Uyu munsi, ndimo kuvugana na Jim Lanzone, umuyobozi mukuru wa Yahoo.
Ntabwo bishoboka rwose kuvuga muri make inkuru ya Yahoo, ariko verisiyo ngufi yayo nuko kera cyane Yahoo yishyuye Google kugirango ikore agasanduku k'ishakisha kurubuga rwayo, kandi mubyukuri ibintu byose byagiye kuruhande kuva. Uzumva Jim avuga ayo masezerano nkicyaha cyambere Yahoo, mubyukuri. Nyuma yuruhererekane rurerure rwo guhuza no kuzunguruka hamwe nigihe kidasanzwe cyane aho cyari kigizwe na Verizon, Yahoo yongeye kuba isosiyete yigenga, ifite abikorera ku giti cyabo. Kandi ifite imitungo minini muri siporo n’imari, kandi, bitandukanye, imeri, aho ikura hamwe nurubyiruko. Gen Z akunda Yahoo Mail, abantu. Wabanje kubyumva hano.
Ibyo byose bivuze ko Yahoo yunguka kandi ikura, nkuko Jim abivuga, ariko nari ngifite ibibazo bikomeye bijyanye n'aho iryo terambere rigana. Yahoo iracyari moteri ishakisha umwanya wa gatatu kandi yatangije ubushakashatsi bushya bukoreshwa na AI bwitwa abaskuti, ariko barashaka rwose kugabana isoko kuri Google? Ese ishoramari rinini mu kwamamaza gakondo ryaba ryiza mugihe abayiremye n'ababigizemo uruhare bitaye cyane? Kandi hamwe na siporo nyinshi hamwe na finanse bihinduka gukina urusimbi, Jim afite imirongo itukura atazambuka hamwe na porogaramu ebyiri nini kuri enterineti?
Abafatabuguzi ba verge, ntuzibagirwe ko ubona uburyo bwihariye bwo kwamamaza kubuntu-Decoder aho ubonye hose podcasts. Umutwe hano. Ntabwo ari abiyandikisha? Urashobora kwiyandikisha hano.
Hano haribintu byinshi muribi, harimo bimwe bya decoder org chart terminology hamwe nibingana nabantu babiri bafite amateka maremare kuri enterineti bagerageza kuzana ibitekerezo byimbitse kuri memes ishaje. Nukugenda, kandi Jim yari umukino mwiza.
Jim nawe yari umunyabwenge cyane kubijyanye na tekinoroji yamamaza, kandi twakoresheje amagambo menshi tuvuga ku cyemezo yafashe cyo guhagarika igice cyubucuruzi bwa Yahoo no gushora mubice bikura. Dore byihuse - wumve neza kugaruka kuri ibi niba ari wonky cyane, ndagusezeranya ko uzabibona, ntabwo bigoye.
Ibicuruzwa bitanga uruhande, cyangwa SSP, ni tekinoroji porogaramu, urubuga, cyangwa urubuga rushobora gukoresha mu kugurisha umwanya kubamamaza. Ufite ibarura - ibyo ni ugutanga - kandi abamamaza bakoresha SSP kugura ibyo bikoresho. Yahoo yari ifite SSP nini, ariko Jim yarayihagaritse hashize imyaka mike kugirango ashyigikire ishoramari ryuruhande rwibisabwa, cyangwa DSP, ikora ukundi: Uwamamaza avuga ko ishaka kugera ku mubare runaka wabantu, hanyuma urubuga rukora cyamunara rwikora kurubuga na porogaramu kugirango berekane iyamamaza. Naya mafranga manini - nuburyo Google yinjiza amafaranga menshi kurubuga, kurugero.
DSP nini ntabwo itanga gusa amatangazo kurubuga cyangwa muri porogaramu, haba. Uzumva Jim avuga kuri CTV, igereranya TV zahujwe. Iyamamaza ryose muri porogaramu zikurikirana? Yatanzwe na DSP nini, harimo Yahoo, ikorana na Netflix na Spotify.
Sawa: Jim Lanzone, umuyobozi mukuru wa Yahoo. Hano turagiye.
Iki kiganiro cyahinduwe byoroheje kuburebure no gusobanuka.
Jim Lanzone, uri umuyobozi mukuru wa Yahoo. Murakaza neza kuri Decoder.
Nibyiza kuba hano.
Nshimishijwe no kuvugana nawe. Amateka yanjye bwite apfunyitse mubintu ubu Yahoo ukora. Nigeze gukorera AOL, yamenetse muri Yahoo murukurikirane rwo kugura. Nzi ko utekereza cyane kubijyanye na Yahoo uyumunsi nigihe kizaza cyurubuga nubusabane bwarwo nurusobe runini twese dukora. Ndatekereza rero ko hari byinshi byo gupakurura.
Ndashaka gutangirira ku mateka yanjye bwite na Yahoo, kubera ko natangiriye mu itangazamakuru ry’ikoranabuhanga muri Engadget ku madorari 12 $ ku mwanya igihe yari ifitwe na AOL. Iki cyari igihe kidasanzwe mubitangazamakuru ko aricyo kintu ushobora gukora. Kandi icyumweru gishize, watangaje ko ugurisha Engadget kubintu bita Static Media. Unjyane muri kiriya cyemezo cyo kugurisha Engadget. Wagurishije TechCrunch gusa. Ni ibiki bibera hano?
Mubyukuri nicyo kirango cya nyuma kitari Yahoo cyagurishijwe. Kuva twirukanwa muri Verizon muri Nzeri 2021, twabaye muburyo bwo gushyira mu gaciro portfolio kandi byumvikana imbere. Nzi neza ko tuzabiganiraho.
Ariko ibyo bigenda bisubira inyuma, "Kuki tukiri hano nyuma yiyi myaka yose? Ni ubuhe burenganzira dufite bwo kubaho? Ni ubuhe burenganzira dufite bwo gutsinda?" Kandi mubyukuri inkuru ndende ngufi iragaruka kubutumwa bwambere bwikigo: kuba umuyobozi wizewe kuri enterineti. Muri 1995, bivuze kugufasha kubonaimbuga za interineti. Muri 2026, irashobora gusobanura ubwoko bwose bwibintu bitandukanye. Ariko aho niho dukomeye. Aho niho turacyakomeye nyuma yibintu byose uruganda rwanyuzemo mu myaka yashize.
Tugeze hano, haracyari ibintu byinshi bigenda. Twari dufite ubucuruzi bwo gutanga ibintu. Isosiyete yari yagiye kure cyane mubitangazamakuru byose kandi kure yamateka yayo nkibindi byinshi byo guteranya hamwe n’ahantu hagufasha kubona aho ujya kuri ibyo bitangazamakuru. Kandi na none, turashobora kuvuga kubyo tubitekerezaho. Ariko hagati ya TechCrunch, Abahanganye, twagurishije, Engadget, nibindi bintu byinshi bito, amaherezo na AOL, twagurishije muri Q4, kuburyo kuruhande rumwe, bijyanye no kwibanda. Kurundi ruhande, iyo bigeze kumitungo nka TechCrunch na Engadget, niba utekereza kubyo dukora mugihe dukora itangazamakuru, mubyukuri ni ugutanga imiterere yibicuruzwa dukora muribyo byiciro. Ntabwo turi ahantu ho kujya amakuru mashya. Niyo mpamvu rero Engadget na TechCrunch basanze ingo zifite, muri ibyo bihe byombi, imiryango yibirango yaba yibanda ku ikoranabuhanga cyangwa yibanda ku bitangazamakuru kandi rwose ikora itangazamakuru nk'iryo, mu byukuri ntabwo aribyo Yahoo ikora.
Ndashaka gucukumbura muribyo byonyine. Ntekereza ko "tutari ahantu ho gutangaza amakuru," ifite agaciro kamwe iyo uvuze kuri ibi murwego rwa siporo nubukungu.
Gutanga ayo makuru cyangwa kwihangira ayo makuru, sibyo? Ibinyuranye kuba igiteranyo cyabandi bantu babikora.
Nibindi bice rwose mfite amatsiko. Yahoo yaguze Artifact, yari progaramu ikomeye cyane ya AI ikoreshwa namakuru yatangijwe nabashinze Instagram. Naganiriye na Mike Krieger na Kevin Systrom kubyerekeye imyaka myinshi. Imwe mu mpamvu zatumye bava muri ubwo bucuruzi bakayigurisha kuri Yahoo ni uko bari bameze, bati: "Nta rubuga ruhagije rwo kwegeranya. Amakuru ku rubuga ni ikintu kigenda kigabanuka kandi mu byukuri ibikorwa byose biri ku mibereho. Kandi nka Artifact, ntitwigeze dushobora kubona izindi mbuga zose ku mbuga nkoranyambaga."
Yahoo ni igiteranyo. Numvise ko ubivuze mbere. Nicyo uvuga ubu. Agaciro hano ni uguhuza byose hamwe no gutanga abumva. Urimo kubura urubuga kugirango ukusanyirize hamwe? Kuberako ibi, kuri njye, ikibazo cyo gusobanura ibihe byacu nonaha.
Turashishikaye cyane kubyo. Kandi nzi neza ko tuzavuga kuri moteri yacu yo gushakisha AI twatangije, ariko icyo ni igice kinini cyibisobanuro inyuma yibyo. Agaciro kacu k'ibicuruzwa ni ugukora neza nababwiriza kurubuga rufunguye.
Ariko mubyukuri ntekereza ko ikibazo cyabo gikomeye na Artifact cyari abumva, nikibazo abantu benshi bafite. Nukuri biragoye cyane cyane mumakuru, kubaka abumva igipimo, haba muri 2024 mugihe twaguze Artifact cyangwa uyumunsi. Kandi rero yari ntoya cyane kubakoresha kubicuruzwa biteye ubwoba. Kandi icyo gicuruzwa cyari igiteranyo. Ndibwira ko mubyukuri yakubise amasoko menshi. Twakubise byinshi hamwe na Yahoo. Nibihumbi byabamamaji.
Kugira amasezerano ataziguye nabamamaji kugirango ibikubiyemo byegeranijwe natwe mubyukuri byari bimwe mumateka yisosiyete isubira inyuma yimyaka ibiri-yongeyeho. Turabohereza traffic, kandi mubihe byinshi, dusangire amafaranga yinjira. Buri gihe ibyo byari bimwe mumateka ya Yahoo nibyo yakoze neza. Hariho ibintu byinshi bitabaye, bitagenze neza. Ariko iyo twinjiye muri societe, aho yari agikomeye niho twari tugikora ibyo mubyiciro bifite akamaro.
Artifact yariyemerera ko ibyo twarazwe birashoboka ko atari ikirenge cyiza imbere yo kuba igicuruzwa cyiza muri uwo mwanya. Twese twari abafana ba Artifact; Nari ku giti cyanjye. Mubisanzwe, iyo ukoze ibintu nkibyo, ubihindura muri Borg, kubabyeyi. Twakoze ibinyuranye. Mubyukuri twashyize ikirango cya Yahoo kuri porogaramu ya Artifact hanyuma dutangirira aho turabyemera.
Kimwe mubintu Yahoo ikora neza nuko turi binini cyane. Dufite abantu benshi. Kandi turashobora guhindura iyo shitingi yumuriro kubicuruzwa byiza nitububaka. Ibyo nibice bigize isomo ryukuntu twakura ubu bucuruzi, byemewe ko byahindutse cyane.
Ibi nibyiza mbere yigihe cyawe, ariko mugihe twatangiraga The Verge mumwaka wa 2011, amasezerano yacu ya mbere ya syndication yagiranye na Yahoo kandi amashanyarazi yacu ya mbere akomeye mumashanyarazi yari yahoo.comUrupapuro. Kandi nakwicara ngerageza kumenya inkuru zashyirwa aho. Nagize ibyo biganiro byose. Ahanini, igisubizo ni, "ntuzigera umenya." Noneho rero twakoze isesengura ryamakuru yose dusanga Yahoo algorithm yakunze inkuru zerekeye amafi. Ntabwo ndasetsa. Byari amafi.
