn na ɛrekɔ so wɔ ha?
Nokwarem no na ɛyɛ ahyɛnsode a etwa to a ɛnyɛ Yahoo de a wɔtɔn. Efi bere a wɔde yɛn fii Verizon mu wɔ September afe 2021 mu no, yɛayɛ nhyehyɛe a ɛbɛma yɛasusuw portfolio no ho ne nea ntease wom sɛ yɛbɛkɔ yɛn anim. Migye di sɛ yɛbɛka ho asɛm.
Nanso ɛno kɔ akyiri kodu sɛ, “Dɛn nti na yɛda so ara wɔ ha wɔ mfe yi nyinaa akyi? Dɛn ne hokwan a yɛwɔ sɛ yɛtra hɔ? Dɛn ne hokwan a yɛwɔ sɛ yedi nkonim?” Na nokwarem no asɛm tenten a ɛyɛ tiawa no san kɔ adwumakuw no mfitiase asɛmpatrɛw adwuma no so: sɛ́ obi bɛyɛ akwankyerɛfo a wogye no di wɔ intanɛt so. Wɔ 1995 mu no, na ɛno kyerɛ sɛ ɛbɛboa wo ma woahuwɛbsaet ahorow so. Wɔ afe 2026 mu no, ɛbɛtumi akyerɛ nneɛma ahodoɔ nyinaa. Nanso ɛhɔ na yɛyɛ den. Ɛhɔ na yɛda so ara yɛ den wɔ nneɛma a adwumakuw no faa mu wɔ mfe no mu nyinaa akyi.
Bere a yeduu ha no, na nneɛma pii da so ara rekɔ so. Ná yɛwɔ content delivery network adwuma bi. Na adwumakuw no akɔ akyiri yiye akɔ nsɛm ho amanneɛbɔ ahorow nyinaa mu na wɔatwe wɔn ho afi n’abakɔsɛm ho sɛ nea ɛboaboa nneɛma ano kɛse ne beae a ɛbɛboa wo ma woahu baabi a wobɛkɔ ama saa nsɛm ho amanneɛbɔ no. Na bio, yebetumi aka nea yesusuw wɔ saa asɛm no ho no ho asɛm. Nanso ntam TechCrunch, Rivals, a yɛtɔn, Engadget, ne agyapade nketewa afoforo pii, awiei koraa no nso AOL, yɛtɔn san wɔ Q4, enti ɔkwan biako so no, ɛfa adwene a wɔde si biribi so ho. Na ɔkwan foforɔ so no, sɛ ɛba agyapadeɛ te sɛ TechCrunch ne Engadget a, sɛ wodwene deɛ yɛyɛ berɛ a yɛreyɛ media ho a, ɛyɛ ampa sɛ yɛde nsɛm a ɛfa ho bɛma nneɛma a yɛreyɛ adwuma wɔ saa akuo no mu. Yɛnnyɛ baabi a yɛbɛkɔ akɔpɛ nsɛm a ɛyɛ hu. Na ɛno nti na Engadget ne TechCrunch nyaa afie a, wɔ nsɛm abien no nyinaa mu no, mmusua a wɔyɛ nneɛma a wɔde wɔn adwene si mfiridwuma so anaasɛ wɔde wɔn adwene si nsɛm ho amanneɛbɔ so na wɔyɛ saa nsɛm ho amanneɛbɔ adwuma no ankasa, a nokwarem no ɛnyɛ nea Yahoo yɛ.
Mepɛ sɛ mitutu saa asɛm no mu ma dan biako pɛ bio. Misusuw sɛ “yɛnyɛ beae a nsɛm a ɛyɛ hu,” ɛno wɔ valence soronko bere a woka saa asɛm no ho asɛm wɔ agumadi ne sikasɛm mu no.
Saa amanneɛbɔ no a wɔbɛyɛ anaasɛ wɔde saa amanneɛbɔ no yɛ adwuma, ɛnte saa? Versus sɛ wobɛyɛ aggregator ama nnipa afoforo a wɔreyɛ no.
Ɛno ne afã foforo a m’ani gye ho ankasa. Yahoo tɔɔ Artifact, a na ɛyɛ AI-powered news app kɛseɛ ankasa a wɔn a wɔhyehyɛɛ Instagram no na wɔhyɛɛ aseɛ. M’akasa akyerɛ Mike Krieger ne Kevin Systrom wɔ saa asɛm no ho wɔ mfeɛ a atwam no mu. Adeɛ baako nti a wɔfirii saa adwuma no mu na wɔtɔn maa Yahoo ne sɛ na wɔte sɛ, “Wɛb nni hɔ a ɛdɔɔso sɛ wɔbɛboaboa ano bio. Nsɛm a ɛwɔ wɛbsaet no so yɛ adeɛ a ɛrekɔ fam na nokwarem no adeyɛ no nyinaa wɔ sohyial so. Na sɛ Artifact no, na yɛantumi ankɔ platform afoforo no nyinaa so wɔ social so.”
Yahoo yɛ aggregator. M’ate sɛ woka saa pɛn. Ɛyɛ nea woreka mprempren. Mfaso a ɛwɔ ha ne sɛ wɔbɛka biribiara abom na wɔanya atiefo. So wo web resa a wode bɛboaboa ano? Efisɛ eyi ne, wɔ me fam no, ɔhaw a ɛkyerɛkyerɛ yɛn bere yi mu mprempren.
Yɛn ani gye saa asɛm no ho titiriw. Na megye di sɛ yɛbɛka yɛn AI search engine a yɛde sii hɔ no ho asɛm, nanso ɛno yɛ thesis a ɛwɔ ɛno nso akyi no fã kɛseɛ. Yɛn botae titiriw a ɛwɔ saa ade no ho ne sɛ adawurubɔfo a wɔwɔ wɛbsaet a wɔabue mu no reyɛ yiye.
Nanso nokwarem no misusuw sɛ wɔn asɛm kɛse a ɛfa Artifact ho ne atiefo, a ɛyɛ asɛnnennen a nnipa pii wɔ. Ɛyɛ den ankasa, titiriw wɔ nsɛm ho amanneɛbɔ mu, sɛ yɛbɛkyekye atiefoɔ a wɔyɛ kɛseɛ, sɛ ɛyɛ afe 2024 berɛ a yɛtɔɔ Artifact anaa ɛnnɛ. Na enti na ɛyɛ user base ketewaa bi ma ade a ɛyɛ hu yiye. Na na saa ade no yɛ ade a wɔde boaboa nneɛma ano. Misusuw sɛ nokwarem no, ɛbɔɔ fibea ahorow pii. Yɛde Yahoo bɔɔ pii sen saa. Ɛyɛ adawurubɔfo mpempem pii.
Adawurubɔfo a yɛne adawurubɔfo ayɛ apam tẽẽ sɛ yɛne yɛn bɛboaboa wɔn nsɛm ano no ayɛ adwumakuw no abakɔsɛm fã ankasa a ɛkɔ akyiri mfe aduonu ne akyi. Yɛde kar kɔma wɔn, na wɔ nsɛm pii mu no, yɛkyɛ sika a wonya. Ɛno ayɛ Yahoo abakɔsɛm ne nea ɛyɛɛ yie no fã bere nyinaa. Nneɛma pii wɔ hɔ a ansi, a ankɔ yie. Nanso bere a yɛkɔɔ adwumakuw no mu no, baabi a na ɛda so ara yɛ den ne baabi a na yɛda so ara reyɛ saa wɔ akuw ahorow a ɛho hia mu.
Na artifact yɛ yɛn gye a yegye toom sɛ ebia nea yenya fii awo mu no nyɛ nan a eye sen biara a yɛde bɛkɔ anim sɛ yɛyɛ ade kɛse wɔ saa ahunmu no. Ná yɛn nyinaa yɛ Artifact akyidifo; Ná meyɛ, m’ankasa. Mpɛn pii no, sɛ woyɛ adetɔ a ɛte saa a, wo munge wɔn kɔ Borg no mu, kɔ ɛna hyɛn no mu. Yɛyɛɛ nea ɛne eyi bɔ abira. Yɛde Yahoo ahyɛnsodeɛ no too Artifact app no so ankasa na yɛfirii aseɛ firii hɔ na yɛgye toom kɛkɛ.
Adeɛ baako a Yahoo yɛ yie ne sɛ yɛsõ paa. Yɛwɔ atiefo pii. Na yebetumi adan saa ogya hose no akɔ nneɛma akɛse so sɛ yɛsi a. Ɛno yɛ yɛn asɛmti no fã bi a ɛfa sɛnea anka yɛbɛma saa adwuma yi anyin, a yegye tom sɛ ayɛ nsakrae kɛse.
Eyi yɛ ansa na wo bere reba, nanso bere a yɛhyɛɛ The Verge ase wɔ afe 2011 mu no, yɛn syndication apam kɛse a edi kan ne Yahoo na yɛn kar ogya hose titiriw a edi kan ne yahoo.comhomepage no so. Na na metena ase bɔ mmɔden sɛ mɛhu nsɛm a wɔde bɛto hɔ. Ná mebɔ nkɔmmɔ yi nyinaa. Ne titiriw no, mmuae no ne sɛ, “worenhu da.” Enti afei yɛyɛɛ saa data nhwehwɛmu yi nyinaa na yɛhunuu sɛ Yahoo algorithm no ani gye mpataa ho nsɛm ho. M’ani nnye ho. Ná ɛyɛ mpataa ankasa.
Migye eyi di.
Na Fida, ɛfiri sɛ mefiri Wisconsin, anka yɛbɛnya Fish Fridays wɔ The Verge na yɛbɛhwehwɛ mpataa mfiridwuma ho nsɛm ankasa na yɛaboaboa Yahoo akwantuo yi nyinaa ano. Na ebia eyi wɔ nkɛntɛnso kɛse wɔ m’adwene wɔ sɛnea mɛhwɛ media agyapade so, mprempren mpo wɔ afe 2026. Te sɛ ɛnsɛ sɛ woyɛ saa.
Ɛyɛ mpataa no ho asɛm nyinaa.
Nifa. Aane. The Verge yɛ ahodwiriw fa mpataa a ɛwɔ ne nyinaa ase ho. Nokwarem no, ɛfa mpataa ho ara kwa. [ɔserew] .
[ɔserew] Yeah. Aane.
Na adwene no ne sɛ, "Sɛ mebɔ kɔ saa algorithm yi so a, awiei koraa no ɛbɛkɔ. Eyi ntumi nyɛ nea ɛbɛkɔ so atra hɔ. Na enti ɛsɛ sɛ yɛkyekye biribi a ɛbɛkɔ so atra hɔ wɔ n’ankasa nsɛm so na yɛboaboa algorithmic traffic no nyinaa ano wɔ kwan no so.” Ɛno da so ara yɛ me wiase adwene: Yebetumi taa SEO, nanso SEO rekɔ ama nnipa. Yɛbɛtumi ataa Instagram trend biara akyi na yɛadan afiri Stories akɔ Reels, asan akɔ carousel, biribiara a Adam Mosseri pɛ sɛ yɛyɛ, nanso ɛno ntumi nkɔ so.
Mebisa saa asɛm yi fa aggregators ho na metɔn newsrooms no ama mo ɛfiri sɛ me rebisa sɛ Yahoo sɛ aggregator of audience betumi ayɛ sustainable ama saa newsrooms no anaa. Efisɛ nea m’ahu ne sɛ Google sɛ traffic fibea no rekɔ. Twitter anaa X mfa link nkɔma obiara bio, enti sɛ́ traffic fibea no, ɛno rekɔ. Nnipa a wɔde wɔn kɔ nsɛm ho amanneɛbɔ adan mu no so retew.
Na sɛ wohwɛ amansan no tebea kɛkɛ a, tech media no so retew. Nsɛm ho amanneɛbɔfo so retew. Wɔreto atesɛm nkrataa mu. Wɔ saa gyinabea no mu sɛ aggregator no, so wususuw saa dynamic no ho? “Sɛ yɛnyɛ sustainable a, yɛrennya nneɛma a ɛdɔɔso ankasa a yɛde bɛboaboa ano”?
Hwɛ, ɛda adi pefee sɛ Yahoo anya biribi afi aggregator a ɔyɛ no mu wɔ mfe no mu, enti menka sɛ ɛyɛ pɛsɛmenkominya koraa. Nanso sɛ yɛsan kɔ mfiase no nyinaa a, na Yahoo dwumadi ne sɛ ɛbɛboa nkurɔfo ma wɔanya wɛbsaet ahorow, ɛnte saa? Na afei apps, na afei nsɛm a ɛkɔɔ so wɔ mfe no mu. Nanso yɛafa saa asɛm no aniberesɛm ankasa wɔ ha, sɛ ɛyɛ yɛn adwuma sɛ yɛbɛboa ama traffic akɔ fam, aboa wo ma woakyekye saa brand no. Yɛwɔ beae koro no ara. Mekyerɛ sɛ, yɛwɔ SEO na akyinnye biara nni ho sɛ yɛwɔ gyinabea koro no ara mu. Na afei aseda mu no, yɛn nsrahwɛ no bɛboro 70% yɛ tẽẽ. Na yɛakyekye saa fã no wɔ adwuma no mu.
Enti mete nea woreka no ase, na misusuw sɛ ɛwɔ asiane mu. Mesusu sɛ LLMs no yɛ ade kɛseɛ baako nti a ɛwɔ ahunahuna mu, a AI mode wɔ Google mu ne asɛnnennen kɛseɛ. Ebia ɛyɛ pie wɔ wim, nanso mewɔ abakɔsɛm bi a merehwehwɛ na mahu sɛ eyi asi pɛn wɔ nneɛma bi a me kuw no kyekyee ho.
I’m okay sɛ nnwuma no kɔpi nneɛma bi a yɛyɛɛ no seesei ara ne Yahoo Scout, faako a yɛde atirimpɔw kɛse asi so dua na yɛde abɔ mu pefee na yɛakotow akɔ akyi de abɔ mmɔden sɛ yɛde traffic pii bɛkɔ fam akɔ nnipa a wɔyɛɛ nneɛma a LLMfo no digested no sɛ wɔbɛbɔ mmuae a wɔde chatbots ama no. Yɛn deɛ no te sɛ atetesɛm hwehwɛ kɛseɛ na ɛyɛ nkyekyɛmu-driven kɛseɛ. Ɛnyɛ chatbot a ɛrebɔ mmɔden sɛ ɛbɛyɛ n’ade te sɛ onipa na ayɛ w’adamfo.
Sɛ dawurubɔ ho asɛm no da nkyɛn a, yebetumi aka ho asɛm nso. Saa Claude ad no, saa creepy interface no ne chatbot no, yɛnyɛ saa. Nanso yɛde nneɛma pii bata adawurubɔfo ho pefee. Yɛwɔ anidaso sɛ ɛnyɛ yɛn nko ara, na mmom engine afoforo daakye, ɛno bɛyɛ nea ɛyɛ ɔdefo ntam nkitahodi kɛse ma saa nneɛma yi. Saa adawurubɔfo no fata, na yɛrennya nsɛm a yɛde bedi dwuma de ama mmuae akɛse sɛ adawurubɔfo nni apɔwmuden a.
