Shopify

“Their CEO said it on, like, an earnings call. Fairly recently, that getting to a point where you say, like, we want to bring this in-house, like, sure, we could do that, definitely something that Shopify could do, but it would effectively require them to get a…”

“Shopify, rather than, like, building their own payments infrastructure from end to end, said, rather than building it ourselves, we'd rather go down the path of working with Stripe and building on top all of the technology that we have to offer.”

“There aren't great platforms right now that make it as easy as creating like a Shopify website for these creators to monetize their knowledge.”

“On the monetization side, because it's so early there you know, I think there's a lot of opportunities for companies to figure out how to exist in that space, and whether that, you know, there's a number of different ways, whether it's like analytics, you know…”

“Turns out both of these companies make almost 50% of their revenue through financial services.”

“Shopify has rolled something like this out that allows employees to determine, you know, how much cash versus equity they want. And there's some guard guardrails around it, but largely they have that, that ability.”

“Everyone knows that, like, Anthropic and OpenAI and all the other labs are buying RL environments of Amazon and of, like, Shopify and of Etsy and of all the different ways to shop on the internet. Of airline websites, right?”

“When I first joined Shopify in 2019, I think it was among the highest, most shorted stocks on Wall Street. Because people made a category mistake about Shopify.”

“I'd say the coolest one that I've seen is in the public markets that anyone can go read about is probably Shopify where they, you know, Toby's awesome. Like he's a CEO that's close. He's in a bunch of our groups and stuff. And he does a great job, and he, you …”