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Shopify CTO: our platform is now handling Black Friday level traffic every day

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Re: Shopify CTO: our platform is now handling Black Friday level traffic every day

#111
post #27
post #10

Earlier quoted context omitted.

> I think the general population has not yet appreciated the possible severity of the ensuing economic downturn. My fear as well. The swiftness and ferocity of this downturn is like nothing ever, AFAIK. 22 million out of work in 4 weeks. Many are unlikely to get their jobs back. So while certain companies are seeing upticks due to logistics of the lockdown, I don't think it's safe to assume it would continue long aft…

> Many are unlikely to get their jobs back. Their original job? Sounds plausible. Any job? Surely that would be a political choice for their respective governments? Unless there’s a reason we can’t repeat the famous infrastructure jobs programs from a century ago - I’m no economist, so I genuinely don’t know, but Hoover Dam Mark 2 sounds good to me.

> Hoover Dam Mark 2

Is this like the Hoover dam but with 100x longer environmental reviews and 10x more expensive due to special interest grifts that then cripple the investment before it fails 10yrs later? And the only people who made money were a bunch of private consultants hired by the government to do the reviews and executive staff the pseudo-market company behind it?

I haven't heard of a single major infrastructure project that hasn't followed that trajectory. Reading about Obama's two solar projects are a good starting point. But nothing beats Keystone XL.

It's no wonder it hasn't happened and it's not for lack of trying or tax dollars being spent. Even here in Canada it's the same story every time and we have a far more receptive political base for spending the tax money. So I'll never be convinced that's the real hurdle.

Re: Shopify CTO: our platform is now handling Black Friday level traffic every day

#112
post #107

Earlier quoted context omitted.

Revenue doesn't matter. Profit does. Most of their profit is from AWS.

Division profits are mostly an accounting ghost. Tomorrow they could decide to use the AWS profits for growth, and reduce the growth spending on Amazon by the same amount, and suddenly the sense of your sentence is reversed.

> Division profits are mostly an accounting ghost.

Shareholders seem to think otherwise.

Re: Shopify CTO: our platform is now handling Black Friday level traffic every day

#113
post #107
post #89

Earlier quoted context omitted.

Amazon makes almost 50% of their annual revenue from online retail. Many billions of dollars. It's by far their biggest product category. Yes, through accounting magic, they're making the majority of their profits via AWS, but that's part of Bezos's long-term strategy and could be changed on a dime (at the potential expense of the long-term growth he's targeting). Top line, most of their business is from online retai…

Revenue doesn't matter. Profit does. Most of their profit is from AWS.

To Amazon future free cash flows are what matters, as pretty much every Bezos shareholder letter ever has explicitly said.

Edit: When I read his letter in 2004 I went long and I've never looked back. https://www.sec.gov/Archives/edgar/data/1018724/000119312505...

Re: Shopify CTO: our platform is now handling Black Friday level traffic every day

#114
post #77

Earlier quoted context omitted.

I am not being judgemental, rather trying to understand how you get fish of that size with your far-from-well-designed website (from your profile), and far-from-rich marketing contents. Is that luck? Or, your lack of time to work on your own presentation? Again, I am seriously not being judgmental, I am curious.

You aren't wrong it's been on my list forever to work on my site. FWIW some of the best media buyers I know though literally don't have websites. I've been doing Facebook ads for 9 years. My team and I are a white label agency so we do the media buying for creative shops, designers, content marketers, etc. So I didn't land any client. I partnered with the folks that did. I got the partnership by putting out a ton of…

It looks good to me.

Putting out relevant content and networking is where it's at, too. Even if your website actually was bad, you'd probably be fine.

I used to get a lot of work for web design without a website. I had a resume with good references and urls leading to good work samples. That's the stuff that counts. There was no shortage of jokes about not having a website though, and everyone thought they were the first person to tell me 'the cobbler's children go barefoot', haha.

Re: Shopify CTO: our platform is now handling Black Friday level traffic every day

#115

traffic != sales The whole industry is experiencing a surge in online-window-shopping. Amazon is probably seeing a few blackfridays increase.

It's two facets. On the one hand, people are definitely buying more essential products. They are also definitely visiting more ecommerce sites. They're bored, online shopping is a thing to do.

Most people aren't at the point where they feel they need to drastically cut their spending. Most developed countries have some sort of payment going out to at least the unemployed. Also, even the newly unemployed have only been in that position for a few weeks.

The people who are still employed, whether that's remote or whatever, have a surplus of money they normally would spend on things like travel, events, and dining out. They are absolutely not worried about spending money on discretionaries.

The reality is, people still have a ton of money to spend. And less places to spend it. This recession is just barely getting started.

Re: Shopify CTO: our platform is now handling Black Friday level traffic every day

#116
post #5

Really? What are people buying?

Thanks for the responses. Personally all my hobbies (that cost money, anyway) are outside the house, so my discretionary spending has gone basically to zero. Good to know that some people are still spending on non-essentials though!

Re: Shopify CTO: our platform is now handling Black Friday level traffic every day

#117
post #112

Earlier quoted context omitted.

Division profits are mostly an accounting ghost. Tomorrow they could decide to use the AWS profits for growth, and reduce the growth spending on Amazon by the same amount, and suddenly the sense of your sentence is reversed.

> Division profits are mostly an accounting ghost. Shareholders seem to think otherwise.

AMZN is well known for paying out its profits to shareholders?

I think what shareholders value is a little deeper than woo “AWS appears profitable”!

Re: Shopify CTO: our platform is now handling Black Friday level traffic every day

#119
post #118

Might be a good time to revisit the old rumour that Rails doesn’t scale.

I dont think anyone said that actually meant it doesn't scale. What they meant was it doesn't scale cheaply.

Rails is still great ( or possibly best ) for SaaS or Paid per usage model. Not so good for ad based or traffic driven per revenue model.

Re: Shopify CTO: our platform is now handling Black Friday level traffic every day

#120
post #111
post #27

Earlier quoted context omitted.

> Many are unlikely to get their jobs back. Their original job? Sounds plausible. Any job? Surely that would be a political choice for their respective governments? Unless there’s a reason we can’t repeat the famous infrastructure jobs programs from a century ago - I’m no economist, so I genuinely don’t know, but Hoover Dam Mark 2 sounds good to me.

> Hoover Dam Mark 2 Is this like the Hoover dam but with 100x longer environmental reviews and 10x more expensive due to special interest grifts that then cripple the investment before it fails 10yrs later? And the only people who made money were a bunch of private consultants hired by the government to do the reviews and executive staff the pseudo-market company behind it? I haven't heard of a single major infrastru…

If the point is to be a jobs program, wasting money and massive overspend are a feature.
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