The Amazon 3rd Party Seller Ecosystem Might be the Most Important Thing Since the iOS App Store

Platforms in an Aggregator World

Ben Thompsonstratechery.com
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The FANG Playbook

Ben Thompsonstratechery.com
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Can Shopify Compete With Amazon Without Becoming Amazon? (Published 2020)

Yiren Lunytimes.com
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Who are the winners and the losers today?

Namrata Patelmedium.com
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Shopify and the Hard Thing About Easy Things

Packy McCormicknotboring.substack.com
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Markets, Markets, and Markets

Kyle Harrisoninvesting1012dot0.substack.com
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