I think the interesting thing, like you said, you got a little skeptical about the Shopify Magic. But as with all things, just because you layer an algorithm on top of something doesn't mean that it automatically provides value. The value provided of the algorithm is going to have a lot to do with the quality of the data set and how much that algorithm understands the context in which it's chomping through. So yeah, maybe it's awesome. But I'm at the prove it stage.
Shopify pushes merchant services, Etsy tries to find its footing, and MercadoLibre continues to dazzle.
(00:20) Tim Beyers and Deidre Woollard discuss: - If Shopify is actually a fintech now. - The imbalance in Etsy’s platform. - How MercadoLibre’s services are taking over Latin America.
(22:06) Jason Moser and Matt Frankel break down some of the stocks that help them sleep well at night.
Companies discussed: PINS, O, BRK, PSA, MKC, HD, ETSY, MELI, SHOP
Host: Deidre Woollard Guests: Tim Beyers, Matt Frankel, Jason Moser Producer: Mary Long Engineer: Dan Boyd
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