CH1
The Artist Formerly Known as chiggins.
True enough, as my lack of Shopify shares would indicate.
Did you see that interview with I think the CEO of Slack saying he believes Microsoft is trying to take them out with everything they've got, focused on them specifically?
That's been an issue for a while... it's why the stock tanked to 20 in November. I've seen this Goliath vs David story play out so many times in the tech world. IMO, decision makers and consumers don't want to put all their eggs in one basket -- so the "little guy" focused on one thing often ends up winning.
Put another way, if the big bully always won, Microsoft, Intel, Cisco would run the entire tech world...but somehow billions and billions of market cap went to their direct competitors.