I think about this a lot:
Slack’s timing was impeccable. They are the primary tool in the "distributed workforce" tech stack.
The popularization of this hiring concept (see: @patrickc’s recent tweet) is proof that Slack will benefit from a wave. Similar wave? Shopify and DTC.
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It helped but was neither necessary nor sufficient for the so-called dtc revolution. Amazon however, different story.
To answer your question: 1. Shopify has great team 2. It's a network effects business with apps.