Shopify's ecosystem, with its own fulfillment network, may become the first true Amazon competitor by enabling merchants to succeed or fail on their own terms (Ben Thompson/Stratechery)

Ben Thompson / Stratechery:
Shopify's ecosystem, with its own fulfillment network, may become the first true Amazon competitor by enabling merchants to succeed or fail on their own terms  —  While I am (rightfully) teased about how often I discuss Aggregation Theory, there is a method to my madness, particularly over the last year …

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