Initially thought this was something related to 

Shopify

. 

I've noticed that when you find out the root cause of what's holding a human back then everything that's caused by that gets resolved. Hard thing is addressing that root.

What this illuminates to me is how I care more in this physical situation ( 

DoorDash

or 

Uber

) than I do when I am buying something via a website using 

Shopify

. Because even the latter there is an opaque wall between consumer's awareness and the costs associated with the service provider. But for some reason in my head the people running Shopify seem less disadvantaged than the ones running under DD or Uber.

You can even see it in the language I used above. One party runs an app, while the other runs under one.

Wow that's interesting. Right when you wrote 7 i was thinking that was low! but you think it's high!

Good luck with the release, 

Also it makes sense that the conversation stage comes so late in the process. Saves 

Shopify

 a bunch of money not having to personally reply to the countless app submissions being made --> a lot of them probably really bad ones lol

Really love these breakdowns from you about 

Shopify

. Could get the info myself from the internet but I like reading them in your words more lol. Weird how that works right?

I think this is because story/narrative is more scalable. 

In the beginning you can acquire customers by just telling them what problems you are solving for them.

But to get to 

Shopify

levels of scale you can't do that just by communicating problems you are solving. Rather you need to communicate realities that you are making possible. 

As in the old days 

Tobias Lutke

could get by positioning Shopify as a way to circumvent the need to code your own

e-commerce

website. However after years of successful growth you eventually need a more life-changing narrative to sell to broader markets. 

In Shopify's case there's the story of arming the rebels... I think this is more a narrative to sell to the press. But the big narrative they sell to customers is become a boss, quit your job, stuff like that.

 having a seat on Stripe's cap table is a privilege reserved for those who are called privileged by those who are privileged. 

Dope line right there.

I think all of this makes sense to me. Both of them think they can take a good stab at that functionality... why not go for it? In the end they know that they're aligned whoever wins. 

Good job with connecting 

Stripe

and 

Shopify

in this 

skin in the game

manner. To me I think of Stripe and Shopify as fighting to arm the rebels -- 

Star Wars

reference -- against the empire -- aka likes of 

Amazon

  / 

Walmart

 and whatever other juggernauts await us.