eBay – Stratechery by Ben Thompson

Neither and New Follow-Up, Adam Neumann Forced Out, Peloton IPOs

Thursday, September 26, 2019

Why Neither/New companies are different than traditional marketplaces, how Vision Fund’s flaws led to Adam Neumann being forced out, and why Peloton has a big opportunity it might not see.

Uber in London: A Correction, Books and Blogs Revisited, More Aggregators

Wednesday, September 27, 2017

A comment on Twitter 280, and a correction on Uber in London. Then, why blogs are better than books (in some cases), and a whole list of aggregators not covered in Defining Aggregators.

Microsoft, eBay, and Tencent Invest in Flipkart; The Indian E-Commerce Market; Lyft Raises $500 Million

Tuesday, April 11, 2017

Microsoft, eBay, and Tencent are investing in Flipkart: the opportunity is just too big to miss out on, even if Amazon looks ever stronger. It’s the same reason investors are putting more money into Lyft.

Google’s Impressive Earnings, Ebay’s Uncertain Future

Monday, July 20, 2015

Google had great results that were impressive not just from a dollars and cents perspective, but also from a strategic perspective. Plus, brief thoughts on Ebay as it spins off Paypal.

PayPal’s Incentive Problem

Monday, October 6, 2014

By winning on the web, PayPal was actually disadvantaged when it came to competing in mobile, because its incentives were already shaped by a different problem.