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Last time I was on the show, you mentioned the value of YouTube. That's sort of, you know, kind of hidden. I mean, I think they have a lot of great technology and assets that are, you know, kind of under the water that people don't necessarily think about.
And I think, you know, they need credit for catching up on Android. I mean, you know, Apple, when the iPhone came out, I played with it for a minute and went online and bought Apple stock. I mean, to me, it was such a game changer in the fact that Google could come back and that Android is a...
Right. So it's the return to artisanal, in a way. And that will be the differentiator. Because if you can't compete with Amazon on, you know, a car charger or something, or whoever on a flat panel TV, you can on some artisanal food or some handcrafted artwork or something like that. That will be the differentiator. I kind of agree with that. I think it's a good insight.
I think Walmart may surprise you in terms of, you know, they have a huge footprint. So the reality is Amazon is used to kind of having more centralized distribution, whereas Walmart is quite distributed as it stands, so it might actually do well in this kind of...
I would Yahoo it's distracting it's too big I think he's going to want to buy small companies with big impact
obviously he's not going to be able to buy Twitter they just won't sell it to him for you know whatever principal reasons they're going to try to go public
I think one of the challenges for Facebook and and Twitter doesn't have this um is that there's an expectation of privacy and there's the opportunity to grow by being open and that means Facebook connect and all these things so you see look at how Twitter has exploded with the API when you're tweeting you're publishing and there's you there's no expectation of privacy
the one challenge I think YouTube is going to face is getting premium content and The Challenge from working with cont content providers is really a tough one so that's something I don't envy
the Market's clearly not valuing YouTube that way because if you look at Google stock price it's it's cheap if you think YouTube's that valuable
why aren't they putting their effort into YouTube more than Facebook
what are some of the big things he could buy I mean obviously he's not going to be able to buy Twitter they just won't sell it to him for you know whatever principal reasons they're going to try to go public but what else could he buy should he buy Yahoo I would Yahoo it's distracting it's too big I think he's going to want to buy small companies with big impact and you know you look at p is interesting 1.5 billion I mean Pinterest has got to be more interesting than buying Instagram
the one challenge I think YouTube is going to face is getting premium content and um and The Challenge from working with cont content providers is really a tough one so that's something I don't envy
the Market's clearly not valuing YouTube that way because if you look at Google stock price it's it's cheap if you think YouTube's that valuable