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  • 2 years ago
Episode 14: LinkedIn

Episode 14: LinkedIn

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?

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:

* Jeff Bezos at Code 2016
* Elon Musk at Code 2016

Full Transcript below: (disclaimer: may contain unintentionally confusing,
inaccurate and/or just-plain-hilarious transcri