AI is beating down many public software companies. But not many of the leaders servicing the physical world. Some is that they don’t tie pricing models primarily to seats. But it isn’t only the pricing model. Their customers’ end products aren’t the ones AI is eating. Shopify reported strong and accelerated earnings this past quarter.... Continue Reading
B2B For Physical Products Is Crushing It: Shopify +34%, Toast +23%, Samsara +30%