最近搞了个物流跟踪系_老虎社区_美港股上老虎 - 老虎社区

最近搞了个物流跟踪系统是2C的，有悖于其2B平台定位的逻辑，Ben对此的评价也比较中性，可能是在试错。$Shopify Inc(SHOP)$

@Chrisdzj：$Shopify Inc(SHOP)$$中国有赞(08083)$Ben Thompson:Shopify商业模式的可持续性和运营能力在过去几年已经变得越来越清晰了。对于Shopify的其中一个批评：把Shopify当saas软件供应商来估值是不对的，因为低端用户不仅仅比一般saas公司的客户的流失率要高的多的多，他们收入的波动性也很大。较好的办法是把Shopify的客户群当成一个个细分市场来看待。一旦有一个新的电商获得成功，他们会升级使用Shopify进阶的服务比如Shopify plus，同样的逻辑，Shopify的配送中心，加深了Shopify和这些公司的合作，提高了Shopify的佣金率。(透镜社编译文章节选）

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