Many have argued that these announcements are related to each other: Shopify needs to build a customer-facing application in order to take-on Facebook, and the announcement of Facebook Shops is why. My takeaway is the opposite: the inevitability of Facebook Shops — thanks in part to a surprising culprit — is precisely why Shopify should not spend... See more

Shop resembles Google Shopping more than Amazon, and it lacks the convenience of a single cart. It’s a product that reflects the philosophical tug-of-war between Shopify’s original antimarketplace stance and its stated ideal of helping merchants be as successful as possible.

Shopify’s big strategic question is how it can build network effects. It wants to sell higher-margin products to merchants for the money, but it might be more important in the long term that those products build a network, pull more merchants and users into the system, and make the core business more sticky. Shop Pay is one building block, but an... See more