Mesusu ankasa sɛ anka Google bɛwie ne interface a ɛte saa ara sɛ wɔdii kan firii apon no mu a. Bere a ChatGPT dii wɔn so nkonim kɔɔ gua so pɛ, nanso ɛbaa saa no, na ɛsɛ sɛ wɔbɔ catch-up na wɔakwati sɛ nkurɔfo rentu mogya nkɔ ChatGPT. Mewɔ tema ma nea enti a wɔyɛɛ saa, nanso mewɔ anidaso sɛ ɛnyɛ ɛhɔ na nnwuma no mframa kɔ.
Wubetumi ahu sɛ Google nantew kwan a ɛyɛ den so mprempren ne wɔn publisherabusuabɔ, ne nkitahodi dodow a ɛwɔ nea efi mu ba no mu, sɛnea wɔde aguade ho dawurubɔ bom. Wɔ token koro no ara so no, wubetumi ahu sɛ ChatGPT ne OpenAI nso nantew line a ɛyɛ den so, ɛnte saa? Wɔnnya nhuu wɔn aguade ho dawurubɔ mu osuahu no yiye.
Nanso wowiee hɔ, misusuw sɛ ɛnyɛ akwanhyia mu. Nhwehwɛmufo na wosisii. Na enti, nokwarem no, na nea edi kan a ɔde di dwuma no wɔ nsɛm a wɔafa aka akuwakuw. Na ɛte sɛ nea obi a ɔwɔ sukuupɔn bi mu akyerɛw nhwehwɛmu krataa. Yɛsan yɛn akyi kɔɔ sɛ ɛyɛ interface ma sɛnea ɛsɛ sɛ eyi yɛ wɔ akwanhyia mu. Nanso ɛnyɛ saa na ɛsɛ sɛ ɛyɛ na ɛyɛ adwuma na ama mmuae akɛse ama. Misusuw sɛ yebetumi ayɛ pii de ama kar akɔ nsu no ase, na yɛabɔ mmɔden sɛ yɛbɛyɛ saa. Ɛda so ara yɛ ntɛm, enti ebia ɛno bɛwie wɔ nneɛma no pii mu. Akyinnye biara nni ho sɛ ɛsɛ sɛ ɛyɛ saa, na ama aguade ho dawurubɔ atumi ayɛ adwuma.
Misusuw sɛ ɛno ne m’asɛmmisa foforo wɔ ha. Minim sɛ woayɛ pii wɔ aguade ho dawurubɔ afã wɔ adwuma no mu. Woatɔn asinasin bi, woasan asusuw asinasin afoforo bi ho. Mepɛ sɛ meba saa. Nanso ma memmisa saa tumi a ɛde kar kɔ asubɔnten no ase no ho asɛm kɛkɛ. Ɛnyɛ ɛno ne nea w’akansifo no mu biara reyɛ. Wɔrekura kar pii wɔ wɔn turo a wɔato afasu mu no mu. Wɔreyɛ format ahorow pii. Wɔn nyinaa reyɛ converging wɔ scrolling video so. Wubetumi ahu no ara kwa, ɛnte saa? Biribiara dan krak wɔ awiei koraa no denam adannandi a ɛkɔ so hyia so.
Wonyɛɛ saa koraa. There’s bits and bobs of it on Yahoo properties, but you haven’t fully taken the approach of, “Okay, yɛrebɛfa turo yi ho ɔfasuo. Yɛbɛtɔ emu nsɛm. Yɛde bɛto ha. Ne nyinaa yɛ osuahu baako na afei yɛbɛtumi asesa no sɛdeɛ yɛpɛ biara.” Ɛte sɛ nea woahyɛ bɔ sɛ wode kar bɛkɔ asubɔnten no ase. Ɛhe na ɛno fi? So ɛno yɛ gyidi a obi ankasa kura ara kwa? So ɛno yɛ adwene a ɛfata? Anaasɛ so aguadi mu ntease bi wɔ hɔ a enti ɛte saa nso?
Misusuw sɛ ebetumi ayɛ nea yɛaka ho asɛm wɔ atifi hɔ no nyinaa wɔ asɛm yi mu. Yebetumi ayɛ Pollyanna kɛkɛ wɔ ho anaasɛ yesusuw sɛ ɛyɛ nsonsonoe anaa nea ɛte biara. Nanso nea edi kan koraa no, yesusuw sɛ nkurɔfo pɛ sɛ wɔkɔ fam kɔ adawurubɔfo no nkyɛn. Nea ɛto so abien no, yesusuw sɛ nokwarem no sɛ yebetumi ahwɛ fibea ahorow no anaasɛ yɛadi akyi na yɛakɔ akɔgye nsɛm pii no yɛ ade a ɔde di dwuma no ahiade a ɛkorɔn yiye. It’s core to the user need in search, a ɛyɛ baabi a yɛredi agorɔ no ankasa.
Yɛnnyɛ kasa nhwɛsoɔ kɛseɛ. Yɛn deɛ, ɛnyɛ beaeɛ a wobɛba abɛ code. Yɛ’ahyɛ Scout ase ankasa sɛ mmuae engine. Ɛno fã bi ne dwuma a afiri a wɔde hwehwɛ nneɛma mu di wɔ amanne kwan so. Yɛrefi ase nso a wɔaka abom wɔ yɛn search engine osuahu mu. Enti ɛte sɛ nea efi get-go no kɛse.
Nanso ɛyɛ yɛn nneɛma no bo titiriw nso, nokwarem no. Ɛho abehia sɛ yɛsan susuw nneɛma ho pii. Na Yahoo homepage a yɛnya fii awo mu wɔ afe 2021 mu no akɔ akyiri wɔ mfeɛ no mu akɔ sɛ ɛbɛyɛ clickbait newsfeed na ɛfiri sɛ ɛbɛyɛ portal, na mewɔ tema kɛseɛ wɔ sɛdeɛ ɛbaa saa no ho. Yebetumi atutu adwumakuw no abakɔsɛm nyinaa mu. Misusuw sɛ ɛsan kɔ mfitiase bɔne a ɛne sɛ wɔde search maa Google no nyinaa so, na ɛno ne nea esii. Ɛyɛ din a ɛnteɛ sɛ Google na ɛboroo no. Yahoo n’anyɛ search mpo. Wɔyɛɛ adwumayɛ ho apam.
Nifa. Google na ɛma ahoɔden.
Ɛkame ayɛ sɛ ɛbɛyɛ te sɛ sɛ Google nnɛ, wɔ nhwehwɛmu aba krataafa biara so, de ahyɛnsode ma ChatGPT bata ChatGPT ho na wotua ChatGPT ho ka wɔ hokwan no ho. Ɛno ne nea Yahoo de maa Google wɔ June 2000. Efi saa bere no, na ɛyɛ adwumakuw a ɛrepere atia nneɛma a ɛrekɔ so wɔ Google ne afei Facebook. Na afei sɛ́ ɔman adwumakuw a ɛrepere no, na ɛyɛ den ara kwa sɛ wɔbɛpaw nneɛma a ɛfata. Nanso saa bere no mu no, ɛtwee ne ho fii portal osuahu no mu, a misusuw sɛ nnipa pii bu no sɛ ɛsom bo ankasa — ebia ɛnyɛ pii te sɛ nea na ɛsom bo Google. Na enti na ɔko a ɛyɛ sum pii wɔ hɔ.
Eduu bere a yɛfaa no, na ɛyɛ nsɛm ho amanneɛbɔ yi ankasa. Na yesusuw sɛ nkurɔfo pɛ mfaso pii wɔ yɛn homepage no so. Wobetumi akɔ fam akɔ News anaa Sports anaa Finance, nanso wɔ saa beae no, enti ɛyɛ aggregator kɛse.
Ɛno nso yɛ ade biako nti a wubehu video a ɛyɛ tiawa, efisɛ ɛno abɛyɛ ɔkwan a ɛfata a wɔfa so di nsɛm ne nsɛm ankasa. Nanso yesusuw sɛ aggregation yɛ biribi a nkurɔfo pɛ fi yɛn hɔ ankasa. Na sɛ yɛbɛyɛ saa yie a, ɛnyɛ yɛn ankasa na yɛrebɔ emu nsɛm no nyinaa. Ɛsɛ sɛ yɛne adawurubɔfo yɛ biakona fa kar kɔma wɔn.
tWansrɛ kwan amma nsɛm a ɛkɔɔ mfitiase kasa akɛse nhwɛso ahorow no mu no. Ɛnnɛ mpo, obiara da so ara hia Google na watumi akɔ hɔ. Wubetumi abisa nkurɔfo sɛ wonnyae wo a wɔbɛwea, wubetumi asoma cease na woagyae, nanso ɛyɛ den yiye sɛ wubesiw ano. Nanso wɔ saa kasa nhwɛso kɛse biara mfitiase nkyerɛase no mu no, wɔfaa emu nsɛm no ara kwa. Na yeah, misusuw sɛ na ɛno yɛ mfomso.
Nea enti a merepia eyi denneennen ne sɛ, biako, misusuw sɛ ɛyɛ ahotɔ sɛ mɛte sɛ aggregator bi reka supply ho asɛm wɔ saa kwan yi so. Ɛntaa nsi koraa. Na wo akansifoɔ akɛseɛ nyinaa, baako, wɔn nyinaa akɔ video so. Ɔkwan biara so no, wɔadan akɔ video so. Nanso sɛ wohwɛ aggregators akɛse no, na wɔte sɛ social platforms wɔ fã kɛse no ara mu a, wontua hwee wɔ wɔn content no ho.
Instagram ntua hwee mma Instagram influencers. Ɛyɛ brand deals nyinaa kɔ soro ne fam. X wɔ biribiara a revenue sharing X reyɛ, nanso ɛyɛ nwonwa yiye na ɛkanyan nneɛma a ɛyɛ nwonwa araa ma minsusuw sɛ ɛho hia ma adawurubɔfo. YouTube rates rekɔ fam. Sɛ wo bisa nnipa a wɔyɛ YouTube Shorts a, wɔnnya sika a ɛdɔɔso wɔ YouTube so. Google dynamics, Google antua emu nsɛm no ho ka da. Mfitiase bɔne a ɛwɔ nhoma tintim adwuma no mu ne Jonah Peretti gyidi a ɔwɔ sɛ obetumi de BuzzFeed akɔ so ayɛ kɛse araa ma wɔbɛhyɛ Facebook ma watua no sika wɔ cable carriage deal tebea bi a amma mu da mu.
Adawurubɔfo yi nyinaa abɔ abotan wɔ ɔkwan bi so. Wɔn nyinaa akɔ fam, “wɔn a wɔde di dwuma no bɛyɛ yɛn nneɛma no kwa.” Saa nnwumakuw yi nyinaa wɔ gyinabea soronko, wɔn si akan wɔ akwan horow so, nanso sɛ wohwɛ no kɛkɛ na wobɔ w’ani a, wɔn nyinaa te sɛ, “Ɛnsɛ sɛ yetua hwee, efisɛ wɔn a wɔde di dwuma no bɛyɛ video ahorow no kwa. There’s an army of teenagers who will show up here no matter what we do.”
Na woreka sɛ, “Dabi, ɛsɛ sɛ yetua sika bi ma nneɛma a efi nsɛm ho amanneɛbɔ adan yi bi mu efisɛ wɔn a wɔde di dwuma no hwehwɛ bi.” Ɔkwan bɛn so na saa margin no yɛ adwuma ma wo? Ɛhe na obiara renya sika wɔ ha?
Wiɛ, wɔ yɛn fam no, rev shares wɔ hɔ. Enti ɛnyɛ sɛ yɛrekyerɛw check sɛ yɛbɛyɛ nea ɛwɔ mu no wuranom. Ɛyɛ yɛn asetra mu apam ampa. Na kae sɛ, na search nso wɔ social contract, a ɛne sɛ, “wo ma yɛwea wo, na afei yɛbɛnya snippet, na afei yɛde traffic bɛmena wo.” Na wɔ hwehwɛ mu no, ɛno ne nea yɛrebɔ mmɔden sɛ yɛbɛsan akɔ so na yɛama nnwuma no asan akɔ so.
Yahoo nkaeɛ no, mɛka sɛ nsonsonoeɛ no ne sɛ, wɔ adeɛ biara a woabɔ din seesei ara mu no, adawurubɔfoɔ reyɛ bespoke content a ɛyɛ ma saa platform — tweet, Instagram post, YouTube video — wɔ anidasoɔ mu sɛ wobɛboaboa atiefoɔ ano wɔ hɔ na/anaasɛ wɔbɛfiri aseɛ akyekye brand de asan aba w’ankasa w’agyapadeɛ mu.
Wɔ yɛn fam no, woredi saa nneɛma no bi ne wo brand wɔ hɔ, sɛnea wunim fi mpataa nna no mu, na afei ɛde wo kɔ asubɔnten no ase. Enti ɛyɛ model soronko bi kɛkɛ. Na wɔ yɛn nhwɛsoɔ no mu no, ɛyɛ ɔtintimfoɔ no mu nsɛm kɛseɛ, versus wo a worebɔ adeɛ bi ama me, a ɛyɛ deɛ obiara reyɛ wɔ baabiara ankasa.
Ma memfa eyi nsan mmra Engadget ne TechCrunch kɛkɛ mma dan biako bio. Na afei mepɛ sɛ meka sɛnea woahyehyɛ Yahoo ne titiriw no, nea woreyɛ wɔ aguade ho dawurubɔ afã no ho asɛm, efisɛ m’ani gye ho kɛse wɔ hɔ. So wususuw sɛ bere a wufi beae yi a wohwɛ nsɛm ho amanneɛbɔ adan ne samufo akuw so no, sɛ saa ɛka nhyehyɛe ahorow no ware ma wiase yi? Ɛrentumi nyɛ Yahoo syndication deals a ɛboa wiase nsɛm ho amanneɛbɔ dan nyinaa kɛkɛ, ɛnte saa? Ɛsɛ sɛ sikasɛm foforo bi wɔ hɔ, sika foforo a wobenya, nneɛma ahorow bi wɔ hɔ.
Ná woreyɛ saa nnwuma yi. Wopaw sɛ wubefi mu. So ɛyɛ esiane sɛ woanhu aguadi hokwan a ɛwɔ hɔ mma wɔn nti? Anaasɛ na wompɛ sɛ wobɛtow ahyɛ saa ɔhaw ahorow no so kɛkɛ?
Ɛsɛ sɛ nneɛma a woreyɛ ne ɛho ka nhyehyɛe no ne aguade ho dawurubɔ a woretwe no hyia Enti sɛ ne nyinaa yɛ nhyehyɛe a, wuntumi nyɛ adwumayɛfo premium anaasɛ wonyɛ premium. Nnwuma a ɛwɔ kwan so no akɔ wɔn P&L no fã a ɛnteɛ esiane ɛno nti. Wɔn adwumayɛfoɔ premium na wɔyɛ sika wɔ CPM a ɛba fam koraa. Ɛyɛ mfomso sɛ yɛbɛka sɛ yɛnyɛ content mu, efisɛɛyɛ nsɛm a yɛrebɔ no ara kwa. Yɛn adum abiɛsa ma product ne aggregation a ɛkorɔn, proprietary data sets, ne nea yɛfrɛ no anchors ma context. Enti ɛno yɛ abotɔyam ma nsɛm a ɛfa ho ankasa.
