Not only that but Yelp &quot;getting into&quot; a new line of business or revenue stream does not mean you get to say &quot;it&#x27;s a $50 billion market we&#x27;re getting into so clearly we can add $5 billion to Yelp&#x27;s value!&quot;<p>Until it&#x27;s generating something (e.g. cash on the balance sheet or some other tangible benefit) I don&#x27;t see how it would affect valuation at all.