Amazon's attack on Shopify?
great post. i wonder how much this move from Amazon has to do with Shopify's rumored plans to buy Deliverr (https://www.bloomberg.com/news/articles/2022-04-20/shopify-said-to-be-in-talks-to-buy-tech-startup-deliverr)
Tanay, great post. Will this also impact the growth of payment processors like stripe, since transaction volumes could be diverted ?
Tanay, what do you think about this move as it relates to other eCommerce (or even offline) payment providers or embedded finance plays?