How Big a Deal Is the EBay, PayPal Split?

The video discusses the significant rise in eBay's stock, largely influenced by Carl Icahn's push for the separation of eBay and PayPal. Despite initial resistance from eBay's CEO, the separation is seen as beneficial, particularly for PayPal, which can now operate more independently in a competitive market. The video also explores the changing competitive landscape with the entry of big tech companies like Apple. The separation is expected to allow PayPal to be more agile and potentially make strategic acquisitions, while eBay aims to maintain a strong relationship with PayPal.

In what ways has the competitive landscape for mobile ecommerce payments changed since eBay acquired PayPal?

What are the potential challenges for eBay after separating from PayPal?