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Stratechery by Ben Thompson

On the business, strategy, and impact of technology.

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Deliverr

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

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Explore Stratechery

  • Concepts
  • Companies
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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
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