updated 1y ago
Drinking from the Firehose | Alex Taussig, Lightspeed | Substack
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- Amazon is 2.5x Shopify in terms of revenue contribution to the merchants that work with them. But the difference is that Amazon generated the demand that is worth about $200B in 2019 but Shopify does not generate any demand for its merchants.
from Insights on the global eCommerce & DTC businesses by Ashwin Ramasamy
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- Shopify has come from nowhere (well, Canada) to over $100bn of GMV in 2020
from The Great Unbundling by Benedict Evans
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