Shopify, every mention
54 scenes, the whole family · ← back to Shopify
tap a year for its mentions
every year anyone Chamath Palihapitiya 30Jason Calacanis 21Tobi Lütke 17David Friedberg 11David Sacks 5Keith Rabois 4Thomas Laffont 2Ryan Petersen 2Ryan Cohen 2Jeremy Allaire 1
Verbatim, from the transcripts: the passages where Shopify comes up
Can the AI Industry Regulate Itself? Stripe Wants PayPal, China Catches Up, NY Bans Datacenters
- ▶ 36:31 Chamath Palihapitiya Like, imagine if Shopify was like, to all their merchants, okay, you have two choices, the old way or the new way.
GameStop CEO Ryan Cohen’s $56B Plan to Take Over eBay
- ▶ 33:52 Ryan Cohen Shopify, social commerce, Amazon, eBay's been able to maintain a revenue base and, and, and generate earnings, but they haven't grown along with the rest of e-commerce. 2 times in the scene
Anthropic's Digital God, Pope vs AI, Job Loss Narrative Flips, Open Source Crackdown Coming?
- ▶ 1:24:10 Jason Calacanis No, the proof I gave was Amazon and Andy Jassy, Shopify, Toby Lucky.
The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026
- ▶ 30:21 Jeremy Allaire Every time someone adds it, you know, Stripe merchants, Shopify merchants can use it.
Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!
- ▶ 37:22 Brian Armstrong Like I actually, Toby on my board, he, he, he said, this is like, it's called, he's calling it reverse from Shopify.
How Chamath Optimized His Health
- ▶ 5:17 Chamath Palihapitiya Our first stop is at the Shopify headquarters for a fireside chat with my friend Farhan Thwar.
Winning the AI Race Part 1: Michael Kratsios, Kelly Loeffler, Shyam Sankar, Chris Power
- ▶ 1:23:35 Keith Rabois You have an app that's on par with a Shopify store or better.
Trump's First 100 Days, Tariffs Impact Trade, AI Agents, Amazon Backs Down
- ▶ 1:30:51 Ryan Petersen And you'd like to get to what we see today when we did our first machine learning based natural language classification of a product, you take a product URL listing page, a Shopify page or Amazon page and say, Hey, what pro what…
Remote Work Under Fire: All-In Podcast Unpacks Jamie Dimon’s Leaked Rant!
- ▶ 8:50 Jason Calacanis Hey, John, uh, Toby, I don't know if you know Toby from Shopify, but he did this like zero based budgeting kind of concept for meetings.
The Stablecoin Future, Milei's Memecoin, DOGE for the DoD, Grok 3, Why Stripe Stays Private
- ▶ 29:23 Jason Calacanis Hey, John, uh, Toby, I don't know if you know Toby from Shopify, but he did this like zero based budgeting kind of concept for meetings. 2 times in the scene
Trump's Cabinet, Google's Quantum Chip, Apple's Flop, TikTok, State of VC
- ▶ 1:12:58 Keith Rabois Have you heard of Shopify? 3 times in the scene
Ingo Uytdehaage, Adyen | All-In Summit 2024
- ▶ 23:17 Chamath Palihapitiya But I'm sure companies like yours, Stripe, Shopify.
Thomas Laffont | All-In Summit 2024
- ▶ 10:15 Thomas Laffont But let's look at these three, DoorDash, Block, and Shopify. 2 times in the scene
"Founder Mode," DOJ alleges Russian podcast op, Kamala flips proposals, Tech loses Section 230?
- ▶ 33:25 Jason Calacanis Their shop pay by Shopify.
E173: Google buying HubSpot? FTX depositors not made whole, AI job fears, Ukraine joining NATO
- ▶ 31:29 Jason Calacanis Which became Shopify in a way. 3 times in the scene
Jared Kushner: Israel-Hamas War, paths forward, macro picture, AI
- ▶ 1:32:56 Chamath Palihapitiya He had dinner last night with Farhan Thawar, who is the VP of engineering at Shopify. 2 times in the scene
E152: Real estate chaos, WeWork bankruptcy, Biden regulates AI, Ukraine's “Cronkite Moment” & more
- ▶ 20:38 Chamath Palihapitiya So for example, Shopify, their read through on GDP was actually pretty healthy.
