I'm a bit surprised about the scalability case against a simpler solution. This is not about Shopify's scale. We're talking about contention for a specific SKU of a specific seller at a specific warehouse location.
How many shopping carts are competing for a single SKU at the payment stage at peak hours? Can this really be too much lock contention for a single database row?
I realise Shopify engineers are neither stupid nor inexperienced. Hence my surprise. I would have liked to hear more about that specific problem.