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Lütke: Shopify is building software to connect stores directly to AI platforms

Tobi Lütke · Tobi Lütke is still captivated by internet commerce, 20 years later · Oct 6, 2025 · at 36:20

Shopify CEO Tobi Lütke explains Shopify's infrastructure strategy for enabling AI-driven agentic commerce with Stripe co-founder John Collison.

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“What we want to do is make sure that like, Everyone's plugged into the various chat systems, and there's an MCP connected to every Shopify store, and you know, global catalog that's really nicely presented, so it's we're building software specifically for the open AIs and the clouds and the perplexities to make it really, really easy for these products to show up and reason about them, and so on, because we think it's really, really important that they can show up.”

quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →

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