Yɛreyɛ content pii wɔ agumadi mu. Yɛreyɛ nnɔnhwerew 60 dapɛn biara mprempren a ɛyɛ mfitiase video. Ade koro no ara wɔ sikasɛm mu. Yɛ’ayɛ saa ntini no. Yɛwɔ NBA podcast a ɛto so abien a yɛne Kevin O’Connor wɔ. Yɛwɔ MMA podcast a ɛto so abien a yɛne Ariel Helwani wɔ. Yɛyɛ nsɛm a ɛwɔ mu pii. Nanso ɛnyɛ nsɛm a wɔka kyerɛ a ɛrekɔ so.
Bere a miduu ha no, na yɛwɔ White House nsɛm ho amanneɛbɔfo bi. Ná yɛne Associated Press resi akan, na ɛno ne nea na yɛpɛ sɛ yefi mu ankasa. Sɛ wo dwene TechCrunch ho a, ɛkaa saa ara wɔ handle no mu wɔ Twitter. Na ɛte sɛ, “Fa scoops mena yɛn.” Na na wɔyɛ nsɛm a ɛyɛ hu, ɛtɔ mmere bi a ɛfa yɛn ho, a ɛteɛ.
Nanso mekae sɛ na wɔreyɛ saa wɔ Tim Armstrong bere so nso. Na ɛno nso yɛ kɛse. Nanso ɛnyɛ nsɛm a yɛreyɛ no ara kwa. Shams Charania wɔ agumadi mu ne Adrian Wojnarowski a odii n’anim wɔ NBA mu, wofii ase wɔ Yahoo wɔ saa bere no mu. Na yɛsusuu kɛkɛ, hwɛ, sɛ amanneɛbɔ no bɛpae na wɔbɛkyekyɛ ntɛmntɛm paa, na worentaa nnya ho anuonyam wɔ ESPN. Ɛnyɛ bere nyinaa na wɔbɛka wɔ SportsCenter sɛ baabi a wɔsɛee saa amanneɛbɔ no. Na afei nokwarem no, afei wɔwie wia saa mmarima no na wotua wɔn dɔla ɔpepem 10 afe biara. Enti ɛte sɛ agodie bi a yɛsii gyinae sɛ ɛnyɛ ɛno ne nea nkurɔfo reba yɛn nkyɛn ankasa. Ɛyɛ ampa sɛ yɛbɛyɛ aggregator, na afei yɛbɛtumi de context kɛseɛ ama.
Wɔ agumadi ne sikasɛm mu no, ɛyɛ soronko kakra nso wɔ sɛ ɛnyɛ sɛ yɛreboaboa ano nko, na mmom yɛwɔ nneɛma a ɛho hia kɛse, te sɛ Fantasy. Yɛyɛ platform mmienu a ɛwɔ soro wɔ mfitiaseɛ ne Fantasy ne Sports no mu baako. Yɛwɔ Fantasy agodie foforɔ yi nyinaa a yɛahyɛ aseɛ. Na nokwarem no, wɔ sikasɛm mu no, yɛda so ara yɛ nea edi kan wɔ wo portfolio akyi di na yenya nhwehwɛmu ne nsɛm a ɛfa ho. Sɛ ɛyɛ Brian Sozzi ne ne kuw a ɛwɔ Sikasɛm so, anaasɛ ɛyɛ KOC ne saa nneɛma no wɔ Agumadi so no, yɛde nsɛm a ɛfa ho rema wɔ nneyɛe a wobɛyɛ wɔ saa verticals no mu.
Nha wo ho. Yɛrebɛba agumadi ne sikasɛm a ɛbɛbɔ wɔ sekan biako mu wɔ ha.
Eyi yɛ beae pa ma Decoder nsɛmmisa no. Mepɛ sɛ mibisa wo eyi ankasa. Wo’ayɛ CEO simma biako ni. Yahoo afa akwan horow nyinaa mu. Eduu bere bi no, wɔde squished kɔɔ biribi a ɛne AOL wɔ Verizon a wɔfrɛ no Oath mu, a na ɛyɛ basaa kɛse. Wobɛyɛɛ CEO bere a Apollo Global tɔɔ adwumakuw no akyi. Ɛyɛ adwumakuw a ɛyɛ ankorankoro sikakorabea. Nnipa kakraa bi pɛ na wɔbɛdwene wɔn ho da sɛ, “Ɛsɛ sɛ meyɛ Yahoo CEO,” na afei wɔabisabisa nsɛm ama saa adwuma no. Fa me nantew fa saa asɛm no mu. Ná ɛnne no yɛ dɛn? So woyɛɛ deck bi? Ɛyɛɛ adwuma dɛn?
Ná ɛyɛ soronko koraa, nokwarem no. Wɔtɔɔ no wɔ May 2021. Ɛtoo mu wɔ September 2021. Na wɔne nnipa ahodoɔ pii a wɔatwa adwuma no ho ahyia, nnipa a wonim wɔn, a menim wɔn, faa nsiyɛ a wɔbɛyɛ wɔ Yahoo so ne sɛ ebia ɛsɛ sɛ wɔtɔ no ho nkɔmmɔ. Me ne Yahoo sii akan titiriw wɔ m’adwuma no gyinabea biara mu. Ná minim adwumayɛfo kuw biara. Me ne wɔn kɔɔ anim ne wɔn ti wɔ mfe no mu. Na me ne wɔn bɛyɛ adwuma wɔ nneɛma bi ho wɔ mfe no mu.
Bere nyinaa na misusuw sɛ ɛyɛ nsakrae nyinaa nana, na mayɛ wɔn mu kakraa bi fã. M’ani agye sɛ mɛyɛ wɔn ara kwa. Na wɔ me fam no, na mepɛ sɛ mitu mmirika kɔ ogya no ho. Na mewɔ adwene kɛse sɛ ɛyɛ ade kɛse a ɛsɛ sɛ woyɛ sɛ wubetumi anya no bo a ɛfata a, .
Bere a saa apam no baa awiei no, ntɛm ara na nkɔmmɔbɔ no dan kɔɔ sɛ ebia m’ani begye ho sɛ mɛhwɛ so anaa. Na akyinnye biara nni ho sɛ na meyɛ saa. Enti na pitch deck biara nni hɔ a ɛnyɛ m’afotu ne nsɛm a mede hyɛɛ mu wɔ kwan so sɛ mɛtɔ no. Na afei wɔ saa awɔw bere no mu, ansa na wɔretoto mu no, ɛbaa awiei sɛ ɛyɛ nkitahodi a ɛkyerɛ sɛ mɛba abɛhwɛ so. Na makɔ nnwumakuw afoforo mu a na yɛasusuw wɔ yɛn ankasa mu te sɛ, “Oh, me yam a anka yebetumi de yɛn mpanyimfo kuw no akɔ hɔ na yɛne wɔn asi akan wɔ saa agyapade no ho Momma yɛnhwɛ sɛnea saa Olimpik mmirikatu no kɔ.” Ná yɛpɛ sɛ yɛsɔ saa hwɛ.
Ɛkame ayɛ sɛ na wɔde mfe 30 na ɛreyɛ. Na merenya no wɔ bere soronko koraa mu sen sɛ anka menyae wɔ afe 2010 mu aanaa 2005 anaa bere foforo bi. Nanso na agyapade no da so ara yɛ den yiye. Na yeah, me nso mete w'asɛmmisa no fã no ase, a ɛyɛ PE. Na so nnipa a wɔwɔ me dibea no taa pɛ sɛ wɔkɔyɛ saa?
M’ayɛ adwumayɛfoɔ. M’afi nnwumakuw abien ase. M’ayɛ adwuma ama media moguls. M’ayɛ nneɛma ahorow nyinaa. Na m’adwene wɔ saa asɛm no ho ne sɛ, ɛsɛ sɛ wosom obi bere nyinaa; ɛyɛ wo board, ɛyɛ public markets, ɛyɛ boss a ɔyɛ den ankasa, obiara a ɔyɛ. Na metee nka sɛ Reed Rayman, a na ɔyɛ ɔhokafoɔ wɔ Apollo a ɔyɛɛ apam no, yɛ onyansafoɔ ankasa, ɔbarima pa ankasa, na yɛbɛyɛ ahokafoɔ pa ankasa, sɛ́ ebia private equity na ɛwɔ akyi anaa VC anaa obi foforɔ biara.
Wiɛ afei, nokwarem no, ma memmisa wo PE afã a ɛwɔ mu no ho asɛm, efisɛ woayɛ no yiye sɛ m’ani gye ho kɛse. Mpɛn pii no, PE adwumakuw bi tɔ agyapade a ɛrekɔ fam sɛnea ɛbɛyɛ a wɔbɛtra so ara kwa bere a wɔrekɔ fam no. Biribiara a woaka ho asɛm de besi nnɛ no yɛ onyin, ɛnte saa?
So wɔde sika kɛse a ɛdɔɔso ama sɛ wɔbɛsan de sika ahyɛ adwuma no mu, anaasɛ so wode sika rekɔ baabiara denam sika a wɔbɛtew so na wɔasan akyekyɛ so ara kwa?
Anka mɛka nsɛm abien. Biako ne sɛ wɔde kapital ama ankasa. Nokwarem no, na mewɔ nhyiam bi ase anɔpa yi a na wɔde kapital rema sɛ wɔnyɛ nneɛma akɛse a yɛreka ho asɛm no.
So nnwom a ɛyɛ hu no bɔ bere a adwumakuw a ɛyɛ ankorankoro de sika ma wo no?
Dabi, sɛ wuhyiaa Reed a, anka worennwen ho saa.
So ɛte sɛ ɔbonsam kamfofo no?
Dabi Yɛwɔ deal team a ɛnyɛ saa koraa. Na me nnim PE afoforo ho hwee... Me ne PE firms afoforo nyɛɛ adwuma.
Gye di.
Dabi, wɔapɛ ankasa sɛ wɔwosow kɛse bere nyinaa. Sɛ wosan kɔ bere a mehyɛɛ aseɛ no so a, na ɛda so ara yɛ Covid ne crypto boom ne stonks koma, na boom berɛ baako wɔ hɔ, na afei nneɛma wee kakra, na afei AI boom. Yɛafa eyi mu. Na enti nea yɛahwɛ sɛ yɛde saa ahenkurow no bɛyɛ no ayɛ soronko. Yɛawie sɛ yɛbɛtɔ nneɛma nketewa wɔ kwan so mmom sen sɛ yɛbɛtɔ nneɛma akɛse, nanso wɔayɛ kɛse ama nneɛma akɛse na wɔabɔ mmɔden sɛ wɔbɛma eyi ayɛ nea ebefi mu aba kɛse wɔ kwan no so.
Yɛayɛ yɛn su sɛ yɛbɛyɛ yɛn ankasa pɛtro. Enti mehyɛ mo bɔ sɛ wɔatew so biako mpo wɔ ha a me kuw no nsii ho gyinae wɔ ɔkwan a ɛyɛ ɔkwan pa so, kɔɔ Apollo nkyɛn, na mekae sɛ, “Hey, yɛbɛyɛ eyi.” Yɛtoo adwumakuw no ad tech afã abien a ɛhwere sika kɛse ankasa mu, na ɛno nkutoo ne yɛn kuw no a na wɔrebɔ mmɔden sɛ wɔbɛyɛ saa. Enti yɛyɛ, mɛka sɛ, mfasoɔ kɔsi mfasoɔ kɛseɛ, na enhia sɛ yɛnya dɔla baako boro yɛn sikasɛm nhyehyɛeɛ so na ama PE anyame no abotɔyam. Wɔpene so afe biara wɔ yɛn nhyehyɛeɛ mu deɛ ɛno bɛyɛ.
Na akyinnye biara nni ho sɛ bere a yɛyɛɛ nsakrae wɔ revenue engine no mu no, na ɛyɛ dicey kakra wɔ hɔ afe biako. Ɛno ne “Indiana Jones besii sika kɔkɔɔ no ananmu” tebea no na na ɛsɛ sɛ wɔne yɛn de gyidi ahuruhuruw wɔ saa asɛm no so. Nanso yɛnnya nkɔɔ PE-driven cost-reduction exercises anaa biribiara mu de besi nnɛ.
Mehunuu asɛm bi a ɛfiri Apollo hɔ sɛ Yahoo ne sika a wɔde asie no mu mfasoɔ a ɛyɛ ntɛm sen biara a wɔanya pɛn. Minim sɛ woyɛ private company. Dɛn ne saa sanba no? So ɛyɛ nea mfaso wɔ so wɔ akwahosan mu? So ɛyɛ dɔla biako pɛ a ɛboro nea wɔsɛee no so?
Dabi, mfaso wɔ so kɛse. Na hwɛ, yɛnda sika a yenya adi, nanso ɛwɔ ɔpepepem pii mu. Saa number’s moved around sɛ I’ve moved out pii bad revenue ne saa ad tech companies a wɔreka kar pii top line nanso ɛnyɛ pii bottom line. AOL yɛ sika a wonya ne mfaso pii na ɛno kɔe.
Nanso ɛwɔ sika ɔpepepem pii a wonya no mu. Ɛyɛ nea mfaso wɔ so kɛse. Ɛnyɛ mfaso a ɛwɔ dɔla biako mu. Wɔ adwumakuw bi a etuaa bo ankasa sɛ ɛyɛ ɔman adwumakuw a ɛrepere bere tenten, kosi akansifo akɛse bi a wɔreba abɛdi n’awia aduan no sẽ mu pɛɛ no, ayɛ papa sɛ yɛbɛyɛ kokoam wɔ kwan no so, sɛ́ ɛyɛ PE dea anaasɛ ɛnte saa, sɛ yebetumi ayɛ nsakrae yi pii. Ɛwɔ beae a ahoɔden wom yiye wɔ sikasɛm mu.
Momma yɛnka saa nsakrae ahorow no ho asɛm. M’abisa wo Decoder nsɛmmisa abien no ankasa wɔ reverse order mu sen sɛnea metaa yɛ no. Woasi gyinae pii. Ɛnte sɛ nea wotenaa ase pɛn buee Google Docs na wokae sɛ, “Sɛ me tuu mmirika Yahoo...” na woyɛɛ bullet list. Nanso w’asi gyinae pii, .a gyinaesi ahorow a wosii sɛ wobefi nnwuma bi mu ka ho. Wobɛyɛ dɛn asi gyinae? Dɛn ne wo nhyehyɛe?
Esiane sɛ mahwɛ wo podcast no akyɛ nti, na minim sɛ saa asɛmmisa no reba, na na mempɛ sɛ mɛba abɛka mmuae bi a ɛyɛ nkwaseasɛm kɛkɛ. Efisɛ mate ebinom, na ɛte sɛ nea wɔrebɔ mmɔden sɛ wɔbɛkyerɛw ti bi ama Peter Drucker anaa biribi. M’anyɛ sɛ mɛbɔ mmɔden na mayɛ saa kɛkɛ.
