Shopify, every mention
81 scenes (2024), the whole family · ← back to Shopify
tap a year for its mentions
every year 2024 anyone Harry Stebbings 336Jason Lemkin 110Kaz Nejatian 86Harley Finkelstein 60Glen Coates 27Carl Rivera 22Jean-Michel Lemieux 21Tobi Lütke 17Tobi Lütke 14Rory O'Driscoll 14
Verbatim, from the transcripts: the passages where Shopify comes up
Jason Citron, Co-Founder/CEO @Discord: The Untold Story Behind Scaling to 200M Users | E1230 · 20VC with Harry Stebbings
- ▶ 20:45 Harry Stebbings Toby at Shopify says the job of the CEO is to inject chaos into the organization.
Raman Malik: Inside Perplexity’s Growth Machine: What Worked, What Did Not Work | E1226 · 20VC with Harry Stebbings
- ▶ 27:01 Harry Stebbings So I, I quite like doing this game, which is, I did this with, um, Glenn Coates, a VP of product at Shopify, and I basically went onto Shopify's, uh, website when we were doing the show, and then I tore it apart, uh, literally, very… 3 times in the scene
Mamoon Hamid: AI - Where Value Accrues, Startups vs Incumbents & Scaling Laws | E1217 · 20VC with Harry Stebbings
- ▶ 29:31 Harry Stebbings It's tough when you think Shopify went public at seven hundred million though.
David Frankel, MP @Founder Collective: Investing Lessons from Seeding Coupang, Pillpack & Suno|E1214 · 20VC with Harry Stebbings
- ▶ 56:48 Harry Stebbings Because every memo for big companies, whether it's Snap, or whether it's Procore, or whether it's Shopify, every great company, you underestimate the size of your winners.
Eoghan McCabe, CEO @Intercom: Freedom of Speech, Censorship and Government Control | E1213 · 20VC with Harry Stebbings
- ▶ 17:05 Eoghan McCabe Um, you certainly have seen so much web designer work, um, disrupted by Wix and Squarespace and Shopify and all of these tools and technologies and frameworks, but actually these people were never put out of work.
Jeff Wang: Sequoia Capital's $9BN Global Equities Fund on The Future for NVIDIA, Google & Meta|E1212 · 20VC with Harry Stebbings
- ▶ 8:47 Jeff Wang So Shopify is, uh, has been one of our biggest winners. 5 times in the scene
- ▶ 15:22 Jeff Wang We own, for example, Shopify was not a Sequoia portfolio company.
- ▶ 17:55 Jeff Wang I mentioned the Shopify example where Shopify, you know, from the 2022 price is still back to, I think about halfway to the peak, right?
- ▶ 27:55 Harry Stebbings Bet on Shopify. 2 times in the scene
- ▶ 1:02:24 Jeff Wang I recall flying out to Ottawa to meet, uh, Toby at Shopify with him.
Bret Taylor: Why Pre-Training is for Morons & Companies Will Build Their Own Software | E1209 · 20VC with Harry Stebbings
- ▶ 1:09:49 Bret Taylor I work with her at Shopify, and she's also in the board of OpenAI, and one of those folks who's an operator who knows also how to be an effective board member and a remarkable intellect. 2 times in the scene
Mike Hudack: How Facebook, Monzo and Deliveroo Build Great Products | E1201 · 20VC with Harry Stebbings
- ▶ 3:35 Harry Stebbings Kaz from Shopify.
Scott Gorlick: How Uber Acquired 1M Drivers & The Uber’s Expansion Playbook | E1196 · 20VC with Harry Stebbings
- ▶ 34:42 Harry Stebbings You see it with the Collisons, Toby Lutker at Shopify, Travis.
Imran Khan: Why the IPO Market is Not Closed & Lessons From Taking Snap & Alibaba Public | E1194 · 20VC with Harry Stebbings
- ▶ 11:24 Harry Stebbings I think people always, always, always forget, also, Shopify went public at seven hundred million.
Kaz Nejatian: How Shopify Built a $90BN Business to Last 100 Years | E1189 · 20VC with Harry Stebbings
- ▶ 0:00 Kaz Nejatian Say the job of PM at Shopify is to build the right thing the right way at the right time.
- ▶ 1:14 Kaz Nejatian I work a lot with both Keith and Max as partners, because they both are in the Shopify ecosystem.
