GameStop CEO Ryan Cohen's $56B Plan to Take Over eBay

GameStop首席执行官瑞安·科恩的560亿美元收购eBay计划

All-In with Chamath, Jason, Sacks & Friedberg

2026-06-24

1 小时 3 分钟
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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 https://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. https://www.nasdaq.com Follow Ryan: https://x.com/ryancohen Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect
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  • Everyone hates GameStop and it seems like everyone in the media basically wants us to fail and wants them to succeed.

  • And you've got a board that's making hundreds of thousands of dollars a year.

  • They don't buy stock with their own money.

  • They end up showing up to a handful of board meetings and they're making a fortune.

  • You've got a management team that is grossly overpaid.

  • There's nothing more American than basically risking your own capital.

  • So why does everyone want us to fail?

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  • A cookware brand doing $4 million tried App Lovin' ads, hit $16 million, turned profitable,

  • and they're on pace for $80 million this year.

  • Visit applovin.com slash all in to launch your first campaign today.

  • Ryan Cohen, welcome to the All In Interview.

  • Thanks for being here.

  • Thank you for having me.

  • I think it's been like a decade,