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and also, what fraction of mobile is cpi, and of that, what percentage is just recycled vc money? Because we all know what happened to yahoo during the first c
by x0x0 12y ago
and also, what fraction of mobile is cpi, and of that, what percentage is just recycled vc money? Because we all know what happened to yahoo during the first crash. Facebook not breaking those numbers out makes me strongly suspicious that the number is pretty damn high, and fb mobile revenue -- $2.5B in 4q14, almost 2/3 of ad revenue -- is very dependent on the, at minimum, frothy funding market.
- jasonmcalacanis 12y agoIt's a good observation. I discussed it with some folks who are... well..... anyway, I discussed it with folks and the "forthy" portion of the install revenue is very low (overall) to FB revenue. If it all went away it would not rock the company... low single digit %.