Ndabyizera.
No kuwagatanu, kubera ko nkomoka muri Wisconsin, twagira vendredi Fish kuri The Verge kandi twashakisha byukuri inkuru zikoranabuhanga ryamafi tugakusanya iyi traffic yose Yahoo. Kandi ibi birashoboka ko bigira ingaruka nyinshi mubitekerezo byanjye kuburyo bwo gucunga umutungo w'itangazamakuru, ndetse no muri 2026. Nkuko utagomba kubikora.
Byose bijyanye n'amafi.
Iburyo. Yego. The Verge iratangaje kubyerekeye amafi munsi yayo yose. Mu byukuri ni amafi gusa. (aseka)
(aseka) Yego. Yego.
Igitekerezo cyari iki, "Niba nkinnye kuri iyi algorithm, amaherezo izashira. Ibi ntibishobora kuramba. Kandi rero tugomba kubaka ikintu kirambye ku magambo yacyo kandi tugakusanya inzira zose za algorithmic mu nzira." Ibyo biracyari imyumvire yanjye yisi: Turashobora kwirukana SEO, ariko SEO igiye kubantu. Turashobora kwirukana icyerekezo cyose cya Instagram hanyuma tugahindura kuva kuri Stories tukerekeza Reels, tugasubira muri karuseli, ibyo Adam Mosseri ashaka ko dukora, ariko ibyo ntibishoboka.
Ndabaza iki kibazo kijyanye nabaterankunga no kukugurisha ibyumba byamakuru kuko nibaza niba Yahoo nkumuhuza wabateze amatwi ashobora kuramba kubyo byumba byamakuru. Kuberako icyo mbona nuko Google nkisoko yimodoka igenda. Twitter cyangwa X ntabwo byohereza amahuza kubantu bose, nkisoko yimodoka, ibyo biragenda. Kohereza mubyumba byamakuru biragabanuka.
Kandi iyo urebye gusa uko isanzure imeze, itangazamakuru ryikoranabuhanga riragabanuka. Itangazamakuru riragabanuka. Ibinyamakuru birahagarara. Muri uwo mwanya nka agregator, utekereza kuri dinamike? “Niba tudashobora kuramba, ntabwo tuzaba dufite ibintu bihagije byo guteranya”?
Reba, Yahoo yabonye neza ikintu cyo kuba igiteranyo cyimyaka, ntabwo rero mvuze ko bitanga rwose. Ariko gusubira mu ntangiriro, uruhare rwa Yahoo kwari ugufasha abantu kubona imbuga, sibyo? Hanyuma porogaramu, hanyuma inkuru mumyaka. Ariko twafatanye uburemere rwose hano, ko ari akazi kacu gufasha kohereza traffic traffic epfo, kugirango tugufashe kubaka icyo kirango. Turi ahantu hamwe. Ndashaka kuvuga, dufite SEO kandi rwose turi mumwanya umwe. Hanyuma dushimire, hejuru ya 70% yo gusurwa kwacu birahari. Kandi twubatse kuruhande rwubucuruzi.
Ndumva rero ibyo uvuga, kandi ngira ngo biri mu kaga. Ndibwira ko LLM ari imwe mu mpamvu zikomeye zituma babangamiwe, hamwe nuburyo bwa AI muri Google nicyo kibazo gikomeye. Birashoboka ko ari pie mwijuru, ariko mfite amateka mubushakashatsi kandi nabonye ibi bibaho mbere nibintu bimwe ikipe yanjye yubatse.
Nibyiza niba inganda zandukuye bimwe mubintu twakoranye na Yahoo Scout gusa, aho twabigaragaje cyane kandi tugahuza kuburyo bugaragara kandi twunamye inyuma kugirango tugerageze kohereza traffic nyinshi kumanuka kubantu bashizeho ibirimo byashizwemo na LLM kugirango batange ibisubizo batanze hamwe na chatbots. Ibyacu birasa cyane nkishakisha gakondo kandi ni paragarafu-itwarwa. Ntabwo ari chatbot igerageza gukora nkumuntu kandi ikakubera inshuti.
Usibye ikibazo cyo kwamamaza, dushobora no kuganira. Iyamamaza rya Claude, iyo ntera yimbere hamwe na chatbot, ntabwo tubikora. Ariko duhuza byimazeyo abamamaji. Turizera ko atari kuri twe gusa, ahubwo no kuri moteri zindi mugihe kizaza, ibyo biba byinshi mumikoreshereze yabakoresha kubintu. Abo bamamaji barabikwiye, kandi ntituzaba dufite ibikubiyemo byo kurya kugirango dutange ibisubizo bikomeye niba ababwiriza badafite ubuzima bwiza.
Ndatekereza mubyukuri Google yaba yararangije intera isa cyane iyo baza kuba bava mumarembo. ChatGPT imaze kubatsinda ku isoko, icyakora ibyo byabaye, bagombaga gukina gufata kugirango birinde abantu bava amaraso kuri ChatGPT. Mbabajwe n'impamvu babikoze, ariko ndizera ko atariho inganda zihurira.
Urashobora kubona Google igenda kumurongo utoroshye none hamwe nuwamamazaumubano, hamwe nangahe ihuza mubisubizo byabo, uburyo bahuza kwamamaza. Ku kimenyetso kimwe, urashobora kubona ChatGPT na OpenAI bagenda kumurongo utoroshye kandi, sibyo? Ntabwo bamenye neza uburambe bwabo bwo kwamamaza.
Ariko bakomerekeje aho, ngira ngo, kubwimpanuka. Byubatswe nabashakashatsi. Kandi rero, byanze bikunze, umukoresha wa mbere interineti yari afite imirongo myinshi yerekana. Byasaga nkumuntu wo muri kaminuza wanditse urupapuro rwubushakashatsi. Twasubiye muri ibyo kuba intera yuburyo ibi bigomba kumera kubwimpanuka. Ariko ntabwo aribwo buryo bwo kureba no gukora kugirango dutange ibisubizo bikomeye. Ndatekereza ko dushobora gukora byinshi kugirango twohereze traffic epfo, kandi twagerageje kubikora. Biracyari kare, birashoboka rero ko bizahuha mubicuruzwa byinshi. Birakenewe rwose, kugirango kwamamaza bikore.
Ntekereza ko aricyo kibazo cyanjye kindi hano. Nzi ko wakoze byinshi kuruhande rwo kwamamaza ubucuruzi. Wagurishije ibice bimwe, wongeye gutekereza kubindi bice. Ndashaka kubigeraho. Ariko reka mbaze gusa kubyerekeye dinamike yo kohereza traffic epfo. Ntabwo aribyo mubanywanyi bawe bakora. Bafashe traffic ninshi muririma rwabo rukikijwe. Barimo gukora format nyinshi kandi nyinshi. Bose barimo guhuriza hamwe kuba amashusho. Urashobora kubibona gusa, sibyo? Ibintu byose bihinduka igikona amaherezo hamwe nubwihindurize.
Ntabwo wakoze neza. Hano hari bits na bobs kumitungo ya Yahoo, ariko ntabwo wigeze ufata inzira yuzuye ngo, "Sawa, tugiye kuzitira ubu busitani. Tuzagura ibirimo. Tuzabishyira hano. Byose ni uburambe hanyuma noneho dushobora kubihindura uko dushaka." Urasa nkuwiyemeje kohereza traffic traffic. Ibyo biva he? Ese ibyo ni imyizerere yonyine? Ese ibyo ni byiza? Cyangwa hari impamvu yubucuruzi nayo?
Ntekereza ko bishobora kuba byose byavuzwe haruguru muriki kibazo. Turashobora kuba gusa Pollyanna kubyerekeye cyangwa gutekereza ko ari itandukaniro cyangwa ikindi. Ariko mbere ya byose, twibwira ko abantu bashaka kujya munsi yabatangaza. Icya kabiri, twibwira ko mubyukuri dushobora kugenzura inkomoko cyangwa gukurikirana no kujya kubona amakuru menshi ni umukoresha cyane. Nibyingenzi kubakoresha bakeneye mubushakashatsi, niho rwose dukinira.
Ntabwo turi icyitegererezo kinini cyururimi. Ntabwo tugiye kuba ahantu uza kuri code. Twatangije rwose abaskuti nka moteri yo gusubiza. Igice cyibyo ninshingano gakondo ya moteri ishakisha. Turimo gutangiza kandi twinjiye muburambe bwa moteri yacu yo gushakisha. Birasa cyane rero nibyo kuva mubona.
Ariko kandi nigiciro cyibanze cyibicuruzwa byacu, byanze bikunze. Tugomba gukora byinshi byo gutekereza. Urupapuro rwa Yahoo twarazwe muri 2021 rwagiye rutemba mu myaka yashize rugera ku makuru yihuta cyane kandi ntari kure ya portal, kandi mfite impuhwe nyinshi zuko uko byagenze. Turashobora gucukumbura inzira zose mumateka yikigo. Ndibwira ko bigenda bisubira mucyaha cyambere cyo gutanga ubushakashatsi kuri Google, niko byagenze. Nibeshya ko yakubiswe na Google. Yahoo ntiyigeze akora no gushakisha. Bakoze amasezerano yumushinga.
Iburyo. Byakozwe na Google.
Byaba nkaho Google uyumunsi, kurupapuro rwibisubizo byubushakashatsi, ihujwe na ChatGPT ifite ikirango cya ChatGPT kandi yishyuye ChatGPT kubwamahirwe. Nibyo Yahoo yahaye Google muri kamena 2000. Kuva icyo gihe, yari isosiyete igoye kurwanya imigendekere ya Google hanyuma Facebook. Hanyuma nkisosiyete rusange itoroshye, byari bigoye guhitamo neza. Ariko muri kiriya gihe, yavuye muburambe bwa portal, nkeka ko abantu benshi bahaye agaciro - gusa birashoboka ko atari benshi nka Google. Kandi rero hariyo igihu kinini cyintambara.
Mugihe twatoraguye, mubyukuri iyi ni amakuru yihuse. Kandi twibwira ko abantu bashaka byinshi byingirakamaro murugo rwacu. Bashobora kujya munsi yamakuru cyangwa kuri Siporo cyangwa Imari, ariko aho hantu, nibyinshi rero.
Ninimpamvu imwe ituma uzabona videwo ngufi, kuko mubyukuri yabaye inzira yemewe yo gukoresha amakuru namakuru. Ariko twibwira ko guteranya ari ikintu abantu badushakaho rwose. Kandi kugirango dukore neza, ntabwo tuzaba aribo dukora ibintu byose ubwacu. Tugomba gufatanya nababwirizano kubohereza traffic.
Ntabwo basabye uruhushya kubintu byinjiye muburyo bwururimi runini rwambere. No muri iki gihe, abantu bose baracyakeneye Google kugirango igere hanze. Urashobora gusaba abantu kureka kugukurikirana, urashobora kohereza guhagarika no kureka, ariko biragoye cyane kubikumira. Ariko muri iyo verisiyo yumwimerere ya buri rurimi rwururimi runini, ibirimo byafashwe gusa. Kandi yego, ndatekereza ko ibyo byari bibi.
Impamvu ndimo kubisunika cyane ni, imwe, ngira ngo biruhura kumva agregator avuga kubyerekeye gutanga muri ubu buryo. Ntabwo bibaho kenshi. Kandi abanywanyi bawe bose bakomeye, umwe, bose berekeje kuri videwo. Muburyo ubwo aribwo bwose, bashishikajwe no gufata amashusho. Ariko iyo urebye abaterankunga benshi, kandi basa nkimbuga nkoranyambaga igice kinini, ntacyo bishyura kubirimo.
Instagram ntacyo yishyura abinjira muri Instagram. Byose biranga ibicuruzwa hejuru no hepfo. X ifite ibyo kugabana byinjira X ikora, ariko biratangaje kandi itera ibintu bidasanzwe kuburyo ntakeka ko bibara kubamamaza. Ibiciro bya YouTube biragabanuka. Niba ubajije abantu bakora ikabutura ya YouTube, ntabwo binjiza amafaranga ahagije kuri YouTube. Imbaraga za Google, Google ntabwo yigeze yishyura ibirimo. Icyaha cyambere cyubucuruzi bwo gutangaza ni Jonah Peretti yizeraga ko ashobora kujya ahagaragara na BuzzFeed ku buryo Facebook izahatirwa kumwishyura amafaranga mu bihe bimwe na bimwe by’amasezerano yo gutwara abantu bitigeze bibaho.
