Insights on the global eCommerce & DTC businesses

Platforms in an Aggregator World

Ben Thompsonstratechery.com
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Shopify’s Evolution – Stratechery by Ben Thompson

Ben Thompsonstratechery.com
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Nikhil Basu Trivedi Shopify and The Key Decision for Business-in-a-Box Platforms

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What Shopify and Amazon can learn from Mimetic Theory

Julian Lehrjulian.digital
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Who are the winners and the losers today?

Namrata Patelmedium.com
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Stratechery Shopify Shop, Shopify’s Reason to Exist, Google’s Earnings

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Can Shopify Compete With Amazon Without Becoming Amazon? (Published 2020)

Yiren Lunytimes.com
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Alex Taussig Drinking from the Firehose | Alex Taussig, Lightspeed | Substack

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