EBay to Split Off PayPal as Mobile Payments Gain Momentum

The transcript discusses eBay's decision to separate PayPal, highlighting the potential benefits and challenges of this move. It covers leadership changes, particularly the appointment of an American Express executive, and the implications for PayPal's market position. The conversation also touches on PayPal's missed opportunities in innovation, especially in the U.S., and explores future growth areas like small business lending. Financial considerations, including the need for working capital and the potential for a high market valuation, are also examined.

What are the implications of giving PayPal its own wings according to the speaker?

How does the speaker view the relationship between eBay and PayPal after the management changes?

What concerns does the speaker express about the new American Express executive in charge of PayPal?

What are the potential risks associated with PayPal's separation from eBay?

What opportunities does the speaker believe PayPal has missed in the last decade?

In what ways does the speaker suggest that the new management team at PayPal needs to innovate?

What does the speaker predict about the future market cap of PayPal?