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Comment on Yahoo said to be mulling investment in, or acquisition of, Tumblrparent

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Tumblr has been around for over six years and it's getting to the point where if you're asking what's the big deal about Tumblr then you might just be getting too long in the tooth.

Tumblr is interactive MTV for a generation of web addicted kids and Yahoo's DNA is a media company.

Tumblr is a new media company with roots in New York's media and advertising scene. They recently opened a Santa Monica office to further shore up business relationships with Los Angeles' media scene.

If they can build that out within a year and setup profitable relationships, paired with a loyal following, they can ride out the native marketing wave and command a hefty price tag so David Karp can keep doing the oh-so-twee-unconventional-hipster things that he does.

If Marissa Mayer is as legit as everyone claims her to be she gets this. There's only two more missing pieces left for what she needs to do to make Yahoo relevant again.

1. Expect a deal with an enemy of an enemy who is therefore her BFF.

2. Expect more thought leadership around one big concept for the third wave of internet adoption.

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