At the end of the day, satisfying the customer is what matters. And customers are satisfied when their packages arrive quickly. $SHOP can’t compete with that because it has taken $AMZN two decades to build out the logistical infrastructure to support fast delivery times. And now with Buy With Prime program, sellers can use $AMZN logistics as a service.
Shopify can partner with Walmart and others while it builds out its own. Amazon took that long because they were cutting through new territory. Now others can emulate them and shopify can buy those companies.
