Namuhla, ngikhuluma noJim Lanzone, oyi-CEO ye-Yahoo.
Empeleni akunakwenzeka ukufingqa indaba ye-Yahoo, kodwa inguqulo yayo emfushane ukuthi kudala i-Yahoo ikhokhele i-Google ukuze iqhube ibhokisi lokusesha kuwebhusayithi yayo, futhi ngokuyisisekelo yonke into ihambe eceleni kusukela ngaleso sikhathi. Uzozwa uJim ebhekisela kuleso sivumelwano njengesono sokuqala se-Yahoo, empeleni. Ngemuva kochungechunge olude lokuhlanganisa kanye nama-spinouts kanye nesikhathi esiyinqaba kakhulu lapho ibiyingxenye ye-Verizon, i-Yahoo isiphinde yaba inkampani ezimele, ephethwe ngasese. Futhi inezakhiwo ezinkulu kwezemidlalo nakwezezimali, futhi, ngokumelene nazo zonke izinkinga, i-imeyili, lapho ikhula khona nabantu abasha. UGen Z uthanda i-Yahoo Mail, abantu. Uzwe lapha kuqala.
Konke lokho kusho ukuthi i-Yahoo inenzuzo futhi iyakhula, ngokusho kukaJim, kodwa ngangisenemibuzo emikhulu mayelana nokuthi lokho kukhula kuyaphi. I-Yahoo iseyinjini yokusesha yendawo yesithathu futhi isanda kwethula usesho olusha olunamandla e-AI olubizwa ngokuthi i-Scout, kodwa ingabe ngempela bazama ukuthatha isabelo semakethe ku-Google? Ingabe utshalomali olukhulu ekukhangiseni okungokwesiko kuwukubheja okuhle lapho abadali nabagqugquzeli bethatha ukunaka okungaka? Futhi njengoba ezemidlalo nezezimali eziningi ziphenduka ukugembula okuqondile, ingabe u-Jim unazo imigqa ebomvu angeke aze aweqe ngezinhlelo zokusebenza ezimbili ezinkulu ku-inthanethi?
Cishe ababhalisile, ungakhohlwa ukuthi uthola ukufinyelela okukhethekile ku-Decoder ngaphandle kwezikhangiso noma yikuphi lapho uthola khona ama-podcast akho. Shona lapha. Hhayi obhalisile? Ungabhalisa lapha.
Kuningi kulokhu, okuhlanganisa namagama eshadi le-Decoder org yasendle nokuthi yini elingana nabantu ababili abanomlando omude ku-inthanethi abazama ukuqhamuka nezinkomba ezijulile zama-meme amadala. Kuwukugibela, futhi uJim ubengumdlalo omuhle kakhulu.
UJim wayephinde abe yisazi esikhulu mayelana nobuchwepheshe bezikhangiso, futhi sasebenzisa amagama amaningi sikhuluma ngesinqumo sakhe sokuvala ingxenye yebhizinisi lezikhangiso le-Yahoo futhi atshale kuleyo ngxenye ekhulayo. Nasi isifinyezo esisheshayo - zizwe ukhululekile ukubuya kulokhu uma kukubi kakhulu, ngiyathembisa ukuthi uzokuthola, akunzima kangako.
Inkundla ye-supply-side, noma i-SSP, iwubuchwepheshe uhlelo lokusebenza, isayithi, noma ingxenyekazi engayisebenzisa ukuze kudayisele abakhangisi isikhala. Unohlu lwamagama - lokho okunikezwayo - futhi abakhangisi basebenzisa i-SSP ukuze bathenge leyo mpahla. I-Yahoo yayine-SSP enkulu, kodwa u-Jim wayivala eminyakeni embalwa edlule ukuze avune ukutshala imali kunkundla yesidingo, noma i-DSP, esebenza ngenye indlela: Umkhangisi uthi ufuna ukufinyelela inani elithile labantu, bese inkundla yenze izindali ezizenzakalelayo kuwo wonke amasayithi nezinhlelo zokusebenza ukubonisa izikhangiso. Lena imali enkulu - yindlela i-Google eyenza ngayo imali eningi kuwebhu, isibonelo.
I-DSP enkulu ayigcini nje ngokuletha izikhangiso kuwebhu noma ezinhlelweni zokusebenza, noma. Uzomuzwa uJim ekhuluma nge-CTV, emele ama-TV axhunyiwe. Zonke lezo zikhangiso ezinhlelweni zokusakaza-bukhoma? Ilethwa ama-DSP amakhulu, kufaka phakathi i-Yahoo, esebenza neNetflix neSpotify.
Kulungile: UJim Lanzone, i-CEO ye-Yahoo. Nazo-ke.
Le nhlolokhono ihlelwe kancane ukuze ibe yinde futhi icace.
UJim Lanzone, uyi-CEO ye-Yahoo. Siyakwamukela kusiqophisi.
Kuhle ukuba lapha.
Ngijabulile ukukhuluma nawe. Indaba yami yomuntu siqu igoqwe entweni manje osekuyi-Yahoo oyisebenzisayo. Ngake ngasebenzela i-AOL, eyaphihlizwa ku-Yahoo ochungechungeni lokutholwa. Ngiyazi ukuthi ucabanga kakhulu ngokuthi iyini i-Yahoo namuhla nekusasa lewebhu kanye nobudlelwano bayo namanethiwekhi amakhulu esisebenza kuwo sonke. Ngakho-ke ngicabanga ukuthi kuningi okumele sikukhiphe lapho.
Ngifuna ukuqala ngomlando wami womuntu siqu nge-Yahoo, ngoba ngaqala kubuntatheli bezobuchwepheshe e-Engadget ngo-$12 okuthunyelwe ngenkathi ingeka-AOL. Lesi kwakuyisikhathi esiyinqaba kakhulu kwabezindaba ukuthi lokho bekuyinto ongayenza. Futhi ngesonto eledlule, umemezele ukuthi uthengisa i-Engadget entweni ebizwa nge-Static Media. Ngifake phakathi kwaleso sinqumo sokuthengisa i-Engadget. Usanda kuthengisa i-TechCrunch. Kwenzakalani lapha?
Ngempela bekuwumkhiqizo wokugcina okungelona owe-Yahoo ukuthengiswa. Selokhu saphuma e-Verizon ngoSepthemba ka-2021, besisezinhlelweni zokulungisa iphothifoliyo nokuthi yini enengqondo ukuya phambili. Ngiyaqiniseka ukuthi sizokhuluma ngakho.
Kodwa lokho kubuyela emuva kokuthi, "Kungani sisekhona ngemva kwayo yonke le minyaka? Liyini ilungelo lethu lokuba khona? Liyini ilungelo lethu lokuwina?" Futhi ngempela indaba ende emfishane yalokho ibuyela emuva kumgomo wokuqala wenkampani: ukuba umhlahlandlela othembekile we-inthanethi. Ngo-1995, lokho kwakusho ukukusiza ukuthi utholeamawebhusayithi. Ngo-2026, kungasho zonke izinhlobo zezinto ezahlukene. Kodwa yilapho sinamandla khona. Yilapho sisaqinile khona ngemuva kwazo zonke izinto inkampani eyadlula kuzona eminyakeni edlule.
Lapho sifika lapha, kwakusekuningi nje okwenzekayo. Sinebhizinisi lenethiwekhi yokulethwa kokuqukethwe. Inkampani yayihambe kakhulu kuzo zonke izinhlobo zemidiya futhi yakude nomlando wayo njenge-aggregator kanye nendawo ezokusiza ukuthi uthole ukuthi ungaya kuphi kuleyo midiya. Futhi futhi, singakhuluma ngalokho esikucabangayo ngalokho. Kepha phakathi kwe-TechCrunch, Rivals, esiyithengisile, i-Engadget, nezinye izakhiwo eziningi ezincane, ekugcineni ne-AOL, sayithengisa emuva ku-Q4, ngakho-ke ngakolunye uhlangothi, imayelana nokugxila. Futhi ngakolunye uhlangothi, uma kuziwa ezimpahleni ezifana ne-TechCrunch ne-Engadget, uma ucabanga ngalokho esikwenzayo ngenkathi senza imidiya, kuwukunikeza ngempela umongo wemikhiqizo esiyisebenza kulezo zigaba. Asiyona indawo yokuya kuzo izindaba ezisematheni. Futhi yingakho i-Engadget ne-TechCrunch bathola amakhaya, kuzo zombili izimo, imindeni yemikhiqizo okungenzeka ukuthi igxile kubuchwepheshe noma igxile kwabezindaba futhi yenza ngempela lolo hlobo lobuntatheli, okungelona ngempela okwenziwa yi-Yahoo.
Ngifuna ukumba kulokho ngethuba elilodwa nje elengeziwe. Ngicabanga ukuthi "asiyona indawo yezindaba ezihamba phambili," ene-valence ehlukile uma ukhuluma ngalokho kumongo wezemidlalo nezezimali.
Ukukhiqiza lezo zindaba noma ezithokozisayo lezo zindaba, akunjalo? Ngokuqhathanisa nokuba i-aggregator yabanye abantu abakwenzayo.
Lesi esinye isiqeshana engifisa ukwazi ngaso. I-Yahoo ithenge i-Artifact, okwakuwuhlelo lokusebenza lwezindaba oluhle kakhulu olunamandla e-AI olwaqalwa abasunguli be-Instagram. Ngike ngakhuluma noMike Krieger noKevin Systrom ngalokho eminyakeni edlule. Esinye sezizathu esenze ukuthi baphume kulelo bhizinisi futhi balithengisele i-Yahoo kwakufana nokuthi, "Ayisekho iwebhu eyanele yokuhlanganisa. Izindaba ezikuwebhu ziyinto ewohlokayo futhi empeleni zonke izenzo zisemphakathini. Futhi njenge-Artifact, besingenakho ukufinyelela kuzo zonke ezinye izinkundla zokuxhumana."
I-Yahoo iyi-aggregator. Ngike ngikuzwe usho lokho ngaphambilini. Yilokho okushoyo manje. Inani lapha lihlanganisa yonke into futhi linikeze izethameli. Ingabe uphelelwa iwebhu ukuze uhlanganise? Ngoba lokhu, kimi, inkinga echazayo okwamanje.
Sikuthanda kakhulu lokho. Futhi nginesiqiniseko sokuthi sizokhuluma ngenjini yethu yokusesha ye-AI esiyethulile, kodwa leyo yingxenye enkulu yethisisi ngemuva kwalokho. Inani lethu eliyinhloko lalowo mkhiqizo lenziwa kahle ngabashicileli kuwebhu evulekile.
Kepha empeleni ngicabanga ukuthi udaba lwabo olukhulu nge-Artifact bekuyizethameli, okuyinselelo abantu abaningi abanayo. Kunzima ngempela, ikakhulukazi ezindabeni, ukwakha izethameli zesikali, kungaba ngo-2024 lapho sithenga i-Artifact noma namuhla. Futhi ngakho-ke bekuyisizinda somsebenzisi esincane kakhulu somkhiqizo omuhle kakhulu. Futhi lowo mkhiqizo ubuyi-aggregator. Ngicabanga ukuthi empeleni ifinyelele imithombo eminingi. Sishaya okuningi nge-Yahoo. Izinkulungwane zabashicileli.
Ukuba namadili aqondile nabashicileli ukuze okuqukethwe kwabo kuhlanganiswe nathi empeleni kube yingxenye yomlando wenkampani ebuyela emuva emashumini amabili nangaphezulu. Sibathumelela ithrafikhi, futhi ezimweni eziningi, sabelana ngemali engenayo. Lokho bekulokhu kuyingxenye yomlando we-Yahoo nalokho ekwenze kahle. Ziningi izinto ezingazange zenzeke, ezingazange zihambe kahle. Kodwa ngesikhathi singena enkampanini, lapho isaqinile khona yilapho besisakwenza khona lokho emikhakheni ebibalulekile.
I-Artifact bekuwukuvuma kwethu ukuthi lokho esikuzuze njengefa kwakungeyona into ehamba phambili yokuba umkhiqizo omuhle kuleso sikhala. Sonke sasingabalandeli be-Artifact; Nganginjalo, ngokwami. Imvamisa, uma wenza ukuthola okunjalo, ubaguqulela ku-Borg, kubumama. Senza okuphambene. Empeleni sisanda kufaka ilogo ye-Yahoo kuhlelo lokusebenza lwe-Artifact futhi saqala lapho futhi savele savuma.
Enye yezinto i-Yahoo eyenza kahle kakhulu ukuthi sikhulu kakhulu. Sinezilaleli eziningi. Futhi singavula leyo hose yomlilo emikhiqizweni emikhulu uma siyakha. Lokho kuyingxenye yethisisi yethu yokuthi singalikhulisa kanjani leli bhizinisi, okuvunyiwe ukuthi kube noshintsho olukhulu.
Lokhu kungaphambi kwesikhathi sakho, kodwa ngenkathi siqala i-The Verge ngo-2011, isivumelwano sethu sokuqala esikhulu sokuthengisa kwaba ne-Yahoo futhi ipayipi lethu lokuqala elikhulu lomlilo wethrafikhi kwakuyi-yahoo.comikhasi eliyisiqalo. Futhi ngangihlala ngizama ukuthola ukuthi yiziphi izindaba ezizobekwa lapho. Nganginazo zonke lezi zingxoxo. Ngokuyisisekelo, impendulo ithi, "awusoze wazi." Ngakho-ke senza konke lokhu kuhlaziywa kwedatha futhi sathola ukuthi i-algorithm ye-Yahoo yayizithanda izindaba ngezinhlanzi. Angidlali. Kwakuyizinhlanzi ngokoqobo.
