John Donahoe on the future of eBay


Nothing earth-shattering here. A couple of random thoughts from me:

  • The Amazon/eBay rivalry isn’t a winner-take-all competition – nor indeed is ecommerce limited to those two giants. So I’d agree with JD on this one: the real story is the growth of online commerce.
  • Are eBay selling off PayPal? Not any time soon: PayPal and eBay make each other stronger. I wish JD would drop the whole “strong synergies” line, because that just sounds like a sidestep of the question.

Shamelessly stolen from Randy.