Ben Gilbert: uncertainty

Transcript context

…I feel very appreciated right now. Yeah. Okay, let’s look at this from the lens of eBay as a company, right? Was this good for eBay as a company to make this acquisition? Normally, I would try and frame this in terms of well, let’s look at Apple acquiring Authentec and being able to do touch ID sensors in this way that is additive to their existing product in a way that is of a much greater value than anything Authentec could do on their own. Something where it’s integrating into the product and creating synergies between the two products such that they can take their core product and make it a multiple of the acquisition better. In this case, I don’t know that it added tremendously to eBay’s marketplace and actually there’s a point that Keith Rabois points out where they had visibility into eBay’s growth and they predicted that eBay’s growth was going to plateau and that they actually needed to make the sale because they were like, “we don’t have a different growth strategy yet, and people are going to be concerned. We’re a public company. People are going to be concerned about us if our…” We’re solely dependent on eBay,…

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