- ▶ 2:15 Kaz Nejatian I think I have written a note internally to our product managers about this at Shopify.
- ▶ 3:40 Kaz Nejatian That's true of like, I mean, I'm not super happy with past versions of Shopify that we have shipped, but that's different.
- ▶ 5:29 Kaz Nejatian Like, let's, let's, I mean, let's look at Shopify. 2 times in the scene
- ▶ 6:53 Kaz Nejatian The first is, um, Toby has ingrained in the company a prioritization order that is very, um, meaningful to Shopify. 5 times in the scene
- ▶ 10:59 Kaz Nejatian At Shopify, we've built software that imagines a company and runs continuously.
- ▶ 12:15 Kaz Nejatian I think everyone who comes to Shopify, their first instinct is, what the heck?
- ▶ 12:47 Kaz Nejatian Shopify is a remote company. 3 times in the scene
- ▶ 14:12 Harry Stebbings And I was listening to you speak before, and you said about a learner's mindset being core to Shopify is kind of culture and one of your core values. 2 times in the scene
- ▶ 17:59 Harry Stebbings Kaz, can I ask, what about the way or the type of people that Shopify hires would you like to change? 7 times in the scene
- ▶ 26:33 Kaz Nejatian If the user is not better off, it's because we say the job of PM at Shopify is to build the right thing the right way at the right time.
- ▶ 28:44 Kaz Nejatian In fact, we have this thing in Shopify where we calculate the cost of every meeting and put it in the meeting invite. 3 times in the scene
- ▶ 30:41 Kaz Nejatian The reason it works for Shopify is because we have spent so much time and so much effort building systems and tools and software to make this work. 6 times in the scene
- ▶ 32:03 Kaz Nejatian Like, Shopify has two core values that are different than most companies, and I know this is like a, but I think they're actually also embodiment of Toby, our founder, who, like, is very much like this. 8 times in the scene
- ▶ 34:01 Harry Stebbings What change did Shopify find hardest, and what did you learn from that? 10 times in the scene
- ▶ 37:20 Kaz Nejatian I think Shopify is insanely difficult to model for analysts. 10 times in the scene
- ▶ 39:15 Kaz Nejatian So I was here at Shopify. 14 times in the scene
- ▶ 42:58 Kaz Nejatian Shopify, this is actually real. 13 times in the scene
- ▶ 45:41 Kaz Nejatian And I think Shopify and Stripe, Shopify and Affirm, Shopify and Meta, Shopify and Google, Shopify and Apple, like, these are incredibly powerful partnerships. 6 times in the scene
- ▶ 47:46 Harry Stebbings What is the most underappreciated element of Shopify's product roadmap vision today? 5 times in the scene
- ▶ 50:59 Kaz Nejatian It's true even at Shopify sometimes. 2 times in the scene
Dax Dasilva: $900M ARR at $2.6BN Market Cap?! Lightspeed, The Most Undervalued Public Company |E1188 · 20VC with Harry Stebbings
- ▶ 20:06 Dax Dasilva You know, you may be better served by a Clover or a Square or a Shopify.
- ▶ 39:13 Harry Stebbings Hobie at Shopify would be one I would say, hey, 2 times in the scene
Alexis Ohanian: The Full P&L Breakdown of the World's Most Valuable Women's Sports Team | E1187 · 20VC with Harry Stebbings
- ▶ 31:57 Alexis Ohanian And, but I was the CEO, so at the end of the day, I won, and I put up, and this is before, this is 2005, so it was like a janky, like PayPal integration, I don't, Shopify didn't exist, or I didn't know about it,
Jason Lemkin: Crowdstrike, WTF Happens From Here? Wiz Rejects Google’s $23BN Acquisition Offer|E1181 · 20VC with Harry Stebbings
- ▶ 36:44 Jason Lemkin FinTech's going through some tough times right now because of low margins and fraud and other issues, but when you combine payments and software just right, like a Shopify, man, it's powerful. 2 times in the scene
- ▶ 43:12 Jason Lemkin But they're very specialized on Shopify. 2 times in the scene
Kevin Hartz: "How I Lost Airbnb at Seed Because of an Exploding Term Sheet" | E1180 · 20VC with Harry Stebbings
- ▶ 32:02 Harry Stebbings You know, Shopify went public at 700, and I think they sold it all at two.