Ngiyakukholwa lokhu.
Futhi ngoLwesihlanu, ngenxa yokuthi ngivela eWisconsin, besizoba noLwesihlanu Lwezinhlanzi e-The Verge futhi sizocinga izindaba zobuchwepheshe bezinhlanzi futhi siqoqe yonke le thrafikhi ye-Yahoo. Futhi lokhu cishe kunomthelela omkhulu ekucabangeni kwami mayelana nendlela yokuqhuba impahla yemidiya, ngisho namanje ngo-2026. Njengoba akufanele wenze lokho.
Konke kumayelana nezinhlanzi.
Kulungile. Yebo. I-Verge iyashaqisa ngezinhlanzi ngaphansi kwazo zonke. Imayelana nezinhlanzi ngempela. [ehleka]
[ehleka] Yebo. Yebo.
Umcabango wawuthi, "Uma ngidlala le-algorithm, ekugcineni izohamba. Lokhu akukwazi ukusimama. Ngakho-ke kufanele sakhe okuthile okuzinzile ngokwazo futhi siqoqe yonke i-algorithmic traffic endleleni." Lokho kusengumbono wami wezwe: Singajaha i-SEO, kodwa i-SEO iya kubantu. Singajaha noma yikuphi ukuthambekela kwe-Instagram futhi sishintshe sisuka Ezindabeni siye ku-Reels, sibuyele ku-carousel, noma yini u-Adam Mosseri afuna siyenze, kodwa lokho akwenzeki.
Ngibuza lo mbuzo mayelana nama-aggregators kanye nokudayisela amagumbi ezindaba ngoba ngiyazibuza ukuthi i-Yahoo njengesihlanganisi sezithameli ingasimama yini kulawo magumbi ezindaba. Ngoba engikubonayo ukuthi i-Google njengomthombo wethrafikhi iyahamba. I-Twitter noma i-X ayisathumeli izixhumanisi kunoma ubani, ngakho njengomthombo wethrafikhi, lokho kuyahamba. Ukudluliselwa ezindlini zezindaba kuyehla.
Futhi uma ubheka nje isimo sendawo yonke, imidiya yezobuchwepheshe iyancipha. Imidiya iyancipha. Amaphephandaba ayavalwa. Kuleso sikhundla njenge-aggregator, uyacabanga ngalokho okuguquguqukayo? "Uma singazinzile, empeleni ngeke sibe nezinto ezanele zokuhlanganisa"?
Bheka, i-Yahoo ithole ngokucacile okuthile ekubeni i-aggregator phakathi neminyaka edlule, ngakho-ke angisho ukuthi iyazidela ngokuphelele. Kodwa ukubuyela emuva ekuqaleni, indima ye-Yahoo bekuwukusiza abantu bathole amawebhusayithi, akunjalo? Bese kuba izinhlelo zokusebenza, bese kuba izindaba ngokuhamba kweminyaka. Kodwa sikuthathele phezulu lokho lapha, ukuthi kungumsebenzi wethu ukusiza ukuthumela ithrafikhi ezansi nomfula, ukukusiza ukwakha lolo hlobo. Sisendaweni efanayo. Ngisho, sine-SEO futhi sisesimweni esifanayo. Futhi-ke ngokujabulisayo, ngaphezu kwama-70% wokuvakasha kwethu kuqondile. Futhi sakha lolo hlangothi lwebhizinisi.
Ngakho-ke ngiyakuqonda okushoyo, futhi ngicabanga ukuthi kusengozini. Ngicabanga ukuthi ama-LLM ayisizathu esisodwa esikhulu esenza asongelwa, futhi imodi ye-AI ku-Google iyinselelo enkulu kakhulu. Cishe kuwuphayi esibhakabhakeni, kodwa nginomlando othile ekusesheni futhi ngike ngakubona lokhu kwenzeka ngaphambili ngezinto ezithile ezakhiwe yiqembu lami.
Ngilungile uma imboni ikopisha ezinye zezinto esisanda kuzenza nge-Yahoo Scout, lapho siye sagqamisa ngenhloso futhi saxhumanisa ngokucacile futhi sagoba emuva ukuze sizame ukuthumela ithrafikhi eyengeziwe ezansi nomfula kubantu abadale okuqukethwe okugaywe ama-LLM ukuze sakhe izimpendulo abebezinikeza ngama-chatbots. Okwethu kubukeka kufana kakhulu nosesho lwendabuko futhi luqhutshwa yindima. Akuyona i-chatbot ezama ukwenza sengathi ungumuntu futhi ube umngane wakho.
Ngaphandle kodaba lwezikhangiso, esingabuye sikhulume ngalo. Leso sikhangiso sikaClaude, leso sixhumi esibonakalayo esine-chatbot, asikwenzi lokho. Kodwa sixhumanisa ngokusobala okuningi kubashicileli. Siyethemba ukuthi hhayi kithina kuphela, kodwa nakwezinye izinjini ngokuzayo, lokho kuzoba ukusebenzisana komsebenzisi kwalezi zinto. Labo bashicileli bayakufanelekela, futhi ngeke sibe nokuqukethwe esingakudla ukuze sinikeze izimpendulo ezinhle uma abashicileli bengaphilile.
Empeleni ngicabanga ukuthi i-Google ngabe ihlanganiswe nesixhumi esibonakalayo esicishe sifane kakhulu ukube bebephume kuqala esangweni. Lapho i-ChatGPT ibahlula ukuze bamakethe, nokho lokho kwenzeka, kwadingeka badlale ukuze bagweme abantu ukopha ku-ChatGPT. Ngiyazwelana nokuthi kungani bekwenzile, kodwa ngiyethemba ukuthi akukho lapho imboni iphelela khona.
Ungabona i-Google ihamba kulayini onzima manje nomshicileli wayoubudlelwano, nokuthi zingaki izixhumanisi emiphumeleni yabo, ukuthi zihlanganisa kanjani ukukhangisa. Kuthokheni efanayo, ungabona i-ChatGPT ne-OpenAI zihamba ngomugqa oyinkimbinkimbi futhi, akunjalo? Abakaluqondi kahle ulwazi lwabo lokukhangisa.
Kodwa baphelela lapho, ngiyacabanga, hhayi ngengozi. Zakhiwa abacwaningi. Futhi ngakho-ke, i-interface yomsebenzisi yokuqala yayinenqwaba yezingcaphuno. Kubukeka sengathi kukhona umuntu enyuvesi obhale iphepha locwaningo. Sasekela kulokho ekubeni yi-interface yokuthi lokhu kufanele kubukeke kanjani ngengozi. Kodwa akuyona indlela okufanele ibukeke futhi isebenze ngayo ukuze unikeze izimpendulo ezinhle. Ngicabanga ukuthi singenza okwengeziwe ukuthumela ithrafikhi ezansi nomfula, futhi sizamile ukwenza lokho. Kusesekuseni, ngakho-ke mhlawumbe lokho kuzophelela emikhiqizweni eminingi. Kudingeka ngempela, ukuze ukukhangisa kusebenze.
Ngicabanga ukuthi lowo omunye umbuzo wami lapha. Ngiyazi ukuthi kuningi okwenzile ngasohlangothini lokukhangisa lwebhizinisi. Uthengise izingcezu ezithile, ucabange kabusha ezinye izingcezu. Ngifuna ukuza kulokho. Kodwa ake ngibuze mayelana nalolo shintsho lokuthumela ithrafikhi phansi komfula. Lokho akukhona okwenziwa yinoma yimuphi wabancintisana nabo. Babambe i-traffic eyandayo ngaphakathi kwezingadi zabo ezibiyelwe ngezindonga. Badala amafomethi engeziwe. Bonke bahlangana ekubeni ividiyo yokuskrola. Uyakubona nje, akunjalo? Yonke into iphenduka inkalankala ekugcineni nge-convergent evolution.
Awuzange neze ukwenze lokho. Kukhona izingcezu zayo ezimpahleni ze-Yahoo, kodwa awukayithathi ngokugcwele indlela yokuthi, "Kulungile, sizoyivala le ingadi. Sizothenga okuqukethwe. Sizokubeka lapha. Konke kuyisipiliyoni esisodwa bese singakushintsha noma kanjani esifuna." Ubonakala uzibophezele ekuthumeleni ithrafikhi ezansi nomfula. Kuvelaphi lokho? Ingabe lokho kumane kuyinkolelo yomuntu siqu? Ingabe lokho kunengqondo? Noma ingabe sikhona isizathu sebhizinisi salokho futhi?
Ngicabanga ukuthi kungaba konke okungenhla kuleli cala. Singaba nje ukuba nguPollyanna ngakho noma sicabange ukuthi kuhlukile noma yini. Kodwa okokuqala, sicabanga ukuthi abantu bafuna ukwehla ngomfula baye kubashicileli. Okwesibili, sicabanga ukuthi empeleni ukwazi ukuhlola imithombo noma ukulandelela futhi siyothola ulwazi olwengeziwe kuyisidingo esiphezulu kakhulu sabasebenzisi. Kuwumongo esidingweni somsebenzisi ekusesheni, okuyilapho sidlala khona ngempela.
Asiyona imodeli yolimi enkulu. Ngeke sibe yindawo ozoyibhala ikhodi. Sethule ngempela iScout njengenjini yokuphendula. Ingxenye yalokho indima evamile yenjini yokusesha. Futhi sethula okuhlanganiswe nolwazi lwethu lwenjini yokusesha. Ngakho-ke kufana kakhulu nalokho kusukela ekuhambeni.
Kodwa futhi kuyinani eliyinhloko lemikhiqizo yethu, ngokuqinisekile. Kudingeka sicabange kabusha okuningi. Ikhasi eliyisiqalo le-Yahoo esalizuza ngo-2021 liye lakhukhuleka eminyakeni edlule lafinyelela ekubeni i-clickbait newsfeed kakhudlwana futhi kude nokuba ingosi, futhi nginozwela olukhulu ngendlela lokho okwenzeka ngayo. Singakwazi ukumba yonke indlela emlandweni wenkampani. Ngicabanga ukuthi ibuyela emuva esonweni sokuqala sokunikeza ukusesha ku-Google, okuyilokho okwenzekile. Kuyigama elingelona iqiniso ukuthi yashaywa yi-Google. I-Yahoo ayizange yenze nokusesha. Benza isivumelwano sebhizinisi.
Kulungile. Inikwa amandla yi-Google.
Kungaba sengathi i-Google namuhla, kuwo wonke amakhasi wemiphumela yosesho, ixhunywe ku-ChatGPT enelogo ye-ChatGPT kanye ne-ChatGPT ekhokhelwayo ngalelo lungelo. Yilokho i-Yahoo eyanikeza i-Google ngoJuni 2000. Kusukela ngaleso sikhathi ukuya phambili, kwakuyinkampani edonsa kanzima ngokumelene namathrendi e-Google kanye ne-Facebook. Futhi-ke njengenkampani yomphakathi edonsa kanzima, kwaba nzima ukwenza izinqumo ezifanele. Kodwa phakathi naleso sikhathi, yasuka kulwazi lwephothali, engicabanga ukuthi abantu abaningi babeyazisa ngempela - cishe ababaningi njenge-Google ebaluleke kakhulu. Futhi ngakho kwaba nenkungu enkulu yempi lapho.
Ngesikhathi siyilanda, bekuyi-newsfeed ngempela. Futhi sicabanga ukuthi abantu bafuna usizo olwengeziwe ekhasini lethu eliyisiqalo. Bangehlela ezansi nomfula baye Ezindabeni noma Kwezemidlalo noma Ezezimali, kodwa kuleyo ndawo, ngakho-ke kuba ngaphezulu kokuhlanganisa.
Leso futhi isizathu esisodwa sokuthi kungani uzobona ividiyo yefomu elifushane, ngoba lokho sekuyindlela evumelekile yokusebenzisa izindaba nolwazi. Kodwa sicabanga ukuthi ukuhlanganiswa yinto abantu abayifuna ngempela kithi. Futhi ukwenza lokho kahle, ngeke sibe yithina esizenzela konke okuqukethwe. Kufanele sibambisane nabashicilelifuthi ubathumele traffic.
tAbazange bacele imvume yokuqukethwe okungene kumamodeli olimi olukhulu lokuqala. Nanamuhla, wonke umuntu usadinga i-Google ukuze aphume lapho. Ungacela abantu ukuthi bayeke ukukukhasa, ungathumela ukuthi uyeke, kodwa kunzima kakhulu ukukuvimba. Kodwa kuleyo nguqulo yasekuqaleni yemodeli ngayinye yolimi olukhulu, okuqukethwe kusanda kuthathwa. Futhi yebo, ngicabanga ukuthi lokho bekungalungile.
Isizathu sokuthi ngiphokophele kulokhu kanzima, esinye, ngicabanga ukuthi kuyaqabula ukuzwa i-aggregator ikhuluma mayelana nokuhlinzekwa ngale ndlela. Akwenzeki kaningi. Futhi bonke oqhudelana nabo abakhulu, oyedwa, bonke bavotele ividiyo. Noma ngayiphi indlela, baye baphendukela kuvidiyo. Kodwa uma ubheka ama-aggregators amakhulu, futhi abukeka njengezinkundla zokuxhumana ingxenye enkulu, awakhokhi lutho ngokuqukethwe kwawo.