Aba bamamaji bose bakubise urutare muburyo bumwe. Bose baramanutse, "abakoresha bazaduhindura ibintu kubusa." Izi sosiyete zose zihagaze mu buryo butandukanye, zirahatana mu buryo butandukanye, ariko niba urebye gusa ugahina, bose bameze nka, "Ntabwo tugomba kwishyura, kuko abayikoresha bazakora amashusho ku buntu. Hano hari ingabo zingimbi zizagaragara hano tutitaye kubyo dukora."
Kandi uravuga uti: "Oya, dukwiye kwishyura amafaranga kubintu biri muri bimwe mubyumba byamakuru kuko hari ibyo abakoresha bakeneye." Nigute ayo marike agukorera? Abantu bose barihe amafaranga hano?
Nibyiza, muritwe, hariho imigabane ya rev. Ntabwo rero twanditse cheque yo gutunga ibirimo. Mu byukuri ni amasezerano yacu. Kandi wibuke, gushakisha nabyo byari bifite amasezerano mbonezamubano, aribyo, "uratwemerera kugukurikirana, hanyuma tukagira agace, hanyuma tukakohereza traffic." Kandi mugushakisha, nibyo tugerageza kugaruka no kugarura inganda.
Kubindi Yahoo isigaye, navuga ko itandukaniro ari uko, mubicuruzwa byose umaze kuvuga, abamamaji barimo gukora ibintu bya bespoke biri kuri urwo rubuga - tweet, inyandiko ya Instagram, videwo yo kuri YouTube - twizeye ko uzahuriza hamwe abumva aho kandi / cyangwa bazatangira kubaka ikirango cyo kugarura mu mutungo wawe bwite.
Ku bitureba, urimo kurya bimwe mubirimo hamwe nikirango cyawe ngaho, nkuko ubizi kuva muminsi y amafi, hanyuma bikakuyobora kumanuka. Nuburyo rero butandukanye. Kandi mubyitegererezo byacu, nibyinshi mubirimo uwamamaza, bitandukanye no kunkorera ibicuruzwa, mubyukuri nibyo buri wese akora ahandi.
Reka ngarure gusa kuri Engadget na TechCrunch kubindi byerekezo. Noneho ndashaka kuvuga uburyo wubatse Yahoo na cyane cyane, ibyo ukora kuruhande rwo kwamamaza, kuko mfite amatsiko menshi hano. Uratekereza ko usohotse uyu mwanya aho ukorera ibyumba byamakuru hamwe nitsinda ryandika, ko izo nyubako zigihe kirekire kuriyi si? Ntibishobora kuba amasezerano ya Yahoo gusa ashyigikira ibyumba byose byamakuru kwisi, sibyo? Hagomba kubaho gushiraho ubundi buryo bwo kwinjiza amafaranga, bimwe byinjira mubindi byinjira, bimwe bitandukanye.
Wakoraga ubwo bucuruzi. Wahisemo kubivamo. Ni ukubera ko utabonye amahirwe yubucuruzi kuri bo? Cyangwa ntiwashakaga gusa gutera ibyo bibazo?
Ibirimo urimo gukora nuburyo bwibiciro byibyo bigomba guhuzwa nubwoko bwamamaza urimo gukuramo. Niba rero byose ari gahunda, ntushobora abakozi ba premium cyangwa gutanga premium. Ubucuruzi munzira bwageze kuruhande rutari rwo rwa P&L kubera ibyo. Bakorera premium kandi bakoresheje amafaranga kuri CPM yo hasi cyane. Nibeshya kuvuga ko tutarimo, kukoni ubwoko bwibirimo turimo gukora. Inkingi zacu eshatu kubicuruzwa nibisumbye hamwe, amakuru yihariye, hamwe nibyo twita inanga kubijyanye. Ibyo rero rwose birahagije kubijyanye n'imiterere.
Turimo gukora ibintu byinshi muri siporo. Turimo gukora amasaha 60 mucyumweru cya videwo yumwimerere. Ikintu kimwe mubukungu. Twagiye twubaka iyo mitsi. Dufite numero ya mbere ya podcast ya NBA hamwe na Kevin O'Connor. Dufite numero-imwe ya MMA podcast hamwe na Ariel Helwani. Dukora ibintu byinshi. Ariko ntabwo isenya ibiri mu makuru.
Ngeze hano, twari dufite umunyamakuru wa White House. Twarushanwaga na Associated Press, kandi nibyo twifuzaga rwose kuvamo. Niba utekereza kuri TechCrunch, yavuze hano hariya kuri hand kuri Twitter. Byari bimeze nka, “twohereze uduseke.” Kandi bari gutangaza amakuru, rimwe na rimwe kuri twe, birakwiye.
Ariko ndibuka ko babikoraga no mubihe bya Tim Armstrong. Kandi ibyo nibyiza. Ariko ntabwo arubwoko bwibirimo dukora. Shams Charania muri siporo na Adrian Wojnarowski mbere ye muri NBA, batangiriye kuri Yahoo muri kiriya gihe. Twatekereje gusa, reba, ayo makuru agiye gucika kandi azakwirakwizwa vuba cyane, kandi ntuzigera ubona inguzanyo kuri ESPN. Ntabwo bazahora bavuga kuri SportsCenter aho ayo makuru yatangarijwe. Hanyuma rero birumvikana, noneho bahuhuta kwiba abo basore no kubaha miliyoni 10 z'amadolari kumwaka. Nukumera rero nkumukino twahisemo ntabwo aribyo abantu batugana. Nukuri mubyukuri kuba igiteranyo, hanyuma dushobora gutanga imiterere ikomeye.
Muri siporo n’imari, biratandukanye gato kuberako tutateranya gusa, ahubwo dufite ibicuruzwa bifite akamaro kanini, nka Fantasy. Turi umwe mubibanza bibiri byambere muburyo bwumwimerere na Fantasy na Siporo. Dufite iyi mikino yose ya Fantasy twatangije. Kandi nukuri, mubukungu, turacyari aba mbere mugukurikirana portfolio yawe no kubona ubushakashatsi namakuru kubyerekeye. Yaba Brian Sozzi n'itsinda rye kuri Finance, cyangwa ni KOC nibindi bintu kuri Siporo, turatanga imiterere y'ibikorwa ugiye gukora muri izo vertical.
Ntugire ikibazo. Tugiye kuza kugongana na siporo nimari mumasegonda imwe hano.
Aha ni ahantu heza kubibazo bya Decoder. Ndashaka rwose kukubaza. Wabaye umuyobozi mukuru umunota umwe. Yahoo yagiye inyura muburyo bwose. Igihe kimwe, yashizwemo ikintu na AOL kuri Verizon yitwa Indahiro, yari iteye urujijo. Wabaye umuyobozi mukuru nyuma yuko Apollo Global iguze isosiyete. Ni ikigo cyigenga cyigenga. Abantu bake cyane bazajya bibwira bati: "Nkwiye kuba umuyobozi mukuru wa Yahoo," hanyuma bakabaza icyo gikorwa. Unyure muri ibyo. Ikibuga cyari ikihe? Wakoze igorofa? Byagenze bite?
Mu byukuri byari bitandukanye cyane. Baguze muri Gicurasi 2021.Yafunze muri Nzeri 2021. Kandi bavuganye n'abantu benshi batandukanye hirya no hino mu nganda, abantu uzi, nzi, ku bijyanye no gukora umwete kuri Yahoo niba bagomba kuyigura. Nahanganye na Yahoo muri rusange aho mpagaze umwuga wanjye. Nari nzi buri kipe nyobozi. Nagiye mumutwe hamwe nabo mumyaka yashize. Nafatanya nabo kubintu bimwe mumyaka.
Buri gihe natekerezaga ko ari sogokuru wimpinduka zose, kandi nabaye bamwe muribo. Gusa nakuze nkunda kubikora. Ku bwanjye, nashakaga kwiruka ngana ku muriro. Nari naratekereje cyane ko byari ibintu byiza gukora niba ushobora kubibona kubiciro byiza ,.
Amasezerano amaze gufungwa, ikiganiro cyahise gihinduka niba nifuza kugikora. Kandi rwose nari. Nta kindi kibanza cyariho usibye inama zanjye nigitekerezo munzira yo kukigura. Noneho muriyi mpeshyi, mbere yuko bafunga, byarangiye ari imishyikirano yanjye nza kuyiyobora. Nari kuba mu yandi masosiyete aho twatekerezaga ubwacu nka: "Yoo, icyampa tukajyana ikipe yacu nyobozi hakurya tugahiganwa nabo hamwe nuwo mutungo. Reka turebe uko iryo siganwa rya olempike rigenda." Twashakaga kubigerageza.
Byari hafi imyaka 30 mugukora. Nabibonaga mugihe gitandukanye cyane kuruta uko nabibonye muri 2010cyangwa 2005 cyangwa ikindi gihe runaka. Ariko umutungo wari ugikomeye cyane. Kandi yego, ndumva kandi igice cyikibazo cyawe, aricyo PE. Kandi abantu mumwanya wanjye mubisanzwe bashaka kujya gukora ibyo?
Nabaye rwiyemezamirimo. Natangiye ibigo bibiri. Nakoreye abanyamakuru b'itangazamakuru. Nakoze ibintu byose. Kandi igitekerezo cyanjye kuri ibyo nibyo, burigihe ugomba gukorera umuntu; ni inama yawe, ni amasoko rusange, ni umutware ukomeye rwose, uwo ari we wese. Kandi numvaga nka Reed Rayman, wari umufatanyabikorwa muri Apollo wakoze ayo masezerano, yari umusore uzi ubwenge rwose, mwiza rwose, kandi ko twaba abafatanyabikorwa beza rwose, yaba imigabane yigenga iri inyuma yayo cyangwa VC cyangwa undi wese.
Nibyiza noneho, mubyukuri, reka nkubaze kubyerekeye igice cya PE, kuko uvuze ukuri ko mfite amatsiko menshi kubyo. Mubisanzwe, firime ya PE igura umutungo ugabanuka kugirango uyigendere munzira imanuka. Ibintu byose wavuze kugeza ubu ni iterambere, sibyo?
Batanze igishoro gihagije cyo gushora imari mubucuruzi, cyangwa urimo kwimura amafaranga ukoresheje kugabanya no kugabana?
Navuga ibintu bibiri. Imwe ni uko mubyukuri batanze igishoro. Mubyukuri, nari mu nama muri iki gitondo aho batangaga igishoro cyo gukora ibintu bikomeye twavugaga.
Ese umuziki mubi ucuranga mugihe ikigo cyigenga cyigenga kiguha amafaranga?
Oya. Niba warahuye na Reed, ntabwo wabitekereza gutya.
Ninkaho ari uwunganira satani?
Oya. Dufite itsinda ryamasezerano ridasa na gato. Kandi sinzi kubindi PE… Ntabwo nigeze nkorana nibindi bigo bya PE.
Nibyo.
Oya, mubyukuri barashakaga rwose kuzunguruka binini. Niba usubiyeyo igihe natangiraga, byari bikiri umutima wa Covid hamwe na crypto boom n'amabuye, kandi habaye igihe kimwe, hanyuma ibintu byuma gato, hanyuma AI irazamuka. Twanyuze muri ibi. Kandi rero ibyo twarebye gukora nuwo murwa mukuru bitandukanye. Twarangije kugura utuntu duto munzira aho kuba ibintu binini, ariko bagiye hejuru kubintu binini kandi bagerageza gukora ibi binini cyane munzira.
