Shopify Earnings, Shopify Audiences, The Shop App

Is Shopify saturating its market for merchants? There are some hints in its earnings. Then, Shopify Audiences is valuable, but Shopify has a margin problem in expanding access, and the Shop App is getting more investment.

Beyond Aggregation: Amazon as a Service

Amazon’s new Buy With Prime announced the arrival of Amazon Logistics as a Service, and is a big red flag for Shopify.

Shopify’s Evolution

Shopify should build an advertising business to complement Shop Pay and the Shopify Fulfillment Network