Gillmor Gang Emergency Edition 05.03.08
The Gillmor Gang - Mike Arrington, Doc Searls, Dan Farber, Dana Gardner, Robert Anderson, and Robert Scoble - turn off the lights on the Microsoft/Yahoo deal? Recorded Saturday, May 3, 2008.
Podcast: Play in new window | Download
May 3rd, 2008 at 9:12 pm
Took off my Derby hat, and am now listening. Please don’t declare emergencies when I am at charity events.
YHOO shareholders will and should sue.
May 3rd, 2008 at 9:36 pm
[...] to the special Microsoft/Yahoo Gillmor Gang here, with participation from Steve Gillmor, Michael Arrington, Doc Searls, Dan Farber, Dana Gardner, [...]
May 3rd, 2008 at 9:42 pm
Yahoo shareholders are going to panic - everybody and their moms are going to suddenly short the stock. I was looking to purchase quite a few shares myself and had the deal gone underway, we would have banked quite nicely.
Seems that the hostility from Microsoft didn’t really work out. At first people thought it was a bluff, but now it’s a dead deal. It’s quite unfortunate. Not sure how the two are going to try to compete against Google now.
May 3rd, 2008 at 10:28 pm
[...] dazu auf GigaOM, TechCrunch und es gibt auch ein einstündiges Gilmore-Gang-Special zu dem [...]
May 3rd, 2008 at 10:43 pm
[...] satisfied. Surely, future NewsGang simulcasts and podcasts will return to the usual topics, espeically when there is so much going on. Hopefully, I can return to being a quiet newbie who feels an affinity for the people and ideas [...]
May 3rd, 2008 at 11:21 pm
[...] a special edition of the Gillmor Gang, Steve Gillmor, Mike Arrington, Doc Searls, Dana Gardner, Robert Anderson, Robert Scoble and I [...]
May 3rd, 2008 at 11:48 pm
Many others may disagree but I see some truth, not just posturing, in Yahoo’s stance about their ability to strongly go it alone in regard to their posited strategic initiatives.
May 4th, 2008 at 12:30 am
I have had a hard time understanding why nobody has seen Microsoft’s strategy from the beginning. I told anyone who would listen from day one that this offer was the most brilliant corporate chess move I had seen in a long time. If they took the offer, Microsoft would remove a competitive barrier to Google and pick up some good assets in the meantime. Instead, Yahoo’s board turned down the Microsoft offer and took Steve Ballmer’s bait to commit their own corporate suicide (and I think Ballmer knew they would reject it). Between that meeting and Microsoft calling off the deal today, Yahoo jettisoned many key employees and made a host of coorporate deals designed to sabotage the deal. Now they are not only stuck with the results of those bad moves, they also have to face inevitable backlash from the market including shareholder lawsuits and the fun share price plunge on Monday. Microsoft can now sit back and wait to pick up the pieces they want - or get it all - for a song down the road. Say what you want about their software; this is game, set, and match to Microsoft in the most lopsided victory in a long time. Ballmer waited until the right moment and hit them when they were weak with a strategy that would eliminate the Yahoo barrier either way.
May 4th, 2008 at 1:09 am
The ultimate benefactors here are the consumers. Yahoo! has been floundering and this external stimulus from Microsoft is exactly what they needed to point them in the right direction. They will survive the impending dip in share price and over the next year their new strategy - an embracing of OpenSocial - will make them competitive again. They might even decide to go long term with Google, which totally makes sense given the efficiency and general superiority of Google’s ad platform. At the same time, this will strengthen Microsoft’s resolve as they need to find a new way to confront the 10000 pound gorilla in the room, which isn’t them for a change. I also agree with with the sentiment in the podcast that they aren’t “pussies.” Microsoft may not be able to compete with Google directly, but their OS and office products give them the freedom to try as many strategies, and buy as many companies, as it takes to finally find one that works. Google doesn’t have to do a thing to remain the leader except collect more data. The more data they’ve got, the better their machine learning algorithms work, the more targeted their adverts are and the more conversions they get. It’s silly for Yahoo to try to compete with such an efficient machine in the ad space. Yahoo should focus on developing new content and just show Google’s ads next to it. Tying your success to Google’s is clearly the best business plan in the room.