M’ayɛ CEO a ɔnyɛ papa ma enterprise software company. M’ayɛ CEO a ɔnyɛ papa ma aduan adwumakuw bi. Nanso m’ayɛ consumer internet m’adwuma nyinaa. M’ahyɛ aseɛ, magye akɛseɛ, mahunu biribiara a wobɛtumi ahunu wɔ saa adwuma yi mu. Na ɛnyɛ den koraa sɛ wubesi gyinae. Misusuw sɛ ɛyɛ den sɛ wubenya nsɛm no ama no. Misusuw sɛ me kuw no bɛka akyerɛ wo sɛ m’ayɛ ntɛm paa sɛ misi gyinae. Mepɛ sɛ wɔn ankasa ayɛ, na yebetumi aka org nhyehyɛe no ho asɛm ne nea enti a ɛte saa. M’ankasa meyɛ editor-in-chief ma nea ɛkɔ so wɔ ha.
Akyinnye biara nni ho sɛ nhyehyɛe no nam yɛn asɛmpatrɛw no ani so. Minni Enron gyinapɛn ahorow bi wɔ ɔfasu no so, te sɛ nokwaredi, a ɛnkyerɛ hwee. Yɛwɔ adwene wɔ ɛno nso ho. Enti ɛnyɛ saa na ɛba ankasa. Nanso nokwarem no ɛnam nea enti a yɛwɔ ha, nea yɛrebɔ mmɔden sɛ yɛbɛyɛ, nea yɛn nhyehyɛe yɛ ma afe no ho ahwehwɛ so.
M’adwuma wɔ da no awiei ne nkɔso. Wubetumi asiesie saa nneɛma no ɔkwan biara a wopɛ so. Ɛno ne m’adwuma. Mesusu sɛ ɛno yɛ CEO biara adwuma, sɛ mpo woyɛ Series A company a.
Na enti saa lens no ma nea yɛrebɔ mmɔden sɛ yɛbɛyɛ no yɛ mmerɛw yiye. Yenim nnipa ko a yɛyɛ ne nea ɛsɛ sɛ yɛyɛ. Na yenim nea nhoma no akyi berɛmo yɛ ne nkratafa a afi ase refi saa bere no mu bere a yɛrekɔ yɛn anim no. Mfe abien a edi kan a na mewɔ ha no, na ɛyɛ nsakrae bere no. Na ɛnyɛ sɛ ɛbɛma yɛafa Covid ne ne nyinaa mu nko na wɔayi afiri Verizon mu, na mmom na ɛsɛ sɛ yɛgyina saa adwumakuo yi akyi ankasa. Yɛn nnyɛ Yahoo koro no ara. Eyi yɛ adwumakuw foforo — a, PS, [mfitiase Yahoo cofounder] Jerry Yang de ne sika hyɛɛ mu, na ɔyɛ yɛn sikakorafo no mu biako — a yɛsan de edin Yahoo no too so.
Nsakraeɛ adwuma a ɛkɔɔ so wɔ mfeɛ mmienu a ɛdi kan no nyinaa maa woduruu baabi a wobɛtumi anya hokwan sɛ wobɛfiri aseɛ atu mpɔn bio. Efisɛ da no awiei no, yɛyɛ adwumakuw a wɔyɛ nneɛma na na ɛsɛ sɛ saa nneɛma yi nnom nsu, na kampɛsɛ yɛanya kwan ayɛ papa.
Na afei, yɛwɔ mu, mɛka sɛ ɔfa a ɛtɔ so mmiɛnsa, a ɛrehyɛ aseɛ retwa tuo wɔ botaeɛ so. Na enti gyinaesi ahorow no bɛyɛ soronko bere nyinaa bere a worefa saa mmere no mu no.
Eyi ne asɛmmisa foforo no. Woaka adwumakuw no nhyehyɛe foforo ho asɛm pii, ayi asinasin a na wunhia bio no afi hɔ. Ɔkwan bɛn so na wɔahyehyɛ Yahoo nnɛ na ɛyɛɛ dɛn na wusii fam wɔ gyinaesi ahorow a ɛde wo baa saa nhyehyɛe no so no so?
Ɛyɛ conglomerate anaa portfolio nhyehyɛe. Mesan m’akyi kɔɔ nhyehyɛe no mu wɔ akwanhyia mu mfe bi a atwam ni wɔ adwumakuw foforo mu. Eyi yɛ nokwarem no conglomerate a ɛto so anan a mayɛ ne fã, efi ase wɔ IAC, a ɛtɔɔ Ask Jeeves wɔ da no mu.
Wowɔ honam ani a ɛyɛ den, m’adamfo.
Wɔ saa tebea no mu no, na ɛyɛ nnwumakuw 60 a na wɔnam adetɔ so aboaboa wɔn ano, a na emu dodow no ara ne wɔn ho wɔn ho nni hwee yɛ. Na wɔfaa bere bi a wɔbɔɔ mmɔden sɛ wɔbɛdan no adwumayɛkuw a ɛyɛ adwuma a ɛwɔ akyi a ɛyɛ biako a Jack Welch yɛ ɔfotufo,. Ɛno anyɛ adwuma kɛkɛ ɛfiri sɛ na Ticketmaster ne Ask nni hwee yɛ na search ne LendingTree anaa catalogue adwuma no nni hwee yɛ. Na IAC no afã horow pii wɔ hɔ ara kwa a na ɛnsɛ kɛkɛ.
Nanso wɔ me CBS nna no mu no, na brands no nyinaa yɛ consumer internet companies. Mfiase no, esiane sɛ na meyɛ nneɛma kannifo anaasɛ nea ɔhyehyɛɛ nneɛma bere nyinaa nti, na meyɛ mprako a ɔyɛ slop. Na me te sɛ, "Oh, kɛseɛ. Saa brands 25 yi nyinaa nya kwan bɔ me amanneɛ, a Fantasy ka ho. Mehyɛɛ aseɛ bɔɔ Fantasy wɔ SportsLine, na okay, me nya kwan tu mmirika saa seesei."
Na wɔ te sɛ afe biako mu no, ɛbɛdaa adi ara kwa sɛ mikura biribiara mu. Na mintumi nnya amanneɛbɔ 25 tẽẽ. Mehyehyɛɛ wɔn yɛɛ no akuw a ɛte saa ara, na na adwuma no so ahwɛfo mpanyimfo na wɔhwɛ adwuma biara so. Saa nhyehyɛe no yɛɛ adwuma kɛse. Yɛbaa sɛ yɛbɛfrɛ saa federal ne state, sɛ na amradofoɔ wɔ ɔman biara mu a na wɔwɔ wɔn ankasa sikasɛm, mpɛn pii no wɔn ankasa beaeɛ, wɔn ankasa amammerɛ, na ɛno ye. Na wɔ federal level no, biribiara nni hɔ a enti ɛsɛ sɛ wonya IRS abien anaa FEMA abien, .wɔ sikasɛm ne mmara ne HR ne nneɛma afoforo bi mu.
So metumi aka akyerɛ wo kɛkɛ sɛ, worekum me. So wunim nea na Tim Armstrong’s reorg wɔ AOL yɛ a ɛkanyan yɛn titiriw sɛ yɛn nyinaa fi hɔ na yefi The Verge ase?
Daabi!
Ná ɛyɛ nkurow akɛse ne nkurow akɛse. Ɔde sɛnkyerɛnne kɛse bi sii Engadget so a na wɔakyerɛw so sɛ “Tech Town.” Na na me te sɛ, “Ɛsɛ sɛ mepue. Me ntumi ntra Tech Town, dude. Ɛsɛ sɛ mekɔ bail.” Nanso mete kasakoa no ase.
Ɛyɛ serew nso, efisɛ woka saa ne nyinaa, na ɛno ne nhyehyɛe a na yɛwɔ wɔ ha no. Minyaa saa matrix ahyehyɛde kɛse yi a na obiara nni biribiara no fii awo mu. Ná emu nsɛm ti biako wɔ biribiara mu. Ná nneɛma a wɔyɛ no ti biako wɔ biribiara mu. Na nea wohwere wɔ hɔ ne sɛ wunni abenfo a wɔde wɔn adwene si wɔn so, a wofa wɔn sɛ wɔnyɛ wɔn ankasa adwuma no CEO na wɔpɛ saa. Me general managers no mu biara wɔ adwumayɛ ho nimdeɛ na mpɛn pii no ɔyɛ product ho nimdeɛ. Na afei wɔpɛ sɛ wotu mmirika. You’ve got to let them run and be a little inefficient at the edges denam wɔn ankasa engineering teams, wɔn ankasa design teams, wɔn ankasa content teams a wobenya so.
Na afei yɛbɛma wɔn nnipa a wɔwɔ adetɔn ne aguadi ne PR mu a wɔyɛ abenfo wɔ saa beae no, nanso wɔbobɔw wɔn ho kɔ onipa titiriw bi so. Na enti saa nhwɛsoɔ no yɛɛ adwuma yie anwonwakwan so, ɛfiri sɛ wobɛtumi anya efficiencies ankasa wɔ mfimfini hɔ ne nimdeɛ wɔ mfimfini hɔ. Minsusuw sɛ efficiency ne agoru no din wɔ ha. Ɛyɛ nea ɛkyɛn so ne nkɔso. Enti wofa nnipa akɛseɛ sɛ wɔnyɛ saa nneɛma no, na afei m’ayɛ samufoɔ panin a ɔwɔ saa nneɛma no nyinaa mfimfini.
Na yɛwɔ ɔman ho dɔ wɔ brand ahorow no nyinaa mu. Ɛyɛ mmerɛw kɛse wɔ Yahoo a yɛwɔ central brand biako. Nanso ɛno ne nhyehyɛe no.
What I’ll also say though ne sɛ, nhyehyɛe nyɛ biribiara. Na wɔ saa nnwuma akɛseɛ yi mu no, wobɛtumi ayɛ saa matrix Borg kɛseɛ yi anaasɛ wobɛtumi ayɛ GM model a yɛyɛ no. Ɛba fam wɔ nkurɔfo no so bere nyinaa. Me nokwarem no misusuw sɛ baabi a wuhu ɔhaw ahorow no, ɛnyɛ nhyehyɛe no nko, ɛnyɛ amammerɛ a wunya fii awo mu no nko, nokwarem no, ɛyɛ nnipa no ne nea wɔn ho akokwaw wɔ mu. Sɛ woanfa domain ho abenfo ankasa a wɔwɔ EQ a ɛkorɔn na wɔyɛ teammates pa ankasa ma wɔn ho wɔn ho a, wobɛkɔ mframa mu ne cesspool ɔkwan biara so, anaa nnipa a wonnim ɔkwan a wɔbɛfa so atu mmirika.
Yɛn nkurɔfoɔ yɛ hu ara kwa. Ɛno yɛ nokware wɔ adwumakuw a etwa to no mu, na ɛno nti na yetumi yɛɛ nsakrae no, na afei yeduu baabi a yebetumi de nneɛma foforo a ɛyɛ nwonwa ankasa aba. Wɔ saa tebea no mu no, na ɛyɛ CBS All Access a ɛdanee Paramount Plus no. Hena na anka obesusuw sɛ Yahoo rebɛma AI search engine bi aba? Na yɛwɔ bets afoforo bi a yɛreyɛ. Nnipa ne nea ɛba fam ankasa wɔ da no awiei.
Minim sɛ mowɔ mpaapaemu abiɛsa: Amanneɛbɔ, Agumadi, ne Sikasɛm. Ka sɛnea wɔbom yɛ oprehyɛn ho asɛm kyerɛ me. So ɛyɛ wɔn baasa nyinaa nya kwan yɛ nea wɔpɛ biara, na wɔ soro no, woreka sɛ, “Nokwarem no, yehia AI search engine a ɛkɔ saa nneɛma yi so.” Anaasɛ wɔwɔ nneɛma a wɔyɛ ho nhyehyɛe a ɛne ne ho hyia? Ɔkwan bɛn so na ɛno yɛ adwuma?
Gye di anaasɛ wunnye nni, ɛnyɛ ɛnonom ne mpaapaemu no.
Ɛno nso yɛ mpaapaemu. Enti yɛwɔ GMs wɔ wɔn mu biara so. Ebinom roll up kɔ Matt Sanchez, yɛn COO nkyɛn. Enti ɔwɔ ofie adwuma, hwehwɛ adwuma, email, a ɛyɛ, wɔ akwan pii so no, yɛn abakɔsɛm adwuma a ɛho hia sen biara, na yɛn DSP, ne sika a wonya a ɛkɔ so no, loads up to Matt. Ryan Spoon na ɔhwɛ nea yɛfrɛ no Yahoo Media Group so. Na ɛno wɔ Ɛnnɛ, Agumadi, Sikasɛm. Na afei makasa wɔ baguam sɛ ɛwɔ asen no nan a ɛtɔ so mmiɛnsa, a ɛne sɛ, akyinnye biara nni ho sɛ ebia yɛwɔ hokwan sɛ yɛkɔ video mu kɔ akyiri wɔ ɔkwan a ɛnyɛ ayɛsɛm so wɔ verticals a yɛyɛ den no so. News Today rolls kɔ ofie adwuma no mu esiane sɛ na wɔaka abom kɛse nti. Nanso wɔ nsusuwii mu no, ebetumi ayɛ biako anaa foforo.
Na afei bio, saa nnwuma no mu biara wɔ GM a ɔwɔ adwumayɛ nhyehyɛe no ankasa, P&L, nneɛma a wɔde bɛyɛ wɔn adwuma no. Na afei sidebar to that, yɛbɛnya CFO anaa chief revenue officer ne adetɔn kuo no, ne nea ɛkeka ho. Enti saa na wɔahyehyɛ no.
Sɛ wobɛkasa wɔ wo mu a, nokwarem no, biakoyɛ a ɛyɛ nwonwa wɔ saa nnwuma no nyinaa mu. Yeah, ɛtɔ da bi a wɔpere wɔn ho wɔ traffic a ɛfiri homepage anaa biribi a ɛfa content management system anaa monetization no ho.Nanso fã kɛse no ara no, misusuw ankasa sɛ wubenya nkate a ɛyɛ pɛ a ɛyɛ biako wɔ sɛnea yɛbom yɛ oprehyɛn no ho.
Misusuw sɛ anka wɔn nyinaa bɛto dwom afi agoru nhoma koro mu. Sɛ nkurɔfo ne yɛn bisabisa yɛn nsɛm a, wɔka sɛnea obiara rekasa afi agoru nhoma koro no ara mu ho asɛm bere nyinaa. Yɛwɔ adwumayɛ nhyehyɛe pa ara ankasa a yɛbom yɛ.
Ka monetization piece no ho asɛm kyerɛ me. Na mepɛ sɛ mekɔ sɛnea wode sika hyɛɛ wo demand side platform for ads no mu. Sɛ merehwɛ nsɛm ho amanneɛbɔ ne agumadi a, anka mɛka sɛ, “Wiɛ, yɛrebɛtow kyakya kɛkɛ mprempren. Ɛno ne sika no.” Eyi ne bere a meka sɛ sikasɛm ne agumadi rebɔ, ɛnte saa? Ɛte sɛ nea atenka a ɛne sɛ yɛn nyinaa reto kyakya kɛkɛ no renya biribiara a ɛwɔ hɔ no. Wo ne Polymarket ne afoforo wɔ apam bi.
