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companies · 4 data points
Amazon's got Amazon pay, but if, if you're Walmart, are you going to put Amazon pay on your website? If you're, you know, any other major retailer in this country, are you going to invite Amazon in to own your data and payments and customers?
Um, so as a consumer, Amazon is, uh, Amazon is really quite a great service, uh, at least, you know, here in the U S, uh, outside of Amazon, that's just not true. And so, um, we really want to be able to let, um, businesses can, you know, compete with Amazon, uh, and offer that same delightful consumer experience to their customers outside of Amazon. And that's what we're focused on.
And I think Shopify is their partner. I would presume that Shopify did that partnership through gritted teeth. I think that's who they're chewing into.
So, I mean, to be honest, I think Facebook and Instagram here are competing against Shopify.