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THE ALL-IN INTERVIEW IS BACK! 🚨 david friedberg sits down with Ryan Cohen to discuss running $GME and his $56B offer to take over $EBAY -- Building and selling $CHWY for $3.35B -- How to compete with $AMZN in e-commerce -- Activist investing and his road to GameStop CEO...

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The All-In Podcast

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128,464 次观看 • 2 个月前 •via X (Twitter)

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GameStop CEO Ryan Cohen: 3 Ways I’d Fix eBay Cohen is currently trying to acquire eBay and merge it with $GME. So far, $EBAY has rejected his $56B offer. He believes eBay is a valuable asset with a ton of potential, but currently being mismanaged. His plan to fix eBay: 1) Cut $2B in costs, increase earnings immediately 2) Expand eBay’s live commerce platform ($400B market, growing fast, eBay Live has potential) 3) Create a liquid marketplace for in-game digital items “There are three areas. One, immediately improving earnings through cutting costs, pulling $2 billion of costs out of the business. And on the operating base of close to five and a half billion of expenses and 2.4 billion spent on sales and marketing for essentially no user growth, there's a lot of money to pull out there. There's two growth vectors that I'm very much interested in. Number one is live commerce. The TAM is like $400 billion. It's growing very quickly in the US, it's very popular in Asia. And eBay has the users, eBay has the brands, they have a platform. But the platform sucks for a lot of different reasons. That's a huge, huge growth opportunity for them to start doing really well in live commerce. The third thing, and this is something that I have not spoken about before publicly, is building a marketplace where you can provide liquidity for in-game digital items. If you look at all of these in-game items, triple A titles, that people are accumulating skins, weapons, essentially, it's what NFTs, people thought they were, but ultimately they had no real utility. In-game items actually have real utility, and no one's doing it. And, and this should already exist, and it's crazy that it doesn't exist.” -------------------------------------- Thanks to our partners! Most advertisers have never heard of the platform with an $11B annual run rate in ad spend. AppLovin Ads — 1B+ daily active users, full-screen video ads watched for a median of 35 seconds, and businesses are profitably spending hundreds of thousands of dollars a day on it. Advertiser access is in closed beta. The window is open at 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.
1:27

GameStop CEO Ryan Cohen: 3 Ways I’d Fix eBay Cohen is currently trying to acquire eBay and merge it with $GME. So far, $EBAY has rejected his $56B offer. He believes eBay is a valuable asset with a ton of potential, but currently being mismanaged. His plan to fix eBay: 1) Cut $2B in costs, increase earnings immediately 2) Expand eBay’s live commerce platform ($400B market, growing fast, eBay Live has potential) 3) Create a liquid marketplace for in-game digital items “There are three areas. One, immediately improving earnings through cutting costs, pulling $2 billion of costs out of the business. And on the operating base of close to five and a half billion of expenses and 2.4 billion spent on sales and marketing for essentially no user growth, there's a lot of money to pull out there. There's two growth vectors that I'm very much interested in. Number one is live commerce. The TAM is like $400 billion. It's growing very quickly in the US, it's very popular in Asia. And eBay has the users, eBay has the brands, they have a platform. But the platform sucks for a lot of different reasons. That's a huge, huge growth opportunity for them to start doing really well in live commerce. The third thing, and this is something that I have not spoken about before publicly, is building a marketplace where you can provide liquidity for in-game digital items. If you look at all of these in-game items, triple A titles, that people are accumulating skins, weapons, essentially, it's what NFTs, people thought they were, but ultimately they had no real utility. In-game items actually have real utility, and no one's doing it. And, and this should already exist, and it's crazy that it doesn't exist.” -------------------------------------- Thanks to our partners! Most advertisers have never heard of the platform with an $11B annual run rate in ad spend. AppLovin Ads — 1B+ daily active users, full-screen video ads watched for a median of 35 seconds, and businesses are profitably spending hundreds of thousands of dollars a day on it. Advertiser access is in closed beta. The window is open at 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.

The All-In Podcast

77,759 次观看 • 2 个月前

Ryan Cohen: “Why Does Everyone Want GameStop to Fail?” $GME CEO Ryan Cohen: “The media is an example. Why is it that you've got a ($EBAY) management team with no skin in the game, they're not builders, they haven't built anything themselves before, they've basically just been employees at major companies, they’ve been overpaid, I don't think they've ever broken out a sweat in their entire lives, why does everyone want them to succeed? But when you have someone that, and by the way, I'm putting $500M of my own money into this transaction, I haven't pulled a penny out of 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, taking zero risk. There's nothing more American than basically risking your own capital. So why does everyone want us to fail? david friedberg: “I do think that the media, in order to give you credibility, they're gonna have to acknowledge that all of their takes on GameStop just being a meme stock were wrong, and that there is actually a business here, and that there is value being created here, and that they missed that, and they got the story completely wrong.” -------------------------------------- Thanks to our partners! Most advertisers have never heard of the platform with an $11B annual run rate in ad spend. AppLovin Ads — 1B+ daily active users, full-screen video ads watched for a median of 35 seconds, and businesses are profitably spending hundreds of thousands of dollars a day on it. Advertiser access is in closed beta. The window is open at 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.
1:16

