Tag: Shopify

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“Buy Now, Pay Later” and the Coming “Closed Loop”

This is part of an on-going series exploring the “buy now, pay later” (BNPL) space.

Part 1 “Buy Now Pay Later” and What Might Be Coming Next discusses why BNPL adoption is likely to surprise to the upside…and why BNPL must ultimately merge with commerce to survive.

This is Part 2.

Part 2 “Buy Now, Pay Later” and the Coming “Closed Loop” discusses Square’s acquisition of Afterpay…and why BNPL is a credible threat to the current payment network landscape.… Read the rest ““Buy Now, Pay Later” and the Coming “Closed Loop””

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Tidbits #34

Hi, friends. 👋🏻👋🏻

What a week! Not only were markets extremely volatile, many companies and industries continue to undergo fascinating change. Major change is coming in the media space if Snap, Twitter, and Spotify’s recent investor / product presentations were any indication. And beyond that…the boom in NFTs (non-fungible [crypto]tokens) is wild in its own right.

This and more below. 👇🏻👇🏻👇🏻

As always, thanks for making the time to read.… Read the rest “Tidbits #34”

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Tidbits #33 – “I am not a cat”

Hello, hello. 👋🏻👋🏻

I usually start off each Tidbits with some overarching theme relative to what’s going on in the world in order to make sense of it all or themes that I believe people should spend more time thinking about…

But nothing I say can better encapsulate the disruptive (but rejuvenating?) chaos that is bubbling underneath all of society at the moment than Keith Gill’s (a.k.a.… Read the rest “Tidbits #33 – “I am not a cat””

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Tidbits #32 – The World Continues to Spin

Hi, friends. 👋🏻👋🏻

Hope you’re all enjoying the long weekend. If you have a significant other, hopefully you were able to do / enjoy something nice together for Valentine’s Day. For all my Asian readers, happy lunar new year! And for all my American readers, happy President’s Day!

As always, thanks for sharing a little bit of your time to hear what I have to say.… Read the rest “Tidbits #32 – The World Continues to Spin”

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Competing Against the Past, Competing Against the Future

Three years ago, Capital Flywheels wrote a post titled “Why Amazon is so Hard to Compete Against“.

Specifically, I argued that Amazon’s greatest advantage is not the commonly cited ones of scale or cash flow or brilliant management…

(those things make it even harder to compete against Amazon)…

…but rather Amazon’s greatest advantage is that competitors never actually compete against Amazon at all but instead compete against Amazon’s past.… Read the rest “Competing Against the Past, Competing Against the Future”

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“Buy Now, Pay Later” and What Might Be Coming Next

This is part of an on-going series exploring the “buy now, pay later” (BNPL) space.

This is Part 1.

Part 1 “Buy Now Pay Later” and What Might Be Coming Next discusses why BNPL adoption is likely to surprise to the upside…and why BNPL must ultimately merge with commerce to survive.

Part 2 “Buy Now, Pay Later” and the Coming “Closed Loop” discusses Square’s acquisition of Afterpay…and why BNPL is a credible threat to the current payment network landscape.… Read the rest ““Buy Now, Pay Later” and What Might Be Coming Next”

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Tidbits #10

A hodgepodge…

🛍 Commerce

#1 Shopify continues to “Arm the Rebels” with a Walmart partnership

Starting today, Shopify merchants across the U.S. will be able to apply to sell through Walmart.com. If approved, they’ll be able to connect their Shopify store to their Walmart Seller Account, enabling them to quickly and easily sync their product catalog and create product listings on Walmart.com.

… Read the rest “Tidbits #10”
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Tidbits #8 – Eyes on Facebook

Just two weeks ago, Tidbits #6 – Shopping Edition highlighted shifts in e-commerce because of COVID19 driven by players like Shopify and Pinterest. Capital Flywheels speculated Facebook as a potential wildcard, and we did not have to wait long to see what Facebook is up to. Very, very exciting.

In a similar vein, in Tidbits #7 – Strong Balance Sheets in Motion, Capital Flywheels commented that Zuckerberg is an underestimated operator.… Read the rest “Tidbits #8 – Eyes on Facebook”

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Tidbits #6 – Shopping Edition

Assuming I am not that far from average, COVID19 has very likely changed our collective behaviors in a very big way.

Probably more Netflix. Probably more Zoom / video conferencing for work. Maybe some more gaming through console, PC, or mobile. And probably a lot of online shopping.

Over the last few days / weeks there has been an incredible shift in the ecommerce and omnichannel landscape.… Read the rest “Tidbits #6 – Shopping Edition”

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“Arming the rebels of the commerce industry”

Shopify announced quarterly results yesterday and raised guidance. Although the market appeared to be more short-sighted and reacted poorly largely because the results were “good but not good enough”, the company continues to execute well on its long term vision.

Along with results, the company released a new report highlighting the impact of their business, which is worth reading. Shopify disclosed that they crossed 1 million merchants running on the platform.… Read the rest ““Arming the rebels of the commerce industry””