E003: People Cost, Panzerism, Asymmetric Risk, Shopify Layoffs, Flexport & More.
OPERATORS
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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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