Ryan Cohen: “Why Does Everyone Want GameStop to Fail?” $GME CEO Ryan Cohen: “The media is an example. Why is it that you've got a ($EBAY) management team with no skin in the game, they're not builders, they haven't built anything themselves before, they've basically just been employees at major companies, they’ve been overpaid, I don't think they've ever broken out a sweat in their entire lives, why does everyone want them to succeed? But when you have someone that, and by the way, I'm putting $500M of my own money into this transaction, I haven't pulled a penny out of 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, taking zero risk. There's nothing more American than basically risking your own capital. So why does everyone want us to fail? david friedberg: “I do think that the media, in order to give you credibility, they're gonna have to acknowledge that all of their takes on GameStop just being a meme stock were wrong, and that there is actually a business here, and that there is value being created here, and that they missed that, and they got the story completely wrong.” -------------------------------------- Thanks to our partners! Most advertisers have never heard of the platform with an $11B annual run rate in ad spend. AppLovin Ads — 1B+ daily active users, full-screen video ads watched for a median of 35 seconds, and businesses are profitably spending hundreds of thousands of dollars a day on it. Advertiser access is in closed beta. The window is open at 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.

The All-In Podcast

171,567 次观看 • 2 个月前

LIVE from Versailles... J Cal puts on the bow tie!🚨 Open Source Wins, AGI Is Here, and Scorsese’s AI Toolkit with CEOs of Cerebras & Black Forest Labs @jason sits down with Andrew Feldman from $CRBS and Robin Rombach from Black Forest Labs to talk: (0:00) The AI Buildout: Datacenters Bigger Than Cities (Andrew Feldman) (1:50) Reasoning, Inference, and Breaking Moore's Law (16:28) Open Source, AI Sovereignty, and the Road to AGI (40:54) The Innovation Behind Generative Video (Robin Rombach) (47:31) Martin Scorsese, Robots, and the Future of Hollywood IP ------------------------------ Thanks to our partners for making this possible! Most advertisers have never heard of the platform with an $11B annual run rate in ad spend. AppLovin Ads — 1B+ daily active users, full-screen video ads watched for a median of 35 seconds, and businesses are profitably spending hundreds of thousands of dollars a day on it. Advertiser access is in closed beta. The window is open at 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.
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LIVE from Versailles... J Cal puts on the bow tie!🚨 Open Source Wins, AGI Is Here, and Scorsese’s AI Toolkit with CEOs of Cerebras & Black Forest Labs @jason sits down with Andrew Feldman from $CRBS and Robin Rombach from Black Forest Labs to talk: (0:00) The AI Buildout: Datacenters Bigger Than Cities (Andrew Feldman) (1:50) Reasoning, Inference, and Breaking Moore's Law (16:28) Open Source, AI Sovereignty, and the Road to AGI (40:54) The Innovation Behind Generative Video (Robin Rombach) (47:31) Martin Scorsese, Robots, and the Future of Hollywood IP ------------------------------ Thanks to our partners for making this possible! Most advertisers have never heard of the platform with an $11B annual run rate in ad spend. AppLovin Ads — 1B+ daily active users, full-screen video ads watched for a median of 35 seconds, and businesses are profitably spending hundreds of thousands of dollars a day on it. Advertiser access is in closed beta. The window is open at 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.

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114,230 次观看 • 2 个月前

FULL INTERVIEW: $GME CEO Ryan Cohen joins TBPN to discuss the eBay acquisition 00:22 Unpacking "half cash, half stock" 02:07 Ryan's vision for eBay 04:36 Live commerce and eBay 05:12 Why he's the best person to buy eBay 06:29 History of cutting costs at GameStop 08:47 Comparing the bid to Elon's Twitter take-private 12:01 eBay's reaction to the bid 13:48 Why eBay will be worth more under Ryan's leadership 18:02 How much of his net worth will be in eBay if the deal goes through 19:10 eBay's digital goods opportunity 22:57 Options if eBay rejects the bid 25:58 On ModRetro and retro gaming
27:29

FULL INTERVIEW: $GME CEO Ryan Cohen joins TBPN to discuss the eBay acquisition 00:22 Unpacking "half cash, half stock" 02:07 Ryan's vision for eBay 04:36 Live commerce and eBay 05:12 Why he's the best person to buy eBay 06:29 History of cutting costs at GameStop 08:47 Comparing the bid to Elon's Twitter take-private 12:01 eBay's reaction to the bid 13:48 Why eBay will be worth more under Ryan's leadership 18:02 How much of his net worth will be in eBay if the deal goes through 19:10 eBay's digital goods opportunity 22:57 Options if eBay rejects the bid 25:58 On ModRetro and retro gaming

TBPN

164,512 次观看 • 4 个月前

Sat down with Ryan Cohen, CEO of GameStop, to discuss his early starts in business, why he took a stake in GameStop 5 years ago, and why Ebay deserves a new home. Thank you to Ryan Cohen for taking the time! Timestamps: 00:00 - Intro 00:50 - Ryan's Beginnings in Business 05:50 - Why Pets? 12:20 - Why Enter into Gamestop 15:59 - Gamestop's Future 18:21 - Gamestop's Retail Community 23:10 - Collectibles TAM 26:09 - Why Ebay 30:45 - Ebay's response to the offer 36:20 - Ebay's Live Studio Play 38:00 - Agentic Commerce 41:08 - Rapid Fire
42:58

