Sometimes I wonder what LinkedIn would be worth today as a standalone company. They're an absolute one-of-a-kind monopoly business. I'm betting Microsoft got a steal at $26b.
@howard Agree and yet so many parts of their product are suboptimal. Do you think they can ever be unseated?
@howard Thoughts on Microsoft’s $3 trillion valuation? Under, over, or fairly valued?
@howard They're at $15B in ARR under Microsoft, and lost 1.5-2 years of low/no growth after acquired So let's assume $25B ARR if still independpent Likely better-than-average efficiency and economics, let's give them 8x ARR multiple so $200B market cap, maybe?
@howard Not sure what the price tag would fetch, but it’s particularly interesting bc I actually think LI is woefully under-productized and monetized