I-Instagram ayikhokhi lutho kubagqugquzeli be-Instagram. Konke kungamadili omkhiqizo phezulu naphansi. U-X unanoma yikuphi ukwabelana ngenzuzo u-X okwenzayo, kodwa kuyaxaka futhi kugqugquzela izinto ezixakile kangangokuthi angicabangi ukuthi zibalulekile kubashicileli. Amanani e-YouTube ayehla. Uma ubuza abantu abenza i-YouTube Shorts, abenzi imali eyanele ku-YouTube. I-dynamics ye-Google, i-Google ayizange ikhokhele okuqukethwe. Isono sokuqala sebhizinisi lokushicilela kwakuyinkolelo kaJonah Peretti yokuthi angahamba kakhulu nge-BuzzFeed kangangokuthi i-Facebook yayizophoqeleka ukuthi imkhokhele imali esimweni esithile se-cable carriage deal engakaze yenzeke.
Bonke laba bamemezeli bashayeke ngandlela thize. Bonke bafikile, "abasebenzisi bazosenzela izinto mahhala." Zonke lezi zinkampani zibekwe ngendlela ehlukile, ziqhudelana ngezindlela ezihlukene, kodwa uma uzibheka nje bese uhlaba amehlo, zonke zifana nokuthi, "Akufanele sikhokhe lutho, ngoba abasebenzisi bazowenza amavidiyo mahhala. Kukhona ibutho lentsha elizovela lapha kungakhathaliseki ukuthi senzani."
Futhi uthi, "Cha, kufanele sikhokhe imali yokuqukethwe okuvela kwamanye alawa magumbi ezindaba ngoba kunesidingo sabasebenzisi." Isebenza kanjani leyo maji kuwe? Uphi wonke umuntu owenza imali lapha?
Nokho, kithi, kukhona amasheya rev. Ngakho-ke asibhali isheke lokuba umnikazi wokuqukethwe. Inkontileka yethu yezenhlalo ngempela. Futhi khumbula, ukusesha bekunenkontileka yokuxhumana nabantu, okungukuthi, "usivumele sikugaqe, bese sizoba namazwibela, bese sizokuthumela ithrafikhi." Futhi ekusesheni, yilokho esizama ukubuyela kukho futhi sibuyisele imboni kukho.
Kuyo yonke i-Yahoo, ngingasho umehluko ukuthi, kuyo yonke imikhiqizo osanda kuyiqamba, abashicileli bakha okuqukethwe okungajwayelekile okwaleyo nkundla - i-tweet, okuthunyelwe kwe-Instagram, ividiyo ye-YouTube - ngethemba lokuthi uzohlanganisa ababukeli lapho futhi/noma bazoqala ukwakha umkhiqizo ukuze bakubuyisele endaweni yakho.
Esimweni sethu, udla okunye kwalokho okuqukethwe nomkhiqizo wakho lapho, njengoba wazi kusukela ezinsukwini zezinhlanzi, bese kukuholela phansi komfula. Ngakho-ke imodeli ehlukile nje. Futhi kumodeli yethu, kuningi kakhulu okuqukethwe umshicileli, ngokumelene nawe ukungenzela umkhiqizo, okuyinto ngempela wonke umuntu akwenzayo kuyo yonke indawo.
Ake ngivele ngibuyisele lokhu ku-Engadget naku-TechCrunch ngethuba elilodwa futhi. Bese ngifuna ukukhuluma ngendlela oyihlele ngayo i-Yahoo futhi, ikakhulukazi, ukuthi wenzani ngasohlangothini lokukhangisa, ngoba nginelukuluku lokwazi lapho. Ingabe ucabanga ukuthi njengoba uphuma kulesi sikhala lapho uqhuba amagumbi ezindaba namaqembu okuhlela, ukuthi lezo zakhiwo zezindleko zinde kulo mhlaba? Ngeke kube yizivumelwano zokuthengiswa kwe-Yahoo ezisekela zonke izingosi zezindaba zomhlaba, akunjalo? Kufanele kube nesethi enye indlela yokwenza imali, enye isethi yemali engenayo, okunye ukuhlukahluka.
Ubusebenzisa lawa mabhizinisi. Ukhethe ukuphuma kukho. Ingabe kungenxa yokuthi awuzange ulibone ithuba lebhizinisi labo? Noma ingabe ubungafuni ukuhlasela lezo zinkinga?
Okuqukethwe okudalayo kanye nesakhiwo sezindleko salokho kufanele kuhambisane nohlobo lokukhangisa oludonsayo. Ngakho-ke uma konke kuwuhlelo, awukwazi ukusebenzisa i-premium noma ukukhiqiza i-premium. Amabhizinisi endleleni athole uhlangothi olungalungile lwe-P&L yawo ngenxa yalokho. Basebenzisa i-premium futhi benza imali nge-CPM ephansi kakhulu. Akulungile ukusho ukuthi asikho kokuqukethwe, ngobauhlobo lokuqukethwe esikudalayo. Izinsika zethu ezintathu zomkhiqizo ziwukuhlanganisa okuphezulu, amasethi edatha yokuphathelene, nalokho esikubiza ngokuthi amahange komongo. Ngakho lokho kungukuqukethwe ngempela komongo.
Senza okuqukethwe okuningi kwezemidlalo. Senza amahora angu-60 ngeviki manje ngevidiyo yokuqala. Into efanayo kwezezimali. Kade sakha lowo msipha. Sine-podcast yokuqala ye-NBA noKevin O'Connor. Sine-podcast yokuqala ye-MMA no-Ariel Helwani. Senza okuqukethwe okuningi. Kodwa akukona okuqukethwe kwezindaba.
Lapho ngifika lapha, saba nentatheli ye-White House. Besiqhudelana ne-Associated Press, futhi yilokho ebesikufuna ngempela ukuphuma kukho. Uma ucabanga nge-TechCrunch, isho khona lapho esibanjeni ku-Twitter. Kwaba sengathi, "Sithumelele ama-scoops." Futhi babeyizindaba ezihamba phambili, ngezinye izikhathi ngathi, okuyinto efanelekile.
Kodwa ngiyakhumbula ukuthi babekwenza lokho nangezinsuku zikaTim Armstrong. Futhi lokho kuhle. Kodwa akulona nje uhlobo lokuqukethwe esikukhiqizayo. UShams Charania kwezemidlalo kanye no-Adrian Wojnarowski ngaphambi kwakhe ku-NBA, baqala e-Yahoo ngaleso sikhathi. Futhi sivele sacabanga ukuthi, bheka, lezo zindaba zizovela futhi zizosatshalaliswa ngokushesha okukhulu, futhi ngokuvamile ngeke uthole isikweletu ngazo ku-ESPN. Ngeke basho njalo ku-SportsCenter ukuthi lezo zindaba zenzeke kuphi. Bese kuthi-ke, bese bephetha ngokuntshontsha labo bafana futhi babakhokhele amaRandi ayizigidi eziyishumi ngonyaka. Ngakho kufana nomdlalo esinqume ukuthi akuyona into abantu abeza kithina ngempela. Kungcono kakhulu ukuba i-aggregator, bese singanikeza umongo omuhle kakhulu.
Kwezemidlalo nakwezezimali, kuphinde kwehluke kancane ngoba asigcini nje ngokuhlanganisa, kodwa sinemikhiqizo ebaluleke kakhulu, njengenganekwane. Singesinye sezinkundla ezimbili eziphezulu kweyokuqala kanye neFantasy nezemidlalo. Sinayo yonke le midlalo emisha ye-Fantasy ebesiyethula. Futhi-ke, kwezezimali, siseyinombolo yokuqala yokulandelela iphothifoliyo yakho nokuthola ucwaningo nolwazi ngayo. Kungakhathaliseki ukuthi u-Brian Sozzi nethimba lakhe kwezezimali, noma i-KOC kanye nalezo zinto Kwezemidlalo, sinikeza umongo wezenzo ozobe uzenza kulezo zimo.
Ungakhathazeki. Sizofika ekungqubuzaneni kwezemidlalo nezezimali ngomzuzwana owodwa lapha.
Lena indawo enhle yemibuzo ye-Decoder. Empeleni ngifuna ukukubuza lokhu. Usuyi-CEO isikhashana manje. I-Yahoo idlule kuzo zonke izinhlobo zokusonta. Ngesinye isikhathi, yacwiliswa kokuthile nge-AOL e-Verizon ebizwa ngokuthi i-Oath, eyayidida kakhulu. Ube yi-CEO ngemuva kokuthi i-Apollo Global ithenge inkampani. Kuyifemu yangasese yamasheya. Bambalwa kakhulu abantu abake bacabange bodwa, "Kufanele ngibe yi-CEO ye-Yahoo," bese ngixoxisana ngalowo msebenzi. Ngidlulise kulokho. Yayiyini iphimbo? Ingabe wenze idekhi? Isebenze kanjani?
Kwakuhluke kakhulu, empeleni. Bayithenge ngoMeyi 2021. Yavalwa ngoSepthemba 2021. Futhi bakhulume nabantu abaningi abahlukene kulo mkhakha, abantu enibaziyo, engibaziyo, mayelana nokukhuthala ku-Yahoo nokuthi kufanele yini bayithenge. Ngancintisana ne-Yahoo ngaso sonke isikhathi somsebenzi wami. Ngangazi wonke amaqembu aphezulu. Ngabhekana nazo ngqo phakathi neminyaka edlule. Bengizobambisana nabo ezintweni ezithile phakathi neminyaka.
Ngangihlale ngicabanga ukuthi kwakungumzukulu wabo bonke abaguqukayo, futhi ngibe yingxenye yabambalwa babo. Ngisanda kuthanda ukuzenza. Futhi endabeni yami, ngangifuna ukubalekela emlilweni. Ngangisengqondweni yami ukuthi kwakuyinto enkulu ongayenza uma ungayithola ngentengo efanele, .
Lapho leso sivumelwano sesivaliwe, ingxoxo ngokushesha yaphendukela ekutheni ngingathanda yini ukuyiqhuba. Futhi nganginjalo. Ngakho-ke lalingekho i-pitch deck ngaphandle kweseluleko sami nokokufaka endleleni yokuyithenga. Kwase kuthi-ke ngalelo hlobo, ngaphambi kokuba bavale, kwaphetha ngokuthi kube ukuxoxisana kwami ukuthi ngizoyiqhuba. Bengikwezinye izinkampani lapho sasizitshela khona ukuthi, "O, ngifisa sengathi singathatha iqembu lethu eliphezulu siye lapho futhi siqhudelane nalo ngalezo zimpahla. Ake sibone ukuthi umjaho wama-Olympic uhamba kanjani." Besifuna ukuzama lokho.
Kwaphela cishe iminyaka engu-30 kwenziwa. Ngangiyithola ngesikhathi esihluke kakhulu kunalapho ngayithola ngo-2010noma ngo-2005 noma ngesinye isikhathi. Kodwa izimpahla zazisenamandla ngokwedlulele. Futhi yebo, ngiyayiqonda futhi ingxenye yombuzo wakho, okuyi-PE. Futhi ingabe abantu abasesikhundleni sami ngokuvamile bafuna ukwenza lokho?
Ngike ngaba usomabhizinisi. Ngiqale izinkampani ezimbili. Ngisebenzele izingcweti zemidiya. Ngenze zonke izinhlobo zezinto. Futhi umbono wami kulokho nje, ufanele njalo ukhonze omunye umuntu; ibhodi lakho, yizimakethe zomphakathi, ungumphathi oqinile, noma ngabe ungubani. Futhi ngazizwa njengoReed Rayman, owayenguzakwethu e-Apollo owenza isivumelwano, wayeyindoda ehlakaniphe ngempela, elungile ngempela, nokuthi sizoba ozakwethu abahle ngempela, noma ngabe ukulingana kwangasese kuyimbangela yakho noma i-VC noma omunye umuntu.
Hhayi-ke, empeleni, ake ngikubuze ngocezu lwayo lwe-PE, ngoba uqinisile ukuthi nginelukuluku lokwazi ngalokho. Imvamisa, inkampani ye-PE ithenga impahla eyehlayo ukuze ivele iyigibele endleleni eya phansi. Konke osukhulume ngakho kuze kube manje ukukhula, akunjalo?
Ingabe banikeze imali eyanele ukuze utshale kabusha ebhizinisini, noma ingabe uvele uhambise imali ngokusikeka nangokusatshalaliswa kabusha?
Ngingasho izinto ezimbili. Enye ukuthi empeleni bebehlinzeka ngemali enkulu. Eqinisweni, bengisemhlanganweni namhlanje ekuseni lapho bebenikela ngemali yokwenza izinto ezinkulu ebesikhuluma ngazo.
Ingabe umculo othusayo udlala uma inkampani yangasese ikunikeza imali?
Cha. Uma uhlangana noReed, ubungeke ucabange kanjalo.
Ingabe kufana nommeli kasathane?
Cha. Sineqembu lesivumelwano esingenjalo nhlobo. Futhi angazi ngenye i-PE… angikaze ngisebenze namanye amafemu e-PE.
Impela.
Cha, bebelokhu befuna ukushwiba kakhulu. Uma ubuyela emuva lapho ngiqala, kwakuseyinhliziyo ye-Covid kanye ne-crypto boom nama-stonks, futhi kwaba nenkathi eyodwa ye-boom, bese izinto zoma kancane, kwase kuba i-AI boom. Sidlulile kulokhu. Futhi ngakho-ke esikubhekile ukukwenza ngaleyo mali kwehlukile. Sesiqedile ukuthenga izinto ezincane endleleni esikhundleni sezinto ezinkulu, kodwa besilwela kakhulu izinto ezinkulu futhi sizama ukwenza lokhu kube umphumela omkhulu kakhulu endleleni.