Sat down with Ryan Cohen, CEO of GameStop, to discuss his early starts in business, why he took a stake in GameStop 5 years ago, and why Ebay deserves a new home. Thank you to Ryan Cohen for taking the time! Timestamps: 00:00 - Intro 00:50 - Ryan's Beginnings in Business 05:50 - Why Pets? 12:20 - Why Enter into Gamestop 15:59 - Gamestop's Future 18:21 - Gamestop's Retail Community 23:10 - Collectibles TAM 26:09 - Why Ebay 30:45 - Ebay's response to the offer 36:20 - Ebay's Live Studio Play 38:00 - Agentic Commerce 41:08 - Rapid Fire

amit

407,713 次观看 • 2 个月前

Ryan Cohen interview on Charles Payne: Ryan Cohen went into extensively explaining of how the proposed $GME / $EBAY deal can work: GameStop has $9B cash and says it has a highly committed $20B financing letter from TD. The offer is $125/share, split 50% cash and 50% equity. His argument is that eBay shareholders get immediate liquidity while still owning a large piece of the combined company, instead of only taking stock. Cohen frames the deal as EPS-accretive, not destructive dilution. The key point is that eBay is an asset-light marketplace doing $11B in revenue but carrying over $5.6B in operating expenses, including $2.5B in sales and marketing. Cohen believes those costs can be cut aggressively, making eBay far more profitable inside a combined GameStop/eBay structure. In simple terms: 1. GameStop brings cash + financing. 2. eBay brings earnings + marketplace scale. Cohen believes that operational efficiency turns the combined company into a much higher-earning business for both shareholder bases. Both $GME and $EBAY.
3:14

Ryan Cohen interview on Charles Payne: Ryan Cohen went into extensively explaining of how the proposed $GME / $EBAY deal can work: GameStop has $9B cash and says it has a highly committed $20B financing letter from TD. The offer is $125/share, split 50% cash and 50% equity. His argument is that eBay shareholders get immediate liquidity while still owning a large piece of the combined company, instead of only taking stock. Cohen frames the deal as EPS-accretive, not destructive dilution. The key point is that eBay is an asset-light marketplace doing $11B in revenue but carrying over $5.6B in operating expenses, including $2.5B in sales and marketing. Cohen believes those costs can be cut aggressively, making eBay far more profitable inside a combined GameStop/eBay structure. In simple terms: 1. GameStop brings cash + financing. 2. eBay brings earnings + marketplace scale. Cohen believes that operational efficiency turns the combined company into a much higher-earning business for both shareholder bases. Both $GME and $EBAY.

Han Akamatsu 赤松

36,844 次观看 • 4 个月前

How Martin Scorsese Uses AI: Prototyping Set Ideas By Bringing His Thoughts to Life Black Forest Labs CEO Robin Rombach explains to @jason: Jason: “You sat in a room with Marty Scorsese and showed him your tools, what was his reaction?” Rombach: “He clearly has a vision in his head of a scene or scenery where maybe a new movie will be shot, and he's trying to explore that. We basically looked at the scenery of a village in Eastern Europe somewhere, and he was describing it. We saw some outputs, we iterated on the outputs. Getting the mental picture of something out of your head and communicating it in a visual way by making these images, or a series of images, just makes it easier to communicate and convey an idea of what is actually in your head. I think that's one of the very interesting and powerful ways to use this technology.” Jason: “Is to get the inspiration, to get the vision, out of his head onto an image?” Rombach: “Yeah, language ultimately is a little bit of a lossy communication medium, right? It's also interpreted in different ways, but then visual information is so rich. An image or video, there's so much signal in it, and it's just another way of communicating. And I think that's one of the beautiful things that this technology ultimately enables.” ------------------------------ Thanks to our partners for making this possible! Most advertisers have never heard of the platform with an $11B annual run rate in ad spend. AppLovin Ads — 1B+ daily active users, full-screen video ads watched for a median of 35 seconds, and businesses are profitably spending hundreds of thousands of dollars a day on it. Advertiser access is in closed beta. The window is open at 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.
1:26

How Martin Scorsese Uses AI: Prototyping Set Ideas By Bringing His Thoughts to Life Black Forest Labs CEO Robin Rombach explains to @jason: Jason: “You sat in a room with Marty Scorsese and showed him your tools, what was his reaction?” Rombach: “He clearly has a vision in his head of a scene or scenery where maybe a new movie will be shot, and he's trying to explore that. We basically looked at the scenery of a village in Eastern Europe somewhere, and he was describing it. We saw some outputs, we iterated on the outputs. Getting the mental picture of something out of your head and communicating it in a visual way by making these images, or a series of images, just makes it easier to communicate and convey an idea of what is actually in your head. I think that's one of the very interesting and powerful ways to use this technology.” Jason: “Is to get the inspiration, to get the vision, out of his head onto an image?” Rombach: “Yeah, language ultimately is a little bit of a lossy communication medium, right? It's also interpreted in different ways, but then visual information is so rich. An image or video, there's so much signal in it, and it's just another way of communicating. And I think that's one of the beautiful things that this technology ultimately enables.” ------------------------------ Thanks to our partners for making this possible! Most advertisers have never heard of the platform with an $11B annual run rate in ad spend. AppLovin Ads — 1B+ daily active users, full-screen video ads watched for a median of 35 seconds, and businesses are profitably spending hundreds of thousands of dollars a day on it. Advertiser access is in closed beta. The window is open at 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.

