Drinking from the Firehose | Alex Taussig, Lightspeed | Substack
Shopify has come from nowhere (well, Canada) to over $100bn of GMV in 2020
Benedict Evans • The Great Unbundling
In a landscape where customer attention is the scarcest resource, Shopify’s very identity as a neutral platform and invisible infrastructure is perhaps both its greatest asset and its greatest limitation.
Yiren Lu • Can Shopify Compete With Amazon Without Becoming Amazon? (Published 2020)
2. Where Amazon has superhuman-level moats, Shopify has no play and is trying to build its playbook (Ex: Fulfillment, Demand Generation) or does not have a play (Ex: Advertisement)