Shopify kind-of sort-of bans “Buy With Prime”, while Meta changes its e-commerce focus on Instagram. Plus, why the China ban is bad for Nvidia’s CUDA moat.
Google search continues to be a source of strength, while YouTube’s weakness is likely because of ATT. Meanwhile, Shopify is suffering from mistaken forecasts, even as ATT’s impact becomes clearer.
An interview with Eric Seufert about the post-ATT landscape, including Facebook, Shopify, Google, YouTube, Apple, and the future of ad agencies.
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’s earnings were disappointing; worse, they were confusing. The company knows its mission, but needs to clarify its strategy
Amazon’s new Buy With Prime announced the arrival of Amazon Logistics as a Service, and is a big red flag for Shopify.
Shopify partners with Shippo, and Shippo founder Lauren Behrens Wu explains what Shippo is and why she is passionate about shipping.
More on Shopify’s Evolution, including the waning opportunities for niche businesses. Then Spotify builds out their tiered advertising strategy.
Shopify should build an advertising business to complement Shop Pay and the Shopify Fulfillment Network
Shopify is lowering fees for developers, which makes sense given it is operating an app store, the Internet’s most powerful business model.