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?


Sponsors:


WorkOS: https://bit.ly/workos25

Sierra: https://bit.ly/acquiredsierra

Sentry: https://bit.ly/acquiredsentry

Anthropic: https://bit.ly/acquiredclaude25






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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