Twakunze gukora lisansi yacu. Ndagusezeranije rero ko nta kugabanuka kwagaragaye hano bitarafashwe ingamba nitsinda ryanjye, ryagiye i Apollo, riti: "Hey, tugiye gukora ibi." Twahagaritse ibice bibiri bikomeye byo gutakaza amafaranga yamamaza tekinoroji yikigo, kandi niyo kipe yacu yose yagerageje kubikora. Twebwe rero, navuga ko twunguka cyane, kandi ntidukeneye gukora idorari rirenze ingengo yimari yacu kugirango duhaze imana PE. Byemeranijweho buri mwaka muri gahunda yacu yo gutegura uko bizagenda.
Kandi mubyukuri iyo twagize impinduka kuri moteri yinjiza, byari dicey nkeya kumwaka. Nibwo "Indiana Jones yasimbuye zahabu" kandi bagombaga gusimbuka kwizera natwe kuri ibyo. Ariko ntitwigeze tunyura mumyitozo iyo ari yo yose itwarwa na PE cyangwa kugabanya ibiciro.
Nabonye amagambo yavuzwe na Apollo avuga ko Yahoo ninyungu yihuse kubushoramari bigeze bagira. Nzi ko uri sosiyete yigenga. Kugaruka ni iki? Ese bifite akamaro? Ni amadorari arenze ayo bakoresheje?
Oya, byunguka cyane. Kandi reba, ntabwo dutangaza ibyinjira, ariko biri muri miliyari. Iyo mibare yazengurutse nkuko nimuye amafaranga menshi yinjiza hamwe naya masosiyete yikoranabuhanga yamamaza atwara imirongo myinshi yo hejuru ariko ntabwo ari umurongo wo hasi. AOL yari amafaranga menshi ninyungu kandi byagiye hanze.
Ariko iri muri miliyari yinjiza. Nibyiza cyane. Ntabwo yunguka amadorari. Kubisosiyete yishyuye rwose ikiguzi cyo kuba sosiyete ya leta itoroshye mugihe kirekire, neza mumenyo yabamwe mubanywanyi bakomeye baza baza kurya ifunguro rya sasita, nibyiza kuba wiherereye munzira, twaba dufite PE cyangwa tutayifite, kugirango tubashe guhindura byinshi muribi. Ari ahantu heza cyane mubukungu.
Reka tuganire kuri izo mpinduka. Mubyukuri ngiye kukubaza ibibazo bibiri bya Decoder muburyo butandukanye kuruta uko nsanzwe mbikora. Wafashe ibyemezo byinshi. Ntabwo bisa nkaho wigeze wicara ukingura Google Docs ukavuga uti: "Niba narayoboye Yahoo…" nkora urutonde rwamasasu. Ariko wafashe ibyemezo byinshi,harimo ibyemezo byo kuva mubucuruzi bumwe. Nigute ushobora gufata ibyemezo? Ni ubuhe buryo bwawe?
Mumaze kureba podcast yawe igihe kinini, nari nzi ko kiriya kibazo kiza, kandi sinashakaga kuzana igisubizo kibi. Kuberako numvise bamwe, kandi basa nkaho bagerageza kwandika igice kuri Peter Drucker cyangwa ikindi kintu. Gusa ntabwo ngiye kugerageza gukora ibyo.
Ndi umuyobozi mukuru mubi sosiyete ikora software. Ndi umuyobozi mubi wibigo byibiryo. Ariko nakoze internet yabaguzi umwuga wanjye wose. Nabatangiye, Nafashe binini, Nabonye ibintu byose washoboraga kubona muruganda. Kandi biroroshye cyane gufata ibyemezo. Ntekereza ko bigoye kubona amakuru yabyo. Ntekereza ko ikipe yanjye yakubwira ko nihutira gufata ibyemezo. Nahitamo kubikora ubwabo, kandi dushobora kuvuga kubyerekeye imiterere ya org n'impamvu aribyo. Ndi umwanditsi mukuru ubwanjye kubibera hano.
Urwego rwose runyuze mumurongo wubutumwa bwacu. Ntabwo nfite indangagaciro za Enron kurukuta, nkubunyangamugayo, ntacyo bivuze. Dufite ibitekerezo kuri ibyo. Ntabwo rero mubyukuri uko bigenda. Ariko mubyukuri ni mumurongo wimpamvu turi hano, ibyo tugerageza gukora, gahunda yacu yumwaka.
Akazi kanjye iyo umunsi urangiye ni ugukura. Urashobora kwambara ibyo ushaka byose. Ako ni akazi kanjye. Ntekereza ko ako ari akazi k'umuyobozi uwo ari we wese, kabone niyo waba uri Uruganda A.
Kandi rero lens kubyo tugerageza gukora biroroshye. Tuzi abo turi bo n'icyo tugomba kuba cyo. Kandi tuzi umugongo wigitabo icyo aricyo nimpapuro zitangiye gusohoka muribyo tugiye imbere. Imyaka ibiri yambere nari hano, cyari igihe cyo guhinduka. Ntabwo byari kutunyura muri Covid gusa kandi ibyo byose hanyuma tuyikura muri Verizon, mubyukuri twagombaga guhagarika iyi sosiyete inyuma. Ntabwo turi Yahoo. Iyi ni sosiyete nshya - ko, PS, [umwimerere wa Yahoo cofounder] Jerry Yang yashoyemo imari, yari umwe mubashoramari bacu - dusubiza izina Yahoo.
Ibikorwa byose byo guhindura ibintu byabaye mumyaka ibiri yambere yakugeze aho ushobora kubona uburenganzira bwo gutangira kongera kunoza ibicuruzwa. Kuberako umunsi urangiye, turi isosiyete ikora ibicuruzwa kandi ibyo bintu ntibyagombaga kunwa, kereka niba ari byiza.
Noneho, turimo, navuga icyiciro cya gatatu, gitangiye gufata amafuti kubitego. Kandi rero ibyemezo bihora bigenda bitandukanye mugihe unyuze muribyo byiciro.
Iki nikindi kibazo. Waganiriye cyane kubyerekeye kuvugurura isosiyete, gukuraho ibice utagikeneye. Nigute Yahoo yubatswe uyumunsi kandi nigute waguye mubyemezo byakuzanye kuri iyo miterere?
Nuburyo bwa conglomerate cyangwa portfolio. Nahubutse nasubiye mumiterere mumyaka yashize murindi sosiyete. Nukuri mubyukuri conglomerate ya kane nabayemo, guhera kuri IAC, yaguze Baza Jeeves kumunsi.
Ufite uruhu runini, nshuti yanjye.
Muri icyo gihe, ni ibigo 60 byari byahurijwe hamwe no kugura, ibyinshi muri byo bikaba ntaho byari bihuriye. Kandi banyuze mugihe cyo kugerageza kuyihindura isosiyete ikora ifite umugongo umwe hamwe na Jack Welch nkumujyanama,. Gusa ntibyakoraga kuko Ticketmaster ntaho yari ihuriye na Baza kandi gushakisha ntaho bihuriye na LendingTree cyangwa ubucuruzi bwa catalog. Hariho ibice byinshi bitandukanye bya IAC bidasa gusa.
Ariko muminsi yanjye ya CBS, ibirango byose byari ibigo bya interineti byabaguzi. Ubwa mbere, kubera ko nahoraga ndi umuyobozi wibicuruzwa cyangwa uwashinze, nari ingurube ahantu hahanamye. Nari meze, "Oh, great. Ibi birango 25 byose bibona kunsobanurira, harimo na Fantasy. Natangiye gukina Fantasy kuri SportsLine, kandi sawa, ubu ndabikora."
Kandi nk'umwaka, byaragaragaye ko mfashe byose. Ntabwo nashoboraga kugira raporo 25 zitaziguye. Nabateguye mumatsinda asa, hamwe nabayobozi bakuru bashinzwe buri bucuruzi. Iyo mikorere yakoraga cyane. Twaje kwita iyo federasiyo na leta, ko hari ba guverineri ba buri gihugu gifite ubukungu bwacyo, ubusanzwe aho giherereye, umuco wabo, kandi byari byiza. Kandi kurwego rwa federasiyo, ntampamvu yo kugira IRS ebyiri cyangwa FEMA ebyiri,hirya yimari namategeko na HR nibindi bintu bimwe.
Nshobora kukubwira gusa, uranyishe. Waba uzi icyo reorg ya Tim Armstrong muri AOL aricyo cyaduteye inkunga yo kugenda twese tugatangira The Verge?
Oya!
Yari imigi n'imijyi. Yashyizeho ikimenyetso kinini kuri Engadget cyanditse ngo "Umujyi wa Tech." Kandi nabaye nk, "ngomba gusohoka. Sinshobora kuba mu mujyi wa Tech, musore. Ngomba gutanga ingwate." Ariko ndumva imvugo ngereranyo.
Birasekeje kandi, kuko uvuze ibyo byose, kandi niyo miterere twari dufite hano. Njye narazwe iri shyirahamwe rinini rya matrix aho ntamuntu numwe wari ufite ikintu. Hariho umutwe umwe wibirimo muri byose. Hariho umutwe umwe wibicuruzwa muri byose. Kandi icyo uhomba ngaho ntufite abahanga bibandaho, abo ubaha akazi kugirango babe umuyobozi mukuru wubucuruzi bwabo kandi barabishaka. Buri wese mubayobozi bakuru bange afite imishinga yo kwihangira imirimo kandi mubisanzwe ibicuruzwa. Hanyuma barashaka kwiruka. Ugomba kubareka bakiruka kandi bakaba badakora neza kuruhande bafite amakipe yabo yubuhanga, amakipe yabo ashushanya, amakipe yabo yibirimo.
Hanyuma noneho tuzabaha abantu mubicuruzwa no kwamamaza hamwe na PR ninzobere muri kariya gace, ariko bakazamuka kumuntu wo hagati. Kandi rero iyo moderi yakoze neza kuburyo butangaje, kuko ushobora kubona efficensique nyayo kuri centre hamwe nubuhanga kuri centre. Ntabwo ntekereza ko imikorere ari izina ryumukino hano. Nibyiza no gukura. Ukoresha rero abantu bakomeye kugirango bakore ibyo bintu, hanyuma ndi umwanditsi mukuru muri centre yabyo bose.
Kandi dufite gukunda igihugu mubirango byose. Biroroshye cyane kuri Yahoo aho dufite ikirango kimwe. Ariko iyo niyo miterere.
Icyo nzavuga nubwo ariko, imiterere ntabwo arikintu cyose. Kandi muri aya masosiyete akomeye, ushobora kuba iyi matrix nini Borg cyangwa ushobora kuba moderi ya GM dukora. Buri gihe iramanuka kubantu. Ndababwiza ukuri ko ntekereza ko aho ubona ibibazo, ntabwo ari imiterere gusa, ntabwo ari umuco warazwe gusa, mubyukuri ni abantu nicyo bameze neza. Niba udakoresheje impuguke nyazo zifite EQ nini kandi rwose ni bagenzi beza kuri mugenzi wawe, uza guhura na cesspool uko byagenda kose, cyangwa abantu batazi inzira yo kunyuramo.
Abantu bacu nibyiza gusa. Ibyo byari ukuri muri sosiyete iheruka, niyo mpamvu twatsinze gukora impinduka, hanyuma tugera aho dushobora gushyira ibicuruzwa bishya mubyukuri. Muri icyo gihe, ni CBS All Access, yahindutse Paramount Plus. Ninde wari gutekereza ko Yahoo igiye gushyira moteri ishakisha AI? Kandi dufite izindi bets dukora. Abantu nibyo rwose bimanuka kumunsi urangiye.
Nzi ko ufite ibice bitatu: Amakuru, Imikino, n'Imari. Mbwira uko bakorera hamwe. Ese bose uko ari batatu babona gukora icyo bashaka, kandi hejuru, uravuga uti: "Mubyukuri, dukeneye moteri ishakisha AI inyura kuri ibyo bintu." Cyangwa bahujije ibicuruzwa byerekana ibicuruzwa? Nigute ibyo bikora?
Wizere cyangwa utabyemera, ibyo ntabwo ari amacakubiri.
