Shopify, every mention
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every year anyone Ben Gilbert 39David Rosenthal 30Jason Calacanis 2Brad Gerstner 2Ben Thompson 2Peter Fenton 1Miles Grimshaw 1Katherine Boyle 1Daniel Ek 1
Verbatim, from the transcripts: the passages where Shopify comes up
Formula 1: Fast cars, celebrities, and B2B software (Audio) · Acquired
- ▶ 4:26:07 Ben Gilbert To Nathan Bechez, my good friend and longtime F-One fan, to our friends at Shopify, Toby Lutka and Mikhail Parakin, both total motorsports nuts, and, uh, Toby actually races in another racing series, so kind of fun to get his, uh, his…
10 Years of Acquired (with Michael Lewis) · Acquired
- ▶ 1:25:28 David Rosenthal We think we like having a couple public companies, JPMorgan, Shopify, ServiceNow.
- ▶ 2:18:54 Ben Gilbert Okay, listeners, now is a great time to thank one of our very favorite partners, Shopify.
- ▶ 2:19:00 Ben Gilbert And David, we recorded this episode with Michael the week after Thanksgiving, and while you and I were nice and festive and coming off of some relaxing time with family, the Shopify team had been cranking because Black Friday and Cyber…
- ▶ 2:19:23 David Rosenthal Shopify merchants did 14.6 billion dollars in sales over the weekend, which was up 27% from last year.
- ▶ 2:19:34 David Rosenthal Over 15,000 entrepreneurs made their first sales and eighty one million unique shoppers bought from Shopify merchants.
- ▶ 2:19:44 Ben Gilbert That four day sales volume number, that's almost twice as much as Shopify's entire annual volume.
- ▶ 2:19:51 Ben Gilbert When they went public in 2015, of course, as we chronicled on our acquired episode on Shopify back a few years ago.
- ▶ 2:19:59 David Rosenthal And part of that growth was that for the first time this year, a few merchants were able to sell on Black Friday directly inside ChatGPT, thanks to Shopify's partnership with OpenAI.
- ▶ 2:20:17 David Rosenthal And Shopify loaded actual checkout flows directly within their ChatGPT conversations.
- ▶ 2:20:23 Ben Gilbert Glossier, Away, Nike Strength, Majuri, Spanx, and Skims were all live on ChatGPT on Black Friday with Shopify.
- ▶ 2:20:33 David Rosenthal This is just one example of why Shopify is so awesome and one of our very favorite companies in the acquired universe.
- ▶ 2:20:39 David Rosenthal Shopify lets anyone sell in seconds online, in store, on mobile, on social, on marketplaces.
- ▶ 2:20:52 Ben Gilbert So whether you are just starting out or you're operating at global scale, Shopify helps you sell anywhere your customers are.
- ▶ 2:20:58 Ben Gilbert So get started at shopify.com slash acquired and just tell them that Ben and David sent you.
- ▶ 2:45:58 Ben Gilbert Shopify, the best way to sell, whether online, offline, AI, anywhere, whether you are a large enterprise or just a founder with a big idea.
Trader Joe’s: Hawaiian shirts and counter positioning (Audio) · Acquired
- ▶ 56:31 Ben Gilbert Yes, we want to thank one of our favorite companies, Shopify.
- ▶ 56:39 Ben Gilbert I want to take listeners on a tour of my house and point out some of the products that I own from businesses built on Shopify.
- ▶ 56:56 Ben Gilbert All from founders that built amazing businesses on Shopify.
- ▶ 57:11 Ben Gilbert Got some Rothy's and, of course, Warby Parker, all built on Shopify.
- ▶ 57:39 Ben Gilbert Another amazing founder story built on Shopify.
- ▶ 57:43 Ben Gilbert In my toddler's playroom, we've got Hot Wheels and Fisher Price because Mattel runs their online stores on Shopify.
- ▶ 57:51 David Rosenthal That might be my favorite big Shopify customer because I guess that means Barbie runs on Shopify, too, since it's part of Mattel, which means a huge part of my house with my four-year-old girl also runs on Shopify.