The All-In Podcast

51,522 次观看 • 2 个月前

Cerebras CEO: Frontier AI CEOs are “racing against their own sense of greatness… and there will be a massive data leak” “There will be a tornado, there will be a massive earthquake… and we have to steel ourselves in advance.” $CBRS CEO Andrew Feldman: “They're inventing this as they go, too. There's not a playbook. We say, ‘Oh, just put on guardrails.’ Well, they have to design the guardrails. The guardrails have an impact. So they're racing against competition. They're racing against their own sense of greatness. Which is maybe even the biggest driver here. And I think they're in earnest trying to think about how to do the right thing. And there will be a massive data leak. We know this. Warren Buffett talked about the reinsurance industry, that you know something bad's going to happen. You don't know when, but you gotta save up for it, right? You put money away for reinsurance. But there will be a tornado, there will be a massive earthquake. I mean, we know this, and we can do our best to plan, but there will be a massive breach, and we have to steel ourselves in advance. And we have to prepare ourselves for a future that is, in specific, unknown, but in general, we're pretty sure something's going to happen.” @jason: “Something will happen. And it's typically a black swan, right?” Feldman: “That’s right.” ------------------------------ Thanks to our partners for making this possible! Most advertisers have never heard of the platform with an $11B annual run rate in ad spend. AppLovin Ads — 1B+ daily active users, full-screen video ads watched for a median of 35 seconds, and businesses are profitably spending hundreds of thousands of dollars a day on it. Advertiser access is in closed beta. The window is open at 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. And a special thank you to RAISE Summit for hosting us in Paris
1:13

Cerebras CEO: Frontier AI CEOs are “racing against their own sense of greatness… and there will be a massive data leak” “There will be a tornado, there will be a massive earthquake… and we have to steel ourselves in advance.” $CBRS CEO Andrew Feldman: “They're inventing this as they go, too. There's not a playbook. We say, ‘Oh, just put on guardrails.’ Well, they have to design the guardrails. The guardrails have an impact. So they're racing against competition. They're racing against their own sense of greatness. Which is maybe even the biggest driver here. And I think they're in earnest trying to think about how to do the right thing. And there will be a massive data leak. We know this. Warren Buffett talked about the reinsurance industry, that you know something bad's going to happen. You don't know when, but you gotta save up for it, right? You put money away for reinsurance. But there will be a tornado, there will be a massive earthquake. I mean, we know this, and we can do our best to plan, but there will be a massive breach, and we have to steel ourselves in advance. And we have to prepare ourselves for a future that is, in specific, unknown, but in general, we're pretty sure something's going to happen.” @jason: “Something will happen. And it's typically a black swan, right?” Feldman: “That’s right.” ------------------------------ Thanks to our partners for making this possible! Most advertisers have never heard of the platform with an $11B annual run rate in ad spend. AppLovin Ads — 1B+ daily active users, full-screen video ads watched for a median of 35 seconds, and businesses are profitably spending hundreds of thousands of dollars a day on it. Advertiser access is in closed beta. The window is open at 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. And a special thank you to RAISE Summit for hosting us in Paris

The All-In Podcast

42,754 次观看 • 1 个月前

🚨 ALL-IN INTERVIEW! Friedberg sits down with Charles & Chase Koch: How they built a $150B private empire (0:00) David Friedberg welcomes Charles & Chase Koch (1:04) Koch Industries Overview: Scale, Business Lines & History (2:21) Building the Business: Early Days & Charles Koch Joins (1961) (11:31) Failures, Creative Destruction & Learning from Mistakes (19:22) Culture & Principle-Based Management (33:53) Georgia-Pacific Acquisition & Culture Transformation (56:17) Stand Together: Education Reform & Social Change (1:12:37) AI, Economic Challenges & the Future of Capitalism -------------------------------------- Thanks to our partner for making this possible Most advertisers have never heard of the platform with an $11B annual run rate in ad spend. by AppLovin — 1B+ daily active users, full-screen video ads watched for a median of 35 seconds, and businesses are profitably spending hundreds of thousands of dollars a day on it. Advertiser access is in closed beta. The window is open at Axon by AppLovin
1:35:26

🚨 ALL-IN INTERVIEW! Friedberg sits down with Charles & Chase Koch: How they built a $150B private empire (0:00) David Friedberg welcomes Charles & Chase Koch (1:04) Koch Industries Overview: Scale, Business Lines & History (2:21) Building the Business: Early Days & Charles Koch Joins (1961) (11:31) Failures, Creative Destruction & Learning from Mistakes (19:22) Culture & Principle-Based Management (33:53) Georgia-Pacific Acquisition & Culture Transformation (56:17) Stand Together: Education Reform & Social Change (1:12:37) AI, Economic Challenges & the Future of Capitalism -------------------------------------- Thanks to our partner for making this possible Most advertisers have never heard of the platform with an $11B annual run rate in ad spend. by AppLovin — 1B+ daily active users, full-screen video ads watched for a median of 35 seconds, and businesses are profitably spending hundreds of thousands of dollars a day on it. Advertiser access is in closed beta. The window is open at Axon by AppLovin