Sijwayele ukuzenzela uphethiloli. Ngakho-ke ngiyakwethembisa ukuthi akukho nokwehliswa nokukodwa lapha okungakanqunywanga ngobuchule iqembu lami, kwaya ku-Apollo, futhi lathi, “Heyi, sizokwenza lokhu.” Savala izingxenye ezimbili zobuchwepheshe bezikhangiso ezinkulu ezilahlekelwa yimali zenkampani, futhi yilokho kuphela ithimba lethu elizama ukwenza lokho. Ngakho-ke, ngingathi, sinenzuzo yokwenza inzuzo kakhulu, futhi asidingi ukwenza idola ngaphezu kwesabelomali sethu ukuze sanelise onkulunkulu be-PE. Kuvunyelwana ngakho minyaka yonke ohlelweni lwethu lokuhlela ukuthi lokho kuzoba yini.
Futhi lapho senza izinguquko enjinini yemali engenayo, kwaba yidayisi elincane lapho unyaka. Leso kwakuyisimo "se-Indiana Jones esithathe indawo yegolide" futhi kwadingeka bathathe igxathu lokukholwa nathi kulokho. Kodwa asikaze senze izivivinyo zokunciphisa izindleko eziqhutshwa yi-PE noma yini okwamanje.
Ngibone isicaphuna esivela ku-Apollo sithi i-Yahoo iyimbuyiselo esheshayo yokutshalwa kwezimali abake baba nayo. Ngiyazi ukuthi uyinkampani yangasese. Iyini leyo mbuyiselo? Ingabe kunenzuzo enempilo? Ingabe yidola nje elingaphezu kwalokho abalisebenzisile?
Cha, kunenzuzo kakhulu. Futhi bheka, asiyivezi imali engenayo, kodwa iyizigidigidi. Leyo nombolo isuke ihamba njengoba ngikhiphe imali eningi embi ngalezo zinkampani zobuchwepheshe bezikhangiso ezishayela umugqa ophezulu kodwa hhayi okuningi okuphansi. I-AOL yayiyimali engenayo nenzuzo eningi futhi eyaphuma.
Kodwa kuyizigidigidi zemali engenayo. Inenzuzo enkulu. Akunanzuzo ngedola. Enkampanini ekhokhe ngempela intengo yokuba inkampani yomphakathi edonsa kanzima isikhathi eside, yaqondana nezimbangi ezinkulu ezifika zizodla isidlo sayo sasemini, kube kuhle ukuthi sibe ngasese endleleni, kungakhathaliseki ukuthi singabanikazi be-PE noma cha, ukuze sikwazi ukwenza eziningi zalezi zinguquko. Isendaweni enempilo kakhulu ngokwezezimali.
Ake sikhulume ngalezo zinguquko. Empeleni ngizokubuza imibuzo emibili ye-Decoder ngokulandelana okuphambene kunalokho engivame ukukwenza. Wenze izinqumo eziningi. Akuzwakali sengathi wake wahlala phansi wavula i-Google Amadokhumenti wathi, “Uma ngisebenzisa i-Yahoo…” futhi ngenza uhlu lwezinhlamvu. Kodwa wenze izinqumo eziningi,okuhlanganisa izinqumo zokuphuma kwamanye amabhizinisi. Uzenza kanjani izinqumo? Luyini uhlaka lwakho?
Ngemva kokubuka i-podcast yakho isikhathi eside, ngangazi ukuthi lowo mbuzo uyeza, futhi ngangingafuni ukuqhamuka nempendulo ethize. Ngoba ngizwile okunye, futhi kuzwakala sengathi bazama ukubhala isahluko sikaPeter Drucker noma okuthize. Ngeke nje ngizame ukwenza lokho.
Ngiyi-CEO engalungile yenkampani yesofthiwe yebhizinisi. Ngiyi-CEO engalungile yenkampani yokudla. Kepha ngenze i-inthanethi yabathengi wonke umsebenzi wami. Sengiziqalile, ngithathe ezinkulu, ngibone konke obukubona kulo mkhakha. Futhi kulula kakhulu ukwenza izinqumo. Ngicabanga ukuthi kunzima ukuthola ulwazi ngakho. Ngicabanga ukuthi iqembu lami lingakutshela ukuthi ngiyashesha ukuthatha izinqumo. Ngingathanda ukuthi bazenzele ngokwabo, futhi singakhuluma ngesakhiwo senhlangano nokuthi kungani kunjalo. Ngingumhleli oyinhloko ngokwami ngokwenzeka lapha.
Uhlaka lukhona nge-lens yomsebenzi wethu. Anginayo isethi yamanani e-Enron odongeni, njengobuqotho, lokho akusho lutho. Nathi sinombono ngalokho. Ngakho akunjalo ngempela ukuthi kwenzeka kanjani. Kodwa empeleni kungenxa yokuthi kungani silapha, lokho esizama ukukwenza, ukuthi liyini uhlelo lwethu lonyaka.
Umsebenzi wami ekupheleni kosuku ukukhula. Ungagqoka lokho nganoma iyiphi indlela othanda ngayo. Umsebenzi wami lowo. Ngicabanga ukuthi lowo ngumsebenzi wanoma iyiphi i-CEO, noma ngabe uyinkampani ye-Series A.
Futhi ngakho-ke leyo lensi yalokho esizama ukukwenza kulula kakhulu. Siyazazi ukuthi singobani nokuthi kufanele sibe yini. Futhi siyazi ukuthi uyini umgogodla wencwadi kanye namakhasi aqala ukuphuma kulokho njengoba siya phambili. Iminyaka emibili yokuqala ngilapha, kwakuyinkathi yenguquko. Bekungagcini ngokusithola nge-Covid nakho konke lokho futhi kukhishwe e-Verizon, empeleni bekufanele siyisekele le nkampani. Asifani ne-Yahoo. Lena inkampani entsha - leyo, u-PS, [umsunguli wangempela we-Yahoo] uJerry Yang atshale imali kuyo, wayengomunye wabatshalizimali bethu - esabuyisela igama elithi Yahoo.
Wonke umsebenzi wokuguqula owenzeka eminyakeni embalwa yokuqala ufinyelele eqophelweni lapho ungathola khona ilungelo lokuqala ukuthuthukisa imikhiqizo futhi. Ngoba ekugcineni kosuku, siyinkampani yomkhiqizo futhi lezi zinto bekungafanele zimunce, ingasaphathwa eyokuba zinhle.
Futhi manje, sesingenile, ngingasho isigaba sesithathu, esiqala ukudubula emapalini. Futhi ngakho-ke izinqumo zizohlala zihlukile njengoba udlula kulezo zigaba.
Lona omunye umbuzo. Ukhulume kakhulu ngokwakha kabusha inkampani, ukususa izingcezu obungasazidingi. Ihlelwe kanjani i-Yahoo namuhla futhi ufike kanjani ezinqumweni ezikulethe kuleso sakhiwo?
Isakhiwo se-conglomerate noma iphothifoliyo. Ngahlehla ngephutha esakhiweni eminyakeni edlule kwenye inkampani. Lokhu empeleni kuyinhlangano yesine engibe yingxenye yayo, ngiqala nge-IAC, ethenge i-Ask Jeeves emuva ngosuku.
Unesikhumba esiwugqinsi mngani wami.
Kuleso simo, bekuyizinkampani ezingama-60 ezazihlanganiswe ngokuthengwa, iningi lazo elingahlangene nhlobo. Futhi badlula enkathini yokuzama ukuyiguqula ibe yinkampani esebenzayo ene-backend evamile noJack Welch njengomeluleki,. Lokho akusebenzanga ngoba i-Ticketmaster yayingahlangene ne-Ask futhi ukusesha kwakungahlangene ne-LendingTree noma ibhizinisi lekhathalogi. Kwakukhona izingxenye eziningi ezihlukene ze-IAC ezazingafana nje.
Kepha ezinsukwini zami ze-CBS, zonke izinhlobo bekuyizinkampani ze-inthanethi zabathengi. Ekuqaleni, ngenxa yokuthi ngangihlala ngingumholi womkhiqizo noma umsunguli, ngangiyingulube e-slop. Ngathi, "Oh, kuhle. Lawa mabhrendi angu-25 wonke angathola ukungibika, kuhlanganise ne-Fantasy. Ngiqale ukudlala i-Fantasy ku-SportsLine, futhi kulungile, sengizoqala lokho manje."
Futhi phakathi nonyaka, kwavele kwacaca ukuthi ngibambe yonke into. Angikwazanga ukuba nemibiko eqondile engama-25. Ngabahlela ngamaqembu afanayo, anabaphathi abajwayelekile abaphethe ibhizinisi ngalinye. Leso sakhiwo sasebenza kahle kakhulu. Saze sabiza lowo mbuso nombuso, ukuthi kwakukhona ababusi bazo zonke izifundazwe ababenomnotho wabo, ngokuvamile indawo yabo, isiko labo, futhi lokho kwakulungile. Futhi ezingeni likahulumeni, asikho isizathu sokuba nama-IRS amabili noma ama-FEMA amabili,kuzo zonke ezezimali kanye nezomthetho kanye nezabasebenzi kanye nezinye izinto.
Ngingakutshela nje, uyangibulala. Uyazi ukuthi yini ukuhlelwa kabusha kukaTim Armstrong e-AOL okwasikhuthaza ukuthi sonke sihambe siqale i-Verge?
Cha!
Kwakungamadolobha namadolobhana. Wabeka uphawu olukhulu phezu kwe-Engadget olwaluthi “Tech Town.” Futhi ngathi, "Kufanele ngiphume. Angikwazi ukuhlala e-Tech Town, mfo. Kufanele ngikhiphe ibheyili." Kodwa ngiyasiqonda isingathekiso.
Kuyahlekisa futhi, ngoba usho konke lokho, futhi leso yisakhiwo ebesinaso lapha. Ngizuze njengefa le nhlangano enkulu ye-matrix lapho kungekho muntu ophethe lutho. Kwakukhona inhloko yokuqukethwe kuyo yonke into. Kwakukhona inhloko eyodwa yomkhiqizo kuyo yonke into. Futhi okulahlekayo lapho awunabo ochwepheshe abagxile, obaqasha ukuthi babe yi-CEO yebhizinisi labo futhi bafuna lokho. Bonke abaphathi bami abajwayelekile banesizinda sezamabhizinisi futhi ngokuvamile banesizinda somkhiqizo. Bese befuna ukugijima. Kufanele uzivumele zigijime futhi zingasebenzi kahle emaphethelweni ngokuba namathimba azo onjiniyela, amaqembu azo okuklama, amaqembu azo okuqukethwe.
Bese sizobabela abantu kwezokuthengisa nokumaketha kanye ne-PR abangochwepheshe kuleyo ndawo, kodwa abafinyelela kumuntu omaphakathi. Futhi ngakho leyo modeli yasebenza kahle ngokumangalisayo, ngoba ungathola ukusebenza kahle kwangempela esikhungweni kanye nobuchwepheshe esikhungweni. Angicabangi ukuthi ukusebenza kahle yigama lomdlalo lapha. Kuwubuhle nokukhula. Ngakho-ke uqasha abantu abakhulu ukuthi benze lezo zinto, bese ngiba umhleli oyinhloko phakathi kwazo zonke lezo.
Futhi sinothando lokushisekela izwe kuzo zonke izinhlobo. Kulula kakhulu kwa-Yahoo lapho sinomkhiqizo owodwa omaphakathi. Kodwa lokho kuyisakhiwo.
Okunye engizokusho nokho wukuthi, ukwakheka akuyona yonke into. Futhi kulezi zinkampani ezinkulu, ungaba le-matrix enkulu ye-Borg noma ungaba imodeli ye-GM esiyisebenzisayo. Kwehla njalo kubantu. Ngicabanga ngokweqiniso ukuthi lapho ubona khona izinkinga, akusona nje isakhiwo, akuwona nje isiko owazuza njengefa, kungabantu ngempela nokuthi yini abanekhono kuyo. Uma ungaqashi ochwepheshe besizinda sangempela abane-EQ ephezulu futhi abangabalingani abahle ngempela komunye nomunye, uzoqeda nge-cesspool noma kunjalo, noma abantu abazi ukuthi iyiphi indlela yokugijima.
Abantu bakithi bahle nje. Lokho bekuyiqiniso enkampanini yokugcina, yingakho siphumelele ukwenza izinguquko, sabe sesifika eqophelweni lapho sethula khona imikhiqizo emisha eyaba isisekelo ngempela. Kuleso simo, bekuyi-CBS All Access, eyaphenduka iParamount Plus. Ubani obengacabanga ukuthi i-Yahoo izokwethula injini yokusesha ye-AI? Futhi sinakho okunye ukubheja esikwenzayo. Abantu bayilokho okufika phansi ngempela ekupheleni kosuku.
Ngiyazi ukuthi unezigaba ezintathu: Izindaba, Ezemidlalo, kanye Nezezimali. Ngitshele ngendlela ezisebenza ngayo ndawonye. Ngabe bobathathu labo benza noma yini abayifunayo, futhi phezulu, uthi, "Empeleni, sidinga injini yokusesha ye-AI edlula lezi zinto." Noma ingabe banamamephu emigwaqo emikhiqizo avunyelanisiwe? Kusebenza kanjani lokho?
