Thought via Path

So @ariefr said if he was running Tumblr he’d sell for a billion to Microsoft and let them deal with the porn.

If you were running Tumblr and Yahoo dangles a billion USD in cash in front of you, would you sell?

Consider Instagram selling to Facebook for $300 million in cash and $700 million in stock, which ended up being $700 million total because Facebook stock tanked when the deal closed.

Consider Google not selling for a billion dollars to Yahoo in 2006 and it’s now worth $13 billion.

Consider Groupon not selling to Google for $6 billion in 2010, is now worth $4.5 billion.

Consider Yahoo not selling to Microsoft for $44 billion, now worth less than $30 billion.

Is Tumblr a Facebook, an Instagram, a Yahoo, or a Groupon? Or will it be the next Posterous?

Yahoo may need Tumblr’s audience but is Tumblr a good fit at Yahoo? – Read on Path.