Yandex

Nebius has taken sort of a much more disciplined approach to that balance sheet.

What's behind that? Is that your history in running Yandex? Is that sort of a philosophy you have? Just

we're building a real company.

A real company is measured by earnings, how much value you generate.

So again, this is why this is all important for the high tech.

One more note maybe is, again, back to the question of dependence on the rush, which just recently there was the case of, you know, Ukrainian drones bombing data centers of Yandex.

And then we saw all these, you know, publications here in Kazakhstan about the Yandex taxi, Yandex food delivery, even maybe some payments were got stuck because I think they have some sort of the wallet or whatever.

We saw that when there is the dependency on the higher level of the stack, when the servers are located in Russia, not only those who store their personal data, I think there was a strong push from the Kazakh government to store the data inside the country, but then the other operational functions of those digital services located in Russia.

And then if something happens here, then yes, it affects us.

And so once we have this alternative route, I think this provides much more opportunity and resilience for our additional infrastructure.

Now, the next step would be to see how actually it will be now integrated into the internet infrastructure in Kazakhstan, how mobile operators will be connecting to that, how they will be rerouting and how this will affect the consumer behavior here.

By the way, speaking of consumer behavior, the whole Yandex data center story did actually affect me personally because I ordered a taxi the other day, and the taxi went to the wrong place.

In fact, talking about the search engine.

There is one thing that you share on LinkedIn, which is, let's call it crossing the elastic, or how to use Bing and Yandex as a canary bird fork.

Would you like to explain it?

more this kind of idea that you already share on LinkedIn to our listeners?

What I'm using, especially for clients that have issues like on the technical side of things, I always cross-check it with various other angels.

And what I like about that idea is that Bing and Yandex get information back in a slightly different way.

So you have basically three different perspectives on your website and If it's a Google specific issue, let's say you have a penalty, like not a manual penalty, but like other issues, it's easy to see if Bing is still indexing you and Google doesn't.

And if it's happening across the whole site, yeah, you have a serious problem and Usually that helps me to make the first distinction between what kind of issue it is.

Like, it's definitely possible.

Yeah, I think the Democrats are just confused because they just I mean, they're just mixing up the weeks because it was just last week that that strike on Yandex destroyed all the Russian bots that were influencing guys like you and me that were influencing Tucker Carlson and his audience that it wasn't organic.

And after that, there'd be no opposition to this war.

It's just defending democracy now, Clint.

It's weird.

It's weird.

I kept going viral even even during the Yandex down period.

So I look, it's just so it's so frustrating because there are there are obviously bot networks like that is a thing.

Of course, it's not going to show up.

So you got to use something shady like Yandex when their servers aren't being bombed.

Like can you use Bing for porn? Because you know it'll be better.

That's what their search bar says.

And it's sometimes very challenging and it's in different silos all over.

So you might have to spend time on X, you might have to spend time on, you know, BitChute or Yandex and you're trying to piece it together, everything, trying to make sense of what's going on.

And it's challenging.

And I always encourage people, and I know I say ad nauseum that I see some of these people that people reference or they share tidbits of their videos on their ex or social media.