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Blog - eCommerce Strategy Consultant - Rick Watson - RMW Commerce Consulting

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Might Glen Coates be Shopify's "ace in the hole" at OpenAI?

OpenAI pulls back... blah blah... AI slop...

People think it happened like this:

- OpenAI said it would do the thing

- OpenAI got in over its head

- OpenAI dropped the thing, and is jerking the wheel...


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Agentic Commerce Headwinds and Tailwinds - Nothingburger or No?

It seems to me that the tailwinds greatly outweigh the headwinds.

As I prepare for an agentic debate we're hosting at Shoptalk, I took some time to write out what I felt were the headwinds and tailwinds facing agentic commerce being a truly "incremental" rather than a "replacement channel".


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Target: Surprise and Delight in the Plans

Surprised they still have a place in retail.

Delighted you are still walking in the door after all their screwups in the last few years.

First it’s hard to listen to Michael Fiddelke. Slow and plodding.

I came away wondering why Cara...


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Shopify FY 2025 Earnings - A Pony With One Great Trick: Could It Be More?

Shopify is on a tear and seems like it will continue to be, fueled by its 36% gross margin payments business. This is Shopify's trick. It's ability to turn "good enough", sometimes great features and platforms into payments gross profits. Combined with its sales and marketing leverage (brand) and ability to control its other operating expenses (read: AI and systems will eithe...


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What's Your Thom Coefficient? And Other Sales Silliness in Ecom

There appears to be a huge changing of the guard in eCommerce software platform sales right now, and the most recent sales shuffles, including comp, at Shopify seem to nail this point home.

But my good friend Thom Armstrong is part of the story too. After all, he joined Commerce (nee' Big) less than two years ago working for another close friend, Rob, who joined around...


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