- ▶ 58:11 Ben Gilbert David, those books on the shelf behind you from Penguin Publishing, they sell through Shopify, the New York Times store, Shopify.
- ▶ 58:18 Ben Gilbert And get this, my old house had an air conditioner from Carrier, a 110 year old public company that also sells on Shopify.
- ▶ 58:30 David Rosenthal Sells on Shopify.
- ▶ 58:32 David Rosenthal It is breakout founders and the biggest enterprises that are powered by Shopify today.
- ▶ 58:37 Ben Gilbert And for these smaller niche brands, Shopify obviously is everywhere.
- ▶ 58:43 Ben Gilbert has become so trustworthy and so insanely easy to buy things you want, and for the bigger enterprise brands, it's proof that Shopify isn't just for startups.
- ▶ 58:51 Ben Gilbert They power some of the largest and most established retailers in the world.
- ▶ 58:55 David Rosenthal So if you run a business, whether you're just starting out or operating at global scale, Shopify is the platform built for you.
- ▶ 59:02 David Rosenthal Head to shopify.com slash acquired, that's S-H-O-P-I-F-Y dot com slash acquired, and just tell them that Ben and David sent you.
Google Part III: The AI Company. Google is amazingly well-positioned... will they win in AI? (Audio) · Acquired
- ▶ 5:43 Ben Gilbert We, uh, sat down with Toby Lutke, the founder and CEO of Shopify, about how AI has changed his life and where he thinks it will go from here, so search ACQ-II in any podcast player.
- ▶ 2:13:22 Ben Gilbert Now is a great time to thank one of our favorite companies, Shopify.
- ▶ 2:13:27 David Rosenthal And this is really fun because we have been friends and fans of Shopify for years.
- ▶ 2:13:32 David Rosenthal We just had Toby on ACQ two to talk about everything going on in AI and everything that has happened at Shopify in the six years now, since we covered the company on acquired.
- ▶ 2:13:43 Ben Gilbert Pretty insane transformation for them.
- ▶ 2:13:45 David Rosenthal Yeah, so back at their IPO, Shopify was the go-to platform for entrepreneurs and small businesses to get online.
- ▶ 2:13:53 David Rosenthal What's happened since is that is still true, and Shopify has also become the world's leading commerce platform for enterprises of any size, period.
- ▶ 2:14:03 Ben Gilbert Yeah, so what's so cool about the company is how they've managed to scale without losing their soul.
- ▶ 2:14:13 Ben Gilbert Mattel are doing billions of revenue on Shopify.
- ▶ 2:14:16 Ben Gilbert The company's mission is still the same as the day Toby founded it to create a world where more entrepreneurs exist.
- ▶ 2:14:23 David Rosenthal Ben, you gotta tell everyone your favorite enterprise brand that is on Shopify.
- ▶ 2:14:35 David Rosenthal Anyway, the reason enterprises are now also using Shopify is simple.
- ▶ 2:14:39 David Rosenthal Because businesses of all sizes just sell more with Shopify.
- ▶ 2:14:43 David Rosenthal They built this incredible ecosystem where you can sell everywhere.
- ▶ 2:14:47 David Rosenthal Obviously your own site, that's always been true, but now with Shopify you can easily sell on Instagram, YouTube, TikTok, Roblox, Roku, ChatGPT, Perplexity, anywhere.
- ▶ 2:15:11 Ben Gilbert Shopify is the ultimate example of not doing what doesn't make your beer taste better.
- ▶ 2:15:21 Ben Gilbert But that is what Toby and Shopify's entire purpose is.
- ▶ 2:15:24 Ben Gilbert So you should use them.
- ▶ 4:03:06 Ben Gilbert And Shopify, the best place to sell online, whether you're a large enterprise or just a founder with a big idea, shopify.com slash acquired.
- ▶ 4:05:46 Ben Gilbert After this episode, go check out ACQ-II with Toby Lutke, the founder and CEO of Shopify, and come talk about it with us in the Slack at acquired.fm.
Google Part I: Origins of Search. How the Best Business in Human History Happened (Audio) · Acquired
- ▶ 3:08:25 David Rosenthal It's, you know, Facebook, slash Meta, Alibaba, Shopify, Spotify.
