E-commerce platform enabling businesses to set up online stores.
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- Set a metric. Walk away. Let the agent optimize overnight.
“Tobi Lütke has talked about this, how he can now ask the company stuff because of AI can tell him stuff. So, the separation between him and ground truth based on data is gone.”
Source→“Altro exists because every wellness operator was rebuilding the same clinical, pharmacy, and lab stack from scratch.”
Source→“amazon blocking agents combined with shopify saying let's let's go for it or uber and doordash are now letting agents go in there and order your burrito or your car”
Source→“Fred Wilson said the Coinbase CTO described moving its coding agent harness off Claude onto Pi, an open source harness from USV portfolio company Earendil, and that Shopify has done the same.”
“Coinbase's CTO said they moved away from Claude and built their own coding agent harness on the open-source Pi, from USV portfolio company Earendil. Rebecca noted Shopify did something similar.”
Source→“Instinct just announced a partnership with Shopify... on the other side Amazon restricted Muse's access”
Source→“Shopify's AI Sidekick raised the percentage of customers that reach five orders within 15 days after onboarding by 8%.”
Source→“Meta is adding connector support to a range of tools often used by small businesses, including Asana, Canva, Dropbox, Figma, Intuit QuickBooks, Lovable, Notion, Shopify, Slack, Stripe and Zoom.”
Source→“Shopify that's hyper focused on more democratizing commerce... Amazon that makes all of their money on ad revenue... when you remove human eyeballs, it defeats the entire purpose of the system.”
Source→“Shopify — Referenced as a benchmark for platform take rates (~2-3%) that Instinct is positioning itself against/above.”
Source→“Shopify — Referenced as the model for infrastructure businesses that enabled direct-to-consumer commerce”
Source→“Shopify and Expedia - Named as companies taking the opposite approach from Amazon, opening their platforms to agent access rather than blocking it.”
Source→“I think eventually everyone has to let them in. The question is on what terms?... If it turns out that they have sufficient market power... then I guess they were right... Then it would be a bad move.”
Source→“Shopify CEO Tobi Lütke announced a deal with Muse on Monday to allow the AI assistant to check out across shops on its platform; Shopify stock jumped more than 10% on the news.”
Source→“This is the last stand of the unnecessary system of record. Resy is going to lose... the agents will bypass them... This maiming is a big deal for AI. It's going to maim the existing folks unless they embrace things they don't want to embrace.”
Source→“You cannot start a CPG company today without using Shopify essentially.”
Source→“more than 40 hiring partners have signed on... and are excited to recruit The Academy students and graduates for internships and full-time roles.”
“people like Peter or you or Boris Cherny and like Toby from Shopify who have had whole careers like managing teams of engineers actually like take to this super well”
Source→“Lütke doesn't send OpenAI polite feedback. He writes software himself, tests models himself.”
Source→“He said somebody was going to build the AI native version of Shopify. And he said, and it's going to be me.”
Source→“I care far more that you've selected and are working with really thoughtful, avant-garde, demanding customers than just your revenue.”
Source→“Toby is a developer's developer. And so you know he's going to be understanding and pressurizing.”
Source→“Toby, Toby Lutka, the CEO of Shopify and now my partner in crime on this Omachi project in part, he's gotten pilled with Omachi as well. He saw these things very early and he tried to tell me.”
Source→“I remember actually reading his memo to the company, the AI memo, and thinking, ah, it seems a little much. You're making a big deal out of something that I cannot yet feel is a tangible thing.”
Source→“Starting a commerce business has followed the same path. What once required a physical store, upfront stock and logistics deals can now be set up through platforms that handle payments, shipping and financing all in one place. In many cases, the annual cost to operate at that level sits well below four figures.”
“Now there are lots of unicorns around the globe started by Canadians. Shopify is a big one.”
Source→“From its launch in December 2025, AAIF says it has grown from fewer than 40 members to more than 250, with key backers including Google, Microsoft, Amazon, Anthropic, OpenAI, Bloomberg, as well as Shopify and Block.”
Source→“CrowdStrike trades at 34.4x forward revenue, Cloudflare at 32.6x, and Shopify at 11.3x, while only eleven companies now clear 10x.”
Source→“These are people that build. These are people that create. These are people that are trying to make systems in the world that bring joy into people's lives.”
Source→“Advance market commitment for carbon removal, housed within Stripe. Coordinates buyers (including Stripe, Shopify, McKinsey, and others) to pre-purchase $1 billion in carbon removal before 2030, creating demand-side certainty for suppliers.”
Source→“Advance market commitment for carbon removal, housed within Stripe. Coordinates buyers (including Stripe, Shopify, McKinsey, and others) to pre-purchase $1 billion in carbon removal before 2030, creating demand-side certainty for suppliers.”
Source→“Shopify's CEO woke up to a model that beat his hand-tuned baseline.”
Source→“We were talking about Shopify and how amazing that was that retail investors got private scale returns in the public markets when it launched at what, 2 billion, and is where it is now.”
Source→“Live shopping competitors picked off significant share from them, Shopify, social commerce, Amazon — eBay has been able to maintain a revenue base and generate earnings, and they haven't grown along with the rest of e-commerce.”
Source→“Companies like Shopify and OpenAI that default to verbal communication benefit disproportionately, since AI can now persist and structure what was previously ephemeral.”
Source→“At a company like Stripe, they had a couple early, really big customers. I think like Shopify and Lyft who pushed their product roadmap in directions that turned out to be really helpful for a lot of other customers.”
Source→“Shopify reported earnings partially offset by increased LLM costs.”
“"Revolut, the leading financial services AI company, and Shopify."”
Source→“I love it when great CEOs and great leaders are also engineers at heart and never stop tinkering, never stop building, never stop being at the low level of figuring out how systems work... That is the beauty of the tinkerer mindset that Toby embodies.”
Source→“For a decade, online commerce has been built on Stripe (payments), Shopify (storefronts), and Meta (discovery) — but the fulfillment layer has remained fragmented and unconsolidated.”
“Coinbase, Block, Pinterest, Shopify and others tied workforce restructurings to AI capabilities.”
Source→“At Shopify, Tobi Lütke adapted the loop internally and saw a 19 percent improvement in validation scores overnight.”
Source→“Ramp understands that no one wants to spend hours chasing receipts, reviewing expense reports, and checking for policy violations. So they built their tools to give that time back, using AI to automate 85% of expense reviews with 99% accuracy.”
Source→“Shopify... "It was just like the CEO of the company said, we are now going to put AI into everything we do."”
Source→AI-extracted from podcast / newsletter / paper summaries. May contain errors.