This show is worth watching if you can. I think of it every year when this day comes. At this moment in time it’s particularly moving. 🇺🇸💙🇨🇦
#ComeFromAway
https://t.co/k6ZQAfXXAB
A harness for a French Bulldog. A car seat that sits three across in a sedan. A screenless phone for kids.
These are all real products on @shopify already benefitting from AI search.
AI is rewriting how people shop. Shopify merchants are as always, ahead of the curve.
Thank you @varneyco@FoxBusiness for having me. It’s always great being on your show.
Q2 is in, and it was a monster quarter.
→ $116B in merchant sales, up 32% YoY
→ $3.6B revenue, up 34% YoY
→ $654M free cash flow, 18% margin
Five quarters running, GMV has grown more than 30%.
The bigger story is underneath the numbers: every shift AI is creating happens to play to @Shopify's strengths.
Shopify is the all-in-one commerce platform powering millions of businesses worldwide
Thank you to the @Shopify team for building their own official Hermes Agent skill enabling your agent to manage products, orders, inventory, and fulfillments from any channel.
my typo was so bad I had to re-write.
we already saved 700+ human *days* worth of time with v11 across Shopify POS checkouts. 700...days.
we're on our way to making Shopify POS the fastest in-person checkout machine in the world. good work team. we're just getting started.
The execution layer gets all the attention. But the design conditions underneath it are the interesting, human part.
@tobi and I get into it on the latest Context episode. We talk about my path from politics to @Shopify COO, invisible work, and why T-shaped people are becoming X-shaped.
Highlights:
1:09 - A Nonstandard Career Path
5:12 - White House Transition Lessons
8:40 - T-Shaped vs X-Shaped People
10:18 - Fluid Intelligence and Agency
13:31 - Rethinking HR as Talent
15:26 - Flex Wallet and Boomerangs
17:04 - Building Systems and Teams
19:38 - AI-Assisted Small Teams
22:01 - The Social Coefficient
24:52 - Dead vs Alive Companies
27:20 - Incentives and AI Usage
29:49 - Our Relationship with Data
36:29 - Shopify's Position with AI
40:02 - Anthropomorphizing AI