eBay

includes eBay Live

8 statements across 3 episodes · 4 bullish · 4 bearish · 3 people on the record · first statement Nov 13, 2021 by Chamath Palihapitiya · said 93 times in 28 episodes since 2020 · across every show →

Mentions by year, the whole family

brought up most by Ryan Cohen (43), Jason Calacanis (14), David Sacks (14), David Friedberg (3), Chamath Palihapitiya (3), Reid Hoffman (2), Phil Deutsch (2), Shervin Pishevar (1)

tap a year for its mentions
003036062020202120222023202420252026episodesmentions
0362020202120222023202420252026episodes it came up in
00531062020202120222023202420252026episodesmentions per episode
2026 59 mentions in 6 episodes 10 per episode
2025 7 mentions in 4 episodes 2 per episode
2024 6 mentions in 5 episodes 1 per episode
2023 5 mentions in 3 episodes 2 per episode
2022 5 mentions in 5 episodes 1 per episode
2021 10 mentions in 4 episodes 3 per episode
2020 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about eBay, oldest first

Nov 13, 2021 positive
Assertion Supported
Palihapitiya: Carl Icahn unlocked $250B in value by pushing eBay-PayPal split
“He unlocked a quarter trillion dollars of value.”
Chamath Palihapitiya Nov 13, 2021 ▶ 1:18:22 E55: Valuing crypto projects, Rivian worth $100B+, inflation: causes and corrections and more
Jun 23, 2026 bullish
Disclosure
Ryan Cohen: Committing $500M of personal capital to eBay transaction
“I'm putting five hundred million of my own money into this transaction.”
Ryan Cohen Jun 23, 2026 ▶ 56:38 GameStop CEO Ryan Cohen’s $56B Plan to Take Over eBay
Jun 23, 2026 negative
What-if
Ryan Cohen: eBay could have been Amazon
“EBay could have been Amazon.”
Ryan Cohen Jun 23, 2026 ▶ 35:00 GameStop CEO Ryan Cohen’s $56B Plan to Take Over eBay
Jun 23, 2026 bearish
Prediction Not checkable as stated
Cohen: $2B in costs can be immediately cut from eBay
“Number one is on immediately improving earnings through cutting costs. And Pulling two billion dollars of costs out of the business and on the operating base of, you know, close to five and a half billion of expenses and 2.4 billion spent on sales and marketin…”
Ryan Cohen Jun 23, 2026 ▶ 44:42 GameStop CEO Ryan Cohen’s $56B Plan to Take Over eBay
Jun 23, 2026 bearish
Assertion Supported
Cohen: eBay active users have dropped by 30 million since COVID
“I mean, if you just look at how they've done in the past since COVID, Every important metric is down. GMV is down. Active users is down by thirty million.”
Ryan Cohen Jun 23, 2026 ▶ 40:30 GameStop CEO Ryan Cohen’s $56B Plan to Take Over eBay
Jun 23, 2026 bullish
Prediction Not checkable as stated
Cohen: In-game digital item market could exceed eBay physical market
“But if you look at in-game digital items, there's no marketplace that is providing liquidity for them. And so I would use eBay to provide liquidity for in-game digital items. And I believe that addressable market is significantly larger than could be much larg…”
Ryan Cohen Jun 23, 2026 ▶ 49:02 GameStop CEO Ryan Cohen’s $56B Plan to Take Over eBay
Jun 23, 2026 negative
Assertion Contradicted
Cohen: eBay CEO golden parachute is over $100M
“It's over a hundred million bucks.”
Ryan Cohen Jun 23, 2026 ▶ 58:17 GameStop CEO Ryan Cohen’s $56B Plan to Take Over eBay
Jul 18, 2026 positive
Prediction Not checkable as stated
Friedberg: eBay and PayPal deals signal wave of legacy digital buyouts
“I think that eBay and PayPal are probably the beginning of a wave of mega deals of call it flaccid, you know, digital businesses. That can be revived. With the blue chew of capital and the right operator. Again, I think that there's probably a big wave of this…”
David Friedberg Jul 18, 2026 ▶ 27:18 Can the AI Industry Regulate Itself? Stripe Wants PayPal, China Catches Up, NY Bans Datacenters
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