Spotify CEO Daniel Ek · Acquired
Stratechery (with Ben Thompson) · Acquired
- ▶ 1:02:44 Ben Gilbert They integrate with the APIs of all the modern startup-grade platforms like Stripe and Brex, Gusto, Shopify, Square, etc.
- ▶ 1:35:18 Ben Thompson Number two, I would acquire Shopify and I would take the FTC and Justice Department to court when they sue to stop it.
- ▶ 1:37:05 Ben Thompson I would double down on what they are, and I would consolidate, not acquire Shopify, and spend three years fighting out in court, because I think the payoff would be worth it.
Enron · Acquired
- ▶ 2:53:17 Ben Gilbert They integrate with APIs, as you know, from modern tools like Stripe and Brex and Gusto and Shopify and Square.
Qualcomm · Acquired
- ▶ 2:06:14 David Rosenthal Pilot, they integrate with APIs of all modern startup-grade fintech platforms like Stripe, Brex, Gusto, Shopify, Square, etc.
Benchmark Part II: The Dinner · Acquired
- ▶ 10:54 Peter Fenton Um, Toby from Shopify, um, you know, Jeff Bezos has been, um, we travel to Jeff.
- ▶ 1:07:06 David Rosenthal Some fairly complex fintech stack from Stripe to Friends of the Show Modern Treasury, Gusto, Brex, Shopify, Square, etc.
- ▶ 1:42:15 Miles Grimshaw Amazon, Microsoft, Shopify, Adobe, Square, like they're all crossover.
ACQ Sessions: Jason Calacanis · Acquired
- ▶ 1:00:41 Jason Calacanis I had Toby from Shopify on today.
- ▶ 1:29:27 Jason Calacanis And I, I like Shopify as a pick.
Benchmark Part I · Acquired
- ▶ 1:36:42 David Rosenthal It runs on Gusto, Shopify, Square.
Amazon Web Services · Acquired
- ▶ 52:58 David Rosenthal Pilot integrates with Stripe, Brex, Gusto, Shopify, Square, you name it.
- ▶ 53:18 Ben Gilbert Whereas I think for a lot of people, if you say, oh, they have a Shopify integration.
- ▶ 53:22 Ben Gilbert But they're probably not a company full of engineers that is looking for the next Shopify to make sure that they integrate with at the deepest level.
Amazon.com · Acquired
- ▶ 1:45:18 Ben Gilbert Which I would not have guessed that happened until, like, Shopify, but apparently that happened in 1985, with some spending more than a million dollars each on eye-popping sites.
- ▶ 1:49:16 David Rosenthal They integrate with Stripe, Brex, Gusto, Shopify, Square, et cetera, everything.
- ▶ 2:40:42 Ben Gilbert Almost like being Shopify.
- ▶ 2:40:45 David Rosenthal This is like Shopify, not AWS.
Walmart · Acquired
- ▶ 1:38:48 David Rosenthal Stripe, Brex, Gusto, Shopify, Square.
The Playbook: Lessons from 200+ Company Stories · Acquired
- ▶ 49:38 David Rosenthal That's what Shopify is.
- ▶ 57:53 Ben Gilbert There's Amazon, and then there's, how many merchants are there on Shopify now?
- ▶ 57:57 Ben Gilbert We've got something like two million Shopify merchants and over thirty million Amazon sellers.
American Dynamism (with Katherine Boyle) · Acquired
- ▶ 1:05:49 Katherine Boyle And so whether you're talking about, like, as you said, Substack or Shopify, where people are building incredible businesses on the platform, or whether it's, hey, like, there's a lot of capital available, and now I'm a founder in Miami,…
Altimeter (with Brad Gerstner) · Acquired
- ▶ 23:30 Brad Gerstner It was called NLG, National Leisure Group, and basically what we were trying to build was the infrastructure, think Shopify in some ways, the infrastructure
- ▶ 24:33 Brad Gerstner So, Expedia launches, you know, a cruise or a vacation package booking engine, and the next day a lot of people are actually buying it, and we're kind of the Shopify, if you will, inside.