GameStop CEO Ryan Cohen's $56B Plan to Take Over eBay
All-In with Chamath, Jason, Sacks & Friedberg
David Friedberg intros GameStop CEO Ryan Cohen!
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10 min
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30:00
1:00:00
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- (0:00) David Friedberg intros GameStop CEO Ryan Cohen!
- (1:56) Building and selling Chewy for $3.35B, how to compete with Amazon in e-commerce
- (11:58) Post-Chewy life, activist investing, the road to GameStop CEO, expanding into collectibles
- (26:39) Why he wants to buy eBay for $56B: Massive potential, poor execution (slow growth, rising expenses, seller relationship failure)
- (43:58) Ryan's three-part vision for eBay: Cut costs, expand live commerce, create digital in-game collectible marketplace
- (49:33) Why eBay has rejected the offer, media bias against GameStop
Thanks to our partners!
AppLovin Ads — AppLovin's AI advertising platform reaches over a billion daily active users across mobile games. Full-screen video ads with a 35-second median watch time. Advertisers are profitably spending hundreds of thousands of dollars a day and advertiser access is still in closed beta. The window is open at applovin.com/ALLIN
Nasdaq - Positioned at the nexus of technology and the capital markets, Nasdaq provides premier platforms and services for global capital markets and beyond with unmatched technology, insights and markets expertise. nasdaq.com
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Raw Description
<p>(0:00) David Friedberg intros GameStop CEO Ryan Cohen!</p> <p>(1:56) Building and selling Chewy for $3.35B, how to compete with Amazon in e-commerce</p> <p>(11:58) Post-Chewy life, activist investing, the road to GameStop CEO, expanding into collectibles</p> <p>(26:39) Why he wants to buy eBay for $56B: Massive potential, poor execution (slow growth, rising expenses, seller relationship failure)</p> <p>(43:58) Ryan's three-part vision for eBay: Cut costs, expand live commerce, create digital in-game collectible marketplace</p> <p>(49:33) Why eBay has rejected the offer, media bias against GameStop</p> <p>Thanks to our partners!</p> <p>AppLovin Ads — AppLovin's AI advertising platform reaches over a billion daily active users across mobile games. Full-screen video ads with a 35-second median watch time. Advertisers are profitably spending hundreds of thousands of dollars a day and advertiser access is still in closed beta. The window is open at <a href= "https://applovin.com/ALLIN">https://applovin.com/ALLIN</a></p> <p>Nasdaq - Positioned at the nexus of technology and the capital markets, Nasdaq provides premier platforms and services for global capital markets and beyond with unmatched technology, insights and markets expertise. <a href= "https://www.nasdaq.com">https://www.nasdaq.com</a></p> <p>Follow Ryan:</p> <p><a href= "https://x.com/ryancohen">https://x.com/ryancohen</a></p> <p>Follow the besties:</p> <p><a href="https://x.com/chamath">https://x.com/chamath</a></p> <p><a href="https://x.com/Jason">https://x.com/Jason</a></p> <p><a href= "https://x.com/DavidSacks">https://x.com/DavidSacks</a></p> <p><a href= "https://x.com/friedberg">https://x.com/friedberg</a></p> <p>Follow on X:</p> <p><a href= "https://x.com/theallinpod">https://x.com/theallinpod</a></p> <p>Follow on Instagram:</p> <p><a href= "https://www.instagram.com/theallinpod">https://www.instagram.com/theallinpod</a></p> <p>Follow on TikTok:</p> <p><a href= "https://www.tiktok.com/@theallinpod">https://www.tiktok.com/@theallinpod</a></p> <p>Follow on LinkedIn:</p> <p><a href= "https://www.linkedin.com/company/allinpod">https://www.linkedin.com/company/allinpod</a></p> <p>Intro Music Credit:</p> <p><a href="https://rb.gy/tppkzl">https://rb.gy/tppkzl</a></p> <p><a href= "https://x.com/yung_spielburg">https://x.com/yung_spielburg</a></p> <p>Intro Video Credit:</p> <p><a href= "https://x.com/TheZachEffect">https://x.com/TheZachEffect</a></p>
Chapters (1/6)
Show Notes
- (0:00) David Friedberg intros GameStop CEO Ryan Cohen!
