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The team argues that LinkedIn, acquired by Microsoft for $26.2B in 2016, is now worth $100B+ and is Microsoft's most underappreciated asset. With 1B+ members, $16B+ in annual revenue, and dominant position in professional networking, recruiting, and B2B advertising.
This summary was generated from show notes and public descriptions, not from a full transcript review. Details may contain inaccuracies.
Canon
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The team frames Microsoft's LinkedIn acquisition as return on luck: the $26.2B price seemed high in 2016 (many analysts called it overpaying), but Nadella's preparation (clear integration strategy, letting LinkedIn operate independently, connecting it to Microsoft 365) converted the acquisition into a $100B+ asset.
Highlights
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LinkedIn generates $16B+ in annual revenue at 40%+ operating margins — making it more valuable than most standalone public companies, yet it's buried inside Microsoft's financial statements
The team presents LinkedIn's numbers: 1B+ members, $16B+ annual revenue (growing 10-15% annually), 40%+ operating margins, and dominant positions in recruiting ($8B+ from Talent Solutions), professional advertising ($5B+), and premium subscriptions ($3B+).Was this useful?