Nanso afei wowɔ sika kɛse yi wɔ nea ɛte sɛ atetesɛm mu dawurubɔ a wɔde kyerɛ mu, a ɛnyɛ sika a nnipa afoforo reyɛ wɔ nsenia mu. Dɛn nti na woda so ara de sika ahyɛ hɔ saa? So ɛno renya nkɔanim? So wokura serve kɛkɛ? Na afei wodwene ho sɛn, yie, ɛsɛ sɛ yɛyɛ casino kɛkɛ?
Mempɛ sɛ mɛma mmuae no ayɛ m’ahome tenten.
Kɔ anim. Gye wo bere.
Wɔnam kuw yi a na ɛyɛ aboa kɛse a ɛwɔ ti abiɛsa a ɛyɛ kurom hɔ aguade ho dawurubɔ, asɛnka agua a ɛfa nneɛma a wɔde ma ho, ne asɛnka agua a ɛfa nneɛma a wɔhwehwɛ ho no so nyaa sika. Na ɛsɛ sɛ wotɔ abiɛsa no nyinaa, na na ɛsɛ sɛ Yahoo adetɔfo nnwuma no nya sika fi saa kuw no hɔ nkutoo. Sɛ wo dwene SSP no ho a, na ɛyɛ Yahoo SSP no, yɛantumi ankɔ abɔnten akɔbɔ abɔnten wɔ auction bi a ɛfiri Trade Desk ne Google ne afoforɔ hɔ. Enti na ɛno yɛ gyinaesi a wosii wɔ hɔ no fã; na yɛregyaw sika pii wɔ pon so wɔ yɛn ankasa adetɔfo agyapade so.
Na native ad business no so retew ara kwa bere kɔ so na biribi a na ɛregye nneɛma pii. Nea ɛka ho ne yɛn Microsoft fekubɔ a ɛfa hwehwɛ dawurubɔ ho no ntrɛwmu, a ɛyɛ ɔkwan foforo a yɛfa so nya sika. Yɛyɛɛ saa nneɛma yi nyinaa. Enti yɛtrɛw Microsoft mu. Yɛtoo kurom hɔfo adwuma no mu. Na yɛfaa Taboola 25% na yɛde maa wɔn, ɛfiri sɛ na ɛyɛ sika pii. Yɛtoo SSP no mu. Na nnipa bi wɔ hɔ a wɔpɛ sɛ wɔtɔ, nanso anka ɛsɛ sɛ yɛma wɔn animtiaabu na yɛpɛ sɛ yetumi di agoru wɔ abɔnten so wɔ aba so wɔ yɛn nkratafa nyinaa so.
Nanso na wɔmfa sika nkɔ DSP no mu yiye, nanso na ɛyɛ abotiri abohene. Ná ɛyɛ beae a yesusuw sɛ yɛwɔ hokwan sɛ yedi nkonim. Nsusuwii dodow no ara a ɛnam DSP control center so no nyɛ Yahoo. Ɛyɛ nea ennu 10%. Na wubetumi anya biribiara afa hɔ. CTV, Netflix wɔ hɔ, Spotify wɔ hɔ.
The differentiator for it is something that’s a differentiator for the whole company.Bere a yenyaa adwumakuw no agyapade no, na ɛte sɛ nea yehuu ngo wɔ n’ase, a na ɛyɛ saa data sika kɔkɔɔ a wotu a ɛyɛ first-party data yi esiane saa abusuabɔ tẽẽ yi nti; Yɛn DAUs no mu 75% na wɔakɔ mu, enti yɛnim yɛn dwumadiefoɔ ampa. Na wo cluster saa nsɛm no na wo target on Yahoo proper anaasɛ wofa no kɔ across bere a wotɔ denam DSP so. Yɛyɛ nwonwa wɔ nsakrae ne nea efi mu ba mu.
Ɛno nti ankasa nti na misusuw sɛ Yahoo da so ara yɛ agyapade a wɔnkyerɛ ho anisɔ kɛse na ɛbɛyɛ ama obiara. Yɛdi nkonim wɔ sɔhwɛ ahorow 10 a wɔde ti ne ti yɛ mu akron mu wɔ nnipa a wɔwɔ DSP afã no mu. Na bio, me susu sɛ wɔ Yahoo proper side no, ɛyɛ kɛseɛ mpo.
Enti yiw, yɛretɔn March Madness ne World Cup on Sports ho dawurubɔ a ɛyɛ fɛ. Yiw, yɛne Polymarket ne afoforo reyɛ ayɔnkofa. BetMGM ayɛ kyakyatow hokafo wɔ abakɔsɛm mu mfe ason a atwam ni. Na ɛyɛ apam a Verizon yɛe a ɛreba ara kwa wɔ ɔsram yi awiei awiei koraa. Na Polymarket yɛ sɛ yɛbɛhyɛ gua ahorow a na yenni saa apam no mu baabi a ɛda hɔ no ma kɛkɛ, enti yɛbɛhwɛ sɛnea fekubɔ ahorow no te sɛ yɛbɛkɔ yɛn anim.
Yɛn sika a yenya no mu dodow no ara wɔ yɛn agyapade a ɛyɛ fɛ no akyi, denam aguade ho dawurubɔ a wɔde wɔn ani asi so kɛse, nkrataahyɛ, ne afei fa fam funnel kɔ hwehwɛ mu, a ɛsɛ sɛ yɛka ho asɛm wɔ ɔkwan soronko so.
Mepɛ sɛ meba bɛhwehwɛ. Mepɛ sɛ mebue demand side piece a ɛwɔ puzzle no mu no ara kwa, ɛnte saa? Eyi ne baabi a advertisers kɔ mu kɔtɔ ads na afei wobɛtumi akɔ address a bunch of stuff, sɛ ɛyɛ display advertising wɔ Yahoo na afei woreka sɛ wobɛtumi mpo akɔ Netflix. Misusuw sɛ wo ne Netflix wɔ apam bi a ɛbɛboa wɔn ma wɔatɔn wɔn nneɛma a wɔakora so efisɛ wogyinaa saa adwuma no ano ntɛmntɛm. Melegitimately curious fa formats a wuhu sɛ ɛrenyin wɔ hɔ no ho, ɛnte saa? So ɛyɛ ɔyɛkyerɛ? Te sɛ baabiara no, frankaa ne nnaka so retew, na sika no nyinaa rekɔ influencer brand deals so. Me nya consumer anaa tech companies wɔ show no mu bere nyinaa.
The CEO of SharkNinja was on the show and he’s like, “Me ne influencers na ɛkyekyee m’adwuma.Na na yɛwɔ saa data set kɛseɛ yi a ɛyɛ sentiment analysis a ɛfiri influencers a yɛne wɔn yɛ adwuma no hɔ de hunu blender bɛn na ɛsɛ sɛ yɛyɛ akyi.” Na ɛno yɛ adwuma a ɛyɛ kraman a ɛwɔ hɔ esiane influencer marketing nkutoo nti.
Sɛ wutie ɔyɛkyerɛ no a, wususuw sɛ ɛno ne daakye. Na ha na woreka sɛ sika kɔkɔɔ a ɛwɔ Yahoo ase, ngo a ɛwɔ Yahoo ase no, na ɛyɛ saa dataset yi a ɛma yɛde yɛn ani si so kɔ platform afoforo so. Nanso so ɛyɛ Yahoo a wɔde wɔn ani si so a ɛsom bo te sɛ nea wobetumi atɔn CTV anaa Netflix? Efisɛ ɛno te nka sɛ asiane a ɛwɔ ɔkwan yi nyinaa mu.
Hwɛ, ɛbɛyɛ soronko ama dawurubɔfo biara. Mayɛ adwuma wɔ streaming side of things na mewɔ ad business wɔ ɛno mu, na wobɛnya premium CPMs ama brand advertising. Ɛnyɛ worebɔ mmɔden sɛ wobɛpam nkurɔfo akɔ fam ama nea ebefi mu aba.
DSP adetɔfo taa yɛ nea nea efi mu ba no na ɛhyɛ wɔn so. Akyinnye biara nni ho sɛ Yahoo adetɔfo a wɔfata no yɛ nea efi mu ba kɛse. Yɛbɛnya brand takeovers akɛseɛ. Yɛtɔn biako nnansa yi ara maa Wiase Kupɔn no. Yɛ’ayɛ adan akɔ akyiri akɔ bɔɔlbɔ mu, akɔ kar agodie mu, ne verticals afoforo bi mu wɔ hɔ. Nanso fã kɛse no ara no, egyina adwumayɛ so. Ɛsɛ sɛ yɛyɛ mmeae abiɛsa a ɛwɔ soro a yɛbɛkɔ akɔhwehwɛ aguade ho dawurubɔ a ɛyɛ adwuma yiye ankasa. Na ɛnyɛ bere nyinaa na ɛyɛ adetɔfo koro no ara.
Enti mɛma nhwɛso bi esiane sɛ minim sɛ anka ne ho bɛtɔ no nti. Obi a na ɔyɛ adwuma ma me na ɔyɛ SurveyMonkey na na wɔnam yɛn DSP so retɔ. Ɔbaa me nkyɛn bɛkaa sɛ, “Yahoo proper yɛ eyi fã a ɛyɛ adwuma yiye koraa. So yebetumi atɔ nneɛma afi wo hɔ tẽẽ kɛkɛ?” Me de wɔn baa hɔ na wɔyɛɛ deal sɛ wɔbɛtɔ direct denam Yahoo so.
Enti ɛyɛ ad format soronko bi ampa. Na bio, kurom hɔ aguade ho dawurubɔ mpo betumi ayɛ adwuma. Ɛrekɔyɛ adwuma wɔ ɔha biara mu nkyem soronko mu. Nanso mesusu sɛ intanɛt yɛ beaeɛ a ɛtrɛ na ɛtrɛ kɛseɛ sene sɛdeɛ nkurɔfoɔ ani sɔ.
Yɛrenyin Yahoo wɔ mfeɛ aduasa akyi. Ɛyɛ nwonwa yiye sɛ ne nyinaa a atwam ne nea ebia wobɛfa no sɛ ɛfa ho no, Yahoo Mail dwumadiefoɔ 50% yɛ Gen Z anaa mfirihyia apemfo. Obiara rensusuw saa. Na ɛrenyin, na anya ne mfe a eye sen biara no mu biako.
Nanso ne kɛse ne ne nsenia ho yɛ na ara kwa. Nokwarem no, beae a ɛwɔ soro ma ɛno dodow no ara renyɛ video ho dawurubɔ a ɛyɛ fɛ. Ɛyɛ nea ɛbɛyɛ display. Na ɛno wɔ ne gyinabea wɔ abɔde a nkwa wom mu. Ɛnyɛ ade a ɛyɛ hyew sen biara mprempren, nanso ɛdannan na ɛwɔ baabi.
Merebisa saa nsɛm yi ɛfiri sɛ ɛyɛ ahomeka ara kwa sɛ mɛte sɛ nkurɔfoɔ ka sɛ mfitiaseɛ no da so ara wɔ biribi ka ma wɔn.
Yeah, wɔyɛ saa. Wɔyɛ saa.
Yɛrebɛsoma traffic akɔma news publishers na yɛayɛ display advertising.
Dabi, ɛsɛ sɛ yɛnya search wɔ hɔ, dude. Ɛsɛ sɛ hwehwɛ ba ma teaseɛnam no.
Enti ma mimmisa wo hwehwɛ ho asɛm. Woka kyerɛɛ m’adamfo ne me yɔnko dwumayɛni David Pierce sɛ wode ahantan kɛse yɛ nea ɔto so abiɛsa wɔ hwehwɛ mu. Decoder a agye din kɛse wɔ bere nyinaa mu no mu biako ne Satya Nadella wɔ Bing a wɔde ChatGPT sii hɔ no mu kae sɛ, "Mepɛ sɛ mema Google saw. Biribiara a ɛwɔ gua so kyɛfa a metumi agye afi Google hɔ no yɛ dɔla ɔpepepem pii ma yɛn sikasɛm mu nsɛm."
Na afei Sundar [Pichai, Google CEO], a ɔwɔ nipasu soronko koraa no baa Decoder so na na ɔte sɛ, “Akwannya pa.” Titiriw no, wɔ ne Sundar kwan ankasa so no, na ɛte sɛ, na ɔpɛ sɛ ɔka sɛ nya sɔre fi wo mu, nanso te sɛ, “I’m not reacting to that at all.” Na wubetumi ahu sɛnea ɛno dii agoru. Minsusuw sɛ Microsoft gyee points of share fii Google so. Ebia ChatGPT yɛɛ saa, nanso wonni monetization no, ɛnte saa? Wɔde abufuw refa nnipa a wofi Meta sɛ wɔnhwehwɛ sɛnea wobenya sika wɔ saa hwehwɛ suban foforo a wɔayɛ yi bere a Google rekɔ akɔbɔ no wɔ wɔn nneɛma nyinaa so kɛkɛ.
Wo’yɛ nea ɔto so abiɛsa. Wo’te hɔ. Wo’rehwɛ saa asaw yi. Wo’re rolling out AI hwehwɛ no. So wubetumi ayi kyɛfa afi Google so na wubetumi anya sika wɔ ɔkwan a ntease wom ankasa so?
Wiɛ, ɛyɛfunny wokaa Bing ho asɛm. Mekae sɛ na Bing a wɔde sii hɔ no wɔ D nhyiam no ase. Ebia eyi yɛ ansa na merehu sɛnea Twitter bɛyɛ adwuma, na mede tweet bi a ɛyɛ snotty too hɔ bere a wɔde Bing too gua no, sɛ ne titiriw no ɛyɛ Ask.com no bi, nea yɛasi dedaw no. Na Dan Frommer faa no na ɔdanee no asɛm na me te sɛ, “Dabi, dabi, dabi.”
Pɛpɛɛpɛ.
Ná mete sɛ, “Popa.”
Na ɛnyɛ m’adwene ne sɛ ɛno bɛpue wɔ hɔ. Enti m’afa hwehwɛ akodi ahorow no mu. . I’m never going to be in a worse position than where the Ask Jeeves brand was in 2001 and 2002. Na yɛyɛɛ gua so kyɛfa wɔ hwehwɛ mu. Ɔkwan a yɛfaa so yɛɛ no ne sɛ na yɛwɔ atiefo pii yiye ma saa bere no a na wɔwɔ ade a ɛnyɛ adwuma koraa koraa; mfitiaseɛ adeɛ no daa adi 85% wɔ berɛ no mu na wɔkliki so 25% pɛ ɛfiri sɛ na ɛyɛ nsa-coded [natural language processor]. Ɛnyɛ sɛnea NLP yɛ adwuma nnɛ no ankasa.
Ɛnam nneɛma a ɛtoatoa so — a ɛfa hwehwɛ a yɛbɛma atu mpɔn na yɛahyɛ nea ɛbɛyɛɛ OneBox ase wɔ Google na yɛayɛ ne nyinaa — nea yehui ne sɛ sɛ obi reyɛ nhwehwɛmu 1.5 ɔsram biara wɔ Ask so a, sɛ yɛhyɛ saa nneɛma yi ase a, anka ɔbɛyɛ nhwehwɛmu abiɛsa pɛ ɔsram biara wɔ Ask so de afi ase. Ná ɛno rema yɛn hwehwɛ a yɛhwehwɛ no mmɔho abien. Na na dawurubɔ a wɔde hwehwɛ nneɛma mu yɛ linear wɔ nea ɛno bɛyɛ ama sika a wobenya no ho. Enti ɛno ne ɔkwan a yɛfaa so nyaa mfasoɔ na yɛmaa saa adwumakuo no nyin firii ano kosii sɛ yɛbɛtɔn ama IAC.