- (1:56) Building and selling Chewy for $3.35B, how to compete with Amazon in e-commerce
- (11:58) Post-Chewy life, activist investing, the road to GameStop CEO, expanding into collectibles
- (26:39) Why he wants to buy eBay for $56B: Massive potential, poor execution (slow growth, rising expenses, seller relationship failure)
- (43:58) Ryan's three-part vision for eBay: Cut costs, expand live commerce, create digital in-game collectible marketplace
- (49:33) Why eBay has rejected the offer, media bias against GameStop
Thanks to our partners!
AppLovin Ads — AppLovin's AI advertising platform reaches over a billion daily active users across mobile games. Full-screen video ads with a 35-second median watch time. Advertisers are profitably spending hundreds of thousands of dollars a day and advertiser access is still in closed beta. The window is open at applovin.com/ALLIN
Nasdaq - Positioned at the nexus of technology and the capital markets, Nasdaq provides premier platforms and services for global capital markets and beyond with unmatched technology, insights and markets expertise. nasdaq.com
Follow Ryan:
Follow the besties:
Follow on X:
Follow on Instagram:
Follow on TikTok:
Follow on LinkedIn:
Intro Music Credit:
Intro Video Credit:
Raw Description
<p>(0:00) David Friedberg intros GameStop CEO Ryan Cohen!</p> <p>(1:56) Building and selling Chewy for $3.35B, how to compete with Amazon in e-commerce</p> <p>(11:58) Post-Chewy life, activist investing, the road to GameStop CEO, expanding into collectibles</p> <p>(26:39) Why he wants to buy eBay for $56B: Massive potential, poor execution (slow growth, rising expenses, seller relationship failure)</p> <p>(43:58) Ryan's three-part vision for eBay: Cut costs, expand live commerce, create digital in-game collectible marketplace</p> <p>(49:33) Why eBay has rejected the offer, media bias against GameStop</p> <p>Thanks to our partners!</p> <p>AppLovin Ads — AppLovin's AI advertising platform reaches over a billion daily active users across mobile games. Full-screen video ads with a 35-second median watch time. Advertisers are profitably spending hundreds of thousands of dollars a day and advertiser access is still in closed beta. The window is open at <a href= "https://applovin.com/ALLIN">https://applovin.com/ALLIN</a></p> <p>Nasdaq - Positioned at the nexus of technology and the capital markets, Nasdaq provides premier platforms and services for global capital markets and beyond with unmatched technology, insights and markets expertise. <a href= "https://www.nasdaq.com">https://www.nasdaq.com</a></p> <p>Follow Ryan:</p> <p><a href= "https://x.com/ryancohen">https://x.com/ryancohen</a></p> <p>Follow the besties:</p> <p><a href="https://x.com/chamath">https://x.com/chamath</a></p> <p><a href="https://x.com/Jason">https://x.com/Jason</a></p> <p><a href= "https://x.com/DavidSacks">https://x.com/DavidSacks</a></p> <p><a href= "https://x.com/friedberg">https://x.com/friedberg</a></p> <p>Follow on X:</p> <p><a href= "https://x.com/theallinpod">https://x.com/theallinpod</a></p> <p>Follow on Instagram:</p> <p><a href= "https://www.instagram.com/theallinpod">https://www.instagram.com/theallinpod</a></p> <p>Follow on TikTok:</p> <p><a href= "https://www.tiktok.com/@theallinpod">https://www.tiktok.com/@theallinpod</a></p> <p>Follow on LinkedIn:</p> <p><a href= "https://www.linkedin.com/company/allinpod">https://www.linkedin.com/company/allinpod</a></p> <p>Intro Music Credit:</p> <p><a href="https://rb.gy/tppkzl">https://rb.gy/tppkzl</a></p> <p><a href= "https://x.com/yung_spielburg">https://x.com/yung_spielburg</a></p> <p>Intro Video Credit:</p> <p><a href= "https://x.com/TheZachEffect">https://x.com/TheZachEffect</a></p>