The All-In Podcast

194,430 次观看 • 4 个月前

🚨 BIG INTERVIEW: SPENCER PRATT JOINS ALL-IN David Friedberg sits down with Spencer Pratt to discuss his fight to save Los Angeles. (0:00) Spencer Pratt vs. the Machine (3:01) Inside the Palisades Fire: Drained Reservoirs, No Sirens & Watching His House Burn on His Phone (14:03) Why He's Running for Mayor: FireAid's $100M Scandal & the NGO Corruption Nobody Talks About (28:10) Karen Bass at 20% & the Real State of LA: Crime, Homelessness & a City in Free Fall (38:23) Spencer's Plan to Fix LA: Enforcing Laws, Auditing Everyone & the Billionaires Ready to Rebuild (52:22) Hollywood, LAUSD & Small Business: What It Actually Takes to Make LA #1 Again (56:25) The Permitting Nightmare Killing Small Business & How AI Fixes It Overnight (1:04:22) His 8-Year Vision david friedberg Spencer Pratt --------------------------------------- Thanks to our partner for making this possible Most advertisers have never heard of the platform with an $11B annual run rate in ad spend. AppLovin — 1B+ daily active users, full-screen video ads watched for a median of 35 seconds, and businesses are profitably spending hundreds of thousands of dollars a day on it. Advertiser access is in closed beta. The window is open at Axon by AppLovin
1:11:18

🚨 BIG INTERVIEW: SPENCER PRATT JOINS ALL-IN David Friedberg sits down with Spencer Pratt to discuss his fight to save Los Angeles. (0:00) Spencer Pratt vs. the Machine (3:01) Inside the Palisades Fire: Drained Reservoirs, No Sirens & Watching His House Burn on His Phone (14:03) Why He's Running for Mayor: FireAid's $100M Scandal & the NGO Corruption Nobody Talks About (28:10) Karen Bass at 20% & the Real State of LA: Crime, Homelessness & a City in Free Fall (38:23) Spencer's Plan to Fix LA: Enforcing Laws, Auditing Everyone & the Billionaires Ready to Rebuild (52:22) Hollywood, LAUSD & Small Business: What It Actually Takes to Make LA #1 Again (56:25) The Permitting Nightmare Killing Small Business & How AI Fixes It Overnight (1:04:22) His 8-Year Vision david friedberg Spencer Pratt --------------------------------------- Thanks to our partner for making this possible Most advertisers have never heard of the platform with an $11B annual run rate in ad spend. AppLovin — 1B+ daily active users, full-screen video ads watched for a median of 35 seconds, and businesses are profitably spending hundreds of thousands of dollars a day on it. Advertiser access is in closed beta. The window is open at Axon by AppLovin

The All-In Podcast

763,388 次观看 • 4 个月前

This is a great interview with Ryan Cohen conducted by a current eBay seller. It highlights something eBay’s board seems to completely ignore: their own customers. By selling products on eBay himself, Ryan has personally experienced the corporate friction the company creates with its sellers and customers. Ryan gives both eBay customers and shareholders valuable insight into how he would address many of their key issues and concerns. Activist investing is much like running for political office — you must pitch your vision to stakeholders to earn their support and drive change. Strong leadership in a company often mirrors a successful presidential campaign: the focus is on using funds wisely, reducing fraud and waste, and operating more efficiently. This approach benefits both customers and shareholders while creating a more connected and thriving community and business. Interview by Justin Resells $GME $EBAY $BBBY
43:04

This is a great interview with Ryan Cohen conducted by a current eBay seller. It highlights something eBay’s board seems to completely ignore: their own customers. By selling products on eBay himself, Ryan has personally experienced the corporate friction the company creates with its sellers and customers. Ryan gives both eBay customers and shareholders valuable insight into how he would address many of their key issues and concerns. Activist investing is much like running for political office — you must pitch your vision to stakeholders to earn their support and drive change. Strong leadership in a company often mirrors a successful presidential campaign: the focus is on using funds wisely, reducing fraud and waste, and operating more efficiently. This approach benefits both customers and shareholders while creating a more connected and thriving community and business. Interview by Justin Resells $GME $EBAY $BBBY

alpha5tate 🇺🇸

40,492 次观看 • 4 个月前

Charles Koch: When People Lose Meaning, Societies Lose Freedom “ Viktor Frankl, tremendous insight: He says, ‘The problem today is ever more people have the means to live and no meaning to live for.’ So, if you can't find a path to a life of meaning, which comes from finding your gift and using it to succeed by helping others succeed, then you have two choices. You can either choose to go for power or you can go for pleasure. The problem today is when you have a world that is based on power and pleasure, it's a slippery slope to totalitarianism, authoritarianism, and socialism. That's what we're seeing today.” --------------------------------------- Thanks to our partner for making this possible Most advertisers have never heard of the platform with an $11B annual run rate in ad spend. by AppLovin — 1B+ daily active users, full-screen video ads watched for a median of 35 seconds, and businesses are profitably spending hundreds of thousands of dollars a day on it. Advertiser access is in closed beta. The window is open at Axon by AppLovin
0:44

