The article discusses the transactions involving Shopify, Flexport, and Deliverr, providing insights and analysis. It highlights key takeaways such as Deliverr's founder's successful timing, the belief that Shopify should own all of Flexport instead of just 18%, and the perceived mistake of Dave Clark, former CEO of Flexport, in joining the company.

Although Shopify and Amazon aren’t direct competitors today, their moves certainly suggest otherwise. And whether you are an investor or business owner in the eCommerce industry, it is critical that you pay attention to how this ongoing battle is playing out.