Thiel: Yahoo Isn't a Technology Company Anymore

The video discusses the evolution of HP and Yahoo, arguing they are no longer technology companies. It suggests that attempts to radically reinvent them as tech companies may be misguided. The video highlights Marissa Mayer's leadership at Yahoo, noting her as the best CEO in a decade, and suggests her success should be measured by improving existing businesses rather than creating new innovations.

What are the expectations set for Marissa Mayer as the CEO of Yahoo according to the speaker?

In what way does the speaker believe that existing businesses at Yahoo can be improved?