Shopify’s earnings were disappointing; worse, they were confusing. The company knows its mission, but needs to clarify its strategy
Apple Earnings, Apple and Zero-COVID, Apple Pay and the EU
Apple’s earnings were dominated by supply chain issues in China, which are ultimately driven by COVID. Then, the EU gets it right in an antitrust case (for now).
Google’s Spotify Deal, The Ideal App Store Approach, Spotify’s South Korea Option
Google and Spotify’s deal is light on details, but it’s clear who the big winners are.
Shopify’s Evolution
Shopify should build an advertising business to complement Shop Pay and the Shopify Fulfillment Network
Google’s South Korea Plan, No Duty to Deal, Developer Versus Customer Choice
Google’s response the South Korean App Store law, what that says about platform IP rights, and why markets should decide App Store policies.
China’s Video Game Restrictions, South Korea Passes App Store Payments Law
China’s new video game restrictions point to broader China-related trends, while South Korea strikes the first blow against the App Stores.
Facebook’s Metaverse Opportunity, An Interview with Matthew Ball About the Metaverse
More on why Facebook is well placed for the Metaverse opportunity, and an interview with Matthew Ball about the Metaverse.
Square Buys Afterpay, Network Effects, Apple and the Cost of Time
Afterpay is a leading market in “Buy Now Pay Later”; Square’s purchase makes a lot of sense, and the price is worth the time it would take to build a competitor.
Stripe Tax, Stripe Identity, Stripe’s Missed Opportunity
Stripe launched two new products: one makes perfect sense, while the other feels like a bit of a missed opportunity.
Shop Pay on Google and Facebook, Shopify’s Evolution, The E-Commerce Shift
The announcement that Shop Pay is available to any merchant on Facebook and Google marks an evolution in both e-commerce and Shopify itself