Does a Yahoo, AOL Merger Make Sense?

The video discusses the potential merger of Yahoo and AOL, suggesting it may not be beneficial due to both companies' declining status. It explores SoftBank's interest in acquiring Yahoo, highlighting tax implications related to Alibaba shares. The video also addresses the pressure on Yahoo's leadership, particularly Marissa Mayer, to improve business performance. It outlines Yahoo's financial strategy following profits from Alibaba shares, suggesting investments in content. Lastly, it evaluates Tumblr's integration into Yahoo, noting its potential but limited success so far.

What is the speaker's opinion on the acquisition strategy for Yahoo?

What is the current status of Tumblr's integration into Yahoo's business model?