Really interesting piece by @benthompson today on Shopify as a platform and the significance of their fulfillment offering https://stratechery.com/2019/shopify-and-the-power-of-platforms/ …pic.twitter.com/ElqQwlQWgq
CEO at http://amazon.com/viahart . CEO at http://edisonlf.com . I tweet about business, e-commerce, supply chain, health, law, & infrastructure
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Really interesting piece by @benthompson today on Shopify as a platform and the significance of their fulfillment offering https://stratechery.com/2019/shopify-and-the-power-of-platforms/ …pic.twitter.com/ElqQwlQWgq
"What is powerful about this model is that it leverages the best parts of modularity... This is the only way to take on an integrated Aggregator like Amazon: trying to replicate what Amazon has built up over decades, as Walmart has attempted, is madness...."
modest proposal Retweeted modest proposal
I was perhaps inartful when I said unbundle instead of modularizehttps://twitter.com/modestproposal1/status/863114134564597760 …
modest proposal added,
Online marketplace eBay Inc. is rolling out a fulfillment service aimed at helping its high-volume sellers ship orders to customers faster and more cheaplyhttps://www.wsj.com/articles/ebay-to-launch-shipping-logistics-service-for-big-sellers-11563992042?shareToken=stfc0ac7af28074a619b388f91463efc8f …
For the ever-growing direct-to-consumer space, fulfillment continues to be headache, and an increasingly relevant opportunity for logistics to companies to capitalize onhttps://www.modernretail.co/platforms/how-a-logistics-company-is-helping-dtc-brands-scale-warehouse-operations/?utm_content=buffer78f61&utm_medium=social&utm_source=twitter&utm_campaign=mrdis …
New infrastructure companies are capitalizing on the DTC boomhttps://www.modernretail.co/platforms/its-safer-to-sell-pickaxes-than-mine-for-gold-new-infrastructure-companies-are-capitalizing-on-the-dtc-boom/?utm_content=buffer3c350&utm_medium=social&utm_source=twitter&utm_campaign=digidaydis …
Shopify Nips at Amazon With Hassle-Free Shipping for Small Firmshttps://www.bloomberg.com/news/articles/2019-07-23/shopify-nips-at-amazon-with-hassle-free-shipping-for-small-firms …
Bit of a theme recently
From shipping startups to warehouse providers, a virtual network aimed at competing with Amazon is growing in the company’s long shadowhttps://www.wsj.com/articles/imitating-amazon-e-commerce-battle-bolstered-by-companies-mimicking-the-market-leader-11576578601 …
Their scale in technology (i.e. AWS) means they can host millions of products better than their competitors. Their scale in logistics powers a vertical integration (FBA), which attracts sellers to the platform. Together, they create a self-reinforcing network effect.
You'd probably find this article about Amazon's 3rd party business and how to build an Amazon competitor interesting:https://medium.com/swlh/amazon-needs-a-competitor-and-walmart-aint-it-5997977b77b2 …
Since writing the article, for us at least, Walmart's growth has exploded and I see them as the only viable competitor (needing support from other companies) to Amazon.
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