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Shopify’s uninspired vision of the future of shopping
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.
Yiren Lu • Can Shopify Compete With Amazon Without Becoming Amazon? (Published 2020)
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
But the broader issue that hasn’t garnered much press attention is how the restaurant industry itself is being transformed and what tools a modern restaurant will need to compete. What is the Shopify of the restaurant industry? I have some compelling data that suggests it may just become ChowNow.