3 Comments

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)

Expand full comment

Tanay, great post. Will this also impact the growth of payment processors like stripe, since transaction volumes could be diverted ?

Expand full comment

Great post!

Tanay, what do you think about this move as it relates to other eCommerce (or even offline) payment providers or embedded finance plays?

Expand full comment