Charles Koch: When People Lose Meaning, Societies Lose Freedom “ Viktor Frankl, tremendous insight: He says, ‘The problem today is ever more people have the means to live and no meaning to live for.’ So, if you can't find a path to a life of meaning, which comes from finding your gift and using it to succeed by helping others succeed, then you have two choices. You can either choose to go for power or you can go for pleasure. The problem today is when you have a world that is based on power and pleasure, it's a slippery slope to totalitarianism, authoritarianism, and socialism. That's what we're seeing today.” --------------------------------------- Thanks to our partner for making this possible Most advertisers have never heard of the platform with an $11B annual run rate in ad spend. by AppLovin — 1B+ daily active users, full-screen video ads watched for a median of 35 seconds, and businesses are profitably spending hundreds of thousands of dollars a day on it. Advertiser access is in closed beta. The window is open at Axon by AppLovin

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33,303 次观看 • 4 个月前

🚨Mark Cuban on the AI Bubble: Who Actually Gets Wiped Out? Mark Cuban is BACK on All-In, joining @jason LIVE! (0:00) Bubble talk: Comparing today's AI market to the dot-com bubble (7:50) AI's real-world limits: why enterprise AI is harder than expected (16:38) Transitioning to an AI-First Workspace (21:26) Health & AI: self-directed healthcare and biometric data (24:30) Politics, wealth tax, and AI as a truth-seeking force (35:12) Knicks & Sports Talk ----------------------------- Thanks to our partners for making this possible! Most advertisers have never heard of the platform with an $11B annual run rate in ad spend. AppLovin Ads — 1B+ daily active users, full-screen video ads watched for a median of 35 seconds, and businesses are profitably spending hundreds of thousands of dollars a day on it. Advertiser access is in closed beta. The window is open at Starting a business? Northwest Registered Agent gives you everything you need to build a complete Business Identity including free tools and built-in privacy. Get more at Northwest Registered Agent LLC
41:38

🚨Mark Cuban on the AI Bubble: Who Actually Gets Wiped Out? Mark Cuban is BACK on All-In, joining @jason LIVE! (0:00) Bubble talk: Comparing today's AI market to the dot-com bubble (7:50) AI's real-world limits: why enterprise AI is harder than expected (16:38) Transitioning to an AI-First Workspace (21:26) Health & AI: self-directed healthcare and biometric data (24:30) Politics, wealth tax, and AI as a truth-seeking force (35:12) Knicks & Sports Talk ----------------------------- Thanks to our partners for making this possible! Most advertisers have never heard of the platform with an $11B annual run rate in ad spend. AppLovin Ads — 1B+ daily active users, full-screen video ads watched for a median of 35 seconds, and businesses are profitably spending hundreds of thousands of dollars a day on it. Advertiser access is in closed beta. The window is open at Starting a business? Northwest Registered Agent gives you everything you need to build a complete Business Identity including free tools and built-in privacy. Get more at Northwest Registered Agent LLC

The All-In Podcast

164,499 次观看 • 1 个月前

"I want to own eBay forever. I love that business. It's run like a public utility. It should have been wiped out. But it hasn't been." $GME CEO Ryan Cohen explains what he wants to do with eBay, and why he wants to buy it: "Where we've had success at GameStop, and where eBay has had success, is in collectibles." "The founder [Anjney Midha] was talking about his Montblanc pen. And that's a good example. That's a perfect item to go buy on eBay, but you're always concerned that it isn't going to be real." "Using GameStop's 1,600 stores, we can immediately authenticate that item. The seller can ship it or we can ship it, but we've got 1,600 access points where we can do live authentication." "So we can go deep in collectibles, leveraging our physical infrastructure. We can increase intake by bringing a lot more products onto the platform." "And then there's a lot of other categories that I can grow. Look at live commerce as an example. eBay has 130 million users, and they're getting crushed by competitors in live commerce." "The website still looks the same as it did in 1995. But everyone's tried to kill this thing, and it's still making over $2 billion a year. That shows you the durability of the business."
2:31

"I want to own eBay forever. I love that business. It's run like a public utility. It should have been wiped out. But it hasn't been." $GME CEO Ryan Cohen explains what he wants to do with eBay, and why he wants to buy it: "Where we've had success at GameStop, and where eBay has had success, is in collectibles." "The founder [Anjney Midha] was talking about his Montblanc pen. And that's a good example. That's a perfect item to go buy on eBay, but you're always concerned that it isn't going to be real." "Using GameStop's 1,600 stores, we can immediately authenticate that item. The seller can ship it or we can ship it, but we've got 1,600 access points where we can do live authentication." "So we can go deep in collectibles, leveraging our physical infrastructure. We can increase intake by bringing a lot more products onto the platform." "And then there's a lot of other categories that I can grow. Look at live commerce as an example. eBay has 130 million users, and they're getting crushed by competitors in live commerce." "The website still looks the same as it did in 1995. But everyone's tried to kill this thing, and it's still making over $2 billion a year. That shows you the durability of the business."

TBPN

88,586 次观看 • 4 个月前

$GME’s Ryan Cohen says he thinks there’s a massive opportunity for live commerce if he takes over at eBay. "It would be partnering with creators. They've got the platform." "We would improve the platform so it looks better and is more consistent with the UI of competitors. But there's the user base, and so it's not something you have to market. It's building out better tech and partnering with creators."
0:46

$GME’s Ryan Cohen says he thinks there’s a massive opportunity for live commerce if he takes over at eBay. "It would be partnering with creators. They've got the platform." "We would improve the platform so it looks better and is more consistent with the UI of competitors. But there's the user base, and so it's not something you have to market. It's building out better tech and partnering with creators."

