What podcasts say about Mike Ryan
Every statement, with the speaker, the exact quote and the moment it was said.
What Mike Ryan has said on podcasts
24 statements · 16 positive · 7 negative · 1 mixed
Chewy achieved rapid growth while operating with negative working capital.
“we grew really quickly and we had negative working capital”
Open the episode · GameStop CEO Ryan Cohen's $56B Plan to Take Over eBayListen at 3:55
Investors underestimated Chewy's execution rather than its addressable market.
“the market underestimated not the size of the addressable market, but our execution”
Open the episode · GameStop CEO Ryan Cohen's $56B Plan to Take Over eBayListen at 5:46
Supplier gifts indicate Chewy is overpaying for products.
“If our suppliers are sending us gifts in the mail, that's a really bad sign. It means we're overpaying.”
Open the episode · GameStop CEO Ryan Cohen's $56B Plan to Take Over eBayListen at 8:48
- on Hiring at Ryan Cohen's companiesPositiveJun 23, 2026· All-In with Chamath, Jason, Sacks & Friedberg
Ryan Cohen prioritizes determination over formal skill when hiring.
“I look for will over skill.”
Open the episode · GameStop CEO Ryan Cohen's $56B Plan to Take Over eBayListen at 9:45
Cohen prefers profitable established businesses that are currently out of favor.
“I looked for established businesses that have a strong historical track record of making money and typically are out of favor”
Open the episode · GameStop CEO Ryan Cohen's $56B Plan to Take Over eBayListen at 12:31
- on Investing during pessimistic marketsPositiveJun 23, 2026· All-In with Chamath, Jason, Sacks & Friedberg
Investment opportunities typically emerge amid substantial pessimism and fear.
“typically that's where you see opportunities is when there's a lot of pessimism and fear”
Open the episode · GameStop CEO Ryan Cohen's $56B Plan to Take Over eBayListen at 17:04
Cohen initially predicted GameStop would survive until the next console cycle.
“The original thesis was that there's an upcoming console cycle and that they're probably going to survive until the upcoming console cycle”
Open the episode · GameStop CEO Ryan Cohen's $56B Plan to Take Over eBayListen at 17:51
Applying Chewy's operating strategy to GameStop was misguided.
“the strategy was to make GameStop more like chewy and that was the wrong strategy”
Open the episode · GameStop CEO Ryan Cohen's $56B Plan to Take Over eBayListen at 20:22
- on GameStop collectibles businessPositiveJun 23, 2026· All-In with Chamath, Jason, Sacks & Friedberg
GameStop's strategic shift made it a leader in collectibles.
“that led us to the category of collectibles, which today the business is a leader in the collectibles category”
Open the episode · GameStop CEO Ryan Cohen's $56B Plan to Take Over eBayListen at 21:05
GameStop's trade-in model performs well for trading cards and related products.
“the trade in model especially, you know, worked really well”
Open the episode · GameStop CEO Ryan Cohen's $56B Plan to Take Over eBayListen at 23:12
GameStop and eBay are highly complementary across secondary markets, collectibles, and consumer liquidity.
“these two businesses and from a lot of different dimensions, the secondary market side of the business, the collectible side of the business, the ability to provide liquidity to consumers”
Open the episode · GameStop CEO Ryan Cohen's $56B Plan to Take Over eBayListen at 28:22
Cohen evaluates acquiring eBay as a very good idea despite execution uncertainty.
“This is actually a really good idea, whether it ends up working out or not”
Open the episode · GameStop CEO Ryan Cohen's $56B Plan to Take Over eBayListen at 30:16
eBay's marketplace focus created durable competitive advantages and staying power.
“their focus on building a marketplace gave them a moat and staying power”
Open the episode · GameStop CEO Ryan Cohen's $56B Plan to Take Over eBayListen at 33:14
eBay has failed to grow in line with the broader e-commerce sector.
“they haven't grown along with the rest of e commerce”
Open the episode · GameStop CEO Ryan Cohen's $56B Plan to Take Over eBayListen at 34:03
eBay had the potential to become an Amazon-scale business.
“ebay could have been Amazon”
Open the episode · GameStop CEO Ryan Cohen's $56B Plan to Take Over eBayListen at 35:01
Cohen recommends that eBay retain a marketplace model rather than hold first-party inventory.
“I would not be interested in taking in firsthand inventory. I like the marketplace model”
Open the episode · GameStop CEO Ryan Cohen's $56B Plan to Take Over eBayListen at 37:21
eBay's active-user base has declined by 30 million since COVID.
“Active users is down by 30 million”
Open the episode · GameStop CEO Ryan Cohen's $56B Plan to Take Over eBayListen at 40:39
Professional management can weaken eBay's hands-on problem solving compared with founder operation.
“you lose the one on one and the just the rolling up your sleeves really getting into solving the root cause of problems”
Open the episode · GameStop CEO Ryan Cohen's $56B Plan to Take Over eBayListen at 43:46
Cohen plans to improve eBay earnings by removing $2 billion in costs.
“immediately improving earnings through cutting costs and pulling $2 billion of costs out of the business”
Open the episode · GameStop CEO Ryan Cohen's $56B Plan to Take Over eBayListen at 44:46
The U.S. live-commerce total addressable market is approximately $400 billion and rapidly growing.
“live commerce, the Tam is like 400 billion. It's growing very quickly in the U.S.”
Open the episode · GameStop CEO Ryan Cohen's $56B Plan to Take Over eBayListen at 46:16
eBay Live should become significantly larger and lead the live-commerce category.
“ebay live should be significantly larger. They should be the category leader in the space.”
Open the episode · GameStop CEO Ryan Cohen's $56B Plan to Take Over eBayListen at 46:25
The eBay CEO's severance package exceeds $100 million.
“It's over 100 million bucks.”
Open the episode · GameStop CEO Ryan Cohen's $56B Plan to Take Over eBayListen at 58:17
Cohen expects eBay to gain significant live-commerce share and build a gaming marketplace.
“really taking significant market share in live commerce and building a digital marketplace for gaming”
Open the episode · GameStop CEO Ryan Cohen's $56B Plan to Take Over eBayListen at 1:01:11
Cohen believes eBay's existing management could not build the proposed gaming marketplace.
“That's something an existing management team would never be able to build in their wildest dreams.”
Open the episode · GameStop CEO Ryan Cohen's $56B Plan to Take Over eBayListen at 1:01:20
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.