Kholwa noma ungakholwa, akuzona ukwahlukana lezo.
Nalezo zihlukene. Ngakho-ke sine-GMs kuleyo naleyo. Abanye bakhuphukela kuMat Sanchez, i-COO yethu. Ngakho-ke unebhizinisi lasekhaya, ibhizinisi lokusesha, i-imeyili, okungukuthi, ngezindlela eziningi, ibhizinisi lethu lomlando elibaluleke kakhulu, kanye ne-DSP yethu, kanye nokwenza imali okudlula lokho, kulayisha kuMat. URyan Spoon uqhuba esikubiza nge-Yahoo Media Group. Futhi lokho kunanamuhla, Ezemidlalo, Ezezimali. Futhi-ke ngikhulume esidlangalaleni ukuthi kukhona umlenze wesithathu wesihlalo, okungukuthi, cishe sinelungelo lokungena sijule kuvidiyo ngendlela engelona iqiniso kuwo wonke ama-verticals lapho sinamandla khona. I-News Today ingena ebhizinisini lasekhaya ngenxa nje yokuthi zazihlangene kakhulu. Kodwa ngokwethiyori, kungaba okukodwa noma okunye.
Futhi-ke futhi, ngalinye kulawo mabhizinisi lino-GM onohlelo lwebhizinisi ngempela, i-P&L, izinsiza zokuqhuba ibhizinisi labo. Bese kuthi ibha eseceleni kulokho, sizoba ne-CFO noma isikhulu semali engenayo nethimba labadayisi, nokunye. Ngakho-ke kwakhiwa kanjalo.
Uma ubungakhuluma ngaphakathi, empeleni kunokuvumelana okumangalisayo kuwo wonke lawo mabhizinisi. Yebo, kwesinye isikhathi bayaxabana ngenxa yethrafikhi evela ekhasini eliyisiqalo noma okuthile okuphathelene nohlelo lokuphatha okuqukethwe noma ukwenza imali.Kodwa ngokwengxenye enkulu, empeleni ngicabanga ukuthi uzothola imizwa efanayo mayelana nendlela esisebenzisana ngayo.
Ngicabanga ukuthi bazocula bonke ebhukwini lokudlala elifanayo. Uma abantu bexoxa nathi, bahlala bephawula ngokuthi wonke umuntu ukhuluma kanjani ngebhuku lokudlala elifanayo. Empeleni sinesakhiwo esihle sokusebenza ndawonye.
Khuluma nami mayelana nesiqephu sokwenza imali. Futhi ngifuna ukungena endleleni otshale ngayo kunkundla yakho eseceleni yokufuna izikhangiso. Uma ngibheka izindaba nezemidlalo, ngingathi, "Hhayi-ke, sizokwenza ukugembula manje. Yimali leyo." Yilapho ngithi ezezimali nezemidlalo kuyashayisana, akunjalo? Umuzwa wokuthi sonke siyagembula nje ubonakala usulela yonke into laphaya. Unesivumelwano nePolymarket nabanye.
Kodwa-ke unalolu tshalomali olukhulu kulokho okuzwakala njengokukhangisa okungokwesiko, okungekona ukutshalwa kwezimali okwenziwa abanye abantu ngezinga. Kungani usatshala imali lapho? Ingabe lokho kuyakhula? Ingabe ubamba iseva? Futhi-ke ucabanga kanjani, kahle, kufanele senze amakhasino?
Angifuni ukuba nesikhathi eside nempendulo.
Qhubeka. Thatha isikhathi sakho.
Yonke inkampani esiyizuze njengefa yenze imali ngaleli qembu ebeliyinunu enamakhanda amathathu yokukhangisa komdabu, inkundla ye-supply-side, kanye nenkundla yohlangothi olufunayo. Bekufanele uthenge bobathathu, futhi amabhizinisi abathengi be-Yahoo bekufanele athole imali engenayo kulelo qembu. Uma ucabanga nge-SSP, bekuyi-Yahoo SSP, asikwazanga ukuphuma siyodlala inkambu endalini evela ku-Trade Desk naku-Google nabanye. Ngakho lokho kwakuyingxenye yesinqumo lapho; sasishiya imali eningi etafuleni ezindaweni zethu zabathengi.
Ibhizinisi lezikhangiso zomdabu lalisanda kuncipha ngokuhamba kwesikhathi futhi into eyayithatha izinsiza eziningi. Lokho kwakuhlanganisa ukunwetshwa kobambiswano lwethu lwe-Microsoft ekukhangiseni kosesho, okungenye indlela esenza ngayo imali. Senze zonke lezi zinto. Ngakho-ke sandise iMicrosoft. Savala ibhizinisi lendabuko. Sathatha u-25% weTaboola sabanikeza wona, ngoba bekuyimali eningi. Sivale i-SSP. Kwakukhona abantu ababefuna ukuyithenga, kodwa kwakuzodingeka sibanikeze impatho ekhethekile futhi sifuna ukukwazi ukudlala inkundla ngokuvunwa kuwo wonke amakhasi ethu.
Kodwa i-DSP yayingatshalwanga kahle, kodwa yayiyigugu lomqhele. Bekuyindawo lapho besicabanga ukuthi sinelungelo lokuwina. Iningi lemibono ngesikhungo sokulawula se-DSP akuyona i-Yahoo. Ingaphansi kuka-10%. Futhi ungathola noma yini lapho. I-CTV, iNetflix iphakathi lapho, iSpotify iphakathi lapho.
Umehluko wayo uyinto ehlukanisa inkampani yonke.Ngesikhathi sizuza njengefa lenkampani, kwakufana nokuthi sithole uwoyela ngaphansi kwayo, okwakuyimayini yegolide yedatha yedatha yeqembu lokuqala ngenxa yalobu budlelwano obuqondile; U-75% wama-DAU ethu angenile, ngakho siyabazi ngempela abasebenzisi bethu. Futhi uyahlanganisa lolo lwazi bese uqondisa ku-Yahoo ngokuyikho noma uyahamba uye ngaphesheya lapho uthenga nge-DSP. Siyamangalisa ekuguquleni nakwimiphumela.
Kungakho ngicabanga ukuthi i-Yahoo iseyimpahla engaziswa kakhulu futhi ingaba eyanoma ubani. Siwina izivivinyo eziyisishiyagalolunye kweziyi-10 ezibhekene nabantu ngasohlangothini lwe-DSP. Futhi futhi, ngicabanga ngasohlangothini olufanele lwe-Yahoo, inkulu kakhulu.
Ngakho-ke yebo, sithengisa izikhangiso ze-premium ze-March Madness neNdebe Yomhlaba Yezemidlalo. Yebo, senza ubambiswano nePolymarket nabanye. I-BetMGM ngokomlando inguzakwethu wokugembula iminyaka eyisikhombisa edlule. Kwakuyisivumelwano uVerizon asenzayo esisanda kwenzeka ekupheleni kwale nyanga ekugcineni. I-Polymarket bekuwukugcwalisa izikhala zezimakethe lapho singenaso leso sivumelwano, ngakho sizobona ukuthi ubudlelwano bubukeka kanjani ukuya phambili.
Iningi lemali yethu engenayo ingemuva kwezakhiwo zethu ze-premium, kungaba ngokukhangisa okuhloswe kakhulu, okubhaliselwe, bese kuthi kuseshwa phansi, okufanele sikhulume ngakho ngokwehlukana.
Ngifuna ukuza ukuzocinga. Ngifuna nje ukuqaqa ucezu oluseceleni lwendida, akunjalo? Yilapho abakhangisi bengena khona ukuze bathenge izikhangiso bese ungakwazi ukuyokhuluma ngezinto eziningi, noma ngabe lokho ukukhangisa ku-Yahoo bese uthi ungafika naku-Netflix. Ngicabanga ukuthi unesivumelwano neNetflix sokubasiza ukuthi bathengise i-inventory yabo ngoba balisukumele lelo bhizinisi ngokushesha okukhulu. ngiufisa ukwazi mayelana namafomethi owabona akhula lapho, akunjalo? Ingabe isibonisi? Njengakuyo yonke indawo, amabhanela namabhokisi ayancipha, futhi yonke imali iqhubekela kumadili omkhiqizo. Ngithola izinkampani zabathengi noma zobuchwepheshe embukisweni ngaso sonke isikhathi.
I-CEO ye-SharkNinja ibikhona embukisweni futhi uthanda ukuthi, "Ngakhe ibhizinisi lami nabantu abanethonya. Futhi besinale datha enkulu yokuhlaziya imizwa evela kubagqugquzeli esisebenza nabo ukuthola ukuthi yisiphi isihlanganisi okufanele sisenze ngokulandelayo." Futhi lelo yibhizinisi elihlanyayo elikhona kuphela ngenxa yokuthengisa okunamandla.
Uma ulalela uhlelo, ucabanga ukuthi ikusasa lelo. Futhi lapha uthi igolide elingaphansi kwe-Yahoo, uwoyela ngaphansi kwe-Yahoo, bekuyile dathasethi esivumela ukuthi siqonde kwezinye izinkundla. Kodwa ingabe ibhekiswe ku-Yahoo ebaluleke njengokukwazi ukuthengisa i-CTV noma i-Netflix? Ngoba lokho kuzwakala njengengozi kuyo yonke le ndlela.
Bheka, kuzohluka kubo bonke abakhangisi. Ngisebenze ohlangothini lokusakazwa kwezinto futhi ngaba nebhizinisi lesikhangiso kulokho, futhi uzothola ama-CPM aphambili okukhangisa komkhiqizo. Awuzami ukushayela abantu phansi ukuze uthole umphumela.
Abathengi be-DSP ngokuvamile baqhutshwa umphumela. Ngokuqinisekile abathengi abafanelekile be-Yahoo baqhutshwa kakhulu yimiphumela. Sizothola ukuthathwa kwemikhiqizo emikhulu. Sisanda kuthengisa eyodwa izolo ngeNdebe yoMhlaba. Besilokhu sakha ngokujulile ebholeni likanobhutshuzwayo, kwezemidlalo yezimoto, nokunye okuma mpo lapho. Kodwa ngokwengxenye enkulu, isekelwe ekusebenzeni. Kufanele sibe izindawo ezintathu eziphezulu ukuze siye ekukhangiseni okusezingeni eliphezulu ngempela. Futhi akuwona umthengi ofanayo njalo.
Ngakho-ke ngizokwenza isibonelo nje ngoba ngiyazi ukuthi uzolunga ngakho. Umuntu owayengisebenzela uqhuba i-SurveyMonkey futhi babethenga nge-DSP yethu. Weza kimi wathi, “I-Yahoo iyingxenye esebenza kahle kakhulu yalokhu. Singavele sithenge kuwe ngqo?” Ngabathula futhi benza isivumelwano sokuthenga ngokuqondile nge-Yahoo.
Ngakho ifomethi yesikhangiso ehlukile ngokuqinisekile. Futhi futhi, ngisho nokukhangisa komdabu kungenza. Izokwenza ngamaphesenti ahlukile. Kodwa ngicabanga ukuthi i-inthanethi imane iyindawo ebanzi futhi enkulu kakhulu kunalokho abantu abakwazisayo.
Sikhulisa i-Yahoo ngemuva kweminyaka engama-30. Kuyamangaza ukuthi ngakho konke okwedlule kukho nokuthi ungacabangani ngakho, ama-50% abasebenzisi be-Yahoo Mail bangoGen Z noma inkulungwane yeminyaka. Akekho owayengacabanga kanjalo. Futhi iyakhula, futhi ibe ngomunye weminyaka yayo engcono kunayo yonke.
Kodwa ubukhulu nesikali akuvamile kakhulu. Kunjalo, indawo engaphezulu kwalokho ngeke ibe ukukhangisa kwamavidiyo aphambili. Kuzoboniswa. Futhi lokho kunendawo yakho ku-ecosystem. Akuyona into eshisa kakhulu okwamanje, kodwa iyaguquka futhi inendawo.
Ngibuza le mibuzo ngoba kuyaqabula ukuzwa abantu bethi okuyisisekelo kusenokuthile abangakusho kubo.
Yebo, bayakwenza. Bayakwenza.
Sizothumela ithrafikhi kubashicileli bezindaba futhi sizokwenza ukukhangisa.
Cha, kufanele sithole ukusesha lapho, mfowethu. Ukusesha kufanele kuhambisane nokugibela.
Ngakho-ke ake ngikubuze mayelana nokusesha. Utshele umngane wami nozakwethu uDavid Pierce ukuthi ungowesithathu ngokuziqhenya ekusesheni. Enye ye-Decoder edume kakhulu emuva naphambili ngu-Satya Nadella ngesikhathi kwethulwa i-Bing nge-ChatGPT uthe, "Ngifuna ukwenza umdanso we-Google. Wonke amaphuzu emakethe engingawathatha ku-Google yizigidigidi zamaRandi ukuze siqhubeke."
Kwabe sekufika uSundar [Pichai, Isikhulu esiphezulu se-Google], onobuntu obuhluke kakhulu, weza ku-Decoder futhi wafana nokuthi, “Sikufisela inhlanhla.” Eqinisweni, ngendlela yakhe yaseSundar, wayefana nokuthi, wayefuna ukusho ukuthi phuma kuwe, kodwa njengokuthi, "Angiphenduli kulokho nhlobo." Futhi uyabona ukuthi lokho kwadlala kanjani. Angicabangi ukuthi iMicrosoft ithathe amaphuzu okwabelana ku-Google. Mhlawumbe i-ChatGPT ikwenzile, kodwa ayinakho ukwenza imali, akunjalo? Baqasha abantu be-Meta ngokufutheka ukuze bathole indlela yokwenza imali ngale ndlela entsha yokusesha abayidalile ngenkathi i-Google izokhipha yonke imikhiqizo yabo.
