The Ledger
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Coates: Shopify's key strategic weakness is lacking top-of-funnel control
“I think one of Shopify's challenges today is that we fundamentally do not control the top of the funnel, right? Like the top of the funnel for shopping on is something else, right? It's a social media site. It's a news site. It's an ad on Google. It's somewher…”
Coates: Core products represent about half of Shopify's total R&D headcount
“Core is now about half of R&D in Shopify, right? And core is what the outside world would think of as like the built-in bits when you first, when you sign up for Shopify. So like the stuff you get in the box, it's like the online store, the checkout, all of th…”