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Stratechery by Ben Thompson

On the business, strategy, and impact of technology.

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          Shopify Exits Logistics, The Shopify Logistics Side Quest, Whither Buy with Prime

          Posted onMonday, May 8, 2023Wednesday, September 6, 2023

          Shopify is getting out of logistics, after a confusing four year journey for both the company and myself; now it has to figure out how to respond to Buy with Prime.

          Shopify Follow-up, Shopify Audiences, Unity Earnings

          Posted onWednesday, May 11, 2022Wednesday, May 11, 2022

          Shopify Audiences looks a lot like the ad product they need to build; then, Unity has a big miss, but is adamant it is a one-time problem.

          Shopify Earnings, Shopify Acquires Deliverr, Shopify and Buy With Prime

          Posted onMonday, May 9, 2022Monday, May 9, 2022

          Shopify’s earnings were disappointing; worse, they were confusing. The company knows its mission, but needs to clarify its strategy

          Posts

            Topics

              Concepts

                Companies

                  By Ben Thompson

                  About Ben
                  Follow via Email/RSS
                  Twitter

                  Stratechery Plus

                  About Stratechery Plus
                  Subscribe
                  Member Forum

                  Account

                  • Member
                  • Delivery Preferences
                  • Manage Account
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                  Loading

                  Explore Stratechery

                  • Concepts
                  • Companies
                  • Topics

                  Archives

                  • Articles
                  • Updates
                  • Interviews
                  • Years in Review
                  The Stratechery Update
                  Stratechery Interviews
                  Dithering
                  Sharp Tech with Ben Thompson
                  Sharp China with Sinocism's Bill Bishop
                  On the business, strategy, and impact of technology. © Stratechery LLC 2023 | Terms of Service | Privacy Policy