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Why is PayPal vulnerable now more than ever?

almost 3 years ago | From stratechery.com

* While PayPal grew big by being the payment method of choice for eBay transactions, off-eBay transactions have since become the majority of PayPal's revenue, meaning management's need to prioritize eBay's needs was misaligned with PayPal's growth opportunities
* PayPal also had an individual-level incentive problem because they didn't have their own stock. Stock options and/or grants are the incentive tool of choice for everyone from the CEO down to new hires in the tech industry, which mean...

       

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