E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more
- ▶ 58:24 Chamath Palihapitiya The best thing that I saw about that was that Shopify actually owns like, 11% of this company, which I think, like, if you look at the corporations, again, just doing an incredible job of building an ecosystem, not only does Toby support… 6 times in the scene
All-In Summit: In conversation with Gwyneth Paltrow
- ▶ 8:06 Chamath Palihapitiya You probably heard us mention Toby Lutke, the CEO of Shopify, his memo.
All-In Summit: Tobi Lutke on consumer spending, teams, Amazon, AI, and more
- ▶ 0:00 David Friedberg Gonna join us from Shopify.
- ▶ 0:44 Chamath Palihapitiya His, the origin story of Shopify is pretty legendary, which is that 3 times in the scene
- ▶ 2:25 Tobi Lütke It's, um, about half a trillion dollar has been transacted through Shopify in its lifetime, and, um, it is really, really fun to do the analysis on, on it, but 5 times in the scene
- ▶ 4:25 Tobi Lütke I think, um, uh, second order, yes, but like, um, honestly, Shopify prays at the altar of entrepreneurship, uh, of, of people reaching for independence, and, um, it's, it's really, like, causing entrepreneurship to be a more casual, uh,…
- ▶ 7:58 Tobi Lütke Uh, Shopify has always seen itself as a, um, it's, it's not, that's also a cancelled term, common carrier, right, like, you had, like, uh, Elizabeth Warren selling, uh, Marx selling, saying billionaires tears on them, and Trump on the…
- ▶ 10:26 Tobi Lütke Um, so, so, um, yeah, so, now, I mean, I, I don't wanna do, uh, Shopify Basics or something like this.
- ▶ 11:36 Tobi Lütke Again, it, here's what my friends who build a lot of companies on Shopify say, they say it's like most fun, like, they, they treat it as a video game. 3 times in the scene
- ▶ 12:45 Tobi Lütke Um, well, look, so, so this is, you know, a lot was made out of the Shopify challenging Amazon, um, story, and, you know, like, it's a good story, but, like, 3 times in the scene
- ▶ 22:10 Tobi Lütke Every time, this is my favorite thing about Shopify, other than the fact that we're sort of, we as a business sit on the same side of the table as, like, 3 times in the scene
- ▶ 27:41 Jason Calacanis You know, meeting if it's really essential culture, but what are the other two or three things that now when you look forward running this company and getting it to the next level, which is gonna be harder and harder, this is how we… 2 times in the scene
E137: Inflation cools, market rips, Ripple/MSFT beat regulators, NATO summit, cocktails of youth
- ▶ 1:02:22 David Friedberg So we have Toby from Shopify, Stephen Wolfram,
- ▶ 1:03:00 Chamath Palihapitiya He launched, he launched this AI thing called the sidekick. 4 times in the scene
E122: Is AI the next great computing platform? ChatGPT vs. Google, containing AGI & RESTRICT Act
- ▶ 13:25 Jason Calacanis And a bunch of folks who had, you know, started verticalized, chat GPT based projects, MVPs were like, oh, maybe my project MVP is now dead, because Instacart, OpenTable, Shopify, Slack, Zapier, and Zapier, obviously, like, if then this,…
- ▶ 14:08 Jason Calacanis Maybe Shopify, find me, uh, things to buy in this category, et cetera.
E103: Tech layoffs surge, big tech freezes hiring, optimizing for profits, election preview & more
- ▶ 39:37 David Friedberg Shopify stores have tripled since COVID.
E89: GDP growth negative in Q2, $SHOP layoffs, Alzheimer's fraud, Ginkgo acquires Zymergen & more
- ▶ 19:17 Jason Calacanis Shopify just laid off 10% of its workforce, about a thousand people on Tuesday. 2 times in the scene
- ▶ 19:54 Chamath Palihapitiya If you look at Shopify stock, if you look at Peloton stock, if you look at Affirm stock, if you look at ARK, you know, a lot of these things were trending in a great direction.
