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All-In with Chamath, Jason, Sacks & Friedberg

All-In with Chamath, Jason, Sacks & Friedberg

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

Jun 23, 2026 · 1h 3m

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On this episode

About this episode

(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…