"I Would Rather Gnaw My Arm Off Than Replatform" an Update
If anything this replatform prediction has aged better than almost anything I've ever written. Even if you are a platform company, selling the platform is turning out to be bad business. Many conversations produced these thoughts.
* Shopify Enterprise, B2B, and POS businesses will ultimately need more than Stripe can deliver. Surely that has to change at some point? Bueller?
"Who would like to buy some Shop Pay? It's easier than a replatform I promise!" -- said every Shopify sales engineer 3x this week.
We will find out soon if the staying power of Shopify employees outlasts an Enterprise length sales cycle.
* Salesforce loves selling agents, so it can sell data. Also, renewals are a thing. SFDC is still harder to dislodge than most would like to admit.
"Time is a flat circle." - said a Salesforce sales rep in a renewal conversation, or Mr. McConaughey in a Salesforce commercial.
* BigCommerce repositioning Feedonomics after finding it amongst the couch cushions in Austin, TX after a recent remodel.
"Who the hell knew we even had this damn thing!" - not actual Travis Hess quote.
System integrators are pivoting in response.
* Data, Order management, AI, Service, and Marketing are all more attractive businesses than site builds.
"Run Away! Run Away!" Monty Python, or system integrator CEOs.
Also system integrator CEOs: "Why the hell aren't I in a higher partner tier?"
As the great modern philosopher Rosie Perez said in "White Men Can't Jump" -- sometimes when you win, you really lose.
Reminds me of a system integrator winning a new platform build.
