[sdnguyen90]

I've been working with Shopify for close to 10 years as an owner of multiple profitable stores and as a full stack developer. If you work on the custom development side you'll see a lot more successful businesses run on Shopify.

I don't see the churn rate as a big problem for Shopify. Their revenue is pretty tied into the customer's revenue and expenses, not the amount of unique subscriptions. On top of subscription revenue, they have credit card processing and shipping labels which would be higher than the subscription cost for shops with high revenue.

IMO I don't really see Shopify and Amazon as really being in the same space unless Amazon makes a real push into curation and I think that would require a radical change in how Amazon works with sellers. I see Amazon as more of a competitor to Walmart, Target, etc.

[bduerst]

What if Shopify created a centralized e-commerce platform for every merchant to make their inventory available through?

[subpixel]

They did that early on and I'm pretty sure the takeaway was: let Amazon do that, we're minting money with seller tools.