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The funny thing is that the final paragraph could just as easily be interpreted as solid arguments for selling: Facebook and Twitter hitting the geo space...
by mahipal 17y ago
The funny thing is that the final paragraph could just as easily be interpreted as solid arguments for selling:
Facebook and Twitter hitting the geo space... real momentum and that intangible buzz...
So two juggernauts are entering the space, and they have a rare opportunity to actually monetize "intangible buzz" while people still don't know what FB and Twitter will do.
We're definitely in the realm of wild speculation, since it's impossible to judge accurately from out here. But I do agree that the whole notion of "destiny" isn't a good metric, regardless of the actual situation.
- robosox 17y agoMaybe. My concern is, who knows how long it would take Yahoo to absorb Foursquare, how much Foursquare code would need to be refactored in order to play nice with Yahoo's, how long it'd take to sort out personnel issues, and so forth. It's easy to envision not hearing from the Foursquare team for a good 6-9 months post-acquisition, by which time they really would have lost ground to their bigger rivals purely from an innovation standpoint.
- meterplech 17y agoI think that that is proof that Foursquare should sell... to Facebook. Their valuation is still stomach-able enough if Facebook wants to use their current operating profit and cash reserves. It would immediately make Facebook the mobile leader, and take Foursquare to millions of users.
- enjo 17y agoWhat's in it for Facebook? Foursquare functionality is easily copied. The brand isn't terribly strong. $100M+ is hard to stomach when I don't see any clear benefit to Facebook. Yahoo! is another story, as they've taken a portfolio approach. I imagine Foursquare looks pretty good as a member of that portfolio.