An interview with Walmart CEO Doug McMillon about his journey at Walmart, and Walmart’s journey in figuring out omnichannel and becoming one of the largest and fastest growing e-commerce businesses in the world.
An Interview with Michael Morton About E-Commerce Winners and Losers
An interview with Michael Morton about Shopify’s enterprise business, Amazon’s long-term dominance, and host of other e-commerce topics.
United States v. Apple
Apple is being sued by the DOJ, but most of the complaints aren’t about the App Store. I think, though, Apple’s approach to the App Store is what led to this case.
An Interview with dLocal Founder Sebastián Kanovich and CEO Pedro Arnt
An interview with dLocal founder Sebastian Kanovich and CEO Pedro Arnt about growing a payments business in emerging markets.
Apple Earnings, Shopify Earnings
Apple’s earnings were fine, with a notable Services spike — is it from Google? Then, Shopify is back to the basics, and looking good for it.
Amazon and Shopify, Shopify and Its Merchants, The Payments Question
Shopify and Amazon have finally made a deal over Buy with Prime; everyone is a winner, but it may have been Amazon that wanted it more.
An Interview with Lisa Ellis about Payments
An interview with Lisa Ellis about payments, including Paypal, Adyen, and Stripe, and the coming battle between online and offline providers over omnichannel.
Adyen Earnings, Adyen’s European Context, Adyen vs. Stripe
Adyen, the Stripe of Europe, had its roughest earnings as a public company; the biggest takeaway is how different their business actually is
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.
Shopify vs. Buy With Prime, Instagram Shopping, CUDA and China
Shopify kind-of sort-of bans “Buy With Prime”, while Meta changes its e-commerce focus on Instagram. Plus, why the China ban is bad for Nvidia’s CUDA moat.