Shopify
stories mentioning Shopify
Shopify
+2
Mar 16, 2025
•
14 min read
Embedded lending: the next big opportunity or a niche play?
The opportunity in embedded lending is largely untapped. Who's going to capture it?
Shopify
+1
Mar 3, 2024
•
11 min read
On the moat of vertically integrated software businesses
Shopify might be making most of its revenue from payments, but it's the software component of its business, the Shopify commerce platform that gives it the right to win. Does Toast have the same moat?