The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 51 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Wilson: Shopify cannot handle complex high-SKU enterprise architectures
“If you're selling auto parts, And when you're all said and done with child SKUs, you have 750,000 child SKUs and you need to connect it to an ERP system and you need it to ship to your multiple warehouses. You're not getting there with Shopify.”
Chad Rubin's minimum acquisition price for Skubana is $500 million
“My min is five hundred million, firstly.”
Malinan: Shopify caps videos at full HD and lacks adaptive delivery
“Shopify limits your videos to full HD. You cannot have a video which is higher resolution than that. Also, they kill the quality. They don't have the adaptive delivery and just the overall performance is, is just terrible.”
Shopify is one-size-fits-all, whereas Material Retail prioritizes brick-and-mortar
“Shopify is just one size fits all, right? It's e-commerce first, brick and mortar second. It's like, kind of, jump in and figure it out for yourself. Whereas material retail is a very specific set of tools for a very specific customer. So brick and mortar firs…”
Eruimy: Shopify locks users in by owning their merchant data
“Because Shopify, you, you're in a closed environment. So your data are owned by Shopify. And if you want to shift to something else, you have to rebuild your store from scratch.”
Schiff: Real software defensibility requires deep edge-case handling across customers
“It's one thing to have enough of an integration with Shopify, for example, that you can put them on your website as a listed integration. It's another thing to, as you said, be deep enough in it with enough customers such that you have run into all of the edge…”
Omnisend is the number two Shopify marketing platform, 10x smaller than Klaviyo
“So actually, our direct competitor, number one, is Klaviyo. Yes, they are bigger than us. They are like, 10, 11 times bigger than us. They are very big in Shopify ecosystem. We're number two. You know, 10 times smaller, but still number two in the Shopify ecos…”
Buhrdorf: ZenBusiness is what Shopify is for e-commerce
“I will say that, you know, what I pitched to the VCs, and we still really is a tenant of our business, what Shopify does for e-commerce, Zen Business does for the service sector.”
Amit RG: Shopify is tightening control over checkout payment processing
“And by the way, Shopify and others are getting very strict about who's processing this payment because they want to control it.”
Wingo: Spiffy software could become the 'Shopify for digital services'
“There's no reason your local plumber wouldn't use this software. It could be Shopify for digital services is where we're going.”
Casey: Shopify and Magento fail the needs of service-based businesses
“When we started initially, we looked at existing software in the market, all the way from lead generation forms through to actual e-commerce platforms like Shopify, Magento, et cetera. And what we realized is that they were very much focused on product-based b…”
Indig: Content pruning works surprisingly well for large-scale enterprise SEO
“If you work with you know, a site similar to G two or Shopify there's a lot you can do, for example, the content pruning space where you look at what content performs well, what doesn't perform well, and then either consolidate the content that doesn't perform…”
McCormick: Writing about Stripe drives more employee shares than Facebook
“Like I wrote about Stripe and then everybody at Stripe reads the piece where you write about, you know, X, Y, Z company that's big enough that it can have an impact. But small enough that they're not being written about every day. Like, you know, people within…”
OrderDesk acquires all customers without advertising or sales teams
“We don't do any sales, so we don't do any advertising. So we get all of our, all, everybody comes through people who are searching for something that we do, or they're coming from a marketplace like the Shopify marketplace or the big commerce marketplace for i…”
Hager: Clutch partners with backend platforms like Shopify for ecosystem distribution
“So instead of doing what Webflow and Wix and Squarespace did, where they give you both a front end to backend and then pit themselves against WordPress and Drupal and Shopify, We reached out to the Shopify's, the Drupal's, the WordPress's, the Contentful's of …”
Reamaze Pays Shopify a 30% Revenue Share For Acquired Leads
“So of the leads that come to us from Shopify, we do pay them the 30%.”
Shopify Ads Are Reamaze's Most Effective Acquisition Channel
“I will tell you though, obviously channel specific spend is the most effective. So in our case, Shopify ad revenue or ad spend is, is the most effective one that we have.”
Shopify and Mindbody Generate 40% to 50% Transactional Revenue
“Shopify, MindBody, all these guys, they're all 40% to 50% transactional at this stage.”
Shopify was Customer.io's largest customer in 2013-2014 before churning in 2015
“Shopify canceled with us, so they were like our largest customer back in, 20, 1314, and then canceled, I think this is in 15”
Harris: Toast and Shopify derive 50% of revenue from fintech
“If you look at toast as a publicly traded company or Shopify as another, you know, 50% of their revenue is coming from fintech solutions.”
Afsahi: Wells Fargo and Shopify have visited Verified and scheduled demos
“Like for example, since 10 months ago a lot of enterprises and like banks, like Wells Fargo Maybank cheaper cash like Corner Shop, which is a subsidiary of Uber Shopify have visited our website.