TBPN

27,837 次观看 • 4 个月前

eBay is the Kansas City Shuffle. The shorts are pushing the eBay price higher because they believe a potential acquisition won’t work without massive dilution. Their entire thesis is based on the assumption that Ryan Cohen would keep issuing more and more shares just to buy eBay at any price. They expect a deal structured around 50% cash and 50% stock, with GameStop continuously diluting shareholders to make it happen. But what if that’s exactly the trap? What if Ryan decides not to buy eBay at all? Instead, GameStop could use its position, cash reserves, and market conditions to aggressively buy back shares and lock up more of the float. That completely flips the narrative and puts enormous pressure on the short thesis. And then Kitty steps out of the box again and pushes the entire momentum even further. After that, if markets eventually collapse and valuations across the board get crushed, GameStop would still have the ability to issue shares later at the right moment and acquire companies far cheaper — not just eBay, but potentially multiple businesses and valuable assets during a downturn. That’s why I think many people still don’t understand the bigger picture. They are focused on short-term headlines while Ryan Cohen appears to be thinking several moves ahead. $GME 🏴‍☠️🚀
0:49

eBay is the Kansas City Shuffle. The shorts are pushing the eBay price higher because they believe a potential acquisition won’t work without massive dilution. Their entire thesis is based on the assumption that Ryan Cohen would keep issuing more and more shares just to buy eBay at any price. They expect a deal structured around 50% cash and 50% stock, with GameStop continuously diluting shareholders to make it happen. But what if that’s exactly the trap? What if Ryan decides not to buy eBay at all? Instead, GameStop could use its position, cash reserves, and market conditions to aggressively buy back shares and lock up more of the float. That completely flips the narrative and puts enormous pressure on the short thesis. And then Kitty steps out of the box again and pushes the entire momentum even further. After that, if markets eventually collapse and valuations across the board get crushed, GameStop would still have the ability to issue shares later at the right moment and acquire companies far cheaper — not just eBay, but potentially multiple businesses and valuable assets during a downturn. That’s why I think many people still don’t understand the bigger picture. They are focused on short-term headlines while Ryan Cohen appears to be thinking several moves ahead. $GME 🏴‍☠️🚀

Mr Infinity ⭕️

86,929 次观看 • 4 个月前

INTERVIEW! 🚨 The Companies Changing Warfare Forever: Palantir & Anduril Execs on Drones, AI & the Future of War Shyam Sankar and Trae Stephens join david friedberg for an incredible conversation on the future of America's military and how tech is shaping it. (0:00) Friedberg intros Palantir's Shyam Sankar and Anduril Industries's Trae Stephens (0:56) Palantir Origins: CIA Analyst Joins 20-Person Startup (2:54) War, Deterrence & Silicon Valley's Defense Tech Taboo (8:39) US vs China: Drone Gap, Shipbuilding & 2027 Taiwan Threat (12:27) Anduril's Arsenal-1 Factory & Fixing US Munitions Supply Chain (41:48) Autonomous Weapons, AI Decision-Making & Future of War (47:15) Anthropic vs Pentagon: Ethics of AI in Combat (50:39) Palantir Surveillance State Claims (55:57) Anti-Defense Culture Origins: Vietnam, Snowden & Foreign Influence ----------------------------------------- Thanks to for making this happen! Most advertisers have never heard of the platform with an $11B annual run rate in ad spend. by AppLovin — 1B+ daily active users, full-screen video ads watched for a median of 35 seconds, and businesses are profitably spending hundreds of thousands of dollars a day on it. Advertiser access is in closed beta. The window is open at Axon by AppLovin
1:09:20

INTERVIEW! 🚨 The Companies Changing Warfare Forever: Palantir & Anduril Execs on Drones, AI & the Future of War Shyam Sankar and Trae Stephens join david friedberg for an incredible conversation on the future of America's military and how tech is shaping it. (0:00) Friedberg intros Palantir's Shyam Sankar and Anduril Industries's Trae Stephens (0:56) Palantir Origins: CIA Analyst Joins 20-Person Startup (2:54) War, Deterrence & Silicon Valley's Defense Tech Taboo (8:39) US vs China: Drone Gap, Shipbuilding & 2027 Taiwan Threat (12:27) Anduril's Arsenal-1 Factory & Fixing US Munitions Supply Chain (41:48) Autonomous Weapons, AI Decision-Making & Future of War (47:15) Anthropic vs Pentagon: Ethics of AI in Combat (50:39) Palantir Surveillance State Claims (55:57) Anti-Defense Culture Origins: Vietnam, Snowden & Foreign Influence ----------------------------------------- Thanks to for making this happen! Most advertisers have never heard of the platform with an $11B annual run rate in ad spend. by AppLovin — 1B+ daily active users, full-screen video ads watched for a median of 35 seconds, and businesses are profitably spending hundreds of thousands of dollars a day on it. Advertiser access is in closed beta. The window is open at Axon by AppLovin

