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Molson_Hart's profile
Molson Hart
Molson Hart
Molson Hart
@Molson_Hart

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Molson Hart

@Molson_Hart

CEO at http://amazon.com/viahart . CEO at http://edisonlf.com . I tweet about business, e-commerce, supply chain, health, law, & infrastructure

Austin, TX
Joined July 2015

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    1. Benedict Evans‏Verified account @benedictevans Feb 12
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      Shopify did $61bn of GMV in 2019, up 49% in a year, but it's impossible for anyone to compete with Amazon.

      23 replies 92 retweets 577 likes
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    2. Molson Hart‏ @Molson_Hart Feb 12
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      Replying to @benedictevans @XFaure

      Shopify’s GMV is not only less than 1/5th Amazon’s, their take on that GMV is also considerably lower (less than 1/5th. Everything that can be sold on amazon can be sold on Shopify, but the opposite is not true and that Shopify operates in countries where Amazon does not.

      1 reply 0 retweets 8 likes
    3. Molson Hart‏ @Molson_Hart Feb 12
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      Replying to @Molson_Hart @benedictevans @XFaure

      So yeah maybe Shopify can compete over the long run if things massively go their way and Tobi outwits the worlds greatest ceo, but absent antitrust, they are not in a realistic position to compete.

      1 reply 0 retweets 4 likes
    4. erdle  🍍 🍍 🍍‏ @gooderdle Feb 12
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      Replying to @Molson_Hart @benedictevans @XFaure

      after the stock settles... and if they are proving to be reliably profitable... I think they go private...

      1 reply 0 retweets 1 like
    5. Molson Hart‏ @Molson_Hart Feb 12
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      Replying to @gooderdle @benedictevans @XFaure

      Then they really can't compete with Amazon. How would they get the capital to compete? Just their fulfillment effort alone (which everyone else has failed at except for Amazon) will be massively capital intensive.

      1 reply 0 retweets 5 likes
    6. erdle  🍍 🍍 🍍‏ @gooderdle Feb 12
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      Replying to @Molson_Hart @benedictevans @XFaure

      don’t really think they are or can compete... they just have their own lane... heavily dependent on payments.

      1 reply 0 retweets 2 likes
    7. Molson Hart‏ @Molson_Hart Feb 12
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      Replying to @gooderdle @benedictevans @XFaure

      Word. Amazon gets a 15% commission which they in part pay to payment processor. Shopify gets a 2.9% which they in part pay to processors. Tough spot to be in. Amazon also has a $40 monthly fee and charges ads. Good luck shop!pic.twitter.com/TIaszxQ5k9

      2 replies 0 retweets 4 likes
    8. erdle  🍍 🍍 🍍‏ @gooderdle Feb 12
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      Replying to @Molson_Hart @benedictevans @XFaure

      the bear case for me with Shopify is simply churn and the talent pool. $2.9b is great for BFCM... but most of those merchants probably lost money on those sales. cash is constantly being vacuumed out by the ecosystem and many merchants have burnt a lot of cash w/o seeing green

      1 reply 0 retweets 1 like
      Molson Hart‏ @Molson_Hart Feb 12
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      Replying to @gooderdle @benedictevans @XFaure

      The customer value prop also sucks compared to amazon prime.

      9:03 AM - 12 Feb 2020
      • 1 Like
      • erdle 🍍🍍🍍
      1 reply 0 retweets 1 like
        1. New conversation
        1. I Don't Know What I'm Talking About‏ @IDontKn68957344 Feb 12
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          Replying to @Molson_Hart @gooderdle and

          You need to look at this from the seller side - not customer side.

          1 reply 0 retweets 0 likes
        2. Molson Hart‏ @Molson_Hart Feb 12
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          Replying to @IDontKn68957344 @gooderdle and

          lol bro, I am a seller.

          1 reply 0 retweets 1 like
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