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Which podcasts are discussing EBAY?
11 ATTRIBUTED IDEAS · 9 EPISODES · 7 SHOWS
The shows
All-In with Chamath, Jason, Sacks & Friedberg
CNBC Fast Money
Business Breakdowns
Excess Returns
The Knowledge Project
The Pomp Podcast
WSJ What's News
Where the discussion went deepest
23 JUN23 JUNALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
Proposed GameStop acquisition of eBay
“GameStop's leadership argues that a combination with eBay leverages complementary secondhand and collectible moats, enabling $2 billion in cost reductions and growth into live commerce and digital in-game asset marketplaces.”
GameStop CEO Ryan Cohen's $56B Plan to Take Over eBay · with Amazon
Core thesis · 5/5Verify in source →
18 JUL4W AGOALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG · 27:16
AI operators target mature tech for roll-ups
“A growing private equity playbook involves using AI-native operational leadership to acquire, modernize, and extract value from mature, non-founder-led tech businesses.”
Can the AI Industry Regulate Itself? Stripe Wants PayPal, China Catches Up, NY Bans Datacenters
In depth · 4/5Verify in source →
6 AUG6D AGOWSJ WHAT'S NEWS · 10:45
Depop acquisition lifts eBay outlook
“The guest argued eBay's acquisition of secondhand fashion app Depop is boosting its full-year outlook, as Gen Z's interest in monetizing closets and broader consumer embrace of used clothing expands the market.”
Why Trump Keeps Calling Kevin Warsh
Substantive discussion · 3/5Verify in source →
21 JUL3W AGOTHE KNOWLEDGE PROJECT
Full-stack market makers outperform simple discovery platforms
“Marketplace platforms that solve the full transaction lifecycle by underwriting risk and acting as direct counterparties achieve greater scale and displace pure-play search or trust intermediaries.”
Opendoor CEO: Excellence Is the Capacity to Take Pain
Substantive discussion · 3/5Verify in source →
26 JUN26 JUNCNBC FAST MONEY
GameStop persists on eBay acquisition bid
“GameStop is pursuing eBay as a turnaround opportunity while forecasting significantly higher EBITDA for the fiscal year.”
Is the Tech Slump Here to Stay?… And Opportunities Outside of Software 6/26/26
Substantive discussion · 3/5Verify in source →
23 JUN23 JUNALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
EBay takeover and strategic turn-around potential
“The speaker presented a relative turn-around case for eBay, arguing that an external builder can drive significant earnings growth and market share gains in live commerce where current management cannot.”
GameStop CEO Ryan Cohen's $56B Plan to Take Over eBay · with Amazon
Substantive discussion · 3/5Verify in source →
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