The All-In Podcast

73,487 次观看 • 5 个月前

🔥🔥🔥 Ryan Cohen just said on the All-In Podcast he’s putting $500M of his own capital into the GameStop-eBay transaction. Most CEOs ask shareholders to take the risk. RC is stepping into the fire with them. GameStop is no longer being framed as a retailer. The vision is an ownership platform built around real-world assets, collectibles, tokenized securities, private equity, art, real estate, trading cards, comics, gaming assets, and more. One place to buy, own, trade, transfer, manage, and monetize assets with greater transparency, liquidity, and global access. A projected $16T+ tokenized asset market by 2030 is the opportunity. GameStop already has a passionate community, collectibles expertise, digital asset experience, retail infrastructure, and a strong balance sheet. Retailer was the first chapter. Platform is the next chapter. Ownership is the future. $GME is building for it. 💎🚀
0:28

🔥🔥🔥 Ryan Cohen just said on the All-In Podcast he’s putting $500M of his own capital into the GameStop-eBay transaction. Most CEOs ask shareholders to take the risk. RC is stepping into the fire with them. GameStop is no longer being framed as a retailer. The vision is an ownership platform built around real-world assets, collectibles, tokenized securities, private equity, art, real estate, trading cards, comics, gaming assets, and more. One place to buy, own, trade, transfer, manage, and monetize assets with greater transparency, liquidity, and global access. A projected $16T+ tokenized asset market by 2030 is the opportunity. GameStop already has a passionate community, collectibles expertise, digital asset experience, retail infrastructure, and a strong balance sheet. Retailer was the first chapter. Platform is the next chapter. Ownership is the future. $GME is building for it. 💎🚀

Wiz888999

17,691 次观看 • 2 个月前

GAMESTOP $GME CEO RYAN COHEN JUST WENT ON CNBC TO ANNOUNCE A $56 BILLION OFFER FOR EBAY $EBAY AND COULD NOT EXPLAIN HOW HE WOULD FUND IT The exchange with CNBC anchors Andrew Ross Sorkin and Melissa Lee: Sorkin: "The market cap of GameStop is, call it $11 billion. You have $9 billion on your balance sheet. You have this letter from TD, that's another $20 billion. We're now at $40 billion, but we're still off by call it $16 billion." Cohen: "Half cash, half stock." Sorkin: "I hear you, I'm just saying that math doesn't get you to the price that you're offering. Where is the rest of the money coming from?" Cohen: "I don't understand your question. We're offering half cash, half stock and we have the ability to issue stock in order to get the deal done." The structure of the offer: • Total deal value: $56 billion • 50% cash, 50% stock • Confirmed financing: ~$40 billion ($11B GameStop market cap + $9B GameStop balance sheet cash + $20B TD "highly confident" letter, which is not locked financing) • Funding gap: ~$16 billion, to be covered by issuing additional GameStop stock Cohen's vision for the combined entity: "There's an opportunity to build a much larger business, to make the business much more efficient, and to accelerate revenue growth. eBay is a very strong business, but it could be in a much stronger position. It could be a much larger business than what it currently is."
6:18

GAMESTOP $GME CEO RYAN COHEN JUST WENT ON CNBC TO ANNOUNCE A $56 BILLION OFFER FOR EBAY $EBAY AND COULD NOT EXPLAIN HOW HE WOULD FUND IT The exchange with CNBC anchors Andrew Ross Sorkin and Melissa Lee: Sorkin: "The market cap of GameStop is, call it $11 billion. You have $9 billion on your balance sheet. You have this letter from TD, that's another $20 billion. We're now at $40 billion, but we're still off by call it $16 billion." Cohen: "Half cash, half stock." Sorkin: "I hear you, I'm just saying that math doesn't get you to the price that you're offering. Where is the rest of the money coming from?" Cohen: "I don't understand your question. We're offering half cash, half stock and we have the ability to issue stock in order to get the deal done." The structure of the offer: • Total deal value: $56 billion • 50% cash, 50% stock • Confirmed financing: ~$40 billion ($11B GameStop market cap + $9B GameStop balance sheet cash + $20B TD "highly confident" letter, which is not locked financing) • Funding gap: ~$16 billion, to be covered by issuing additional GameStop stock Cohen's vision for the combined entity: "There's an opportunity to build a much larger business, to make the business much more efficient, and to accelerate revenue growth. eBay is a very strong business, but it could be in a much stronger position. It could be a much larger business than what it currently is."

WOLF

42,203 次观看 • 4 个月前

Ryan Cohen: And what I want to understand is why everybody (mainstream media) wants GameStop to fail - both its core business and in this transaction. What world do we live in where...we’re rooting for...an entrenched management team that has no skin in the game? And someone that’s risking their own capital - there’s nothing more American than that - you want us to fail? I want to understand that. Mainstream Media Journalist (not answering the question): Ryan, I’m a technology journalist. I host a tech show on Bloomberg. This is like asking the referee why the game is rigged, and he just says, "I wear stripes". 🤦‍♀️ $GME $EBAY
0:38

Ryan Cohen: And what I want to understand is why everybody (mainstream media) wants GameStop to fail - both its core business and in this transaction. What world do we live in where...we’re rooting for...an entrenched management team that has no skin in the game? And someone that’s risking their own capital - there’s nothing more American than that - you want us to fail? I want to understand that. Mainstream Media Journalist (not answering the question): Ryan, I’m a technology journalist. I host a tech show on Bloomberg. This is like asking the referee why the game is rigged, and he just says, "I wear stripes". 🤦‍♀️ $GME $EBAY

domoshi

30,855 次观看 • 1 个月前