The Ledger
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McKay: Shopify would probably offer the lowest valuation in an acquisition
“But if we get to a buying circle, right, and we've engaged 20 vendors that are interested in acquiring this, and maybe there's a couple PE firms in there, I feel like I could almost guarantee that Shopify would probably give the worst valuation out of all of t…”
Goyal: Over 14,000 software companies compete for 2,000 Shopify brands
“If you have 14,483 software companies, they're all trying to gain the attention of the same 2000 brands on Shopify.”
McKay: Shopify Does Not Natively Recalculate Sales Tax on Edited Orders
“If you do it in Shopify, Shopify doesn't natively recalculate tax for you.”
McKay: In five years, every e-commerce checkout will feature order editing
“And we also had the thesis that like, if we do this right, if we execute well here and win in five years, every checkout will have it. And they're not all going to use our software, but every checkout will use this in five years time.”
King: The biggest e-commerce margins exist in support and financing infrastructure
“So if you can be in the support layer, the administration, the financing layer of e-commerce, well, there's a pretty penny to be made there.”
McKay: About 1.5% of Shopify shoppers make checkout mistakes
“What we're finding in the Shopify space specifically, which has this accelerated checkout is about one and a half percent of all people will make a mistake.”
Rakshit: Shopflo touches payment processing in India but not US
“The US product differ in this matter because payments success rates is a big problem in India. So we allow direct integrations with payment processors when it comes to India in the U S we don't touch payments at all. We essentially ride on top of the Shopify c…”