$GME CEO Ryan Cohen, OpenAI vs Elon Musk Continues, U.S. Gets Early Access to AI Models | Harley Finkelstein, Scott Strazik, Brian Elliott, Stephen Balaban & Michel Combes
TBPN
May 5, 2026
Ryan Cohen has proposed a $55 billion bid for eBay, aiming to merge it with GameStop to revitalize the e-commerce giant. The strategy focuses on massive cost reductions and leveraging GameStop's physical infrastructure for authentication in a high-value collectibles market.
Key insight: eBay's core user interface has remained largely unchanged since 1995, yet the platform has proven incredibly resilient against billions in venture-backed competitive attacks, highlighting a unique durability in its business model.
