It's an interesting article, but the most interesting part to me was the Bill Gates Line article the author also wrote. [0] The distinction between a platform and an aggregator was not one that I ever considered. I'm convinced by this article that it's a useful one.

Does anyone know why it is that Shopify's stock has risen by 100% over the last year? I looked it over and couldn't figure out why -- is it the 3PL Fulfillment Network this article mentions?

[0] https://stratechery.com/2018/the-bill-gates-line/