Ryan Cohen

So you have the immediate increase in earnings through cost cutting.

So you have the immediate increase in earnings through cost cutting.

That's basically one.

That's basically one.

And then there's two growth vectors that

And then there's two growth vectors that

um i'm very much interested in number one is live commerce and there's a large competitor that is completely crushing it and ebay has the users ebay has the brands they have a platform but the platform sucks for a lot of different reasons uh and they don't have the content creators on the platform and nobody even really knows ebay live exists

um i'm very much interested in number one is live commerce and there's a large competitor that is completely crushing it and ebay has the users ebay has the brands they have a platform but the platform sucks for a lot of different reasons uh and they don't have the content creators on the platform and nobody even really knows ebay live exists

There's like an application process.

There's like an application process.

I talked to sellers and they're telling me like they've applied to be to be a seller and they are waiting to get approved.

I talked to sellers and they're telling me like they've applied to be to be a seller and they are waiting to get approved.

It's like they're basically stopping themselves from being successful and getting content creators onto the platform.

It's like they're basically stopping themselves from being successful and getting content creators onto the platform.

And then the entire back end of eBay Live also sucks.

And then the entire back end of eBay Live also sucks.

So live commerce, the TAM is like 400 billion.

So live commerce, the TAM is like 400 billion.

It's growing very quickly in the US.

It's growing very quickly in the US.