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My guess is it has something to do with Shopify. Shopify has been getting into physical retail with a PoS system and I am assuming they were doing a good job of bridging the online offline experiences. So it’s an opportunity for Square to do better in this space.

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Yeah, we're using Shopify for our online store. Recently started using their PoS system because we were already set up on their platform. I suspect this is a driving force for other customers as well.

Shopify, Square and Stripe are poised to become direct competitors if you follow this inertia.

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