Lauren Thomas

in terms of conversations I've had with folks that know eBay really well, people that work with eBay, have worked with eBay in the past, are very surprised and view this as a long shot.

And I think a lot of what I've been hearing from the eBay camp is just look at how our business is doing.

Like we're doing great.

We're doing great on our own.

We're not a company that's like in trouble, about to go bankrupt.

Like, no, no, no.

So it's not necessary from their perspective.

So Jamie Iannone, since taking over as CEO, has made some really bold moves to get the company back on solid ground and to help turn things around.

And some cost cuts have been part of that.

You know, we've seen some layoffs in corporate restructuring while he's been CEO.

And I think another pillar has really been thinking about who is the eBay customer and really making sure that the company goes after that younger consumer today, like every other business wants to have.

But eBay in particular has really been laser focused on making sure that there are products on their website that younger shoppers are looking for and want to really keep that excitement going there.

you could argue yes and no at the same time.

I mean, sure, he says he could scale this thing into a company worth hundreds of billions of dollars.

That sounds great in theory, sure.

But is eBay necessarily... Could they ever be a company worth hundreds of billions of dollars?

And maybe they don't want to be.

Maybe there's a sweet spot that's smaller than that.

And so...

I think it remains to be seen, like, just how much could eBay scale?