Nneɛma koro no ara bi reyɛ adwuma wɔ ha. Obiara npaw, ɛrenyɛ wo nwonwa, Yahoo sen Google anaa baabi foforo a wobɛhwehwɛ. Ɔkwan a yɛfa so nya yɛn hwehwɛ dodow ne sɛ yɛwɔ U.S. nnipa ɔpepem 250 ne wiase nyinaa nnipa ɔpepem 700 wɔ Yahoo ntam nkitahodi mu bere biara. Nhwehwɛmu adaka bi wɔ hɔ. Na ɛntaa mma sɛ wɔde di dwuma.
Saa hwehwɛ no akɔ ahunahuna mu sɛ yɛbɛtu akɔ LLMs, enti na ɛsɛ sɛ yɛdannan saa hwehwɛ engine no, a yɛne Bing ayɛ adwuma firi afe 2009, na yɛde saa no akɔma afoforo. Na na ɛsɛ sɛ yɛyɛ biribi de hwɛ sɛ wɔbɛkɔ so ayɛ saa nhwehwɛmu a na wɔreyɛ dedaw wɔ Yahoo so no. Enti sɛ yɛbɛyɛ saa a, na ɛsɛ sɛ yɛyɛ AI search. Yɛn gyinaesie berɛ a yɛhwɛɛ asase no ne sɛ nokwarem no yɛyɛ nnipa a yɛyɛ papa sɛ yɛbɛsi, ɛfiri sɛ nokwarem no na yɛwɔ data a yɛde bɛsi so de ayɛ, na yɛbɛtumi ayɛ, na yɛbɛtumi ayɛ no boɔ a yɛbɛtɔ.
Nanso so yɛbɛkɔ anim wɔ hwehwɛ mu? Akyinnye biara nni ho sɛ mewɔ anidaso sɛ ɛte saa. Na sɛ yɛyɛ saa a, ɛbɛyɛ nea ɛfiri sɛ nkurɔfoɔ reyɛ nhwehwɛmu dodoɔ bi a ɛntaa nsi nnɛ. Sɛ wɔde di dwuma na wohu Scout na ɛyɛ hu na nea efi mu ba no ye ankasa sɛ wɔde toto nea anka wobenya wɔ baabi foforo ho a, yɛwɔ anidaso sɛ bere foforo a wɔbɛba Yahoo so ama Mail anaa Fantasy anaasɛ wɔbɛhwɛ wɔn stocks no, wɔbɛyɛ foforo. Na ɛno ne ɔkwan no mfiase ankasa. Baabiara a yɛbɛbɔ mframa no, mintumi nkɔ hɔ a saa mfiase no nka ho. Bere nyinaa na asɛmmisa agyiraehyɛde no bɛba Underpants Gnomes mfinimfini ansa na mfaso aba.
Ɛno yɛ sukuu dedaw.
Hena na onim baabi a ɛno kɔ? Nanso ɛsɛ sɛ ɛno yɛ mfiase na ɛno nti na yɛyɛɛ no.
Ɛno yɛ asɛm pa. Ma memmisa wo saa asɛm no ho asɛm. Wokaa no mfitiaseɛ wɔ saa nkɔmmɔdie yi mu sɛ Yahoo mfitiaseɛ bɔne ne sɛ ɛde search bɛma Google, atua Google ka wɔ hokwan a ɛde hwehwɛɛ adaka no so wɔ yahoo.com no ho. Mesusu sɛ woantɔ Nvidia GPU ɔpepem 10 sɛ wode bɛtete w’ankasa wo model. Hena na ɔreyɛ wo nhwehwɛmu no mprempren?
Yɛne Anthropic reyɛ adwuma, ne wɔn mfonini a emu yɛ hare a wɔfrɛ no Haiku. Eyinom dodow bi wɔ hɔ. Nokwarem no, na ChatGPT wɔ bi a wɔfrɛ no Nano a wɔnyɛ ankasa bio. M’ate sɛ ebia wɔde bɛsan de aba. Nanso ɛnyɛ nea yɛrekyerɛ nea efi Claude hɔ.
Ɛyɛ nea efi yɛn ankasa data mu ba a wɔreyɛ ho adwuma, titiriw. Yɛde payload a ɛyɛ saa data nwonwasoɔ yi nyinaa fi yɛn nimdeɛ graph mu, ɛrenkyɛ ɛbɛyɛ yɛn user side ɛfiri sɛ yɛrebɛhyɛ personalization ase, mfeɛ 30 hwehwɛ abakɔsɛm, yɛn vertical content nimdeɛ nyinaa. Na afei yɛn nso yɛreyɛ grounding ne Bing. Ɛno ka bom yɛ ade a mfaso wɔ so biako a yɛde kɔ Haiku. Ɛno ne kasa model kɛseɛ a wɔde di dwuma wɔ parameter kwan ketewa bi so kɔ Yahoo data a ɛde san kɔ yɛn rendering engine no so wɔ ɔkwan a wobɛhunu sɛ yɛsusu sɛ ɛyɛ cool na mfasoɔ wɔ so ankasa ne ɔkwan a yɛfa so kyerɛ nea ɛfiri mu ba.
Akyinnye biara nni ho sɛ ɛyɛ nea ne bo yɛ den kɛse, ɔkwan bi a MacGyver fa so yɛ. Eric Fang, ɔno na ɔyɛ...mastermind of this project, a ɔyɛ yɛn nhwehwɛmu kuw no panyin ne yɛn search kuw no panyin no bɛka no sɛ “Yahoo data plus Haiku equals very competitive AI answer engine.”
Na bio, yɛrennyɛ nneɛma a kasa nhwɛsoɔ kɛseɛ bi bɛtumi ayɛ nyinaa, nanso ɛrenkyɛre koraa wobɛhunu sɛ yɛrekɔ aba a wɔayɛ ama ankorankoro paa mu. Wobɛhunu sɛ yɛreyɛ agentic actions paa a wobɛtumi ayɛ.
Saa ahyɛnsodeɛ no, ɛnyɛ sɛ yɛde Scout mmuaeɛ engine no bɛto scout.com nko, na mmom nokwarem no, da a yɛde sii hɔ no, yɛde ahyɛ yɛn nneɛma foforɔ nyinaa mu.Nokwarem no, nsɛm ho amanneɛbɔ mu nsɛm tiawa wɔ hɔ. Nanso button bi wɔ Yahoo Finance mu a ɛyɛ nhwehwɛmu wɔ stock bi a wɔde ama ho wɔ fly so. Ɛwɔ Yahoo Mail mu sɛ ɛbɛboa ma wɔabɔ emails mua na wɔadi ho dwuma na wɔayi nsɛm a mfasoɔ wɔ so ankasa. Ɔkwan ho nhyehyɛe mũ bi wɔ hɔ a wobɛhunu a ɛwɔ dawurubɔ nketewa ahodoɔ pii wɔ afe no mu. Ɛbɛyɛ nea ɛyɛ nnam kɛse.
Sɛ wokae nna a wɔde piapia no a, ɛbɛyɛ push-oriented paa baabi a misusuw sɛ saa category yi rekɔ. Nkurɔfo de eyi di dwuma ma adwumayɛ a ɛwɔ Yahoo no mu titiriw, na eyi boa yɛn nso ma yɛyɛ saa. Bere koro no ara mu no, nya AI mmuae engine a ɛyɛ kick-ass.
Enti w’agye Anthropic wɔ ne koma mu. Misusuw sɛ ɛno kyerɛ sɛ wubetumi ayi wɔn afi hɔ, ɛnte saa? Sɛ na adetɔnfoɔ a ɔyɛ papa anaa ɔhokafoɔ a ɔyɛ papa anaasɛ apam ho nsɛm a ɛyɛ papa wɔ hɔ a, wobɛtumi de saa LLM core ketewa no asi ananmu na wo nneɛma no bɛda so ara ayɛ adwuma. Nanso, nneɛma a ɛyɛ den wɔ AI mu mpɛn pii no biako ne sɛ mfonini akɛse no redi tumi ahorow a nkurɔfo rekyekye wɔ wɔn so no pii. Enti woreka sɛ yɛanya tumi pii.
Ɛyɛ me nwonwa. Manhu sɛ ɛreba wɔ adetɔfo intanɛt abakɔsɛm mu, sɛ gorilla biara a ne mu duru yɛ nkaribo 800 bɔ mmɔden sɛ ɔbɛyɛ biribiara na wadi n’ahokafo nyinaa.
Nha wo ho. Da bi, wobɛbue Claude na ɛbɛhyɛ aseɛ asom wo vertical social videos kɛkɛ, na yɛbɛyɛ te sɛ, “ɛyɛɛ dɛn na yɛduruu ha bio?”
Yɛn nyinaa rebɔ mmɔden sɛ yɛbɛyɛ. Ampa ara. Nanso Google afi ase ne wɔn a wɔde ma no nyinaa resi akan kɛse wɔ mfe no mu nso. Eyi nyɛ ade foforo.
Woredwen saa tumi no ho dɛn? Woanya abakɔsɛm tenten yi, woanya core vendor wɔ gyinabea a ɛte sɛ mfitiase bɔne no kɛse, ɛnte saa? Woretua adetɔnfoɔ bi ka sɛ ɔmfa hwehwɛ no nkɔ, nanso ebia wobɛtumi asesa wɔn akyiri yi, na afei saa adetɔnfoɔ no bɛkɔ so anyin ne tumi a wɔahyehyɛ no ara kwa. Na adetɔnfo afoforo a wɔwɔ gyinabea a ɛte saa ara no nyinaa bɛkɔ so abɔ mmɔden sɛ wɔbɛma wɔn tumi a wɔahyehyɛ no anyin. Wobɛyɛ dɛn akwati ɔbotan no? Efisɛ ɛte sɛ nea ɛne nea atwam no hyia, sɛnea worekyerɛ no.
Yɛn asɛnnennen kɛseɛ firi ha kɔ anim seesei, ɛfiri sɛ mesusu sɛ yɛahyɛ aseɛ de ngo renoa aduane wɔ product side no, yɛ brand ankasa. Yɛ’akɔ akyirikyiri. Yɛaforo bepɔw no kakra, na yɛanya nkɔso kɛse, titiriw wɔ adwuma no mu. Misusuw sɛ nkurɔfo nim nea ɛrekɔ so wɔ ha. Nanso sɛ yɛwɔ anidaso sɛ yebenya New Balance type sanba, anaa The Gap, anaa saa mmeae yi a wɔakɔ fam, nanso wɔayɛ saa sanba yi na wɔabɛyɛ brands a ɛyɛ den ankasa bio, a ɛyɛ m’apɛde ma Yahoo brand no a, ɛsɛ sɛ yɛkɔ akyiri ansa na yɛabɔ akuturuku ankasa wɔ mu duru no so wɔ baabi a mepɛ sɛ meyɛ.
Nea enti a yɛyɛ papa sɛnea yɛte no ne sɛ, wɔ yɛn mu titiriw no, yɛyɛ adwuma pa ankasa wɔ saa verticals yi a yɛbɔ bɔɔl yi mu. Sɛ yebetumi de saa nneɛma yi a eye sen nea yenya fii awo mu maa user base a ɛsõ saa no ama a, misusuw sɛ nea enye koraa no, yɛrema saa atiefo no anyin wɔ titiriw no mu.
Minsusuw sɛ yɛyɛ akɛse sɛnea ɛsɛ. Mesusu sɛ Anthropic ne OpenAI wɔ... Yɛasan aba mpataa, nanso yɛwɔ mpataa akɛseɛ pii a yɛbɛnoa sene Yahoo. Ebia yɛbɛyɛ collateral damage wɔ nea wɔbɔ mmɔden na wɔyɛ mu. Pɛpɛɛpɛ. I’ve known since the start and others have said this, sɛ woresɔ nkrabea ahwɛ denam ɔkwan a wobɛbue ama adetɔfoɔ sɛ wɔbɛnya wo nneɛma wɔ kasa nhwɛsoɔ kɛseɛ bi mu no so. Akyinnye biara nni ho sɛ, bere kɔ so no, wɔbɛbɔ mmɔden sɛ wobegye saa asɛm no atom. Yɛahu sɛ bere biara wɔ saa adwuma yi mu, sɛ yɛsan kɔ AOL, sɛ yɛbɛka nokware a. Ɛno yɛ asiane ma obiara.
Saa ara nso na mensusu sɛ anka adawurubɔfoɔ bɛyɛ yie sɛ nkurɔfoɔ bɛfa wɔn data kɛkɛ na wɔasan atintim mmuaeɛ no a wɔrennya traffic bio, mesusu sɛ, wɔ yei hoasɛmti no, ɛsɛ sɛ nkurɔfoɔ hwɛ yie paa wɔ sɛdeɛ wɔne kasa nhwɛsoɔ kɛseɛ bi yɛ adwuma bom kɔ wɔn anim. Efisɛ ɔkraman bɔne kɛse no bɛba wo pon ano abɛka sɛ biribiara yɛ nwini. Ɛbɛyɛ den. Ɛno a yɛreka yi, Anthropic ayɛ ɔhokafo a ɔyɛ nwonwa. Wɔn ani gyee MacGyver tu a Eric Feng ne ne kuw no yɛe ne sɛnea yɛde Haiku di dwuma no ho ankasa.
Nokwarem no, wɔyɛ yɛn nsɛm ho amanneɛbɔ a ɛfa Scout a wɔde sii hɔ no fã. Na yɛrebɛbom ayɛ biribi wɔ South by Southwest. Saa fekubɔ no ye ankasa na mewɔ anidaso sɛ ɛbɛtena hɔ akyɛ.
Bɔne kɛse foforo a ɛwɔ eyi nyinaa mu ne Google. Yɛatete wɔn mpɛn pii. Google wɔ DSP kɛse bi. Wɔn si akan wɔ mmeae a woresi akan no nyinaa. Wɔboaboa nsɛm ho amanneɛbɔ akuwakuw ano. Google Discover ne kokoam referrer a ɛfa m’akansifo no fã ho. Wɔrennye ntom da, nanso ɛyɛ nokware. Wɔwɔ ɔhaw pii mu, ɛnte saa? Ɛwɔ hɔ a bunch of antitrust cases fa wɔn ad tech stack ho, ɛfa search ho wɔ ɔkwan a ɛkɔ akyiri so. Minnim sɛnea ɛno nyinaa bɛkɔ so wɔ awiei koraa no, nanso wɔwɔ nhyɛso pɔtee bi ase. So wuhu sɛ ɛno yɛ hokwan? Anaasɛ wuhu ɔkwan a wɔfa so yɛ wɔn ad tech stack no sɛ ahunahuna pɔtee bi?
Sɛ yɛbɛdwene sɛ anka yɛbɛtumi de Google adi dwuma wɔ saa berɛ yi mu a, mesusu sɛ ɛsɛ sɛ yɛkɔ akyiri. Wɔn wɔ gyinabea a emu yɛ den yiye. Misusuw sɛ ChatGPT a wɔde sii hɔ no yɛɛ wɔn nwonwa ankasa, na na ɛno yɛ ade a ɛho hia wɔ awo ntoatoaso mu. Misusuw sɛ ebia na Google wɔ bi wɔ wɔn labs a wɔreyɛ adwuma wɔ baabi.