Ayo ni amacakubiri. Dufite GM kuri buri kimwe muri ibyo. Bamwe bazunguruka kuri Matt Sanchez, COO yacu. Afite ubucuruzi bwo murugo, ubucuruzi bwishakisha, imeri, aribwo buryo bwinshi, ubucuruzi bwacu bwamateka bukomeye, hamwe na DSP yacu, hamwe na monetisation irenga ibyo, bikaremerera Mat. Ryan Ikiyiko gikora icyo twita Itsinda rya Yahoo Media. Kandi ibyo bifite Uyu munsi, Siporo, Imari. Noneho navugiye kumugaragaro ko hari ukuguru kwa gatatu kuntebe, aribyo, rwose birashoboka ko dufite uburenganzira bwo kwinjira cyane muri videwo muburyo butari ibihimbano hakurya ya verticals aho dukomeye. Amakuru Uyu munsi yinjiye mubucuruzi bwo murugo gusa kubera ko byari bifatanye. Ariko mubyukuri, birashobora kuba kimwe cyangwa ikindi.
Hanyuma na none, buri kimwe muri ibyo bucuruzi gifite GM ifite rwose gahunda yubucuruzi, P&L, ibikoresho byo gukora ubucuruzi bwabo. Noneho kuruhande kuruhande, tuzagira CFO cyangwa umuyobozi mukuru winjiza hamwe nitsinda ryabacuruzi, et cetera. Nguko rero uko itunganijwe.
Uramutse uganiriye imbere, mubyukuri hariho ubwumvikane budasanzwe muri ubwo bucuruzi. Yego, batongana rimwe na rimwe hejuru yumuhanda uva murugo cyangwa ikindi kintu cyo gukora sisitemu yo gucunga ibirimo cyangwa amafaranga.Ariko igice kinini, mubyukuri ndatekereza ko uzabona ibyiyumvo byiza byose byunvikana kuburyo dukorana.
Ntekereza ko bose bari kuririmba bava mu gitabo kimwe. Iyo abantu batubajije, bahora batanga ibisobanuro byukuntu buriwese avuga igitabo kimwe. Mubyukuri dufite imiterere myiza yimirimo hamwe.
Mumbwire kubyerekeye igice cya monetisation. Kandi ndashaka kwinjira muburyo washoye imari yawe kumurongo wamamaza. Niba ndeba amakuru na siporo, navuga nti: "Nibyo, ubu tugiye gukina urusimbi. Ayo ni amafaranga." Nigihe mvuze ko imari na siporo bigongana, sibyo? Kumva ko twese dukina urusimbi gusa bisa nkaho byanduza ibintu byose hariya. Ufitanye amasezerano na Polymarket nabandi.
Ariko rero, ufite igishoro kinini mubyumva gusa nko kwerekana ibyamamajwe gakondo, ntabwo ari igishoro abandi bantu bashora mubipimo. Kuki ukomeje gushora imari cyane? Ese ibyo birakura? Urimo gukora gusa? Noneho utekereza ute, neza, dukwiye gukora casino gusa?
Sinshaka kuba umuyaga muremure igisubizo.
Komeza. Fata umwanya wawe.
Isosiyete yose twarazwe twinjije amafaranga binyuze muri iri tsinda ryari imitwe itatu yimitwe yamamaza kavukire, urubuga rutanga isoko, hamwe nibisabwa. Ugomba kugura ibyo uko ari bitatu, kandi Yahoo ubucuruzi bwabaguzi bwagombaga kubona gusa amafaranga muri iryo tsinda. Niba utekereza kuri SSP, yari Yahoo SSP, ntitwashoboraga gusohoka ngo dukine ikibuga cyamunara kuva kuri desktop yubucuruzi no muri Google ndetse nabandi. Ibyo rero byari bimwe mu byemezo byaho; twasigaga amafaranga menshi kumeza kumitungo yacu bwite.
Ubucuruzi bwamamaza kavukire bwagabanutse gusa mugihe kandi ikintu cyatwaraga ibintu byinshi. Ibyo byari bikubiyemo kwagura ubufatanye bwa Microsoft kubyamamaza gushakisha, nubundi buryo bwo kubona amafaranga. Ibyo byose twabikoze. Twaguye Microsoft. Twahagaritse ubucuruzi kavukire. Kandi twafashe 25% ya Taboola turayitanga hanze, kuko yari amafaranga menshi. Twahagaritse SSP. Hariho abantu bashakaga kuyigura, ariko twagomba kubaha ubuvuzi bwambere kandi twifuzaga kuba dushobora gukina umurima kumusaruro kumpapuro zacu zose.
Ariko DSP ntiyashizwemo imbaraga, ariko yari umutako wikamba. Nahantu twatekerezaga ko dufite uburenganzira bwo gutsinda. Umubare munini wibitekerezo ukoresheje DSP igenzura ntabwo ari Yahoo. Ntabwo ari munsi ya 10%. Kandi urashobora kubona ikintu icyo aricyo cyose. CTV, Netflix irahari, Spotify irahari.
Itandukanyirizo kuri yo ni ikintu gitandukanya isosiyete yose.Iyo twarazwe isosiyete, byasaga nkaho twavumbuye amavuta munsi yacyo, akaba aribwo aya makuru ya zahabu ya data yamakuru yambere yambere kubera ubwo bucuti butaziguye; 75% bya DAU zacu zinjiye, mubyukuri tuzi abakoresha bacu. Kandi uhuza ayo makuru kandi ushobora guhitamo kuri Yahoo neza cyangwa ukayifata kugirango unyure mugihe uguze binyuze muri DSP. Ntabwo turi intangarugero muguhinduka no mubisubizo.
Nibyo rwose niyo mpamvu ntekereza ko Yahoo ikiri umutungo udashimwa cyane kandi waba uwariwe wese. Turatsinze icyenda kuri 10 ibizamini byumutwe kumutwe kubantu kuruhande rwa DSP. Kandi na none, ngira ngo kuruhande rwa Yahoo, birakomeye.
Nibyo rero, turimo kugurisha amatangazo yamamaza muri Werurwe Ubusazi nigikombe cyisi kuri siporo. Yego, dukora ubufatanye na Polymarket nabandi. BetMGM mumateka yabaye umufatanyabikorwa wurusimbi mumyaka irindwi ishize. Byari amasezerano Verizon yakoze aribyo biza gusa mu mpera zuku kwezi amaherezo. Polymarket yari iyo kuzuza gusa amasoko aho tutari dufite ayo masezerano, bityo tuzareba uko ubufatanye busa imbere.
Umubare munini winjiza uri inyuma yumutungo wacu wambere, haba binyuze mukwamamaza cyane, kwiyandikisha, hanyuma kumanuka kumurongo mugushakisha, ibyo twakagombye kubiganiraho ukundi.
Ndashaka kuza gushakisha. Gusa ndashaka gupakurura uruhande rusabwa rwa puzzle, sibyo? Aha niho abamamaza binjira kugirango bagure amatangazo hanyuma urashobora kujya ubariza ibintu byinshi, byaba ibyo kwerekana kwamamaza kuri Yahoo hanyuma ukavuga ko ushobora no kugera kuri Netflix. Ndibwira ko ufite amasezerano na Netflix kugirango ubafashe kugurisha ibarura ryabo kuko bahagurukiye ubwo bucuruzi vuba. Ndibyemewe namatsiko kumiterere ubona ikura hariya, sibyo? Irerekanwa? Kimwe n'ahandi hose, banneri n'amasanduku biragenda bigabanuka, kandi amafaranga yose agenda yimuka yibicuruzwa. Mbona abaguzi cyangwa ibigo byikoranabuhanga mubyerekanwa igihe cyose.
Umuyobozi mukuru wa SharkNinja yari muri iki gitaramo kandi ameze nka, ati: "Nubatse ubucuruzi bwanjye hamwe n'ababigizemo uruhare. Kandi twagize aya makuru manini yo gusesengura amarangamutima yatanzwe n'abaterankunga dukorana kugira ngo tumenye icyo blender tugomba gukora gikurikira." Kandi ibyo nibikorwa byubusazi bibaho gusa kubera marketing marketing.
Niba wunvise ikiganiro, utekereza ko aricyo gihe kizaza. Kandi hano uravuga zahabu munsi ya Yahoo, amavuta munsi ya Yahoo, niyo dataset itwemerera kwerekeza kurindi mbuga. Ariko ireba kuri Yahoo ifite agaciro nko gushobora kugurisha CTV cyangwa Netflix? Kuberako ibyo byunvikana nkibyago murubu buryo bwose.
Reba, bizaba bitandukanye kuri buriwamamaza. Nakoze muruhande rwibintu kandi mfite ubucuruzi bwamamaza muribyo, kandi uzabona premium CPM yo kwamamaza ibicuruzwa. Ntabwo ugerageza kwirukana abantu kumurongo kugirango bigerweho.
Abaguzi ba DSP mubisanzwe biterwa nigisubizo. Rwose Yahoo abaguzi babikwiye ahanini biterwa nigisubizo. Tuzabona ibicuruzwa binini. Gusa twagurishije imwe kumunsi w'igikombe cyisi. Twagiye twubaka cyane mumupira wamaguru, muri siporo yimodoka, nizindi vertical zimwe. Ariko kubice byinshi, bishingiye kumikorere. Tugomba kuba ahantu hambere kugirango tujye mubyukuri byamamaza cyane. Kandi ntabwo buri gihe ari umuguzi umwe.
Nzatanga urugero gusa kuko nzi ko yaba ameze neza. Umuntu wahoze ankorera ayobora SurveyMonkey kandi baguraga binyuze muri DSP yacu. Yaje aho ndi arambwira ati: "Yahoo ikwiye ni igice cyiza cyane muri ibi. Turashobora kugura muri wewe gusa?" Nabamenyesheje hejuru kandi bakoze amasezerano yo kugura biturutse kuri Yahoo.
Nuburyo butandukanye bwo kwamamaza byanze bikunze. Kandi na none, ndetse no kwamamaza kavukire birashobora gukora. Igiye gukora ku ijanisha ritandukanye. Ariko ntekereza ko interineti ari ahantu hanini cyane kandi hanini kuruta abantu bashima.
Turimo dukura Yahoo nyuma yimyaka 30. Ntabwo bitangaje rwose ko hamwe nibyanyuzemo nibyo ushobora kubitekerezaho, 50% byabakoresha Yahoo Mail ni Gen Z cyangwa imyaka igihumbi. Nta muntu n'umwe wabitekereza. Kandi iratera imbere, kandi yagize umwaka mwiza cyane mubihe byose.
Ariko ingano nubunini ni gake cyane. Byumvikane ko ubuso bwibibanza ahanini butagiye kuba kwamamaza amashusho meza. Igiye kwerekanwa. Kandi ibyo bifite umwanya wabyo muri ecosystem. Ntabwo aribintu bishyushye kurubu, ariko birahinduka kandi bifite umwanya.
Ndabaza ibi bibazo kuko biraruhura gusa kumva abantu bavuga ibyibanze baracyafite icyo bababwira.
Yego, barabikora. Barabikora.
Tugiye kohereza traffic kubatangaza amakuru kandi tugiye gukora iyamamaza.
Oya, tugomba kubona aho ngaho, musore. Gushakisha bigomba kuza hamwe kugirango bigende.
Reka rero nkubaze kubyerekeye gushakisha. Wabwiye inshuti yanjye na mugenzi wanjye David Pierce ko wishimye cyane nimero ya gatatu mugushakisha. Umwe mu bazwi cyane ba Decoder mbere na mbere ni Satya Nadella ubwo yatangizaga Bing na ChatGPT yagize ati: "Ndashaka gukora imbyino ya Google. Ingingo zose z'umugabane ku isoko nshobora gufata muri Google ni miliyari y'amadorari ku murongo wo hasi."
