Shopify, every mention

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every year anyone Tobi Lütke 34John Collison 31

Verbatim, from the transcripts: the passages where Shopify comes up

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Stripe’s 2025 annual letter Feb 24, 2026 · 1 mention

  • ▶ 11:41 John Collison Companies like Visa, Nubank, and Shopify are already testing Tempo for a number of use cases, including global payouts, embedded finance, and remittances.

Ben Thompson from Stratechery on AI ads, the end of SaaS, and the future of media Feb 12, 2026 · 2 mentions

  • ▶ 1:01:14 John Collison Shopify started as a solution just for merchants, and then they added the ShopPay kind of network effect layer for consumers on top of it. 2 times in the scene

Tobi Lütke is still captivated by internet commerce, 20 years later Oct 6, 2025 · 59 mentions

  • ▶ 1:00 John Collison Toby Luca launched Shopify in 2006. 2 times in the scene
  • ▶ 1:17 Tobi Lütke I think the sort of core part of Shopify, um, with all the, uh, like, like, minor stuff like the identity system and all these kind of things is like, 20 million lines of code, and then the, uh, TypeScript written admin interface is like… 2 times in the scene
  • ▶ 4:32 John Collison Isn't one of the conundrums for you, as someone who thinks about companies and organizations a lot, the lack of measurability of R&D, which is probably, you know, half of what Shopify, you know, spends its money on is R&D. 2 times in the scene
  • ▶ 10:11 Tobi Lütke Shopify has a culture of building internal software. 7 times in the scene
  • ▶ 15:01 Tobi Lütke I want, I want the people who have a utilitarian problem of, hey, I need an online store to accidentally catch Shopify because it's the go-to software, but then Shopify to inspire them to build much bigger and better companies than they… 3 times in the scene
  • ▶ 17:10 Tobi Lütke And the question is, like, hey, um, you've done an online store, you've done an e-commerce business here, um, you've done a retail business with Shopify, would you do this again? 5 times in the scene
  • ▶ 22:56 Tobi Lütke Um, and, um, so, so there's some, some of our customers have, like in the top 10 of largest customers, many of them have started on Shopify. 3 times in the scene
  • ▶ 27:55 John Collison Software quality side that both Shopify and, uh, Stripe sell on, that's just a funny domain to pursue, is peak load, where, uh, Stripe sells on just, you can put a lot of transactions through the system at once, and obviously Shopify,… 5 times in the scene
  • ▶ 36:07 Tobi Lütke Like I, I, um, uh, this is the, our job is to keep our, like all the minutes of business of Shopify extremely current. 3 times in the scene
  • ▶ 41:47 John Collison Tell me the secret Shopify roadmap. 6 times in the scene
  • ▶ 49:53 Tobi Lütke And so, so, um, yeah, so, yeah, Shop started, like, Shop then, I mean, Shop is Shopify's, um, 5 times in the scene
  • ▶ 55:32 John Collison How is the stablecoin rollout going on Shopify? 2 times in the scene
  • ▶ 59:24 John Collison You've referenced a few times the, um, kind of the stuff Stripe and Shopify are doing together, and, you know, we've caught up at various points on, and you even talked at the meta level about the Stripe-Shopify relationship where there's… 5 times in the scene
  • ▶ 1:12:09 John Collison We had Mackenzie from, uh, Ambrook, uh, on here, which is, um, SaaS for, um, financial infrastructure for farms, but she was saying one of the big trends in agriculture right now is direct-to-consumer stuff, where, you know, you're…
  • ▶ 1:12:31 Tobi Lütke I never had another job, really, in my apprenticeship, and, um, um, mostly learned what not to do, uh, as a company, and then, um, sort of had the opportunity to start Shopify, just trying literally the opposite, and that's basically the… 3 times in the scene
  • ▶ 1:18:30 Tobi Lütke But, like, you make vastly better products in, um, uh, um, functional organizations, at least for Shopify. 2 times in the scene
  • ▶ 1:25:49 John Collison But you maybe have a window into this with Shopify or something. 2 times in the scene
  • ▶ 1:32:47 Tobi Lütke And so it's just like, and it doesn't need it because it's such an incredibly, like, I, I mean, I, I built Canada's largest company now at this point from by market cap.

Marc Andreessen and Charlie Songhurst on the past, present, and future of Silicon Valley Oct 1, 2025 · 3 mentions

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