Pedro Franceschi: What Brex Needs to do to be a Public Company | E1178 · 20VC with Harry Stebbings
- ▶ 8:30 Harry Stebbings I find the greatest entrepreneurs always make money early, whether it's Daniel Ek making websites or Toby with Shopify, the best start early.
Ara Mahdessian: ServiceTitan Would Not Be the Success if We Raised VC Earlier | E1175 · 20VC with Harry Stebbings
- ▶ 5:56 Ara Mahdessian Bessemer was also an investor in Toast, in Shopify, all these great companies that we were trying to mimic their journey.
- ▶ 48:25 Ara Mahdessian You know, for example, Tui, or Toby at Shopify, or, you know, Chris from Toast, who are so relevant to what we do in vertical sass, but then, of course, you know, like, people like Satya, et cetera, who I could learn so much from.
Andrew Bialecki: Is Klaviyo the Most Under-Priced Public Company? | E1170 · 20VC with Harry Stebbings
- ▶ 29:35 Harry Stebbings I spoke to some brilliant friends and they, they gave me some insider tips and they said a big needle mover for the company was when MailChimp was kicked out of the Shopify ecosystem and you'd kind of hung around the hoop long enough and… 4 times in the scene
- ▶ 32:50 Harry Stebbings I'm getting an angry email from Toby and the Collisons, but one of his big regrets was actually letting Stripe into the Shopify ecosystem and not be more dominant in controlling a relationship there. 6 times in the scene
- ▶ 35:46 Harry Stebbings Their customers love it and love being on Shopify with that. 2 times in the scene
- ▶ 1:03:41 Harry Stebbings Why do you think Shopify won where so many others didn't? 6 times in the scene
Michael Eisenberg: How China Could Overtake the US in the AI Race | E1167 · 20VC with Harry Stebbings
- ▶ 37:22 Harry Stebbings I think people forget that your Shopify went public at seven hundred million.
Jason Lemkin: PluralSight S*** the Bed & The Next IPO Candidates | E1160 · 20VC with Harry Stebbings
- ▶ 34:33 Jason Lemkin Shopify IPO to seven hundred million.
- ▶ 1:16:55 Jason Lemkin I think I'd pick Toby from Shopify.
Matt Lerner: How to Hire Growth Leaders and Teams and Why in a World of AI | E1159 · 20VC with Harry Stebbings
- ▶ 29:56 Matt Lerner And the reason I'm gonna do that is because your previous guests, eminent as they are, worked for companies like Shopify and HubSpot and Segment, and they have gazillions of dollars, and they have huge budgets, and they have brand appeal.
Jason Lemkin: Why Pricing is Worse Than Ever and There is More Funding Than Ever | E1157 · 20VC with Harry Stebbings
- ▶ 1:13:41 Jason Lemkin Shopify ecosystem, you're like, what the heck's Klaviyo, they IPO'd? 4 times in the scene
Aaron Levie: How the Business Model of SaaS Changes Forever & Startups vs Incumbents:Who Wins?|E1155 · 20VC with Harry Stebbings
- ▶ 43:27 Aaron Levie Um, and he sells balloons online and, um, and I don't think he would have started the business if Shopify didn't exist. 3 times in the scene
Jiaona Zhang: Why All Product Teams Should Have a Scorecard & How to Use It | E1154 · 20VC with Harry Stebbings
- ▶ 48:47 Harry Stebbings Like, Webflow is a bit like Shopify.
- ▶ 52:22 Jiaona Zhang If we get to a world where it's like, hey, there is repeat usage, like, like, creators are actively, like, there's no more, like, go from your Instagram to your link tree to your LTK or to your Shopify.
Vickie Peng: Why the Best Product People Actually Build Less Product? | E1141 · 20VC with Harry Stebbings
- ▶ 43:40 unnamed speaker So many founders that we see are going after, like, Shopify, or like, I mean, or Stripe in some way, and I'm like, unbundling Stripe and going up against the Collison's
Kevin Ryan: Are the Best CEOs the Best Fundraisers & Why Ownership Should Not Be a Focus in VC|E1138 · 20VC with Harry Stebbings
- ▶ 23:02 Harry Stebbings How many founders go off to Stripe or Shopify
Mario Schlosser: "How to Deal with a 94% Decline in Market Cap" | E1136 · 20VC with Harry Stebbings
- ▶ 12:27 Harry Stebbings I find it hilarious the amount of people who want to go up against the Collison's or Toby at Shopify. 2 times in the scene
Trae Stephens: Why No Company is Successful Because of their VC | E1135 · 20VC with Harry Stebbings
- ▶ 34:38 Harry Stebbings You know, if you look at all of Basima's memos, Shopify, I think they put it a two billion dollar company.