Hanyuma Sundar [Pichai, Umuyobozi mukuru wa Google], ufite imico itandukanye cyane, yaje kuri Decoder kandi yari nka, "Amahirwe." Ahanini, muburyo bwe bwa Sundar, yari ameze, yashakaga kuvuga ko bikuvamo, ariko nka, "Ntabwo ndabyitabira na gato." Kandi urashobora kubona uko ibyo byakinnye. Ntabwo ntekereza ko Microsoft yakuyeho amanota kuri Google. Birashoboka ko ChatGPT yakoze, ariko ntibafite monetisation, sibyo? Barimo gushavura cyane abantu bava muri Meta kugirango bamenye uko bakuramo amafaranga yimyitwarire mishya yo gushakisha bakoze mugihe Google igiye kuyikwirakwiza mubicuruzwa byabo.
Ufite umubare wa gatatu. Wicaye aho. Urimo kureba iyi mbyino. Urimo gutangiza ubushakashatsi bwa AI. Urashobora gukuramo umugabane wa Google kandi urashobora kubikoresha muburyo bwumvikana?
Nibyizabisekeje wavuze Bing. Ndibuka itangizwa rya Bing riri mu nama D. Ibi birashoboka ko mbere yuko menya uko Twitter igiye gukora, kandi nashyize tweet kuri tweet igihe batangaza Bing, ko mubyukuri yari kopi ya Ask.com, mubyo twari tumaze kubaka. Kandi Dan Frommer yarayifashe ayihindura ingingo kandi nabaye nka, "Oya, oya, oya."
Biratunganye.
Nari meze, “Gusiba.”
Sinashakaga kuvuga ko ibyo bisohoka hanze. Nanyuze rero mu ntambara zo gushakisha. . Ntabwo nzigera mera nabi kurenza aho ikirango cya Ask Jeeves cyari muri 2001 na 2002. Kandi twakuze umugabane ku isoko mugushakisha. Uburyo twabikoze nuko twagize abaterankunga benshi cyane mugihe hamwe nibicuruzwa bidakora neza; ibicuruzwa byumwimerere byerekanaga 85% byigihe kandi byakanze gusa 25% byigihe kuko byari byandikishijwe intoki [gutunganya ururimi karemano]. Ntabwo rwose yabikoze nkuko NLP ikora uyumunsi.
Binyuze murukurikirane rwibintu - byo kunoza gushakisha no gutangiza icyahindutse OneBox kuri Google no gukora ibyo byose - icyo twasanze nuko niba umuntu yakoraga ubushakashatsi 1.5 mukwezi kuri Ask, ko turamutse dutangije ibi bintu, bari gukora ubushakashatsi butatu mukwezi kuri Gusaba gutangira. Ibyo byikubye kabiri amajwi yacu yo gushakisha. Kandi kwamamaza gushakisha byari umurongo ukurikije icyo byakora byinjira. Nguko rero uko twabonye inyungu kandi dukura iyo sosiyete kuva kumurongo kugeza kugurisha IAC.
Bimwe mubintu bimwe biri mubikorwa hano. Ntamuntu uhisemo, ntuzatungurwa, Yahoo hejuru ya Google cyangwa ahandi gushakisha. Inzira yo kubona amajwi yacu yo gushakisha ni ukubera ko dufite miliyoni 250 z'abakoresha muri Amerika hamwe na miliyoni 700 z'abakoresha isi ku rubuga rwa Yahoo igihe icyo ari cyo cyose. Hano hari agasanduku k'ishakisha. Kandi ni gake, barayikoresha.
Ubwo bushakashatsi bwugarijwe no kwimukira muri LLMs, bityo rero twagombaga guhindura moteri ishakisha, twakoranye na Bing kuva mu 2009, hanyuma tugatanga ibyo. Tugomba kugira icyo dukora kugirango tumenye neza ko bakomeje gukora ubwo bushakashatsi bari basanzwe bakora kuri Yahoo. Kugirango rero dukore ibyo, twagombaga kugira ubushakashatsi bwa AI. Icyemezo twafashe mugihe twarebaga ibibanza ni uko mubyukuri twari abantu beza twubatse, kuko mubyukuri twari dufite amakuru twashingiraho yo kubikora, kandi twarashobora kubikora, kandi twabikora neza.
Ariko tugiye gukura mubushakashatsi? Ndizera rwose. Niba kandi tubikora, bizaba kubera ko abantu bakora ubushakashatsi budasanzwe muri iki gihe. Iyo bayikoresheje bakabona Abaskuti kandi biteye ubwoba kandi ibisubizo nibyiza rwose ugereranije nibyo bari kubona ahandi, turizera ko ubutaha bazaba kuri Yahoo kuri Mail cyangwa Fantasy cyangwa kugenzura ububiko bwabo, bazakora ikindi. Kandi mubyukuri nintangiriro yinzira. Ahantu hose duhuhuta, sinshobora kuhagera ntabanje gutangira. Buri gihe hazajya habaho ikibazo cyibibazo hagati ya Underpants Gnomes mbere yinyungu.
Iri ni ishuri rya kera.
Ninde uzi aho ibyo bigana? Ariko ibyo bigomba kuba intangiriro niyo mpamvu twabikoze.
Iyo ni ingingo nziza. Reka nkubaze kubyerekeye. Wavuze mbere muri iki kiganiro ko icyaha cyambere Yahoo yatangaga Google, yishura Google amahirwe yo gukoresha agasanduku k'ishakisha kuri yahoo.com. Ndakeka ko utaguze miliyoni 10 Nvidia GPUs kugirango uhugure moderi yawe bwite. Ninde ukoresha ubushakashatsi bwawe nonaha?
Turimo gukorana na Anthropic, hamwe na moderi yabo yoroheje yitwa Haiku. Hano hari umubare utari muto. Mubyukuri, ChatGPT yahoze ifite imwe yitwa Nano batagikora mubyukuri. Numvise ko bashobora kubigarura. Ariko ntabwo turimo kwerekana ibisubizo bivuye kuri Claude.
Nibisubizo bivuye mumibare yacu bwite barimo gutunganya, byingenzi. Turaboherereje imitwaro yamakuru ari aya makuru yose atangaje duhereye kubishushanyo byubumenyi, vuba kugirango bitubere uruhande rwabakoresha kuko tugiye gutangiza kwimenyekanisha, imyaka 30 yamateka yubushakashatsi, ubumenyi bwibintu byose bihagaritse. Noneho natwe turimo guhagarara hamwe na Bing. Ibyo bihurira mumutwaro umwe twohereza kuri Haiku. Ngiyo urugero runini rwururimi rukoreshwa muburyo buto bwo kugereranya amakuru ya Yahoo yohereza kuri moteri yacu yo gutanga muburyo ubona ko twibwira ko ari byiza rwose kandi bifite akamaro nuburyo dutanga ibisubizo.
Nukuri rwose birashoboka cyane, ubwoko bwa MacGyver bwo kubikora. Eric Fang, nindeuwateguye uyu mushinga, ukuriye itsinda ryacu ry’ubushakashatsi akaba n’umuyobozi w’itsinda ryacu ry’ishakisha, yabivuga ngo "Yahoo data wongeyeho Haiku bingana na moteri yo gusubiza AI irushanwa cyane."
Kandi na none, ntabwo tugiye gukora ibintu byose urugero runini rwururimi rushobora gukora, ariko mugihe gito cyane ugiye kubona ko twinjira mubisubizo byihariye. Ugiye kutubona twinjira mubikorwa bya agenti cyane ushobora gukora.
Hamwe no gutangiza, ntabwo dutangiza gusa moteri yo gusubiza abaskuti kuri scout.com, ariko mubyukuri, kumunsi wo kuyitangiza, twabishyize mubindi bicuruzwa byacu byose.Byukuri, hariho incamake yamakuru. Ariko hari buto muri Yahoo Finance ikora isesengura ryimigabane yatanzwe kuguruka. Ari muri Yahoo Mail kugirango ifashe muri make no gutunganya imeri no gukuramo amakuru yingirakamaro rwose. Hano hari igishushanyo mbonera cyose ugiye kubona hamwe namatangazo mato mato atandukanye mugihe cyumwaka. Bizahinduka cyane.
Niba wibuka iminsi yo gusunika, bizaba bigamije gusunika cyane aho ntekereza ko iki cyiciro kigiye. Abantu bakoresha ibi kubyara umusaruro muri Yahoo, kandi ibi bidufasha natwe kubikora. Mugihe kimwe, gira moteri yo gusubiza AI.
Ufite rero Anthropic kumutima wacyo. Ndakeka ko bivuze ko ushobora kubikuramo, sibyo? Niba hari umucuruzi mwiza cyangwa umufatanyabikorwa mwiza cyangwa amasezerano meza yubucuruzi, urashobora gusimbuza ako kantu gato ka LLM kandi ibicuruzwa byawe biracyakora. Imwe mumbaraga muri AI muri rusange, nubwo, nuko moderi nini zirya byinshi kandi byinshi mubushobozi abantu bubaka hejuru yabo. Uravuga rero ko dufite ubushobozi bwinshi.
Ndatangaye. Ntabwo nabonye ko biza mumateka ya enterineti y'abaguzi, ko buri ngagi y'ibiro 800 igerageza gukora byose ikarya abafatanyabikorwa bayo bose.
Ntugire ikibazo. Umunsi umwe, ugiye gufungura Claude kandi bigiye gutangira kugukorera videwo mbonezamubano ihagaze, kandi tuzamera nka, "ni gute twageze hano?"
Twese turagerageza kubikora. Birumvikana. Ariko Google yatangiye guhangana cyane nabayitanga bose mumyaka nayo. Ibi ntabwo ari shyashya.
Nigute utekereza kuri iyo dinamike? Ufite amateka maremare, ufite umucuruzi wibanze mumwanya usa nkicyaha cyambere, sibyo? Urimo kwishyura umucuruzi kugirango akore ubushakashatsi, ariko birashoboka ko ushobora kubisimbuza nyuma, hanyuma uwo mucuruzi agiye gukomeza kuzamura ubushobozi bwayo. Kandi nabandi bacuruzi bose bahagaze kimwe bagiye gukomeza kugerageza kuzamura ubushobozi bwabo. Nigute ushobora kwirinda urutare? Kuberako byunvikana nkibivugo byashize, nkuko ubyerekana.
Ikibazo gikomeye dufite kuva hano imbere nonaha, kuko ntekereza ko dutangiye guteka hamwe namavuta kuruhande rwibicuruzwa, mubyukuri biranga. Tugeze kure. Twazamutse umusozi ho gato, kandi twateye imbere cyane, cyane cyane mu nganda. Ntekereza ko abantu bazi ibibera hano. Ariko niba twizeye kuzagaruka muburyo bushya bwa Balance, cyangwa The Gap, cyangwa aha hantu hamanutse, ariko bigatuma tugaruka kandi tukongera kuba ibirango bikomeye, ibyo bikaba byifuzo byanjye kubirango bya Yahoo, dufite byinshi byo kugenda mbere yuko dukubita cyane muburemere aho nshaka kuba.
Impamvu ituma tumeze neza nkatwe ni ukubera ko, muri rusange, dukora akazi keza rwose muriyi vertical aho dukinira. Niba dushobora gutanga ibicuruzwa byiza cyane kuruta ibyo twarazwe kubakoresha shingiro rinini, ndatekereza ko ari bibi cyane, dukura abumva muri rusange.
Ntabwo ntekereza ko turi bakuru bihagije. Ndatekereza ko Anthropic na OpenAI bafite… Tugarutse ku mafi, ariko dufite amafi manini cyane yo gukaranga Yahoo. Turashobora kuba ibyangiritse mubyo bagerageza gukora. Rwose. Nzi kuva natangira nabandi bavuze ibi, ko urimo kugerageza ibizazane ufungura inzira kubakoresha kugirango bagere kubicuruzwa byawe mururimi runini. Mubyukuri, igihe, bazagerageza kubyakira ubwabo. Twabonye ko burigihe kimwe muruganda, gusubira muri AOL, kuvugisha ukuri. Ibyo ni akaga kuri buri wese.
