Astute point about seeing SHOP checkout everywhere, I can second that, even as a Brit predominantly buying from British brands.
I had a substantial position between 2016 and 2023, and it was more than a 50x for me. I finally sold the last of my position last year, concerned about their flip-flopping on logistics, and that they’d made several unforced errors and had now given up a large part of their moat vs something like a Wix or WooCommerce. But I may have been too hasty (even though this was a multi-year decision!).
One news story I caught yesterday that put $SHOP firmly back on my radar was this announcement that they now have a capability they’re calling SimGym - a system that creates “digital customers” that behave like real ones - in place of traditional A/B testing. This tweet from Tobi relates:
Thanks for putting it back on my radar. 