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Jordi Hays

👤 Speaker
887 total appearances

Appearances Over Time

Podcast Appearances

TBPN
Fatter AI Models, Neural Computers, GameStop’s $55B eBay Offer | Diet TBPN

And it's actually down today.

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Fatter AI Models, Neural Computers, GameStop’s $55B eBay Offer | Diet TBPN

So the tough thing is he took this offer to Paul, chairman of the board.

TBPN
Fatter AI Models, Neural Computers, GameStop’s $55B eBay Offer | Diet TBPN

Yeah.

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Fatter AI Models, Neural Computers, GameStop’s $55B eBay Offer | Diet TBPN

now Paul has to look at this and be like, okay, is this a real offer?

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Fatter AI Models, Neural Computers, GameStop’s $55B eBay Offer | Diet TBPN

And I imagine Paul will watch CNBC and that's not going to give anyone a lot of confidence.

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Fatter AI Models, Neural Computers, GameStop’s $55B eBay Offer | Diet TBPN

The tough thing is like, I'm, I'm wondering, I'm wondering what, uh, Ryan, you know, eBay is an incredible business.

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Fatter AI Models, Neural Computers, GameStop’s $55B eBay Offer | Diet TBPN

It's been remarkably durable.

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Fatter AI Models, Neural Computers, GameStop’s $55B eBay Offer | Diet TBPN

They've faced an onslaught of competition for every single category from sneakers to watches to

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Fatter AI Models, Neural Computers, GameStop’s $55B eBay Offer | Diet TBPN

are to name any cars, right?

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Fatter AI Models, Neural Computers, GameStop’s $55B eBay Offer | Diet TBPN

Any category, there is like a vertical competitor to eBay.

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Fatter AI Models, Neural Computers, GameStop’s $55B eBay Offer | Diet TBPN

And yet the business has been remarkably strong.

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Fatter AI Models, Neural Computers, GameStop’s $55B eBay Offer | Diet TBPN

It's up pretty meaningfully this year, right?

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Fatter AI Models, Neural Computers, GameStop’s $55B eBay Offer | Diet TBPN

Like management is executing.

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Fatter AI Models, Neural Computers, GameStop’s $55B eBay Offer | Diet TBPN

And it's unfortunate for Ryan and his bid that the most viral sort of video clip out of all of this is just him failing to answer like,

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Fatter AI Models, Neural Computers, GameStop’s $55B eBay Offer | Diet TBPN

You know, a pretty straightforward question and not having an opportunity to talk about, okay, why do you, you know, presumably if you're buying this company, you think it can and should be worth a lot more.

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Fatter AI Models, Neural Computers, GameStop’s $55B eBay Offer | Diet TBPN

What's your plan?

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Fatter AI Models, Neural Computers, GameStop’s $55B eBay Offer | Diet TBPN

What's your plan for the business?

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Fatter AI Models, Neural Computers, GameStop’s $55B eBay Offer | Diet TBPN

Why are you better suited to run it than Jamie, who's been in the seat since 2020, worked at eBay from 2001 to 2009.

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Fatter AI Models, Neural Computers, GameStop’s $55B eBay Offer | Diet TBPN

So he's a veteran, knows the business very well.

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Fatter AI Models, Neural Computers, GameStop’s $55B eBay Offer | Diet TBPN

And you're coming in $16 billion short.