Show notes
Ben and David cover the 3-day-old acquisition of LinkedIn by Microsoft for $26.2 billion. They cover LinkedIn’s founding story by Reid Hoffman, break down their core businesses, analyze recent stock behavior, and speculate on the future of the company inside Microsoft. The big question - were they worth the price tag?
Sponsors:
Statsig: https://bit.ly/acquiredstatsig24
Vanta: https://bit.ly/acquiredvanta
Crusoe: https://bit.ly/acquiredcrusoe
Items Mentioned On The Show:
- Adweek: Snapchat Launches a Colossal Expansion of Its Advertising, Ushering in a New Era for the App
- The Facebook Effect - David Kirkpatrick
- LinkedIn’s Series B pitch deck
- LinkedIn’s S-1
- Microsoft and Apple Double Down - Stratechery
- NYT Dealbook on stock based compensation at LinkedIn
- Josh Elman - When people get confused about “BS metrics”
- Fred Wilson: The Dentist Office Software Story
The Carve Out:
