Global-E: Cross Border E-Commerce & Shopify Bargaining Power
Former VP at Global-E
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Global-E: Cross Border E-Commerce & Shopify Bargaining Power(October 13, 2025)
Former VP at Global-E
Interview Transcript
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One question I like to dissect about the company is their competitive advantage in the market. Do you think it's increasing, decreasing, or staying the same?
That's a great question. My instinct is that it's increasing because of their snowball effect and scale advantage. At the time, they had taken over Flow Commerce and Borderfree. There was THG, which was a major D2C brand builder trying technology that wasn't working. They offered some merchant record solutions, so they didn't really compete with Global-e. By the time I got there, they had become somewhat lost, which attracted me to Global-e initially. The only real competitor was eShopWorld. Other companies like Glopal, Zonos, Passport, and others popped up, but I felt there was room for a decent competitor. However, the attitude of the leadership, Ran and Nir, was that it would require enormous work and investment for any company to match what they were doing. From the Shopify market side, you could argue there was some competition, but they saw it as a win if a brand was more suited to Markets Pro. They would lose some margin but still benefit through Markets Pro, which was better than losing the brand completely. As long as they were winning major enterprise brands, which are the cream of the market, they were happy and dominant on the enterprise side.
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