Ben Thompson

speaker

518 appearances 1 recordings 1 series first heard Sep 2026 last heard 4d ago

Ben Thompson’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Sep 2026 with 1.

newest first · ▶ plays the moment

Their cart size was way smaller. voice-verified

Like, all these issues, it just wasn't a good experience compared to if you're on Walmart's site... voice-verified

They have control of the experience. voice-verified

You put more stuff in your cart. voice-verified

You convert more frequently. voice-verified

And in addition to the getting more data about you, being able to show you ads, all the things that accrue to having on your site. voice-verified

And all this stuff... voice-verified

matters to Walmart. voice-verified

And they're the only one, just as much as it does to Amazon. voice-verified

And they're the only ones that can rival Amazon for this. voice-verified

So Shopify, as long as you shop pay, they're cool. voice-verified

Like abandoned cart, multiple items, that's not their business. voice-verified

And so it makes tons of sense for them to lean in for what they do. voice-verified

But Shopify tried to do the logistics thing. voice-verified

Like, and it... Go look at the stock chart. voice-verified

The part where it goes super low down is because they're like, we're going to do logistics. voice-verified

Like they learned their lesson. voice-verified

They are... voice-verified

They're asset light. voice-verified

That's what they do. voice-verified

Showing 381–400 of 518 · page 20 of 26