Sunday, May 31, 2020

Facebook Shops integration with Shopify is good for Shopify merchants, but using Facebook Checkout limits the upside of Shopify's own payments offering (Ben Thompson/Stratechery)

Ben Thompson / Stratechery:
Facebook Shops integration with Shopify is good for Shopify merchants, but using Facebook Checkout limits the upside of Shopify's own payments offering  —  In the month since I wrote The Anti-Amazon Alliance, there has been two significant announcements from two of the principals in that alliance:



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Datadog closed up 31%+ after reporting Q1 revenue up 32% YoY to $1B and raising its FY revenue forecast, an outlier in the software industry amid the AI boom (Mike Wheatley/SiliconANGLE)

Mike Wheatley / SiliconANGLE : Datadog closed up 31%+ after reporting Q1 revenue up 32% YoY to $1B and raising its FY revenue forecast, a...