Shopify
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Shopify should build an advertising business to complement Shop Pay and the Shopify Fulfillment Network
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It is all but impossible to beat an Aggregator head-on, as Walmart is trying to do with Amazon. The solution instead is to build a platform like Shopify.
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Shopify Earnings, Shopify’s AI Advantages
Shopify is poised to be one of the biggest winners from AI; it would behoove investors to actually understand the businesses they are selling.
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An Interview with Michael Morton About AI E-Commerce
An interview with Michael Morton about AI-driven e-commerce, and why this is both Amazon’s category to lose and a threat — and a big opportunity for Walmart and Shopify.
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An Interview with Michael Morton About E-Commerce Winners and Losers
An interview with Michael Morton about Shopify’s enterprise business, Amazon’s long-term dominance, and host of other e-commerce topics.