Square’s Margins, Square vs. Shopify
Square, now called Block, reported Q2 earnings last week. The company delivered solid growth, with net revenues excluding bitcoin and AfterPay of $2.41
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Tesla and Shopify: Integration, Modularity, and Value Capture
This is a follow-up on my recent posts on Shopify and Tesla. It occurred to me that there’s an interesting connection worth
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Shopify: A Rake Not Far Enough
Bill Gurley, a venture capitalist, once wrote a post called A Rake Too Far: Optimal Platform Pricing Strategy. “Rake” is the term for what
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