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Insights on the global eCommerce & DTC businesses
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And, as highlighted by Shopify’s recent announcements, BiaB Platforms end up facing a key strategic decision: how do they enable businesses on their platform to grow?
Nikhil Basu Trivedi • Shopify and The Key Decision for Business-in-a-Box Platforms
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That gets to the real problem with the Shop app: it is not simply that it will likely fail, but more importantly it is a distraction from very real problems that Shopify is uniquely positioned to solve. Instead of competing with its own merchants to see who can do a better job of acquiring customers, Shopify should be pushing even more aggressively... See more
Stratechery • Shopify Shop, Shopify’s Reason to Exist, Google’s Earnings
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To grow its take rate significantly from here, Shopify would need to deliver a value it currently lacks: demand gen(-eration). I've written about the powerful combo of free software, marketplace services, and demand gen in my "business in a box" post a few weeks ago. Because 50% of e-commerce searches already start on Amazon, the incumbent has a hu... See more
Alex Taussig • Drinking from the Firehose | Alex Taussig, Lightspeed | Substack
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