How Marissa Mayer can still save Yahoo

E-mail readers of this column don’t have an easy way to leave comments so of course they send them straight to me, which is easily done simply by hitting reply. Other bloggers are smarter than I am and don’t use their actual e-mail address for the feed. The trend this morning among my e-mailers is to see the hiring of Marissa Mayer at Yahoo as some kind of trick by Google. Ms. Mayer is Google to the core, readers say, and she’s going to Yahoo simply as a commando to pick and choose future Google acquisitions.

No, she isn’t.

But I can’t write just a two paragraph column so I’ll go on to suggest what I think Ms. […]

New Yahoo CEO Marissa Mayer is no Sorkin hero

If Aaron Sorkin (The Social Network, The West Wing) was writing the story of Yahoo and he got to Marissa Mayer’s surprise entrance yesterday as Yahoo’s latest CEO, here’s how he would probably play it: the brilliant, tough, beautiful, charismatic engineer defies her Google glass ceiling and, through sheer vision and clever example, saves the pioneering Internet company. That’s how Sorkin would play it because he likes an underdog, loves smart, well-spoken people, and revels in beautiful if slightly flawed characters and happy endings. But in this case Aaron Sorkin would be playing it wrong.

To be clear, were I in the position of Yahoo’s board I would probably have hired Marissa Mayer, too. On paper […]

Absence makes the heart grow fonder and other weird thoughts

How many times yesterday did you do a web search that led you to a Wikipedia page that then didn’t load because of that site’s SOPA protest?  I didn’t notice the effect immediately but once I did I was later able to go back through my browser history and see that I tried and failed to open a total of 13 Wikipedia pages so far.  Whether you give a damn about SOPA or public protest, this experience has given me a whole new respect for the role Wikipedia has come to play in my life and probably yours.

As a result I made a small donation to Wikipedia around lunchtime then cursed it the rest of […]

Siri may infringe old Excite patents

I was watching this Bloomberg video the other day featuring Shawn Carolan, the venture capitalist who backed the Siri electronic personal assistant startup then sold it to Apple. His was the closest I’d heard to a technical explanation of how Siri works and it surprised me because it sounded a lot like technology I remembered from years ago at Excite, the long-defunct search engine.  Please look at the video and then meet me in the next paragraph.  The part that excited me (no pun intended) is about four minutes in.

Okay, he said they used linguistic techniques to map blocks of words against 10 possible domains of expertise to figure out what the heck you are asking Siri to do, with the real […]

Prediction 6: Thompson’s no Yahoo

Let me be clear about this just in case my clever headline makes no sense: I think the Yahoo board punted by hiring Scott Thompson, who is either a stooge for Yahoo co-founder Jerry Yang or a convenient placeholder until the company can be sold.

I have nothing against Thompson, who did an able, if very vanilla, job at PayPal, but there is nothing — nothing — that distinguishes him as a new media executive. With a wildly dysfunctional outfit like Yahoo, he’ll be in over his head from the first day. I hope for his sake there’s a golden parachute rip cord available for pulling.

His best hope — and it isn’t much of a hope […]

Ballmer’s Last Stand

Moving sucks. Our furniture arrived late last week so I’ve been off the clock for awhile and there is a lot of catching-up to do.  We’ll start with Microsoft and Windows 8, which I’ll argue are going to be formidable competitors in the tablet space, primarily because it’s that or start spending all that cash on diversified investments to turn Microsoft into a Berkshire Hathaway. This is probably Ballmer’s last stand as a high tech CEO.

It was entirely by coincidence that I interviewed both Jon Shirley and Bill Gates in their last weeks as Microsoft CEO. In Shirley’s case it was his final day and I’ve never seen a guy more eager to get out […]

By |September 19th, 2011|2011|82 Comments

What’s a Yahoo to Do?

This is my promised follow-up to How Not to Run Yahoo, so I suppose this should have been titled How to Run Yahoo, but I’m too much of a smart-ass for that.  I spoke to a bunch of smart people (past and present Yahoos) some of whom even allowed me to print their names, and here’s our consensus view on what the next Yahoo CEO really has to do to turn the company around. I’m sorry it all sounds so negative, but it is toward a positive end, remember.

Yahoo has a bureaucracy problem that I attribute to former CEO Terry Semel, who hired legions of vice presidents to insulate the former Hollywood studio boss from […]

By |September 11th, 2011|2011|60 Comments

How Not to Run Yahoo

I seem to be writing a lot of these What the heck was that? columns explaining recent news events. This time it is the firing of Carol Bartz as CEO of Yahoo. I’m not here to defend Bartz, whom I would have fired long ago (or more probably not hired in the first place), but I want to make the point that for all her failings, Bartz was mainly fired for being a hardass.  It’s not what she did or didn’t do as much as her style while doing it.

Carol Bartz is, like beer, an acquired taste.  I like her, but she has a long history of bothering sensitive geeks. The old-timers at Autodesk (a […]

By |September 8th, 2011|2011|93 Comments

The Future of Hulu and U.S. TV

Who will buy Hulu, the IPTV streaming service and why should we care? I’m not sure I do care, now that Lie to Me has been canceled, but in case you are an American who feels the future of series television is important, here’s what I think is going on.

The Wall $treet Journal says Apple is thinking of making a bid for Hulu and Seattlepi.com says Microsoft’s is no longer interested, which leaves Amazon, Apple, Google, Yahoo, and any unnamed parties. I can’t think of any unnamed parties, by the way, so I’m guessing one of these will walk with Hulu, which went into play a couple weeks ago following an […]

2011 prediction #6: Yahoo barfs

This is a sad one.  Venerable Yahoo, the original web portal, is in such trouble that it doesn’t know what to do.  So Yahoo will this year begin tearing itself apart.

This will be presented as a semblance of a strategy but I doubt that’s true.  More likely it will be the company attempting to maintain or even increase earnings by selling its seed corn. So look for Yahoo to dispose of its huge assets in China, to sell the part that it owns of Yahoo Japan, and to spin-off photo-sharing site Flickr as a separate company.

It will make the stock look great… for awhile.