E86: Macro outlook: jobs, housing, inflation + Dutch farmers protests & EU climate missteps
- ▶ 30:13 Chamath Palihapitiya That's why Shopify, you know, did so well on behalf of the merchants that they served.
E82: All-In Summit: Claire Cormier Thielke on China + Q&A with Flexport's Ryan Petersen
- ▶ 58:27 Ryan Petersen Oh, by the way, speaking to China, my favorite answer is someone at, um, I think it was Zuck, although Toby from Shopify told me he's lifted this line, his employees were asking him about the four-day work week,
E80: Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more
- ▶ 4:43 Jason Calacanis Tiger, Coinbase, Shopify, employee RSUs, meme stocks.
- ▶ 43:37 Chamath Palihapitiya I did this thing called capital as a service where you would send us, you would send us, but, uh, you would send us your data or we would plug in to whatever you use, say it was Stripe or Shopify.
E77: Tech work culture, crypto regulation, stablecoins, $NFLX & more w/ Coinbase CEO Brian Armstrong
- ▶ 4:47 Jason Calacanis You took a very bold step, uh, which Toby at Shopify, I think, followed.
E75: Fast shuts down, board culpability, Elon buys 9% of Twitter, deplatforming's evolution & more
- ▶ 49:50 Jason Calacanis And Toby from Shopify did it.
E62: Elizabeth Holmes verdict, fraud origins & takeaways, navigating "The Great Markdown" & more
- ▶ 27:36 Jason Calacanis This includes people like Adobe, Datadog, Shopify, Twilio, Workday.
E61: 2022 Predictions! Business, politics, science, tech, crypto, & more
- ▶ 19:53 Chamath Palihapitiya And the middle companies, so the folks that are neither huge nor are small, let's take a, you know, an example, like a Shopify, a hundred billion dollar market cap, but by no means is it a trillion dollar market cap. 2 times in the scene
E43: Innovative venture strategies, Zymergen's implosion, Square acquires Afterpay & more
- ▶ 1:15:52 Chamath Palihapitiya So if you look at any company like this Square, I think Stripe is another part of me, Shopify is another great example where you can see the path to growth.
- ▶ 1:18:57 Chamath Palihapitiya The, the, the, the comment on this, by the way, the most obvious one here, which I think is interesting is the Shopify stripe debate. 2 times in the scene
E37: NYC rejects far-left candidates, new developments in lab leak theory, App Store breakup & more
- ▶ 1:06:32 David Friedberg So Shopify and Shopify is crushing it. 4 times in the scene
- ▶ 1:12:39 David Friedberg Lose to the likes of Shopify and Square and Stripe. 3 times in the scene
E35: Biogen's controversial Alzheimer's drug approval, the billionaire space race, Bitcoin & more
- ▶ 1:23:00 Jason Calacanis And so now the grand debate that has started is and I think it's related to what happened at Coinbase and Shopify with, you know, no more political speech at work is meritocracy and can meritocracy live alongside
E33: Apple’s hypocrisy, America fails math, crypto’s regulatory correction, Clubhouse, UFOs & more
- ▶ 13:21 Jason Calacanis And there is a trade of services here vis a vis what Toby had to say at Shopify, which is this is not a family. 2 times in the scene
- ▶ 17:07 David Sacks I think companies in startups are increasingly have to choose whether they want to be Apple or whether they want to be, um, Coinbase or Shopify for that matter. 5 times in the scene
E28: Current state of public & private markets, Archegos debacle, US debt issues, wealth tax & more
- ▶ 1:01:59 Chamath Palihapitiya So for example, like if you were, um, a fashion designer creating clothes on Shopify or Fashion Nova, you're allowed to compete and win.
E26: State of Venture Capital, plus fan questions on longevity, decentralization & quantum computing
- ▶ 1:02:40 Chamath Palihapitiya So what you do is you stitch in your connections to Shopify and Stripe, etc.
E6: Big Tech antitrust aftermath, potential effects of an M&A clampdown on Silicon Valley & more
- ▶ 1:07:56 David Friedberg Um, it is a, it is a grind, um, and it is cheaper for us to sell directly through Shopify.