Uyinombolo yesithathu. Uhlezi lapho. Ubukele lo mdanso. Ukhipha usesho lwe-AI. Ungakwazi yini ukukhipha ukwabelana ku-Google futhi ungakwazi ukwenza imali ngendlela enengqondo ngempela?
Awu, kunjalokuyahlekisa okushilo Bing. Ngikhumbula kwethulwa kwe-Bing kungqungquthela ka-D. Lokhu mhlawumbe ngaphambi kokuba ngibone ukuthi i-Twitter izosebenza kanjani, futhi ngafaka i-tweet ethize lapho bememezela i-Bing, ukuthi empeleni kwakuyikhophi ye-Ask.com, yalokho esasivele sikwakhile. Futhi uDan Frommer wayithatha wayiguqula yaba indatshana futhi ngathi, "Cha, cha, cha."
Iphelele.
Ngathi, "Susa."
Bengingaqondile ukuthi lokho kuphumele lapho. Ngakho ngidlule ezimpini zokusesha. . Ngeke ngibe sesimweni esibi kakhulu kunalapho uhlobo lwe-Ask Jeeves lwalukhona ngo-2001 nango-2002. Futhi siye sakhulisa isabelo semakethe ekusesheni. Indlela esikwenze ngayo ukuthi sibe nezithameli eziningi kakhulu ngaleso sikhathi ezinomkhiqizo ongasebenzi kahle ngokuphelele; umkhiqizo wangempela ubonise u-85% wesikhathi futhi uchofozwe kuphela u-25% wesikhathi ngoba ubuyiphrosesa enekhodi ngesandla [i-natural language processor]. Ayizange ikwenze ngendlela i-NLP esebenza ngayo namuhla.
Ngochungechunge lwezinto - zokuthuthukisa ukusesha kanye nokwethula lokho okwaba yi-OneBox ku-Google nokwenza konke lokho - esikutholile ukuthi uma othile wenza ukusesha okungu-1.5 ngenyanga ku-Ask, ukuthi uma sethula lezi zinto, ubezokwenza ukusesha kathathu ngenyanga kokuthi Cela ukuqala ngakho. Lokho bekuphinda kabili ivolumu yethu yosesho. Futhi ukukhangisa kokusesha bekuqondile mayelana nokuthi lokho kuzokwenzani ngenzuzo. Ngakho-ke sazuza kanjalo futhi sakhulisa leyo nkampani kusukela onqenqemeni ukuya ekuthengiseni i-IAC.
Ezinye zezinto ezifanayo ziyasebenza lapha. Akekho okhethayo, ngeke umangale, i-Yahoo phezu kwe-Google noma kwenye indawo ukuze useshe. Indlela esithola ngayo umthamo wethu wosesho yingoba sinabasebenzisi base-US abayizigidi ezingu-250 kanye nabasebenzisi bomhlaba wonke abayizigidi ezingu-700 kunethiwekhi ye-Yahoo nganoma yisiphi isikhathi. Kukhona ibhokisi losesho lapho. Futhi ngokungajwayelekile, bayayisebenzisa.
Lokho kusesha bekusengozini yokuthuthela kuma-LLM, ngakho-ke kudingeke ukuthi siguqule leyo njini yokusesha, ebesisebenzisana nayo ne-Bing kusukela ngo-2009, futhi sakhipha lokho. Futhi bekufanele senze okuthile ukuze siqiniseke ukuthi baqhubeka nokwenza lokho kusesha abebevele bekwenza ku-Yahoo. Ukuze senze lokho, bekufanele sibe nosesho lwe-AI. Isinqumo sethu njengoba sibheka ukuma kwezwe sasiwukuthi empeleni sasingabantu abangcono kakhulu bokuyakha, ngoba empeleni sasinedatha yokwakha ukuze sikwenze, futhi singakwenza, futhi singakwenza ngendlela ethengekayo.
Kodwa ingabe sizokhula ekufuneni? Impela ngithemba kanjalo. Futhi uma senza kanjalo, kuzoba ngenxa yokuthi abantu benza inani elingavamile lokusesha namuhla. Uma beyisebenzisa futhi bebona i-Scout futhi iyamangalisa futhi imiphumela mihle ngempela uma iqhathaniswa nalokho ababeyokuthola kwenye indawo, sithemba ukuthi ngesikhathi esilandelayo lapho bekwi-Yahoo ye-Mail noma i-Fantasy noma behlola amasheya abo, bazokwenza enye. Futhi lokho kuyisiqalo sendlela ngempela. Nomaphi lapho siphelela khona, angikwazi ukufika lapho ngaphandle kwalokho. Kuzohlala kukhona uphawu lombuzo phakathi kwe-Underpants Gnomes ngaphambi kwenzuzo.
Isikole esidala leso.
Ubani owaziyo ukuthi lokho kuyaphi? Kodwa lokho kufanele kube yisiqalo futhi yingakho sikwenzile.
Iphuzu elihle lelo. Ake ngikubuze ngalokho. Ushilo ekuqaleni kule ngxoxo ukuthi isono sokuqala se-Yahoo bekuwukusesha i-Google, ikhokhela i-Google ilungelo lokuqalisa ibhokisi losesho ku-yahoo.com. Ngicabanga ukuthi awuthenganga ama-Nvidia GPU ayizigidi eziyi-10 ukuze uqeqeshe imodeli yakho. Ubani owenza usesho lwakho njengamanje?
Sisebenzisana ne-Anthropic, ngemodeli yabo engasindi ebizwa ngokuthi i-Haiku. Kunenqwaba yalezi. Empeleni, i-ChatGPT yayivame ukuba neyodwa ebizwa ngokuthi i-Nano abangasakwazi ukuyenza. Ngizwile ukuthi bangase bayibuyise. Kodwa asiyibonisi imiphumela evela kuClaude.
Kuyimiphumela evela kudatha yethu uqobo abayicubungulayo, empeleni. Sibathumelela umthwalo okhokhelwayo okuyiyo yomibili le datha emangalisayo evela kugrafu yethu yolwazi, maduze nje izoba ohlangothini lwethu lwabasebenzisi ngoba sesizokwethula ukwenza kube ngokwakho, iminyaka engu-30 yomlando wosesho, lonke ulwazi lwethu lokuqukethwe olume mpo. Futhi-ke nathi siqala nge-Bing. Lokho kuhlanganisa kube yinkokhelo eyodwa esiyithumela e-Haiku. Leyo imodeli yolimi enkulu esetshenziswa ngendlela yepharamitha encane kudatha ye-Yahoo eyibuyisela enjinini yethu yokunikezela ngendlela obona ngayo esicabanga ukuthi ipholile ngempela futhi iwusizo kanye nendlela esinikeza ngayo imiphumela.
Impela kungabizi kakhulu, uhlobo lwendlela yeMacGyver yokukwenza. U-Eric Fang, ngubaniungqondongqondo wale phrojekthi, oyinhloko yeqembu lethu locwaningo kanye nenhloko yeqembu lethu lokusesha, angakubiza ngokuthi “Idatha ye-Yahoo kanye ne-Haiku ilingana nenjini yokuphendula ye-AI eqhudelana kakhulu.”
Futhi futhi, ngeke senze zonke izinto ezingenziwa imodeli yolimi enkulu, kodwa maduze nje uzosibona singena emiphumeleni eqondene nawe kakhulu. Uzosibona singena ezenzweni ze-agency ongazithatha.
Ngalokho kwethulwa, asethuli kuphela injini yokuphendula ye-Scout ku-scout.com, kodwa empeleni, ngosuku lokwethulwa, siyishumeke kuyo yonke eminye imikhiqizo yethu. Impela, kukhona izifinyezo zezindaba. Kepha kunenkinobho ku-Yahoo Finance ehlaziya isitoko esinikeziwe ngokuhamba kwesikhathi. Iku-Yahoo Mail ukusiza ukufinyeza nokucubungula ama-imeyili kanye nokukhipha ulwazi oluwusizo ngempela. Kukhona umgwaqo wonke ozowubona ngezimemezelo eziningi ezincane ezihlukene phakathi nonyaka. Izosebenza kakhulu.
Uma ukhumbula izinsuku zokusunduza, kuzogxilwa kakhulu lapho ngicabanga ukuthi lesi sigaba siya khona. Abantu basebenzisa lokhu ukukhiqiza emnyombweni we-Yahoo, futhi lokhu kuyasisiza ukuthi senze lokho. Ngesikhathi esifanayo, yiba nenjini yokuphendula ye-AI ye-kick-ass.
Ngakho-ke une-Anthropic enhliziyweni yakho. Ngicabanga ukuthi lokho kusho ukuthi ungazikhipha, akunjalo? Uma bekukhona umdayisi ongcono noma uzakwethu ongcono noma imigomo yedili engcono, ubungase ungene esikhundleni salowo mnyombo we-LLM futhi imikhiqizo yakho isazosebenza. Enye yezinto eziguquguqukayo ku-AI ngokuvamile, ukuthi amamodeli amakhulu adla amakhono abantu abawakha phezu kwawo. Ngakho-ke uthi sinamakhono amaningi.
Ngimangele. Angizange ngikubone lokho okuza emlandweni we-intanethi yabathengi, ukuthi i-gorilla ngayinye ye-800-pound izama ukwenza yonke into futhi idle bonke abalingani bayo.
Ungakhathazeki. Ngolunye usuku, uzovula uClaude futhi izoqala ukukunikeza amavidiyo omphakathi aqondile, futhi sizofana nokuthi, "sifike kanjani lapha futhi?"
Sonke sizama ukukwenza. Kunjalo. Kepha iGoogle isiqalile ukuncintisana kakhulu nabo bonke abahlinzeki bayo eminyakeni edlule. Lokhu akukusha.
Ucabangani ngalokho okuguquguqukayo? Unalo mlando omude, unomthengisi oyinhloko osesimweni esifana kakhulu nesono sokuqala, akunjalo? Ukhokhela umdayisi ukuthi aqhube usesho, kodwa mhlawumbe ungawashintsha ngokuhamba kwesikhathi, bese lowo mthengisi ezoqhubeka nokukhulisa isethi yakhe yamandla. Futhi bonke abanye abathengisi abasesimweni esifanayo bazoqhubeka nokuzama ukukhulisa isethi yabo yamakhono. Uligwema kanjani iwa? Ngoba kuzwakala sengathi kuhambisana nesikhathi esedlule, njengoba ukhomba.
Inselele yethu enkulu kusukela lapha kuya phambili manje, ngoba ngicabanga ukuthi siqala ukupheka ngamafutha ohlangothini lomkhiqizo, empeleni uphawu. Sesihambe ibanga elide. Sikhuphuke intaba kancane, futhi senze inqubekelaphambili enkulu, ikakhulukazi embonini. Ngicabanga ukuthi abantu bayazi ukuthi kwenzekani lapha. Kodwa uma sithemba ukuthi kuzoba nohlobo olusha lwebhalansi olubuyayo, noma i-Gap, noma lezi zindawo ebeziphansi, kodwa zenze lokhu kubuya futhi zaba amabhrendi aqinile futhi, okuyisifiso sami somkhiqizo we-Yahoo, kufanele siqhubeke ngaphambi kokuthi sifinyelele isisindo lapho ngifuna ukuba khona.
Isizathu esenza sibe bahle njengoba sinjalo yingoba, emnyombweni wethu, senza umsebenzi omuhle ngempela kulawa ma mpo lapho sidlala khona. Uma sikwazi ukuletha le mikhiqizo engcono kakhulu kunalokho esikuzuze njengefa kusisekelo sabasebenzisi lokhu okukhulu, ngicabanga ukuthi isimo esibi kakhulu, sikhulisa lezo zithameli emnyombweni.
Angicabangi ukuthi sikhulu ngokwanele. Ngicabanga ukuthi i-Anthropic ne-OpenAI bane... Sibuyele ekudobeni, kodwa sinezinhlanzi ezinkulu kakhulu esingazithosa kune-Yahoo. Singase sibe isibambiso umonakalo kulokho abazamayo nabakwenzayo. Nakanjani. Bengazi kusukela ekuqaleni futhi abanye bakusho lokhu, ukuthi ulinga isiphetho ngokuvula indlela ukuze abathengi bafinyelele umkhiqizo wakho ngaphakathi kwemodeli yolimi olukhulu. Ngokuqinisekile, ngokuhamba kwesikhathi, bazozama ukuzithathela lokho. Sibonile ukuthi ngaso sonke isikhathi kulo mkhakha, sibuyela ku-AOL, ukwethembeka. Lokho kuyingozi kuwo wonke umuntu.
Ngendlela efanayo, angicabangi ukuthi abashicileli bebengeke balunge uma abantu bethatha idatha yabo futhi bashicilele kabusha izimpendulo ngaphandle kokubuyisela ithrafikhi, ngicabanga, kulokhu.isihloko, abantu kufanele baqaphele kakhulu ukuthi babambisana kanjani nemodeli enkulu yolimi ukuya phambili. Ngoba impisi enkulu embi izofika emnyango wakho futhi ithi konke kulungile. Kuzoba nzima. Uma sekushiwo, u-Anthropic ube nguzakwethu omangalisayo. Bahlatshwe umxhwele ngempela umnyakazo we-MacGyver owenziwe ngu-Eric Feng nethimba lakhe nendlela esisebenzisa ngayo i-Haiku.
