What Tumblr and Two More Potential Huge Deals Reveal About Tech Future


In the mid-90s, the pop band Barenaked Ladies sang out scenarios for their fantasy, “If I had a million dollars.” Today, in Silicon Valley and due north in Redmond we have a new version playing out where Yahoo, Facebook and Microsoft are all figuring out what they would spend a billion on.

While the targets — Tumblr, Waze and Nook — make for fascinating discussion of fit and valuation on their own, together they show something interesting about the future of these goliaths beyond the personal computer. They’re looking well beyond the personal computer, but in different ways.

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