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eBay started out as a tool to connect you between a seller and a buyer, evolved to empower merchants, because of competition they became a landlord mall operato
by alaskamiller 7y ago
eBay started out as a tool to connect you between a seller and a buyer, evolved to empower merchants, because of competition they became a landlord mall operator. Their DNA has always been to drive traffic for growth.
Amazon started out as a store to sell you a book, grew selling you other that can be stocked and packed like a book, evolved to ask others to sell too, because of competition they became a landlord mall operator. Their DNA has always been to drive traffic for growth.
Shopify gives you a dumbed down version of a selling tool. It was easy enough, paired up with Alibaba's rise, a subculture of dropshipping dropsurfing gurus selling you on how easy it is, they've now convinced most people to give it a try.
But their DNA has never been to drive traffic for growth. There's been no indication that's their strategy as they've only unveiled more tooling for owner operators.
Eventually they'll peak, run out of people wanting to give it a try and the whole thing collapses.
Shopify is more like Rovio having a hit with Angry Birds, growing rapidly, then watching sales drop 40% shortly thereafter.
Also, having down Shopify dev back in 2014-2016, their app ecosystem is a mess, more akin to a medium sized POS company's third party ecosystem.