Shopify
includes Shopify Logistics
6 statements across 5 episodes · 3 bullish · 0 bearish · 4 people on the record · first statement Mar 6, 2024 by Ryan Petersen · said 56 times in 14 episodes since 2024 · across every show →
Mentions by year, the whole family
brought up most by Alex Kantrowitz (45), Ryan Petersen (2), Matthew Prince (2), Bret Taylor (2), Rick Heitzman (1), Ranjan Roy (1), Olivia Moore (1), Jim Cramer (1)
tap a year for its mentions
2026 6 mentions in 4 episodes 2 per episode
- Cloudflare CEO: We're Ready To Block Millions of Websites From AI — With Matthew Prince
- Is AI Killing Software? — With Bret Taylor, OpenAI's board chair and CEO of Sierra
- How China Caught U.S. AI — With Grace Shao
- AI’s Unpopularity + Competing With ChatGPT — With Olivia Moore
- every mention in 2026, scene by scene →
2025 30 mentions in 9 episodes 3 per episode
- The ‘AI-First Company,’ Big Tech Mega Earnings, NVIDIA vs. Anthropic
- Is Anthropic’s Claude AI Conscious, Shopping in ChatGPT, Systrom vs. Zuck
- Where Are The AI Startups? — With Rick Heitzmann
- CNBC's Jim Cramer: Big Tech Hot Takes, NVIDIA $10 Trillion?, Building Wealth In Any Market
- OpenAI Bailout?, Elon’s $1 Trillion Pay Deal, Amazon Sues Perplexity
- Is The U.S. Losing Trump's Trade War? — Flexport CEO Ryan Petersen
- Mass AI-Driven Unemployment, NVIDIA Surges, CEOs' AI Avatars Unleashed
- Amazon Head Of Prime on Tariffs, Alexa Plus Rollout, and AI Differentiation — With Jamil Ghani
- 1 more episode that year, every mention in 2025 →
2024 20 mentions in 1 episode
Everything said about Shopify, oldest first
Mar 6, 2024 neutral
Mar 6, 2024
Apr 28, 2025 positive
Kantrowitz: ChatGPT web code reveals hidden Shopify checkout and native shopping
“There are new code strings in ChatGPT's public web bundle, including buy now, price, and shipping fields, Product offer ratings, and a Shopify checkout URL, which indicate that OpenAI is wiring a native purchase flow within the Assistant.”
Nov 10, 2025 neutral
Kantrowitz: OpenAI partners with Walmart, Etsy, and Shopify for commerce revenue share
“They want to take a cut of both the discovery and the transaction when someone searches
For a product using ChatGPT.
This is already happening with Walmart, Etsy, Shopify, all announced on dev, on their dev day.”
Mar 12, 2026 bullish
Sep 2, 2026 positive
Prince: Cloudflare is collaborating with Shopify and payment giants on AI commerce
“I'm spending a lot of time with, you know, Shopify you know, PayPal, Visa, MasterCard, American Express you know, Intuit, the companies that actually deal with these small businesses and saying, how can we bring together the tools in order to make sure that th…”