Some of them scheduled a demo to see how they want to use our pr…”
Nathan Latka predicts Glodify could become the ClickFunnels for Shopify
“I think once you launch pricing on this, my prediction is you're going to grow very, very fast. I think you guys have a chance of being sort of the click funnels version for Shopify stores. And I hope you go to, you know, from zero to fifty million bucks in re…”
Successful e-commerce stores often lack marketing roadmaps despite Shopify data
“But it's fascinating how when you start working with them, like they don't have a marketing plan. They don't have like a clear roadmap. And it's crazy because like with Shopify, it gives you all the data and everything you would want to draw like that clear ro…”
Disco raised a $5M seed round with Shopify and Solana angels
“In our last round we raised five million US and we have incredible angels as well. Lots of interesting folks from Shopify Lambda School, Solana, Endeavor, very interesting people who are participating.”
Reamaze Generates Nearly 1,000 Monthly Trials From E-Commerce App Stores
“Per, I would say per day, we're in the, like, let's say, 20 to 30 range. Now per month, you'd multiply the other, some probably, probably a little under a thousand, I would say. That's, again, back of the envelope calculation, less on weekends, more on weekday…”
Kumo hired the executive who built Shopify's channel partnership structure
“So we recently actually just hired the head of channel for Shopify and who originally set up the whole Shopify structure.”
Privy ranks as Shopify's #1 marketing app and #2 overall app
“Shopify.
[623] Nathan Latka: You didn't even hesitate.
[625] Ben Jabbawy: I mean, for sure, you know, that it's kind of like a rocket ship over there, and we've, we're the number one app in that ecosystem.
[632] Nathan Latka: For what category, like what searc…”
Most Privy growth comes from marketplace freemium distribution on Shopify
“So most of it comes through this marketplace freemium distribution model that we have.”
SakeSocial operates as a fully automated e-commerce business with zero employees
“But again, I mean, we ship to most states and it's all outsourced. I have no employees. We have a third party warehouse in Napa Valley. That picks, picks, packs, and ships all of our brews, and again, Shopify on the front end, and it's just yeah, just a fully …”
Classy's revenue mix is 60% subscriptions and 40% transaction fees
“We're like Shopify where about 60% of our revenue is subscription based and about 40% is transaction fees.”
Rubin: Landmark client Death Wish Coffee is a top Shopify merchant
“December first, I have death wish coffee, which is one of our sort of landmark customers. They're one of the biggest Shopify customers on the platform. And so we're doing a webinar December first.”
E-commerce platforms and marketplaces are Shippo's ideal acquisition fit
“So, I mean, shopping platforms are, e-commerce platforms are a good fit. Marketplaces are a good fit. I love the Shopify team. We work closely together with Shopify. But at this point, we're not really thinking of an exit yet.”
Bhatia: Verbal Plus Visual Built the First Wine Integration on Shopify
“Shopify didn't allow you to do that before, and we worked with them, and we were the first wine integration on, on their site.”
Cardew: Affiliate marketing is Pixc's top growth driver
“Definitely the affiliate program. Although it's very new it is the affiliate program, and then I think our app integration, so being integrated into Shopify, and also actually cold outreach to businesses”
Insert clickable pre-order banner right before Kickstarter locks page edits
“Right at the top, and you have to do this before the campaign actually ends, because you're not allowed to edit it once the campaign is finished. But you can actually insert a image that says available for pre-orders on our website or here and link that image …”
Ashokan: Radius Agent acts as a Shopify-like operating system for agents
“It's primarily real estate agents and real estate team leads. So the goal of the company is to kind of create a an operating system for real estate agents and teams for lack of a better comparison, it's kind of like a Shopify for real estate agents, right? Whe…”
Walker joined Shopify pre-IPO from CXL without a formal interview
“I didn't have an interview process. I was recruited. So Shopify was really early days back then. It was still not being taken seriously as a cloudy commerce. Wasn't really a thing back then. So I was brought in from cxl.com.”
Rubin: Fashion Nova is a top three Shopify store globally
“I think they're like,
Top three Shopify store in the world.”
Rokt launches Shopify app alongside its core enterprise business
“We launched our Shopify app recently, but we specialize in enterprise level, but the transaction moments are key business.”
Bury: Willful raised early convertible debt primarily from Shopify executives
“We had done some convertible debt earlier on from mostly Shopify executives in Toronto.”
Hollander says most of OrderDesk's platform volume goes through Shopify
“I would say we'd see probably the majority of our platform goes through Shopify. That's probably what we see most of it.”
Buhrdorf positions ZenBusiness as the Shopify for micro-service businesses
“Well, I mean, you know, you really want to think of us as Shopify for the service industry, so we are a full Service product for the service industry. And that's this long tail micro businesses. So everything you need to get up and running from formation and t…”
Wegetic grew Shopify revenue 200% from $3K to $10K
“We grew about two, like 200% on Sunday because we went from three K to 10 K.”
Wegetic generates $75K in total annual revenue across platforms
“With weeks, it's 75 K annual revenue in total.”
Shopify strictly bans developers from incentivizing app store reviews
“It's, you're not allowed to actually incentivize reviews.”