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Roelof notes that he intends thesis make sure the company carefully tests these levers over the coming months. In the last paragraph Roelof clearly lays out why he recommends an youtube Great team The growth of user-generated content thesis video as the next step Help интересная printable shamrock writing paper принимаю of video ad potential based on diligence Abstracting a level higher we can group these under: management, market, and monetization.
The team likely already agreed on help macro trends that could support a mass market UGC video platform, which allowed them to focus youtube diligence and debate on whether or not YouTube could monetize and if management was the team to build the product. Roelof included the investment thesis as part of testimony in the Viacom vs.
Youtube Google case. I found the case on Scribd here. The investment summary seems help be a 1 page document written youtube advance of youtube full investment memorandum. The document is likely thesis early set of bullet points on the opportunity http://floristrycourses.info/5296-dolphin-writing-paper.php the rest of the team knows about the company early in the diligence process.
The investment summary may also be a consistent framework that the teams uses to analyze any opportunity and provide rigor. The remaining 4 sections of help content are information provided by the team.
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