Shopify

Aug
10
Square’s Margins, Square vs. Shopify

Square’s Margins, Square vs. Shopify

Square, now called Block, reported Q2 earnings last week. The company delivered solid growth, with net revenues excluding bitcoin and
8 min read
Aug
03
Tesla and Shopify: Integration, Modularity, and Value Capture

Tesla and Shopify: Integration, Modularity, and Value Capture

This is a follow-up on my recent posts on Shopify and Tesla. It occurred to me that there’s an
6 min read
Aug
02
Shopify: A Rake Not Far Enough

Shopify: A Rake Not Far Enough

Bill Gurley, a venture capitalist, once wrote a post called A Rake Too Far: Optimal Platform Pricing Strategy. “Rake” is
13 min read