With Meta handicapped by Apple's ATT, Shopify should build an advertising business to complement Shop Pay and the Shopify Fulfillment Network (Ben Thompson/Stratechery)

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Ben Thompson / Stratechery:
With Meta handicapped by Apple's ATT, Shopify should build an advertising business to complement Shop Pay and the Shopify Fulfillment Network  —  Tobi Lütke, who famously started Shopify when he realized that the software he built to run his snowboard shop was a much bigger opportunity …

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