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Logistics

  • Shopify’s Evolution

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

  • The Amazon Empire Strikes Back

    Amazon’s logistics investment makes the company increasingly attractive to 3rd party merchants.

  • Snap Earnings, Attribution and Targeting, The Supply Chain

    Snap’s earnings show how the inability to measure attribution makes it hard to target ads; the big question is what this means for Facebook.

  • Interoperability Defined, AppLovin Files S-1, The Facebook-Shopify Value Chain

    AppLovin’s IPO and recent acquisitions are another example of how Apple’s policies will give the edge to big players.

  • Playing on Hard Mode

    Airbnb and DoorDash both created new markets where ones did not previously exist; they are startups played on “hard” mode.

  • Platforms in an Aggregator World

    Facebook Shops are good for Shopify merchants, but bad for Shopify; the answer is to push more into the real world.

  • The Anti-Amazon Alliance

    Google Shopping is changing its model, suggesting Google is joining the Anti-Amazon Alliance; 3rd-party merchants should do the same.

  • Shopify and the Power of Platforms

    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.

  • Amazon Earnings, Amazon Logistics Services?, Netflix Earnings

    A follow-up on The Athletic’s potential and challenges, then Amazon’s earnings and the mystery of its increased investment. Then, a reminder of why Amazon is a threat to Netflix in the long run.

  • Amazon’s New Customer

    The key to understanding Amazon’s purchase of Whole Foods is to understand that Amazon didn’t buy a retailer: the company bought a customer.