Eqinisweni, bayingxenye yokukhishwa kwethu kwabezindaba kokwethulwa kweScout. Futhi sizokwenza okuthile eNingizimu ngaseNingizimu-ntshonalanga ndawonye. Lokho kubambisana kuhle ngempela futhi ngethemba ukuthi kuzohlala isikhathi eside.
Obunye ububi obukhulu kukho konke lokhu i-Google. Sibakhuphule izikhathi eziningana. I-Google ine-DSP enkulu. Baqhudelana kuzo zonke izindawo oqhudelana nazo. Bahlanganisa inqwaba yezindaba. I-Google Discover iyisidluliseli esiyimfihlo kuhhafu wezimbangi zami. Abasoze bakuvuma, kodwa kuyiqiniso. Basenkingeni enkulu, akunjalo? Kunenqwaba yamacala aphikisana nokwethenjwa mayelana nesitaki sabo sobuchwepheshe bezikhangiso, mayelana nosesho nje jikelele. Angazi ukuthi konke lokho kuzodlala kanjani ekugcineni, kodwa bangaphansi kohlobo oluthile lwengcindezi. Ngabe ubona njengethuba lelo? Noma uyayibona indlela abasebenzisa ngayo isitaki sabo sobuchwepheshe besikhangiso njengohlobo oluthile losongo?
Ukucabanga ukuthi sizokwazi ukusizakala nge-Google njengamanje, ngicabanga ukuthi kusamele siqhubeke. Basesimweni esiqine kakhulu. Ngicabanga ukuthi bamangale ngempela ukwethulwa kwe-ChatGPT, futhi lokho bekungumkhiqizo obalulekile esizukulwaneni. Ngicabanga ukuthi i-Google kungenzeka ibe nayo kumalebhu ayo asebenza ndawana thize.
Hhayi, bakwenzile. Uma usho lokhu, umuntu wakwa-Google uyagxumela ehlathini bese ethi, "Sisungule ama-Transformers." Baphelile manje ngoba bakwazile ukwenza.
Kulungile. Futhi angazi ukuthi uyamkhumbula yini uDanny Sullivan, kodwa ezimpini zokusesha zangempela—
O, ngiyamazi.
U-Danny wayeyisihloko sosesho futhi waphatha ingqungquthela enkulu yokusesha, futhi wonke ama-SEOs ayengenawo amagama awo emakhadini awo ebhizinisi ayezobe engaphandle ebhema futhi ehlanganyela no-Matt Cutts. Sonke leso sizukulwane. UDanny wabe eseyosebenzela i-Google futhi ufana nomvangeli wabo. Ngike ngabona isethulo asinikeza lapho ecula khona izindumiso zewebhu evulekile nokuthi ibaluleke kangakanani. Nginethemba lokuthi bebezokwenza okwengeziwe ukube bekwazile ukuqhuba ingxoxo ye-UI yale nto.
Uma ukubhekile, ngisho, iphesenti elincane kakhulu labasebenzisi be-Google empeleni basebenzise i-ChatGPT. Ngicabanga ukuthi iSimilarweb ibeke leso sibalo ku-Twitter lapho ngasibona khona. Kuncane kakhulu kunalokho obungakucabanga. Ngakho akhona amathuba. Yingakho zibukeka njenge-ChatGPT nokuthi kungani imodi ye-AI ishumekwe yonke indawo. Eqinisweni, ngizokwenza into efanayo kakhulu uma sesidlulile kulesi sikhathi se-beta sokusabalalisa i-Scout nge-Yahoo. Kodwa ngicabanga ukuthi kuwumdlalo wabo ukuhlulwa.
Into eyodwa ekhona kubo wukuqinisekisa ukuthi, noma kunjalo, ukukhangisa kokusesha kweqa igebe kulo mhlaba omusha we-hybrid impendulo. Angicabangi ukuthi imikhiqizo ethatha izinyathelo eziyisishiyagalolunye ze-ejenti noma yini ukuze yenze imali ngomphumela othile izoba seduze noma kuphi njengoba ucindezela izixhumanisi bese ukhokhelwa. Ngokusobala, umhlaba uphokophele emiphumeleni ngokuhamba kwesikhathi noma kunjalo, kodwa kufanele uthole indlela.
Ngicabanga ukuthi i-UI esiyithulile iziboleka lapho lokho kungase kubheke khona, ngendlela engeke ibangele i-Anthropic yenze isikhangiso se-Super Bowl ngathi. Ngicabanga ukuthi ungakwenza ngendlela ekhokhelwa ngokucacile futhi ewusizo emibuzweni yezentengiso.
Angazi noma uyakhumbula yini, kodwa i-AltaVista yazama ukwethula ukukhangisa kokusesha futhi yavalwa yimboni nezikhangiso nezindatshana kanye ne-Wired ethi, "Unesibindi?" ngaphambi kokuthi i-Overture ikwenze kulunge, ngaphambi kokuthi i-Google AdWords iqhamuke bese ihlela kahle. Futhi ngicabanga ukuthi lolo daba selubuziwe futhi lwaphendulwa kakade. Abasebenzisi balungile ngakho ezigabeni zentengiso. Kumayelana nendlela oyiletha ngayo.
Kukhona indlela yokwenza eqhutshwa ngegama elingukhiye, elinikezwa ngendlela ekule fomethi entsha abasebenzisi abangayithanda. Yilapho siphokophele khona futhi yilowo mkhiqizo engingathanda ukuwethula futhi ngibone ukuthi uyafika yini lapho. Kepha uma iGoogle ingakutholi lokho, kuzoba nzima.
Ngijabule kakhulu ukubona ukuthi lezi zixhumanisi zabasebenzisi zivela kanjani. ngiukubuka, nsuku zonke, i-ChatGPT ine-riff entsha. Futhi ungasho ukuthi abakayitholi, ngoba kunzima ukuyenza ibe yendabuko. Futhi yilokho ngempela wonke umuntu akufunayo, ukuthi lokhu kuzizwe kungokwemvelo. Ngisho nezixhumanisi eziyi-10 eziluhlaza okwesibhakabhaka azizange zibe izixhumanisi eziyi-10 eziluhlaza ku-Google isikhathi eside. Kunezinto eziningi zomdabu ezishumekiwe endleleni.
Iminyaka engu-20. Sekuyiminyaka engama-20.
Ngakho-ke ngilangazelela ukubona ukuthi lokho kuvela kanjani futhi ngiyafa ukubona ukuthi uzama kanjani ukukuxazulula, ngoba akubonakali sengathi akekho owaziyo okwamanje. Ukukhangisa kokusesha kuyibhizinisi elinenzuzo enkulu emlandweni womhlaba. Ngakho-ke kuzwakala sengathi kuyabanjwa.
Ngithanda okusalungiswa kwethu kokuqala. Sinezimpendulo eziningi ezinhle nge-UI yokusalungiswa kokuqala kwe-Scout. Sinezinto eziningi esifuna ukuzengeza kuso futhi sizithuthukise ngazo. Kodwa ngicabanga ukuthi siphume ngomzamo omuhle wokuqala futhi sizowulungisa ukusuka lapha.
Futhi ukuze kucace, uhlelo lwakho lapho uzokhulisa isisekelo sabasebenzisi be-Yahoo. Abantu abengeziwe beGen Z bazobhalisela i-Yahoo Mail futhi uzothwebula omunye walowo msebenzi wosesho esikhundleni sokuzama ukwabelana ngokuqondile kusesho lwe-Google.
Leso isinyathelo sokuqala.
Iphupho kungaba ukuthi base beqala ukusikhetha ukuthi basifune bese bebeka uphawu kithi bese benquma ukuya kithi esikhundleni somunye wabanye abafana. Futhi kubantu asebeyisebenzisa kakade, ukusetshenziswa kwabo kuyanda ngemibuzo eminingi ngosuku, ngomsebenzisi ngamunye. Ngiyazi ukuthi kukhona esikwenzayo ngalokho futhi ngiyethemba ukuthi kuzofika lapho.
Kodwa ingxenye ye-thesis yohlelo lwebhizinisi lwalokhu ukuthi sinesisekelo esikhulu sabasebenzisi, njengoba kwenza i-Google, kodwa enguqulweni encane, inguqulo yomuntu ompofu yokukwazi ukusabalalisa ngendlela efanayo abayenze ngayo ngemodi ye-AI futhi bayibeke kuzo zonke izindawo ezingaphezulu. Lelo yikhasi eliyisiqalo kanye Nezindaba Nezemidlalo kanye Nemidlalo Yamaphupho kanye nenguqulo ngayinye yalokho.
Sinemikhiqizo emisha ezayo. Sethule imikhiqizo emithathu emisha ye-Fantasy ngonyaka odlule, enye yayo bekungumshayeli omkhulu wethrafikhi. Futhi sibe nonyaka omkhulu kunayo yonke we-Fantasy eyake yaba khona. Konke lokho kuyindawo esingaletha kuyo izethameli ezingahlola i-Scout, futhi ngethemba ukuthi izosuka lapho.
Ngifuna ukuphetha ngokukhuluma ngezezimali nezemidlalo. Imikhiqizo emisha ye-Fantasy mihle. Isenzo kwezemidlalo sithi, "mfana, kufanele uvele ubheje kwezemidlalo manje." Ungakubona ngazo zonke lezi zimakethe zokubikezela. Ibhizinisi labo elikhulu lelo. Banemali eningi yokujikijela. Bathumbe inqwaba yama-lobbyists. Ngaphandle kwepolitiki, imvelo ehlukene kabili yabantu abazizwa bexakile mayelana nokugembula kwezemidlalo ayikaze ibe khona esikhathini sokuphila kwami.
Eduze kwalokho, kufanele sibheje noma yini. Futhi-ke eduze kwalokho, ukushilo ekuqaleni. Ufike ku-Yahoo nge-crypto bese u-stonks futhi manje sekunokugembula nje. Konke lokho bekulokhu kuzwakala njengokugembula kimi.
I-Crypto ibilokhu izizwa njengendlela eyodwa yokugembula. UStonks wayefana nokuthi, “Kungenzekani uma sigembula nje ngokwenza imicu yeReddit kuze kube i-GameStop iya enyangeni?” Futhi manje siseku, "Kuthiwani uma nje sigembula ngomphumela wempi?" Kunokuxhumana okuhle phakathi kwayo yonke le mibono nendlela abantu abazizwa ngayo ngokugembula.
Uphethe iFinance, okuyikhaya lamatshe. Usebenzisa Ezemidlalo, okungaba ikhaya lokubheja kwezemidlalo. Ingabe uzizwa sengathi unesibopho sokuvikela imizwa engokwemvelo embi kakhulu yawo wonke umuntu lapha?
Ngandlela-thile. Ngokwezinga wonke umuntu enza ngalo, yebo. Futhi ngendlela, sikwenza lokho kuzo zonke izinhlobo zezindawo. Sizama kanzima impela ukuba nsomi ngezindaba. Manje, i-algorithm ingase ikuyise kwesokunxele noma kwesokudla ngokuhamba kwesikhathi. Kungumsebenzi wethu ngokwengxenye ukusiza ukusetha kabusha lokho njalo ukuze ungafiki kakhulu phansi emgodini onogwaja futhi ungakwazi ukubona imithombo engathathi hlangothi eyengeziwe. Ngithola izikhalazo ngaso sonke isikhathi kusukela kwesokunxele nakwesokudla, ngakho-ke cishe kusho ukuthi senza lokho kahle. Ngicabanga ukuthi lokho kuwumthwalo wemfanelo obalulekile. Lokho sikuthatha ngokungathi sína ngempela. Sinezingxoxo eziningi ngalokho.
Angazi noma uyakwazi lokhu, kodwa ngokomlando u-Apollo ungumnikazi woKhesari futhi njengamanje ungumnikazi weVenetian kanye nePalazzo. Futhi incwadi yezemidlalo e-Venetian Palazzo yi-Yahoo Sportsbook. Asiyisebenzisi. Kuyinto yokuthengisa futhi kukhona okuqukethwe kwethu yonke indawo. Selokhu ngafika lapha saba nezingxoxo zokuthi, “Ingabe kufanele senze lokhu okwenziwe ngabaFanatics singene obishini lwegazi lokugembula kanyekufanele sizenzele thina?" Ngoba u-Apollo ungochwepheshe kukho, kakhulu kunathi. Sinqume ukuthi cha. Akukhona nje ukuthi i-sink enkulu yezindleko, isivele ikude kakhulu, ulwela ukuba ngowesishiyagalombili esifundazweni sase-Iowa. Sizohlala kude nalokho. Sizoba ngumsabalalisi futhi sizoba phezulu kwefaneli yabo bonke labo.
Yilokho ngokomlando esakuzuza nge-BetMGM. Yilapho esizodlala khona ukuya phambili. Ngandlela thize, lezo ngamadili ezikhangiso. Uma ucabanga ngakho ngempela, sizohlanganisa okungavamile futhi sizohlanganisa ezinye zezinto eziqhutshwa yizindaba mayelana nokungahleleki kokubheja ngesihloko esithile uma kukhona indaba yezindaba. Kodwa asisebenzi kunoma iyiphi indawo.
Impela.
Sisanda kumemezela isivumelwano neCoinbase nalapho sixhuma khona uma uzothenga amasheya noma i-crypto.