Oh dabi, wɔyɛɛ saa. Sɛ woka eyi ho asɛm a, Google nipa bi huruw fi kwae bi mu na ɔka sɛ, “Yɛyɛɛ Transformers.” Wɔawie seesei ɛfiri sɛ wɔatumi akum.
Ɛte saa. Na minnim sɛ wokae Danny Sullivan, nanso wɔ mfitiase hwehwɛ akodi ahorow no mu—
Oh, menim no.
Danny na ɔyɛ figurehead of search na ɔhwɛɛ search conference kɛseɛ no so, na SEOfoɔ a wɔnni wɔn din wɔ wɔn business cards so nyinaa bɛba abɔnten anom sigaret na wɔne Matt Cutts abɔ. Saa awo ntoatoaso no nyinaa. Afei awiei koraa no Danny kɔɔ adwuma maa Google na ɔte sɛ ɔsɛmpakafo ma wɔn. M’ahu presentation bi a ɔde mae wɔ baabi a ɔreto ayeyi dwom a ɛfa open web no ho ne sɛnea ɛho hia. Mewɔ adwempa sɛ anka wɔbɛyɛ pii de agye saa no sɛ wɔtumi de nkɔmmɔdie a ɛfa UI a ɛwɔ saa adeɛ yi ho no dii dwuma a.
Sɛ woahwɛ a, mekyerɛ sɛ, Google dwumadiefoɔ ɔha mu nkyekyɛmu kakraa bi pɛ na wɔde ChatGPT adi dwuma ankasa. Mesusu sɛ Similarweb de saa stat no too Twitter so wɔ baabi a mehunuu no. Ɛsua koraa sen sɛnea wubesusuw. Enti hokwan ahorow wɔ hɔ. Eyi nti na wɔte sɛ ChatGPT kɛse na nea enti a wɔde AI mode ahyɛ baabiara. Sɛ meka nokware a, mɛyɛ biribi a ɛte saa ara bere a yɛafa saa beta bere yi mu a yɛde kyekyɛ Scout denam Yahoo so no. Nanso misusuw sɛ ɛyɛ wɔn agodie sɛ wɔbɛhwere.
Adeɛ baako a ɛyɛ existential ma wɔn ne sɛ wɔbɛhwɛ sɛ, sɛdeɛ yei kɔ biara no, search advertising bɛtwa chasm no akɔ saa hybrid answer engine wiase foforɔ yi mu. Minsusuw sɛ nneɛma a ɛfa anammɔn akron a ɛyɛ agentic biribiara de nya sika bi a ebefi mu aba no rekɔ baabiara a ɛbɛn sɛnea ɛyɛ adwuma yiye te sɛ nea wobɛbɔ link ahorow so na woanya akatua. Ɛda adi sɛ wiase no de n’ani kyerɛ nea ebefi mu aba bere a bere kɔ so no ɔkwan biara so, nanso ɛsɛ sɛ ɛhwehwɛ ɔkwan bi.
Misusuw sɛ UI a yɛde sii hɔ no fɛm baabi a ebia ɛno bɛkɔ, wɔ ɔkwan bi so a ɛremma Anthropic nyɛ Super Bowl dawurubɔ bi mfa yɛn ho. Misusuw sɛ wubetumi ayɛ no wɔ ɔkwan a ɛda adi pefee sɛ wotua ho ka na ɛboa wɔ aguadi ho nsɛmmisa mu.
Minnim sɛ wokae anaa, nanso AltaVista bɔɔ mmɔden sɛ wobefi ase hwehwɛ dawurubɔ na nnwuma no ne dawurubɔ ne nsɛm ne Wired kaa sɛ, “Ɛbɛyɛ dɛn na woanya akokoduru?” ansa na Overture rema ayɛ yie, ansa na Google AdWords reba na afei wɔayɛ no mmerɛw ankasa. Na misusuw sɛ wɔabisa saa asɛm no na wɔabua dedaw. Wɔn a wɔde di dwuma no yɛ okay wɔ ho wɔ aguadi akuw mu. Ɛfa sɛnea wode bɛba no ho ara kwa.
Ɔkwan bi wɔ hɔ a wɔfa so yɛ a ɛyɛ keyword-driven, a wɔakyerɛ ase wɔ ɔkwan a ɛwɔ saa format foforo yi so a ebia wɔn a wɔde di dwuma no bɛpɛ. Ɛhɔ na yɛde yɛn ani kyerɛ na ɛhɔ ne ade a mɛpɛ sɛ mede to gua na mehwɛ sɛ ɛbɛduru hɔ anaa. Nanso sɛ Google nnya saa hokwan no a, ɛbɛyɛ den.
M’ani gye ho paa sɛ mɛhwɛ sɛnea saa user interfaces yi dannan. Mehwɛ, da biara, ChatGPT wɔ riff foforo. Na wobɛtumi ahunu sɛ wɔansusu ho, ɛfiri sɛ ɛyɛ den sɛ wobɛma ayɛ native. Na ɛno ne nea obiara pɛ ankasa, ne sɛ eyi bɛte nka sɛ ɔyɛ kuromni. Link 10 a ɛyɛ bruu no mpo nyɛ link bruu 10 wɔ Google so bere tenten. Ɛwɔ hɔ a embedded native experiences pii wɔ kwan no so.
Mfe 20 na wɔde ayɛ adwuma. Ɛyɛ mfe 20 ni.
Enti m’ani gye ho sɛ mɛhwɛ sɛnea ɛno dannan na merewu sɛ mɛhwɛ sɛnea wobɔ mmɔden sɛ wubedi ho dwuma, efisɛ ɛte sɛ nea obiara nnim de besi nnɛ. Dawurubɔ a wɔde hwehwɛ nneɛma mu ne adwuma a ɛma wonya sika sen biara wɔ wiase abakɔsɛm mu. Enti ɛte sɛ nea ɛno yɛ nea wobetumi agye.
M’ani gye yɛn sraadi a edi kan no ho. Yɛanya nsɛm pa pii wɔ UI a edi kan draft of Scout no ho. Yɛwɔ nneɛma pii a yɛpɛ sɛ yɛde ka ho na yɛtu mpɔn wɔ ho. Nanso mesusu sɛ yɛde mmɔdenbɔ pa a ɛdi kan na ɛfirii adi na yɛbɛtweak no afiri ha.
Na sɛnea ɛbɛyɛ a ɛbɛda adi pefee no, wo nhyehyɛe a wowɔ wɔ hɔ ne sɛ wobɛma Yahoo dwumadiefoɔ no nyinaa anyin. Gen Z nnipa pii bɛkɔ akɔkyerɛw wɔn din wɔ Yahoo Mail na wobɛkyere saa hwehwɛ dwumadi no bi sen sɛ wobɛbɔ mmɔden sɛ wubegye kyɛfa tẽẽ afi Google hwehwɛ mu.
Ɛno ne anammɔn a edi kan.
Daeɛ no bɛyɛ sɛ afei wɔbɛhyɛ aseɛ apɛ yɛn ama hwehwɛ na wɔabɔ yɛn bookmark na wɔasi gyinaeɛ sɛ wɔbɛkɔ yɛn nkyɛn mmom sen sɛ wɔbɛkɔ mmarima a aka no mu baako. Na nnipa a wɔde di dwuma dedaw no fam no, wɔn a wɔde di dwuma no renya nkɔanim bere a wobisabisa nsɛm pii da biara, wɔ obiara a ɔde di dwuma no mu. Minim sɛ yɛwɔ onto biribi a ɛwɔ saa na mewɔ anidaso sɛ ɛbɛduru hɔ.
Nanso adwuma nhyehyɛe a wɔde yɛɛ eyi no asɛmti no fã bi ne sɛ yɛwɔ nnipa a wɔde di dwuma kɛse, te sɛ nea Google yɛ no, nanso wɔ nkyerɛase ketewaa bi mu no, ohiani no nkyerɛase a ɛne sɛ wobetumi akyekyɛ ɔkwan koro no ara a wɔayɛ wɔ AI mode no so na wɔde ato mmeae ahorow a ɛwɔ soro no nyinaa so. Ɛno ne homepage ne News ne Sports ne Fantasy Sports ne ɛno mu biara.
Yɛwɔ nneɛma foforo a ɛreba. Yɛde Fantasy nneɛma foforo abiɛsa sii hɔ afe a etwaam no, na na emu biako yɛ kar akwan kɛse. Na yenyaa Fantasy afe a ɛsen biara a yɛanya pɛn. Ɛno mu biara yɛ beaeɛ a ɛwɔ soro a yɛbɛtumi de atiefoɔ a wɔbɛtumi asɔ Scout ahwɛ aba, na yɛwɔ anidasoɔ sɛ ɛfiri hɔ kɔ.
Mepɛ sɛ mede sikasɛm ne agumadi ho asɛm na ɛba awiei. Fantasy nneɛma foforo yɛ kɛse. Adeyɛ a ɛkɔ so wɔ agumadi mu ne sɛ, “abarimaa, ɛsɛ sɛ woto kyakya wɔ agumadi so kɛkɛ mprempren.” Wubetumi ahu no wɔ saa nkɔmhyɛ gua ahorow yi nyinaa mu. Ɛno ne wɔn adwuma kɛse. Wɔwɔ sika pii a wɔde bɛtow agu. Wɔakyere lobbyists kuw bi. Sɛ yɛde amammuisɛm to nkyɛn a, sɛnea nkurɔfo te nka sɛ wɔyɛ nwonwa wɔ agumadi mu kyakyatow ho no yɛ nea ebi mmae da wɔ m’asetra mu.
Nea ɛka ho ne sɛ, ɛsɛ sɛ yɛtow kyakya wɔ biribiara so kɛkɛ. Na afei ɛno akyi no, woadi kan aka ho asɛm ankasa. Wobaa Yahoo a wode crypto na afei stonks na afei kyakyatow kɛkɛ na ɛwɔ hɔ. Ɛno nyinaa ayɛ me sɛ kyakyatow bere nyinaa.
Crypto ate nka bere nyinaa sɛ kyakyatow biako. Na Stonks te sɛ, “Na sɛ yɛtow kyakya kɛkɛ denam Reddit nhama a yɛbɛyɛ so kosi sɛ GameStop bɛkɔ ɔsram so nso ɛ?” Na afei yɛwɔ hɔ ara sɛ, “Na sɛ yɛtow kyakya kɛkɛ wɔ nea ebefi ɔko no mu aba no ho nso ɛ?” There’s a pretty linear connection between saa adwene yi nyinaa ne sɛnea nkurɔfo te nka wɔ kyakyatow ho.
Wo na wohwɛ Finance, a ɛyɛ stonks fie. Wotu mmirika Sports, a ebetumi ayɛ agumadi mu kyakyatow fie. So wote nka sɛ w’asɛyɛde sɛ wobɛbɔ obiara awosu a enye koraa ho ban wɔ ha?
Kakraa bi. Ɛde besi baabi a obiara yɛ no, ɛnde yiw. Na ɔkwan bi so no, yɛyɛ saa wɔ mmeae ahorow nyinaa. Yɛbɔ mmɔden kɛse ankasa sɛ yɛbɛyɛ purple wɔ nsɛm ho amanneɛbɔ ho. Afei, ebia algorithm no de wo bɛkɔ benkum anaa nifa bere a bere kɔ so no. Ɛyɛ yɛn adwuma fã bi sɛ yɛbɛboa ma wɔasan asiesie saa bere ne bere mu sɛnea ɛbɛyɛ a worenkɔ akyiri dodo wɔ kraman tokuru no ase na wubetumi ahu fibea ahorow a ɛnyɛ afã biara. Me nya anwiinwii bere nyinaa fi benkum ne nifa nyinaa hɔ, enti ebia ɛkyerɛ sɛ yɛreyɛ saa yiye. Misusuw sɛ ɛno yɛ asɛyɛde a ɛho hia. Yɛfa saa asɛm no aniberesɛm ankasa. Yɛbɔ saa asɛm no ho nkɔmmɔ pii.
Minnim sɛ wunim eyi anaa, nanso abakɔsɛm mu no, Apollo na ɔwɔ Caesars na mprempren ɔwɔ Venetian ne Palazzo. Na agumadi nhoma a ɛwɔ Venetian Palazzo ne Yahoo Sportsbook. Yɛnyɛ no oprehyɛn. Ɛyɛ branding adeɛ na yɛn content wɔ baabiara. Yɛanya nkɔmmɔbɔ fi bere a miduu ha no fa, “So ɛsɛ sɛ yɛyɛ nea Fanatics ayɛ no na yɛkɔ kyakyatow mogyahwiegu no mu nayɛn ankasa na ɛsɛ sɛ yɛyɛ?” Efisɛ Apollo yɛ abenfo wɔ mu, na wɔdɔɔso sen yɛn koraa. Yɛsii gyinae sɛ dabi. Ɛnyɛ sɛ ɛno yɛ ɛka a ɛkɔ fam kɛse nko, na mmom ɛkɔ akyiri saa dedaw, woreko atia sɛ wobɛyɛ nea ɛto so awotwe wɔ Iowa mantam mu. Yɛbɛtwe yɛn ho afi saa asɛm no ho. Yɛbɛyɛ distributor na yɛbɛyɛ funnel no atifi ama wɔn nyinaa.
Ɛno ne abakɔsɛm mu deɛ yɛnya fii awo mu wɔ BetMGM ho. Ɛhɔ na yɛbɛdi agorɔ akɔ yɛn anim. Wɔ akwan bi so no, ɛnonom yɛ aguade ho dawurubɔ ho nhyehyɛe ahorow. Sɛ wo dwene ho ampa a, yɛde odds bɛka ho na yɛde nneɛma a ɛfa nsɛm ho amanneɛbɔ ho kɛse a ɛfa betting odds ho a ɛfa asɛmti pɔtee bi ho no bi bɛka ho iffhere’s a news item. Nanso yɛnyɛ oprehyɛn wɔ ahunmu abien no mu biara.
Ampa ara.
Yɛde too gua seesei ara deal bi ne Coinbase nso baabi a yɛ linking wɔn sɛ wo’re going to be buying stocks anaa crypto.
Wowɔ abakɔsɛm a ɛware wɔ ha. M’abisa kɛkɛ, ebia ɛfa vibes ho kɛkɛ, ɛnte saa? Ebia sikakorabea no ayɛ kyakyatow bere nyinaa. Ná nnipa binom bɛka saa akyinnyegye no. Nanso adwene no wɔ abakɔsɛm mu ne sɛ, ɛsɛ sɛ wodan CNBC na wohwɛ adwumakuw bi mfitiasesɛm na wode sika hyɛ adwumakuw bi a wususuw sɛ ɛbɛkɔ anim ankasa mu. Na yɛama ɛno ayɛ kyakyatow ara kwa mprempren. Ɛno ne nea meme stocks ayɛ de ayɛ sikasɛm, wɔ ɔkwan pɔtee bi so.