Billy Hult: 27 Years of Compounding Growth Leading to the Market Leader with $1.4BN in Revenue|E1134 · 20VC with Harry Stebbings
- ▶ 20:42 Harry Stebbings And with Stripe, with Shopify, with the Silicon Valley names, do the best software engineers want to go to trade web?
Jean-Michel Lemieux: Three Product Decisions Every Team Needs to Make | E1129 · 20VC with Harry Stebbings
- ▶ 0:00 Jean-Michel Lemieux Shopify will ship on quality.
- ▶ 3:31 Harry Stebbings And it led to like key, key leadership roles at Shopify, at Atlassian, which is obviously how you're so close to Harley and, um, Scott.
- ▶ 3:44 Harry Stebbings How did, if you were to one takeaway from each on how it impacted your mindset, Shopify and Atlassian, what would it be Jean-Michel? 6 times in the scene
- ▶ 7:32 Jean-Michel Lemieux And I think the, the, the non-overlapping I saw the most from, from the inside was, um, Shopify will ship on quality. 3 times in the scene
- ▶ 11:11 Jean-Michel Lemieux So I, you know, I did the shop fight lasting thing, hyperscale, and I've, I've done the one to N a lot, right?
- ▶ 15:40 Jean-Michel Lemieux And that's the exact same measure I had at Shopify, by the way.
- ▶ 16:58 Jean-Michel Lemieux Right, like there's, there's a thing there, like there's a way I should be working that's going to be better, that's going to bring something out of me, and what I realized a lot of, you know, and, and a lot of this came out of like some… 2 times in the scene
- ▶ 21:09 Jean-Michel Lemieux If you look at, I believe, I believe Toby at Shopify is implementing this exact same thing. 2 times in the scene
- ▶ 28:47 Jean-Michel Lemieux He's, I think he runs engineering at Shopify now. 2 times in the scene
- ▶ 36:25 Jean-Michel Lemieux What's your dream job at Atlassian, at Shopify?
- ▶ 59:09 Harry Stebbings You know, I think it's so, maybe you'll tell me I'm wrong, but I think it's so different, you know, moving from the, uh, you know, scale that you were at with Atlassian and Shopify to zero to one. 2 times in the scene
- ▶ 1:03:03 Jean-Michel Lemieux And I think that's something I learned from Shopify and Atlassian is it's hard.
- ▶ 1:04:16 Jean-Michel Lemieux And I don't think they, I think they see the outcome of companies like Atlassian and Shopify who've been doing it for 15 to 20 years and assume it just happens, but it's, it's daily, daily grind to get people to care 6 times in the scene
- ▶ 1:08:16 Jean-Michel Lemieux So that's actually like, okay, let's peek into Shopify's product strategy was exactly that, right?
Erik Allebest: Scaling to $100M Revenue, 150M Members and 700 People, All with No Vc Funding | E1113 · 20VC with Harry Stebbings
- ▶ 1:13:19 Harry Stebbings Speaking of like making it happen, I interviewed Harley, um, you know, the president of Shopify, and he said that when it came to marriage, the most important thing is actually not to provide a solution, and it's actually to make the…
Ed Sim & Jamin Ball: Did Figma Kill M&A Markets & 3 Requirements to IPO in 2024 | E1101 · 20VC with Harry Stebbings
- ▶ 1:00:36 Jamin Ball You had companies like Twilio and Mongo and Shopify, right?
Jason Lemkin: Predictions for 2024 - What Does a Trump Administration do for Startups? | E1099 · 20VC with Harry Stebbings
- ▶ 7:47 Harry Stebbings Maybe I look at mine and think I should have done, but fundamentally upside maximization is our game here, holding onto HubSpot, holding onto Shopify.
- ▶ 52:27 Jason Lemkin Shopify IPO did a seven hundred and fifty million dollar valuation.
- ▶ 54:29 Jason Lemkin Shopify up