4 Comments

Those numbers are depressingly insane!

Expand full comment
author

Pretty comprehensive, hence the $1.972 billion market cap this morning.

Expand full comment

Weirdly, the DOJ is getting it wrong when it comes to Invite Media and Admeld. G didn't buy rivals to kill them - neither company was the revenue leader - it bought companies it needed to help it develop its own stack. It got the brains behind that tech to help it evolve AdX to win in programmatic, which its engineers were getting wrong. Once that tech was rebuilt on Google's own stack so it was properly integrated, it deprecated the original tech. But nothing was "parked and killed"

Think there is enough to bury Google without thinking everything they did was breaking the law. Even criminals drive the speed limit sometimes.

Expand full comment
author

The parked comment is from Mohan's own mail, but to argue that it wasn't an acquihire is reasonable.

What did you make of Jedi Blue Tom?

Expand full comment