E003: People Cost, Panzerism, Asymmetric Risk, Shopify Layoffs, Flexport & More.
OPERATORS
The Future of FBA
Shopify was supposed to be an Amazon competitor. Now they're going social commerce, that's my play. If the regulatory environment in America changes, they will buy a Pinterest or buy a Snapchat,. They'll make a more gated shopping like Twitter is trying to do.
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