Logistics
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Amazon’s logistics investment makes the company increasingly attractive to 3rd party merchants.
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Airbnb and DoorDash both created new markets where ones did not previously exist; they are startups played on “hard” mode.
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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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Friction Follow-Up, Databricks Acquires MosaicML
More on the trade-offs (and benefits) of Amazon’s scale, and initial reactions to Databricks’ acquisition of MosaicML.
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Shopify Exits Logistics, The Shopify Logistics Side Quest, Whither Buy with Prime
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.
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Shopify Follow-up, Shopify Audiences, Unity Earnings
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.
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Shopify Earnings, Shopify Acquires Deliverr, Shopify and Buy With Prime
Shopify’s earnings were disappointing; worse, they were confusing. The company knows its mission, but needs to clarify its strategy
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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.
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An Update on the Founder Series, Shopify Partners With Shippo, An Interview With Shippo Founder Laura Behrens Wu
Shopify partners with Shippo, and Shippo founder Lauren Behrens Wu explains what Shippo is and why she is passionate about shipping.
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The Amazon Empire Strikes Back
Amazon’s logistics investment makes the company increasingly attractive to 3rd party merchants.