May 4th, 2008 at 2:29 am
Yeah I was in a movie and I didn’t see the end of it too.. Very True!
Keep up the good work - brilliant conversation!
Two thumbs up for the Gillmor Gang!
May 4th, 2008 at 2:32 am
[...] and was surfing the tech news on my iPod touch when I found and listened to the a Padcast from the Gillmore Gang . Talk about of a bunch of so called tech experts that don’t have a clue. These guys are so [...]
May 4th, 2008 at 3:26 am
Finally a Gang podcast that I really enjoyed. Some of the recent ones suffer from too much navel gazing.
May 4th, 2008 at 8:29 am
its real and unrehearsed - love it
May 4th, 2008 at 9:11 am
[...] had to drop off the emergency Gillmor Gang last night before I had a chance to give my thoughts on the Microsoft / Yahoo deal. Not only [...]
May 4th, 2008 at 10:02 am
Wow gillmor gang is way better when theres a quality topic to talk about.
Real content this time not just talk.
May 4th, 2008 at 10:19 am
oh for gods sakes turn off the beeps!
The live factor just isn’t worth it, if it means having a huge distraction for the speakers and the listening audience.
bloobloop!
May 4th, 2008 at 10:32 am
Sounds like Microsoft wins either way and google has the most to gain.
MS purchases Yahoo - gain market share by acquiring yahoo customers.
MS walks from Yahoo - raises strategy questions with Yahoo customers leaving a choice between google and microsoft… this may dilute yahoo marketshare. It also raises awareness as Microsoft as a better alternative. Perhaps they never actually wanted Yahoo. It certain is cheaper than what they were offering per share.
May 4th, 2008 at 12:58 pm
[...] we discussed Saturday on an emergency Gillmor Gang, this cloud wars business is largely about audience size, reach, and details on consumer [...]
May 4th, 2008 at 1:03 pm
I am not sure it’s just the online advertising revenue for Microsoft. They need to put themselves firmly in the cloud network scene. There office suites is under profound attack by online companies that are putting out great products like ZOHO’s suite of business softwares etc. As far is Yahoo is concerned they can not only survive but if they attack the Microsoft grip on office productivity tools they are in an excellent position to take advantage of the future possibilities. Not to mention Yahoo could provide the same user interface and institute Google like features to surge forward. I think they need to replace the heads and come up with some great new ideas instead of trying to get bought.
May 4th, 2008 at 7:18 pm
[...] she wrote, adding that her view is evidently shared by at least some within Microsoft as well. The Gillmor Gang convened on Kentucky Derby Day and concluded that “Google is a big winner, Microsoft is not dead, [...]
May 5th, 2008 at 5:58 am
@39:35 on Jerry Yang:
“I Think Those Guys Are Toast!
“They’re going to be substitute teachers in Idaho”
“I’m being extreme!”
Classic!
May 5th, 2008 at 9:00 am
[...] I also think the MVP thing that Scoble talked about is ridiculous. Mike was totally on the ball. A great listen. Filed under: [...]
May 5th, 2008 at 10:57 am
Well, to be honest,
I found this podc….ast to be utter crap.
Valley navel-gazing redux.
“I’d rather be face….book!” - yeah, i get it. <blip…
May 6th, 2008 at 5:05 am
[...] in the Yahoo - Microsoft saga (that is far from finished btw) then I recommend listening to this Gillmor Gang Emergency edition. The first 10 minutes are annoying as they get themselves organised (and should have been edited [...]
May 11th, 2008 at 10:07 am
[...] the weakness of second tier players like Yahoo and Sun and the strengths of Microsoft and Google. Yahoo looks like Hillary’s shadow campaign as it walks through the motions of building out a social [...]
May 12th, 2008 at 5:55 pm
[...] custom building enterprise software and infrastructure. In a Microsoft-Yahoo discussion on a Gillmor Gang podcast Michael Arrington of TechCruch was kind of surprised or shocked to hear that IBM are still a leader [...]
August 5th, 2008 at 1:24 am
[...] the gillmor gang [...]
January 20th, 2009 at 9:08 pm
[...] in a new podcast. I’m excited to see what comes from this, because it’s like a TWiT or The Gillmor Gang (both shows that I enjoy), except this is with people I know personally and [...]
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