Unomlando omude lapha. Ngiyabuza nje, mhlawumbe mayelana namavayibhu, akunjalo? Mhlawumbe imakethe yamasheya ibilokhu igembula. Abanye abantu bangayenza leyo mpikiswano. Kodwa umlando uthi, kufanele uvule i-CNBC futhi ubheke okuyisisekelo kwenkampani futhi utshale imali enkampanini ocabanga ukuthi izokhula ngempela. Futhi sikuyeke nje lokho kube ukugembula manje. Yilokho ama-meme stocks akwenzile ukuxhasa ngezimali, ngendlela eqondile.
I-Crypto mhlawumbe yayihlala igembula futhi senza sengathi izoba nkulu kunalokho eyayiyikho. Futhi manje i-crypto iyingxenye yezezimali futhi manje isifana nokugembula nakakhulu.
Ezemidlalo kwakungafanele neze zibe nokugembula. Isizathu sokuthi ama-ligi aqhubeke nokugembula, bese imali inemidlalo ethelelekile futhi manje wonke umuntu ucabanga ukuthi kukhona umbhalo we-NFL futhi yonke imidlalo ibanjwe. Futhi uyabona abadlali bangena enkingeni.
Ngifisa ukuthi lesi sikripthi singabandakanya i-49ers ewina i-Super Bowl.
Ngifisa sengathi ingafaka amaPackers. Nginezinkinga zangempela mayelana namaPackers engxenyeni yesibili yemidlalo, futhi ngicabanga ukuthi kufanele sikhulume nababhali bombhalo.
Yize uPat Mahomes ethola izingcingo ezingenziwa muntu. Futhi ngokungananazi, mhlawumbe iskripthi.
Niyabona ukuthi ngithini? Ngakho-ke wonke umuntu ucabanga ukuthi ilungile. Futhi uTaylor Swift wawina iSuper Bowl yakhe yokuqala. Lokho akunangqondo kimi.
Kuvunyelwene. Ngiyavuma.
Kodwa wukuba khona kokugembula okuholele ekuboneni inkohlakalo. Futhi nakuba amaligi ekwazi, nakuba abadlali sebeqala ukubambeka emsebenzini, imali ikholisa kangangokuthi lokho kuyinkinga. Futhi manje kuzokwenzeka ezindabeni, akunjalo? Izimakethe zokubikezela ziyeza ezinhlanganweni zezindaba, zabahlanganisi, zibambisene neReuters. Kukhona okunye okuzokwenzeka lapho unokubheja kokuhweba kwangaphakathi ezindabeni esikalini njengamanje.
Usebenza kulawa ma mpo, ukhuluma ngesibopho sakho, ukhuluma ngokwenza i-algorithm ingathathi hlangothi. Nansi ingcindezi. Futhi hhayi nje ingcindezi, imali evela kumnikazi wakho we-PE osebenzisa amakhasino. Kukhona ngempela emuva naphambili lapha, futhi angazi noma ukhona yini oke wacabanga ngempela mayelana nemigqa. Ngiyakubuza, uphi ulayini? Ngoba ungase wenze yonke i-Yahoo ibe ukugembula kusasa, ngokusekelwe ezimpahleni onazo nezingcindezi ezikhona emhlabeni.
Hhayi-ke, ukusebenzela emuva, kuzofanela kube isheke elikhulu kakhulu ukwenza i-Yahoo ibe yilokho, engingacabangi ukuthi ikhona,. Kuleli qophelo, ngempela ulwazi kanye nesixhumanisi.
Amathuba ezemidlalo abaluleke ngendlela emangalisayo. Bengilokhu ngisechibini lokubheja lasekolishi nabo bonke abangani bami abavela e-UCLA iminyaka engu-20 nangaphezulu. Kungenye yezinto engizikhonzile engizenza minyaka yonke. Ngigcine ngiwine ezinye kulo nyaka. Kufanele ube nezingqinamba futhi ube nolwazi. Uma uke wabheka lezi zakhiwo, i-Yahoo Sports, i-ESPN iminyaka, nenomboloFire nazo zonke izindlela ezihlukene ongayihlaziya ngayo, i-Fantasy ngokusobala iwumdlalo. Akukona ukugembula, kodwa umdlalo. Kepha kuyingxenye enkulu yomgogodla wencwadi yokuthi i-Yahoo Sports imayelana nani. Ngakho-ke ngiyibheka njengeseduze nalokho.
Angifuni ukunikeza impendulo ye-BS yepolitiki. Nami angifuni ukwenza sengathi ngiwuchwepheshe. Ngiyazi ukuthi esinye seziqephu zenu zokugcina sasikulesi sihloko futhi ngayilalela yonke into futhi ngicabanga ukuthi yonke ingxabano enaniyenza ukuthi kungani okuthile ukugembula kuyimpikiswano evumelekile. Futhi-ke ngiyaluqonda uhlangothi lwenkontileka yezinhlangothi ezimbili lwayo. Ngisho nasekuhwebeni kwangaphakathi,kukhona obheja ngakolunye uhlangothi. Ukubheja.
Angazi ukuthi kuzophetha kuphi. Uma iphetha lapho lokhu kungekho emthethweni, khona-ke kusobala ukuthi ngeke sibe nakho. Uma isemthethweni, idume ngendlela emangalisayo.
Sihlala sicabanga ngesinyathelo esilandelayo umuntu azosithatha ukuze afeze noma yimuphi umgomo azama ukuwufinyelela ngalolo suku esebenzisa imikhiqizo yethu. Lokho empeleni kuyinto eshibhile esikhuluma ngayo futhi sizame ukuyakhela futhi sihlala sizama ukwenza umsebenzi ongcono ngokuhamba kwesikhathi. Angikwazi ukucabanga ngesinyathelo esilandelayo esibaluleke kakhulu sokwehla nomfula kunokuya ku-FanDuel noma ukuya eCoinbase ngemva kwalokho okufundile ku-Yahoo Sports noma Ezezimali. Ngakho-ke kufanele ngibe nayo njengengxenye eyinhloko yomkhiqizo. Kumele. Lapho okuzonqunywa khona lawo makhanda kuqubuka ileli kimi. Kodwa ngiyalithola iphuzu lakho ngokuqinisekile ngakho.
Kimina, isiqhathaniso siwushukela noma, angazi, utshwala. Kokubili okusemthethweni, kokubili okudume ngokumangalisayo, futhi kokubili kubi kuwe ngokweqile, akunjalo? Sakhe izimiso eziningi mayelana nokweqisa ushukela notshwala. Sisebenza kahle futhi abantu basawela onqenqemeni ngaso sonke isikhathi.
Azikho izinkambiso zezimakethe zokubikezela ngempela, akunjalo? Futhi ukugcizelela ukuthi akukona ukugembula empeleni kugcina imikhuba eminingi ikude. Ukhulume kakhulu ngezindinganiso zakho. Futhi ngithi kuyaqabula ukuzwa ukhuluma ngomkhiqizo nokuthumela ithrafikhi kuwebhu. Lena indawo engicabanga ukuthi amanani akho azoba ngaphansi kwengcindezi ngoba izimiso azikho. Ingabe ukhona umugqa wakho?
Ulayini kungaba yinto obekuzofanele sicabange ngayo kakhulu uma besisebenza kunoma yisiphi isikhala. Okuyinto, futhi, esikubhekile okuhlanganisa ukuhweba futhi sanquma ukuthi singcono njengozakwethu othumela ithrafikhi ezansi nomfula. Mhlawumbe iyafana nokuthi, “ingabe sithatha izikhangiso ezinkampanini zeziphuzo, ku-Bud Light?”
Kumnandi. Uyazi ukuthi kungani i-FDR yawina ukhetho lwango-1932? Kwakusencwadini ka-Andrew Ross Sorkin ka-1929. Kwakungeyona i-Depression, kwakuyi-Prohibition. Nami angicabangi ukuthi sihamba ngaleyo ndlela. Ngicabanga ukuthi lezi zinto, mhlawumbe ezingeni elithile, zilapha ukuhlala. Futhi ngaleyo ndlela, ziyingxenye ebalulekile yezinyathelo ezilandelayo abantu abazithatha emikhiqizweni yethu. Ngakho-ke ngicabanga ukuthi siyindawo efaneleke kakhulu kulokho.
Ngesikhathi esifanayo, asiyona inkampani efanele ukuziqhuba ngokwethu. Ngeke usibone sehla ngaleyo ndlela, cishe. Mhlawumbe omunye wabo uzozama ukusithenga futhi asingene kukho. Ngabona ukuthi kungenzeka lokho. Kodwa uma kungenjalo, sibuyele endaweni yokuhlanganisa.
Ngakho lowo bekuwumbuzo wami wokugcina empeleni. Ufikile lapho.
Siphumelele. Siphumelele.
Ukulingana okuyimfihlo ngokuvamile kufuna ukuphuma. Lokho kungase kubukeke sengathi i-Yahoo izoba sesidlangalaleni futhi. Kungase kubukeke njengokutholwayo. Ingabe unomphumela owuncamelayo engqondweni, noma unomugqa wesikhathi?
Ndoda, bengilokhu ngiwuthola lo mbuzo. Ngiyazi nina bafana ninemithetho kulokhu, ukuthi akukho lutho olungarekhodiwe e-UK. Ngangixoxisana nothile e-Cannes futhi ngenza ukuphenduka okukodwa okungalungile kwebinzana, futhi kungazelelwe, kwaba khona isihloko esasiphumela obala, futhi safika ku-CNBC. Futhi kwakungakabikho nganoma iyiphi indlela lapho sasikhona.
Kuvame ukuba yisihloko se-catnip mayelana ne-Yahoo abantu abafana nayo, "O, inini i-IPO?" Baningi abantu abaphambi kwethu abangama-IPO ayizigidigidi zamadola okungenzeka ukuthi angowokuqala nabanye abantu abazibuza wona.
Ngakha le nto ukuze sibe inkampani yomphakathi enempilo futhi, lapho ungazabalazi ikota nekota, okuyinto engicabanga ukuthi yini efake i-Yahoo enkingeni esikhathini esidlule. I-AOL yangena enkingeni esikhathini esidlule. Sakha kulokho, ngokuqinisekile. Kusasele isikhathi eside ukuthi sifinyelele lapho sesikulungele ngempela ukuba sesidlangalaleni iminyaka emihlanu ngemuva kokuphumela obala, hhayi nje ngosuku esiphumela ngalo obala.
Sekushiwo lokho, ngicabanga ukuthi umlando we-PE ukuthi mhlawumbe bangathanda ukuthengisa. Lokho kungaphezulu kwemodeli yabo, ngoba ukuphuma kwemali kuyashesha. Akumele balinde, bathengise njengabanikazi abaningi. Lokho kuvele kudale ezakho izinkinga.
Sekushiwo lokho, sikhuluma kakhulu nge-IPO emihlanganweni yethu yebhodi, futhi ibhodi lingaphezu nje kwe-Apollo. Sekunesikhathi eside kukhona abantu abazama ukukhahlela amathayi kithi. Okuphinde, ngendlela, iphetha ngazo zonke izinhlobo zezindaba ezixakile. Ngithola izingcingo zonkeisikhathi ngoba enye ingxenye ye-PE, bakhahlela wonke amathayi futhi bavumela wonke amathayi ukuba akhahlele. Bahlala bethola izingcingo mayelana nezingxenye ezahlukene ze-Yahoo.
Kodwa iqiniso liwukuthi, i-Yahoo inamandla kakhulu ndawonye. I-thesis ekuqaleni yayiwukuthi mhlawumbe uzozihlukanisa lezi zinto, futhi ungathengisa i-Finance, ungathengisa i-Sports, kodwa kuzodingeka ukwenze ngosuku olufanayo. Konke kuzofanele kuhambe kanye nje, ngoba iyi-ecosystem ngempela. Umsebenzisi ojwayelekile we-Yahoo usebenzisa imikhiqizo yethu emibili noma ngaphezulu. Futhi benza, njengoba sike sakhuluma, bathumela ithrafikhi komunye nomunye. Ingxenye yedatha yegolide ukuthi sinawo wonke ndawonye. Ngokwengqikithi yazo zonke ezinye izinkampani ezikhona, sisabukelwa phansi ngendlela emangalisayo ngalokho esikuletha etafuleni.
Ngandlela thize, kuyingxenye yokuthi kungani sibakhulu njengathi. Kwezinye izindlela, kuseyingxenye yenselelo yokuthi sidinga ukuya kuphi. Yileyo ndlela ngempela esikhuluma ngayo futhi sibheke ngayo, futhi izinqumo esizenzayo eze-IPO yesikhathi esizayo. Kodwa uma kukhona ohlakaniphe ngokwanele, angazi ukuthi bazosivumela ukuthi sifike lapho.
Nokho, Jim, lokhu kube kuhle. Ngikujabulele kakhulu ukukhuluma nawe. Kuhle ukukhuluma nenye i-inthanethi ye-OG, yomibili enemilando eyinqaba eyabiwe ne-AOL. Kufanele ngisho, kuningi lokho kuqhuma ngaphansi kwalesi siqephu kunalokho wonke umuntu angakwazi. Kodwa ngiyasazisa kakhulu isikhathi. Siyabonga kakhulu ngokuba kwi-Decoder.
Kuyamangaza. Ngiyabonga ngokuba nami. Ngiyabonga.
Imibuzo noma ukuphawula mayelana nalesi siqephu? Sithinte ku-decoder@theverge.com. Ngempela siyawafunda wonke ama-imeyili!
