In the biggest Shopify ecosystem news you haven’t heard:
Giant Tiger, the $2B Canadian Retailer, ripped out their tech stack and replaced it with Shopify Plus, ShipHero and several other modern tech companies.
$HIMS Hims & Hers shareholders! What do we think of Amazon entering the space? imo: our brand / story / personal experience is way more in line with what the younger (and even older) generations wants as a health partner! Not a colossal company like Amazon. Let me know !
@jordanelist@digitallynativ @StevenPDennis Q4 adj EBITDA positive and ‘if there’s any world in which they will be profitable’ is a bit extreme haha. GM of 79% and a lot of spend on marketing, their business is capital light and compounds like crazy with the subscriptions - so if any model could be profitable - it’s theirs
@MichaelWigginsO They guided for 30% at the end of 2021 and now they did 90%+ YoY for the past 9 months haha safe to say that 30 is very conservative and not at all a stretch. I find too enthusiastic management a red flag, but they def are not.
@Jioxx1@nathie No 'current' one for sure. That's the beautiful thing about innovation. Not saying that VR/AR will for sure be the future, but computers are a bit outdated imo.
I think Zuck is pursuing a great TAM with Quest Pro for professional special users and the Quest 2/3 series for cnsmrs