Mu buryo bumwe, sinkeka ko abamamaji bari kuba beza nabantu bafata amakuru yabo gusa bagatangaza ibisubizo batabonye traffic traffic, ngira ngo, kuriyiingingo, abantu bagomba kwitonda cyane kuburyo bafatanya nururimi runini rugana imbere. Kuberako impyisi nini mbi izaza kumuryango wawe ikavuga ko byose ari byiza. Bizaba bikomeye. Ibyo bivuzwe, Anthropic yabaye umufatanyabikorwa utangaje. Bashimishijwe cyane nintambwe ya MacGyver Eric Feng nitsinda rye bakoze nuburyo dukoresha Haiku.
Mubyukuri, nibice bigize itangazo ryacu ryo gutangiza abaskuti. Kandi tugiye gukora ikintu mumajyepfo na Southwest hamwe. Ubwo bufatanye nibyiza rwose kandi nizere ko bumara igihe kirekire.
Ibindi bibi muri ibi byose ni Google. Twabareze inshuro nyinshi. Google ifite DSP nini. Barushanwe mubice byose urushanwa. Bakusanya amakuru menshi. Google Discover ni ibanga ryerekeza kuri kimwe cya kabiri cyabanywanyi banjye. Ntibazigera babyemera, ariko ni ukuri. Bafite ibibazo byinshi, sibyo? Hano hari udutsiko twinshi twa antitruste yerekeye tekinoroji yabo yamamaza, kubyerekeye gushakisha muri rusange. Sinzi uko ibyo byose bizakina amaherezo, ariko bari munsi yigitutu runaka. Urabona ko ari amahirwe? Cyangwa urabona uburyo bakoresha tekinoroji yabo yamamaza nkubwoko bwiterabwoba?
Gutekereza ko tuzashobora kwifashisha Google muri iki gihe, ndatekereza ko dufite byinshi byo kugenda. Bari mumwanya ukomeye cyane. Ndibwira ko rwose batunguwe no gutangiza ChatGPT, kandi cyari ibicuruzwa byingenzi mubisekuru. Ndibwira ko Google ishobora kuba yari ifite muri laboratoire ikorera ahantu runaka.
Oya oya. Niba ubivuze, umuntu wa Google asimbukira mu gihuru ati: "Twahimbye Transformers." Bararangije ubu kuko bashoboye gukora.
Nibyo. Kandi sinzi niba wibuka Danny Sullivan, ariko mu ntambara zambere zo gushakisha -
Yego, ndamuzi.
Danny niwe wabaye intangarugero mu gushakisha kandi yayoboye inama nini yo gushakisha, kandi SEOs zose zidafite amazina yabo ku makarita yabo y’ubucuruzi yaba hanze y’itabi kandi akundana na Matt Cutts. Iyaruka ryose. Danny noneho amaherezo yagiye gukorera Google kandi ni nkumuvugabutumwa kuri bo. Nabonye presentation yatanze aho arimo aririmba ibisingizo byurubuga rufunguye nuburyo ari ngombwa. Nishimiye ko bari gukora byinshi kugirango babifate iyo babasha gutwara ikiganiro cya UI cyiki kintu.
Niba warebye, ndashaka kuvuga, ijanisha rito cyane ryabakoresha Google bakoresheje ChatGPT. Ntekereza ko Similarweb yashyize iyo statut kuri Twitter aho nabonye. Ntoya cyane kuruta uko wabitekereza. Hariho amahirwe. Iyi niyo mpamvu basa cyane na ChatGPT n'impamvu uburyo bwa AI bwashyizwe ahantu hose. Mvugishije ukuri, Nzakora ikintu gisa cyane nitumara guca muri iki gihe cya beta cyo gukwirakwiza abaskuti binyuze kuri Yahoo. Ariko ntekereza ko ari umukino wabo gutsindwa.
Ikintu kimwe kibaho kuri bo nukureba neza ko, nubwo ibi bigenda, kwamamaza gushakisha byambukiranya umwobo muri iyi si nshya ya moteri isubiza. Ntabwo ntekereza ko ibicuruzwa bifata intambwe icyenda za agent ibyo aribyo byose kugirango ubone amafaranga y'ibisubizo bigiye kuba ahantu hose hafi neza nkuko ukanze kumurongo hanyuma bakishyurwa. Ikigaragara ni uko isi igana ku musaruro uko byagenda kose, ariko igomba gushaka inzira.
Ndibwira ko UI twatangije itanga aho ishobora kwerekeza, muburyo butatera Anthropic gukora amatangazo ya Super Bowl kuri twe. Ndatekereza ko ushobora kubikora muburyo bwishyuwe neza kandi bufasha mubibazo byubucuruzi.
Sinzi niba ubyibuka, ariko AltaVista yagerageje gutangiza iyamamaza ryishakisha irahagarikwa ninganda n'amatangazo n'ingingo hamwe na Wired ati: "Utinyuka ute?" mbere ya Overture yakoze neza, mbere yuko Google AdWords ije hanyuma ikayitunganya neza. Kandi ndatekereza ko icyo kibazo cyabajijwe kandi gisubizwa. Abakoresha nibyiza hamwe mubyiciro byubucuruzi. Byerekeranye gusa nuburyo ubizana.
Hariho uburyo bwo kubikora ariryo jambo ryibanze ritwarwa, ritangwa muburyo buri muri ubu buryo bushya abakoresha bashobora guhitamo. Aho niho tugana kandi nibicuruzwa nifuza gutangiza nkareba niba bigerayo. Ariko niba Google itabonye ubwo burenganzira, bizagorana.
Mfite amatsiko menshi yo kureba uburyo iyi interineti yimikoreshereze ihinduka. Ndikureba, burimunsi, ChatGPT ifite impinduka nshya. Kandi urashobora kubwira ko batabimenye, kuko biragoye kubigira kavukire. Kandi mubyukuri nibyo abantu bose bashaka, nukugirango ibi bumve kavukire. Ndetse amahuza 10 yubururu ntabwo yabaye 10 yubururu kuri Google igihe kinini. Hano haribintu byinshi byashizwemo kavukire murugendo.
Imyaka 20. Haraheze imyaka 20.
Mfite amatsiko yo kureba uko ibyo bihinduka kandi ndapfa kureba uko mugerageza kubikemura, kuko ntabwo bisa nkumuntu ubizi. Shakisha kwamamaza nubucuruzi bwinjiza amafaranga menshi mumateka yisi. Birumva rero ko aribyo gufata.
Nkunda inyandiko yacu ya mbere. Twabonye ibitekerezo byinshi byiza kuri UI yumushinga wambere wabaskuti. Dufite ibintu byinshi dushaka kubyongeraho no kubitezimbere. Ariko ngira ngo twasohotse dufite igerageza ryiza ryambere kandi tuzabihindura kuva hano.
Kandi kugirango byumvikane neza, gahunda yawe irahari ugiye kuzamura muri rusange abakoresha Yahoo. Abantu benshi ba Gen Z bagiye kwiyandikisha kuri Yahoo Mail kandi ugiye gufata bimwe mubikorwa byo gushakisha aho kugerageza gufata umugabane utaziguye mubushakashatsi bwa Google.
Iyo ni intambwe ya mbere.
Inzozi zaba nuko noneho batangiye kuduhitamo gushakisha no kudushira akamenyetso hanyuma bagahitamo kutugana aho kuba umwe mubandi basore. Kandi kubantu basanzwe bayikoresha, imikoreshereze yabo iriyongera nibibazo byinshi kumunsi, kumukoresha. Nzi ko turi mubintu bifite ibyo kandi ndizera ko bizagerayo.
Ariko igice cya theisis ya gahunda yubucuruzi kuri ibi nuko twagize abakoresha benshi, nkuko Google ibikora, ariko muri verisiyo ntoya, verisiyo yumukene yo gushobora gukwirakwiza nkuko bakoze hamwe nuburyo bwa AI ikabishyira mubice bitandukanye bitandukanye. Ngiyo urupapuro rwamakuru, Amakuru na Siporo na Fantasy Siporo na buri verisiyo imwe yibyo.
Dufite ibicuruzwa bishya biza. Twatangije ibicuruzwa bitatu bishya bya Fantasy umwaka ushize, kimwe muricyo cyari umushoferi munini. Kandi twagize umwaka munini wa Fantasy. Buri kimwe muri ibyo ni ubuso dushobora kuzana abumva bashobora kugerageza Abaskuti, kandi twizere ko biva aho.
Ndashaka kurangiza mvuga ibijyanye na finanse na siporo. Ibicuruzwa bishya bya Fantasy nibyiza. Igikorwa muri siporo ni, "umuhungu, ugomba guhitamo siporo ubu." Urashobora kubibona hamwe naya masoko yose yo guhanura. Nibikorwa byabo bikomeye. Bafite amafaranga menshi yo guta hirya no hino. Bafashe agatsiko ka lobbyist. Politiki kuruhande, imiterere yibice byabantu bumva bidasanzwe kubijyanye no gukina siporo ntago byigeze bibaho mubuzima bwanjye.
Kuruhande rwibyo, tugomba guhitamo ikintu icyo aricyo cyose. Hanyuma kuruhande rwibyo, mubyukuri wabivuze kare. Waje kuri Yahoo hamwe na crypto hanyuma amabuye none hari urusimbi gusa. Ibyo byose buri gihe numvaga nkina urusimbi.
Crypto yamye yumva ari uburyo bumwe bwo gukina urusimbi. Stonks yari nka, "Bite ho niba dukina urusimbi dukora insanganyamatsiko ya Reddit kugeza GameStop ijya mukwezi?" Noneho ubu turi kuri, "Byagenda bite turamutse dukina urusimbi ku byavuye mu ntambara?" Hano hari umurongo mwiza uhuza ibi bitekerezo byose nuburyo abantu bumva bakina urusimbi.
Ukoresha Imari, murugo rwamabuye. Ukoresha Siporo, ishobora kuba urugo rwo gutega siporo. Urumva ufite inshingano zo gukumira kurwanya imitekerereze mibi ya buri wese hano?
Bimwe. Ku rugero abantu bose bakora, hanyuma yego. Kandi nukuvuga, ibyo tubikora ahantu hose. Turagerageza rwose kuba umutuku hamwe namakuru. Noneho, algorithm irashobora kugutwara ibumoso cyangwa iburyo mugihe. Nibice byakazi kacu kugirango dufashe gusubiramo ibyo burigihe kugirango utagera kure umwobo wurukwavu kandi ushobora kubona amasoko menshi atabogamye. Ndabona ibibazo buri gihe uhereye ibumoso n'iburyo, birashoboka rero ko bivuze ko dukora ibyo. Ntekereza ko iyo ari inshingano y'ingenzi. Turabyitaho rwose. Dufite ibiganiro byinshi kubyerekeye.
Sinzi niba ubizi, ariko Apollo mumateka afite Caesari kandi kuri ubu afite abanya Venetiya na Palazzo. Kandi igitabo cya siporo muri Venetiyani Palazzo nigitabo cya Yahoo Sportsbook. Ntabwo dukora. Nibintu biranga kandi hari ibyo dukora ahantu hose. Twaganiriye kuva nagera hano kubyerekeye, "Tugomba gukora ibyo Fanatics yakoze hanyuma tukinjira mumaraso yo gukina urusimbi kandidukwiye kubikora ubwacu? ” Kuberako Apollo ari abahanga kuri yo, kuturusha. Twahisemo oya. Ntabwo ari uko ikiguzi kinini cyarohamye, kimaze kugera kure, urimo urwanira kuba umunani muri leta ya Iowa. Tuzakomeza kuba kure yibyo. Tuzaba abagabuzi kandi tuzaba hejuru ya funnel kuri abo bose.
Nibyo mumateka nibyo twarazwe kuri BetMGM. Aho niho tugiye gukina tujya imbere. Muburyo bumwe, ibyo nibikorwa byamamaza. Niba ubitekerezaho rwose, tuzashyiramo ibintu bidasanzwe kandi tuzashyiramo bimwe mubintu byinshi bishingiye ku makuru ajyanye no guterana amagambo ku ngingo runaka niba hari amakuru yamakuru. Ariko ntabwo dukorera mumwanya umwe.
Nibyo.
Gusa twatangaje amasezerano na Coinbase nkaho tubahuza nabo niba ugiye kugura imigabane cyangwa crypto.
