Michael Walrath
speaker
398 appearances
5 recordings
1 series
first heard May 2025
last heard May 2025
Michael Walrath’s voice in public audio — every appearance, attributed to the second.
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Appearances
But every time we did that, we lost customers too.
a Google experience that was frankly just better at providing the answer to the question and less monetized.
So 2008, 2009 Yahoo, I don't know what the market share was, 12%, 13% of the search market share, something like that.
I'll get the numbers not exactly right.
But we had three or four ads above the fold, above the organic search results at that time.
And at that same time, you went to Google.
Often there was no ad.
And sometimes there was just one.
It was a single sponsored link at the top of the page.
And so I'm not sure we weren't going to win a...
relevance of the organic search results fight with google but we certainly weren't going to win that fight when we were over monetizing the page relative to their sort of and so what that created was a magical experience for google it was basically like the consumer was like okay google's like magic and yahoo is like it was 10 years ago and just like altavista was and as jeeves was and all these all these other things now fair or unfair that that's what the sort of consumer perceived
Yahoo just didn't have the will at that time to say, look, the best thing we could do for our search share is take all these ads off the page and try to deliver a magical, relevant experience.
There were a lot of efforts to improve that search product.
You fast forward to today, and it's really interesting because what has happened is as Google took this 90 plus percent, 92%, I think it peaked a couple of years ago, share, what happened was the experience got a lot less magic.
All right.
You know, and suddenly, you know, it's funny, I look at that Google search page today, if I ask any kind of a commercially relevant query, and it's much more heavily monetized than our Yahoo page was in 2008, 2009.
And why?
Because, you know, they can, right?
And so that leads to a 200 plus billion dollar monopoly business.
And I can only imagine, I don't know, but I can only imagine inside Google today, the conversations that are being had around, hey, these AI search experiences are pretty magical to the consumer, and they're not very monetized today.
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