Ebia na Crypto yɛ kyakyatow bere nyinaa kɛkɛ na yɛyɛɛ yɛn ho sɛ ɛbɛyɛ kɛse sen sɛnea na ɛte. Na seesei crypto yɛ sikasɛm fã na seesei ɛte sɛ kyakyatow a ɛboro so mpo.
Ná ɛnsɛ sɛ agumadi nya kyakyatow biara koraa. Nea enti a leagues no kɔɔ so tow kyakya kɔɔ akyirikyiri, na afei sika no akɔ agumadi mu na afei obiara susuw sɛ there’s an NFL script na games no nyinaa yɛ rigged. Na wubetumi ahu sɛ agodifo rekɔ ɔhaw mu.
Me yam a anka saa script no bɛka 49ers nkonimdi wɔ Super Bowl ho.
Me yam a anka Packersfo no bɛka ho. I’ve got some real issues about the Packers in the second half of games, na mesusu sɛ ɛsɛ sɛ yɛne script writers no kasa.
Ɛwom sɛ Pat Mahomes nya frɛ a obiara nnya de. Na sɛ yɛbɛka no pen a, ebia nkyerɛwee no.
Hwɛ nea mereka? Enti obiara susuw sɛ ɛyɛ rigged. Na Taylor Swift dii nkonim wɔ ne Super Bowl a edi kan no mu. Ntease biara nni saa asɛm no mu ma me.
Wɔpenee so. Mepene so.
Nanso ɛyɛ kyakyatow a ɛwɔ hɔ no na ama wɔabu adifudepɛ. Na ɛwom sɛ leagues no nim de, nanso ɛwom sɛ agodifo no afi ase rekɔhyɛ sting operations mu de, nanso sika no yɛ nea wogye di araa ma ɛno yɛ ɔhaw. Na afei deɛ ɛbɛba atesɛm so, ɛnte saa? Nkɔmhyɛ gua ahorow no reba ama nsɛm ho amanneɛbɔ ahyehyɛde ahorow no, ama wɔn a wɔboaboa nneɛma ano no, ne Reuters reyɛ adwuma abom. Biribi foforo nso rekɔ so wɔ baabi a wowɔ insider trading betting on news at scale mprempren.
Woyɛ adwuma wɔ saa verticals yi mu, woreka w’asɛdeɛ ho asɛm, woreka sɛ wobɛma algorithm no ayɛ neutral. Nhyɛso no ni. Na ɛnyɛ nhyɛso no nko, sika a efi wo PE wura a ɔhwɛ kyakyatow adan so no hɔ. Akyi ne akyi ankasa wɔ ha, na minnim sɛ ebia obi asusuw nkyerɛwde no ho ankasa anaa. M’abisa wo sɛ, line no wɔ he? Efisɛ wubetumi adan Yahoo nyinaa ayɛ no kyakyatow ɔkyena, a egyina agyapade a wowɔ ne nhyɛso a ɛwɔ wiase no so.
Wiɛ, adwuma a yɛyɛ kɔ akyi no, anka ɛsɛ sɛ ɛyɛ check kɛse ankasa na ama Yahoo adan no saa, a minsusuw sɛ ɛwɔ abɔnten hɔ,. Saa bere yi de, ɛyɛ nsɛm ne nkitahodi ankasa.
Agumadi mu nsɛnnennen yɛ ade titiriw a ɛyɛ nwonwa. M’akɔ kɔlege betting pool mu ne me nnamfo a wofi UCLA nyinaa mfe 20-plus. Ɛyɛ nneɛma a m’ani gye ho paa a meyɛ afe biara no mu biako. Awiei koraa no, midii nkonim wɔ bi mu afe yi. Ɛsɛ sɛ wunya odds no na ɛsɛ sɛ wunya nsɛm no. Sɛ woahwɛ saa agyapadeɛ yi, Yahoo Sports, ESPN mfeɛ pii, a numberFire ne akwan ahodoɔ a wobɛfa so ayɛ mu nhwehwɛmu nyinaa a, ɛda adi sɛ Fantasy yɛ agodie. Ɛnyɛ kyakyatow, nanso ɛyɛ agodie. Nanso ɛyɛ nhoma no akyi berɛmo no fã kɛse ma nea Yahoo Sports fa ho. Enti mehwɛ no sɛ ɛbɛn saa.
Mempɛ sɛ mede amammuisɛm BS mmuae bɛma. Mempɛ nso sɛ mɛyɛ m’ade te sɛ nea me ne onimdefo no. Minim sɛ mo episodes a etwa to no mu biako wɔ saa asɛmti yi so na mitiee asɛm no nyinaa na misusuw sɛ akyinnyegye biara a mo mmarima no rebɔ wɔ nea enti a biribi yɛ kyakyatow ho no yɛ akyinnyegye a ɛfata. Na afei me nso mete akwan abien apam afã a ɛwɔ mu no ase. Wɔ insider aguadi mpo so no, .obi wɔ ɔfã foforo no a ɔrebɔ kyakya wɔ ɔkwan foforo so. Kyakyatow a wɔbɔ.
Minnim baabi a ɛbɛkɔ mframa mu. Sɛ mframa kɔ baabi a eyi yɛ nea mmara mma ho kwan a, ɛnde ɛda adi sɛ yɛrennya bi. Sɛ ɛyɛ mmara kwan so de a, ɛyɛ nea nkurɔfo ani gye ho ma ɛyɛ nwonwa.
Yɛdwene anammɔn a ɛdi hɔ a obi bɛtu de adi botaeɛ biara a ɔrebɔ mmɔden sɛ ɔbɛdu ho saa da no denam yɛn nneɛma a ɔde bedi dwuma no ho bere nyinaa. Ɛno ankasa yɛ ade a ɛyɛ cheesy a yɛka ho asɛm na yɛbɔ mmɔden sɛ yɛbɛkyekye ama na yɛrebɔ mmɔden bere nyinaa sɛ yɛbɛyɛ adwuma pa wɔ bere tenten mu. Mintumi nsusuw anammɔn a edi hɔ a ɛho hia kɛse wɔ nsu no ase sen sɛ wobɛkɔ FanDuel anaasɛ wobɛkɔ Coinbase wɔ nea woasua wɔ Yahoo Sports anaa Sikasɛm so akyi. Enti ɛsɛ sɛ minya no sɛ ade no fã titiriw. Ɛsɛ sɛ meyɛ saa. Baabi a wɔbɛsi saa ti no ho gyinae rungs up the ladder from me. Nanso mihu w’asɛm no yiye wɔ ho.
Wɔ me fam no, ntotoho no yɛ asikre anaasɛ, minnim, nsa. Wɔn baanu nyinaa yɛ mmara kwan so, abien no nyinaa agye din a ɛyɛ nwonwa, na ɛda adi sɛ abien no nyinaa nye mma wo boro so, ɛnte saa? Yɛakyekye gyinapɛn pii atwa asikre ne nsa a ɛboro so ho ahyia. Yɛ’re just good at it na nkurɔfo da so ara hwe ase fi ano bere nyinaa.
Gyinapɛn biara nni hɔ ma nkɔmhyɛ gua ahorow ankasa, ɛnte saa? Na ka a wɔka si so dua sɛ ɛnyɛ kyakyatow no ma gyinapɛn afoforo no pii kɔ akyirikyiri ankasa. Woaka wo gyinapɛn ahorow ho asɛm pii. Na mereka sɛ ɛyɛ ahotɔ sɛ mɛte sɛ woreka brand ne traffic a wode kɔ wɛbsaet no so ho asɛm. Eyi yɛ beae a misusuw sɛ wo gyinapɛn ahorow bɛba nhyɛso ase efisɛ gyinapɛn ahorow no nni hɔ. So line bi wɔ hɔ ma wo?
Line no bɛyɛ biribi a sɛ yɛreyɛ adwuma wɔ ahunmu abien no mu biara a, ɛsɛ sɛ yesusuw ho kɛse. Nea, bio, yɛhwɛɛ a aguadi ka ho na yesii gyinae sɛ yɛyɛ papa sɛ ɔhokafo a yɛde kar kɔ fam. Ebia ɛte sɛ, “so yegye dawurubɔ fi nnwumakuw a wɔyɛ anonne, fi Bud Light hɔ?”
Ɛyɛ serew. Wunim nea enti a FDR dii nkonim wɔ 1932 abatow no mu? Ná ɛwɔ Andrew Ross Sorkin nhoma a ɔkyerɛwee wɔ 1929 mu no mu. Na ɛnyɛ Depression no, na ɛyɛ Prohibition. Me nso minsusuw sɛ yɛrekɔ saa kwan no so. Misusuw sɛ saa nneɛma yi wɔ, ebia wɔ ɔfã bi mu, ha sɛ ɛbɛtra hɔ. Na saa kwan no so no, wɔyɛ anammɔn a edi hɔ a nkurɔfo retu afi yɛn nneɛma mu no fã titiriw. Enti misusuw sɛ yɛyɛ beae a ɛfata yiye ma ɛno.
Bere koro no ara mu no, yɛnyɛ adwumakuw a ɛfata sɛ yɛn ankasa yɛyɛ wɔn adwuma. Worenhu sɛ yɛrekɔ saa kwan no so, ɛda adi kɛse. Ebia wɔn mu biako bɛbɔ mmɔden atɔ yɛn na wabɔ yɛn ho ban akɔ mu. Ná mitumi hu sɛ ɛno betumi asi. Nanso sɛ ɛnte saa a, yɛasan aba aggregation zone no mu.
Enti ɛno ne m’asɛmmisa a etwa to ankasa. Woduruu hɔ.
Yɛyɛɛ no. Yɛyɛɛ no.
Mpɛn pii no, ankorankoro sikakorabea pɛ sɛ wonya kwan fi mu. Ebia ɛno bɛyɛ te sɛ nea Yahoo rekɔ baguam bio. Ebia ɛbɛyɛ te sɛ nea wɔagye. So wowɔ nea wopɛ sɛ wufi mu ba wɔ w’adwenem, anaasɛ wowɔ bere nhyehyɛe?
Man, m’akɔ so anya saa asɛmmisa yi. Me nim sɛ mo mmarima no wɔ mmara wɔ eyi ho, sɛnea biribiara nni off the record wɔ UK. Na obi a ɔwɔ Cannes rebisabisa me nsɛm na medanee kasasin biako pɛ a ɛnteɛ, na mpofirim ara, asɛm bi bae sɛ yɛrekɔ baguam, na ɛkɔɔ CNBC. Na na ɛnyɛ ɔkwan biara so wɔ baabi a yɛda so ara wɔ hɔ.
Ɛtaa yɛ catnip topic fa Yahoo ho sɛ nkurɔfo te sɛ, “Oh, when’s the IPO?” Nnipa pii wɔ yɛn anim a wɔyɛ IPO a ɛyɛ dɔla ɔpepepem a ebia edi kan ne afoforo a nkurɔfo resusuw ho.
Merekyekye saa adeɛ yi sɛdeɛ ɛbɛyɛ a yɛbɛtumi ayɛ ɔman adwumakuo a ɛwɔ apɔmuden bio, baabi a worenpere quarter to quarter, a ɛno ne mesusu sɛ deɛ ɛde Yahoo kɔɔ ɔhaw mu wɔ berɛ a atwam no mu. AOL nyaa ɔhaw bere bi a atwam. Yɛrekyekyere akɔ saa, ampa. Yɛwɔ bere tenten a ɛsɛ sɛ yɛkɔ na yɛadu baabi a yɛasiesie yɛn ho ankasa sɛ yɛbɛkɔ baguam mfe anum bere a yɛakɔ baguam akyi, na ɛnyɛ da a yɛbɛkɔ baguam no nkutoo.
Ɛno akyi no, misusuw sɛ PE abakɔsɛm ne sɛ ebia wɔbɛpɛ sɛ wɔtɔn. Ɛno yɛ wɔn nhwɛso kɛse ankasa, efisɛ sika a wɔde fi mu no yɛ nea ɛba ntɛm ara. Ɛnsɛ sɛ wɔtwɛn, wɔtɔn kɔ fam sɛ dodow no ara wura. Ɛno de n’ankasa ɔhaw ahorow ba kɛkɛ.
Ɛno akyi no, yɛka IPO ho asɛm pii wɔ yɛn board nhyiamu mu, na board no boro Apollo nko ara so. Nnipa bi wɔ hɔ a wɔrebɔ mmɔden sɛ wɔbɛbɔ yɛn tae no bere tenten bi. Ɛno nso, ɔkwan bi so no, mframa a ɛyɛ nwonwa ahorow nyinaa ba. Me nya frɛ nyinaabere no efisɛ PE fã foforo no ne sɛ, wɔbɔ tae biara na wɔma kwan ma wɔbɔ tae biara. Wɔrenya telefon so frɛ a ɛfa Yahoo afã horow ho bere nyinaa.
Nanso nokwasɛm ne sɛ, Yahoo yɛ ɔkwan a ɛyɛ den kɛse bom. Thesis no mfitiaseɛ no na ebia wobɛbubu saa nneɛma yi mu, na wobɛtumi atɔn Sikasɛm, wobɛtumi atɔn Agumadiɛ, nanso nokwarem no, ɛsɛ sɛ woyɛ no da koro no ara. Anka ɛsɛ sɛ ne nyinaa kɔ prɛko pɛ, efisɛ ɛyɛ abɔde a nkwa wom ankasa. Sɛ wɔkyekyem pɛpɛɛpɛ a, obi a ɔde Yahoo di dwuma no de yɛn nneɛma abien anaa nea ɛboro saa di dwuma. Na wɔyɛ, sɛnea yɛaka ho asɛm no, de kar kɔma wɔn ho wɔn ho. Data goldmine no fã bi ne sɛ yɛwɔ wɔn nyinaa abom. Wɔ nsɛm a ɛfa nnwumakuw afoforo a ɛwɔ hɔ nyinaa ho no, yɛda so ara yɛ nea wɔmfa nyɛ hwee wɔ nea yɛde ba pon no so no ho.
Wɔ akwan bi so no, ɛyɛ nea enti a yɛyɛ akɛse te sɛ yɛn no fã. Wɔ akwan foforo so no, ɛda so ara yɛ asɛnnennen a ɛfa baabi a ɛsɛ sɛ yɛkɔ ho no fã. Saa ara na yɛka ho asɛm na yɛhwɛ, na gyinaesie a yɛresi no yɛ daakye IPO. Nanso sɛ obi yɛ onyansafo a, minnim sɛ anka wɔbɛma yɛadu hɔ.
Wiɛ, Jim, eyi ayɛ kɛse. M’ani gyee ho paa sɛ me ne wo bɛkasa. Ɛyɛ papa sɛ wo ne intanɛt OG foforo bɛkasa, wɔn baanu nyinaa wɔ abakɔsɛm a ɛyɛ nwonwa a wɔakyɛ ne AOL. I’ve got to say, saa burbling no pii wɔ saa episode yi ani sen sɛnea obiara betumi ahu. Nanso m’ani sɔ bere no ankasa. Meda mo ase pii sɛ mowɔ Decoder so.
Kama. M’ani sɔ sɛ wowɔ me. Aseda.
Nsɛmmisa anaa nsɛm a wɔka fa saa adeyɛ yi ho? Hit yɛn wɔ decoder@theverge.com. Yɛkenkan email biara ampa!