Ufite amateka maremare hano. Ndabaza gusa, yenda kubyerekeye vibes gusa, sibyo? Ahari isoko ryimigabane yamye ari urusimbi. Abantu bamwe bari gutanga iyo mpaka. Ariko igitekerezo mumateka nuko, ugomba gufungura CNBC ukareba shingiro ryisosiyete ugashora mumushinga utekereza ko izatera imbere mubyukuri. Kandi twaretse gusa ibyo gukina urusimbi. Nibyo ububiko bwa meme bwakoze kugirango butere inkunga, muburyo bwihariye.
Crypto birashoboka ko yahoraga akina urusimbi kandi twigira nkaho bigiye kuba binini kuruta uko byari bimeze. Noneho crypto ni igice cyimari none ni nkibindi byinshi byo gukina urusimbi.
Siporo ntiyari ikwiye kugira urusimbi rwose. Impamvu shampiyona yakomeje gukina urusimbi, hanyuma amafaranga yanduye siporo none buriwese atekereza ko hariho inyandiko ya NFL kandi imikino yose irahimbwe. Kandi urashobora kubona abakinnyi barimo guhura nibibazo.
Nifuzaga ko inyandiko yaba irimo 49ers yatsindiye Super Bowl.
Nifuzaga ko hazaba harimo Abapakira. Mfite ibibazo bifatika kubyerekeye Abapakira mugice cya kabiri cyimikino, kandi ndatekereza ko tugomba kuvugana nabanditsi banditse.
Nubwo Pat Mahomes abona guhamagara ntawundi ubikora. Kandi mvugishije ukuri, ahari inyandiko.
Reba ibyo mvuga? Abantu bose rero batekereza ko ari uburiganya. Kandi Taylor Swift yatsindiye Igikombe cye cya mbere. Ibyo ntacyo bivuze kuri njye.
Nabyemeye. Ndabyemera.
Ariko kuba hariho urusimbi byatumye habaho ruswa. Kandi nubwo shampiyona ibizi, nubwo abakinnyi batangiye gufatwa nibikorwa byo gukomeretsa, amafaranga aremeza neza ko aricyo kibazo. Noneho ubu bigiye kuba kumakuru, sibyo? Amasoko yo guhanura araza kumashyirahamwe yamakuru, kubateranya, bafatanya na Reuters. Ikindi kintu kigiye kuba aho ufite ubucuruzi bwimbere bwo gutega amakuru kumunzani kurubu.
Ukorera muri verticals, uravuga inshingano zawe, uravuga gukora algorithm itabogamye. Dore igitutu. Kandi ntabwo ari igitutu gusa, amafaranga ya nyiri PE ukoresha casinos. Hano hari inyuma ninyuma, kandi sinzi niba hari umuntu watekereje kumurongo. Ndakubajije, umurongo urihe? Kuberako ushobora guhindura Yahoo yose mukina urusimbi ejo, ukurikije umutungo ufite nigitutu kibaho kwisi.
Nibyiza, gukora inyuma, byagomba kuba cheque nini rwose kugirango Yahoo ihindurwe, ibyo sinkeka ko biri hanze,. Kuri iyi ngingo, mubyukuri ni amakuru nu murongo.
Imikino itandukanye nibyingenzi bidasanzwe. Nabaye muri pisine yo muri kaminuza hamwe ninshuti zanjye zose zo muri UCLA imyaka 20-yongeyeho. Nibimwe mubintu nkunda nkora buri mwaka. Amaherezo natsinze bimwe muri uyu mwaka. Ugomba kugira ibibazo kandi ugomba kugira amakuru. Niba warebye iyi mitungo, Yahoo Sports, ESPN kumyaka, hamwe na numeroFire hamwe nuburyo butandukanye ushobora kubisesengura, Fantasy biragaragara ko ari umukino. Ntabwo ari urusimbi, ahubwo ni umukino. Ariko nigice kinini cyumugongo wigitabo kubyo Yahoo Sports ivuga. Nanjye rero ndareba nkaho yegeranye nibyo.
Sinshaka gutanga igisubizo cya politiki ya politiki. Sinshaka no gukora nkanjye ndi umuhanga. Nzi ko kimwe mubice byawe byanyuma cyari kuriyi nsanganyamatsiko kandi numvise ibintu byose kandi ndatekereza ko impaka zose mwebwe mwatangaga kubwimpamvu ikintu cyo gukina urusimbi nimpaka zemewe. Hanyuma kandi ndumva kandi impande zombi zamasezerano. Ndetse no mubucuruzi bwimbere,hari umuntu kurundi ruhande atera indi nzira. Ibyiza.
Sinzi aho bizajya bihuhuta. Niba ihuhije aho ibi bitemewe, noneho biragaragara ko tutazayibona. Niba byemewe, birakunzwe bidasanzwe.
Buri gihe dutekereza ku ntambwe ikurikira umuntu azafata kugirango agere ku ntego iyo ari yo yose bagerageza kugeraho uwo munsi bakoresheje ibicuruzwa byacu. Ibyo mubyukuri nibintu bya cheese tuvuga kandi tugerageza kubaka kandi burigihe tugerageza gukora akazi keza mugihe runaka. Ntabwo nshobora gutekereza intambwe yibanze ikurikira kuruta kujya muri FanDuel cyangwa kujya muri Coinbase nyuma yibyo wize kuri Yahoo Sports cyangwa Imari. Ngomba rero kugira nkigice cyibanze cyibicuruzwa. Ngomba. Aho iyo mitwe igiye gukemurwa izamura urwego kuri njye. Ariko ndabona igitekerezo cyawe neza kuri cyo.
Kuri njye, kugereranya ni isukari cyangwa, sinzi, inzoga. Byombi byemewe, byombi bikunzwe bidasanzwe, kandi byombi biragaragara ko ari bibi kuriwe birenze, sibyo? Twubatse amahame menshi hafi yikirenga kuri sukari na boga. Turabishoboye gusa kandi abantu baracyagwa kumurongo igihe cyose.
Nta mahame agenga amasoko yo guhanura mubyukuri, sibyo? Kandi gutsimbarara ko atari urusimbi mubyukuri bituma andi mahame menshi aba kure. Wavuze byinshi kubyerekeye indangagaciro zawe. Kandi ndavuga ko biruhura kumva uvuga ibirango no kohereza traffic kurubuga. Aha niho hantu ntekereza ko indangagaciro zawe zizaba ziri mukibazo kuko amahame adahari. Hoba hariho umurongo kuri wewe?
Umurongo waba ikintu twakagombye gutekereza kuri byinshi niba twakoraga mumwanya umwe. Ninde, na none, twarebye harimo gucuruza duhitamo ko tumeze neza nkumufatanyabikorwa wohereza traffic epfo. Birashoboka ko bisa na, "dufata amatangazo yamasosiyete y'ibinyobwa, muri Bud Light?"
Birasekeje. Waba uzi impamvu FDR yatsinze amatora yo mu 1932? Byari mu gitabo cya Andrew Ross Sorkin cyo mu 1929. Ntabwo yari Depression, yari Kirazira. Ntabwo kandi ntekereza ko tugenda gutya. Ntekereza ko ibi bintu, birashoboka kurwego runaka, hano kugumaho. Kandi muri ubwo buryo, ni igice cyibanze cyintambwe ikurikira abantu batera mubicuruzwa byacu. Ndatekereza rero ko turi ahantu hakenewe cyane kubyo.
Igihe kimwe, ntabwo turi isosiyete ikwiye yo kubikora ubwacu. Ntuzabona ko tunyura muri iyo nzira, birashoboka cyane. Birashoboka ko umwe muribo azagerageza akatugura akaducengera. Nabonaga ibyo bishoboka. Ariko bitabaye ibyo, twasubiye muri zone yo guteranya.
Icyo rero cyari ikibazo cyanjye cyanyuma mubyukuri. Wagezeyo.
Twabikoze. Twabikoze.
Uburinganire bwigenga busanzwe busohoka. Ibyo birashobora kugaragara nka Yahoo yongeye kujya kumugaragaro. Birashobora kugaragara nkubuguzi. Ufite ibisubizo byatoranijwe mubitekerezo, cyangwa ufite ingengabihe?
Umugabo, Nabonye iki kibazo. Ndabizi mwebwe basore mufite amategeko kuriyi, burya ntakintu kitari cyanditse mubwongereza. Nabazwaga numuntu wo muri Cannes maze mpindura interuro imwe itari yo, kandi mu buryo butunguranye, hari ingingo twagiye ahagaragara, maze igana CNBC. Kandi ntabwo byari muburyo ubwo aribwo twari tukiri.
Bikunze kuba ingingo ya catnip ivuga kuri Yahoo abantu bameze, "Oh, IPO ryari?" Hano hari abantu benshi imbere yacu ari tiriyari y'amadorari ya IPO birashoboka ko ari iyambere nabandi abantu bibaza.
Ndubaka iki kintu kugirango dushobore kongera kuba societe rusange nzima, aho mutarwana nigihembwe kugeza igihembwe, nkaba ntekereza ko icyateye Yahoo mubibazo byashize. AOL yagize ibibazo mubihe byashize. Turimo kubaka kuri ibyo, byanze bikunze. Dufite igihe kirekire cyo kujya aho twiteguye rwose kuba kumugaragaro imyaka itanu nyuma yo kujya kumugaragaro, ntabwo ari umunsi tujya kumugaragaro.
Ibyo byavuzwe, ngira ngo amateka ya PE nuko bishoboka ko bahitamo kugurisha. Ibyo mubyukuri nibyinshi mubyitegererezo byabo, kuko cash-out irihuta. Ntibagomba gutegereza, kugurisha nka nyirabyo benshi. Ibyo birema gusa ibibazo byayo.
Ibyo byavuzwe, tuvuga byinshi kuri IPO mu nama zacu z'ubuyobozi, kandi inama irenze Apollo gusa. Habayeho abantu bagerageza kudutera ipine igihe kitari gito. Bikaba kandi, nukuvuga, umuyaga hamwe nubwoko bwose bwamakuru adasanzwe. Ndabona guhamagara boseigihe kuko ikindi gice cya PE ni, batera ipine yose kandi bemera ko ipine yose itera. Bahora bahamagara kuri terefone ibice bitandukanye bya Yahoo.
Ariko ukuri nukuri, Yahoo ninzira ikomeye hamwe. Theisis yabanje kuba wenda ushobora gutandukanya ibi bintu, kandi ushobora kugurisha Imari, ushobora kugurisha Siporo, ariko rwose ugomba kubikora kumunsi umwe. Byose byagomba kugenda icyarimwe, kuko mubyukuri ni ecosystem. Ugereranije ukoresha Yahoo ukoresha bibiri cyangwa byinshi mubicuruzwa byacu. Kandi barabikora, nkuko twabivuze, bohereze traffic. Igice cya data goldmine nuko twese hamwe. Mubyerekeranye nandi masosiyete yose ari hanze, turacyasuzumwa bidasanzwe kubyo tuzana kumeza.
Muburyo bumwe, nibice byimpamvu turi bakuru nkatwe. Mu bundi buryo, biracyari mubibazo byingutu aho tugomba kujya. Nukuri mubyukuri uko tubiganiraho kandi tukabireba, kandi ibyemezo dufata ni ibya IPO izaza. Ariko niba hari umuntu ufite ubwenge buhagije, sinzi ko yatwemerera kuhagera.
Nibyiza, Jim, ibi byabaye byiza. Nishimiye cyane kuvugana nawe. Nibyiza kuvugana nundi murongo wa interineti OG, byombi hamwe namateka adasanzwe asangiwe na AOL. Nagira ngo mbabwire, hari byinshi muribyo guturika munsi yiki gice kuruta uko umuntu wese yabimenya. Ariko ndashima rwose igihe. Urakoze cyane kuba uri kuri Decoder.
Igitangaje. Nishimiye ko ufite. Murakoze.
Ibibazo cyangwa ibitekerezo kuri iki gice? Mukubite kuri decoder@theverge.com. Turasoma rwose imeri!
