[nicholassmith]

It's got upsides and downsides.

Downside: like you say, it'll cause second guessing. It might be a genuinely great idea but no one is sure how it's going to spin out in the real world, which could create a business of conservative ideas.

Upside: Yahoo needs new things to get the attention back to "Yahoo has released a new product, and it does X" rather than "Yahoo hasn't done anything and we think they're sucky".

It depends if the 100 million users is a fast and firm thing, if it's a case of get it done in 6 months or aim for 100 million users it could be more interesting. Lots of crazy idea being done quickly.