Shopify

includes Shopify Sidekick, Shopify Magic, Shopify Editions, Shopify App Store, Shopify Search

10 statements across 2 episodes · 6 bullish · 1 bearish · 2 people on the record · first statement Jan 31, 2024 by Glen Coates · said 65 times in 10 episodes since 2023 · across every show →

Mentions by year, the whole family

brought up most by Glen Coates (29), Elad Gil (19), Sarah Guo (13), Zach Lloyd (1), Jeremy Allaire (1), Eric Glyman (1), Bret Taylor (1)

tap a year for its mentions
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0352023202420252026episodes it came up in
007.52.51552023202420252026episodesmentions per episode
2026 1 mention in 1 episode
2025 1 mention in 1 episode
2024 59 mentions in 5 episodes 12 per episode
2023 4 mentions in 3 episodes 1 per episode

every mention, scene by scene, with the transcript →

Everything said about Shopify, oldest first

Jan 31, 2024 bullish
Insight
Coates: AI copilots remove UI complexity barriers for entrepreneurs
“AI brings us into the world of like, okay, well, what if we can give you the driver in the car who knows how all these switches work and can help you along without having to learn all the switches? It's probably one of the most powerful opportunities for more …”
Glen Coates Jan 31, 2024 ▶ 14:33 No Priors Ep. 49 | With Shopify VP of Core Product Glen Coates
Jan 31, 2024
Assertion Not checkable as stated
Coates: Shopify's 2020 checkout 'code red' took 200-300 people for a year
“At least in my case, checkout code red in 2020 was, hey, the checkout is failing in, I don't know, three, four, five different ways. And the checkout is a pretty important part of Shopify, obviously. So let's go fix that. So we, me and, you know, somewhere bet…”
Glen Coates Jan 31, 2024 ▶ 2:55 No Priors Ep. 49 | With Shopify VP of Core Product Glen Coates
Jan 31, 2024 bullish
Disclosure
Coates: Shopify storefronts will soon feature semantic search capabilities
“Very soon Shopify stores will actually understand the meanings of things as you, so today Shopify search is very, very literal keyword searchy.”
Glen Coates Jan 31, 2024 ▶ 22:41 No Priors Ep. 49 | With Shopify VP of Core Product Glen Coates
Jan 31, 2024 positive
Assertion Not checkable as stated
Coates: Shopify consolidated from 12-15 business units down to 3-4
“There used to be 12 to 15 of these kind of fairly small fractured business units, and now there is actually only like three or four, which is actually truer to what the product is, but of course, each of those units is bigger than the ones that were before, so…”
Glen Coates Jan 31, 2024 ▶ 3:34 No Priors Ep. 49 | With Shopify VP of Core Product Glen Coates
Jan 31, 2024
Insight
Coates: Redundant systems at the same stack layer cause compounding upstream delays
“The real answer to how do you solve this problem is one is developing extremely good intuitions for when you are accidentally creating duplicates at the same layer of the stack. So you just never get into the problem in the first place. And then the second par…”
Glen Coates Jan 31, 2024 ▶ 10:56 No Priors Ep. 49 | With Shopify VP of Core Product Glen Coates
Jan 31, 2024 positive
Disclosure
Coates: High percentage of Shopify R&D leaders are former founders
“When I look at like my management team, the people who report to me, who each of these sort of nine or 10 people run R and D orgs that are like a couple hundred people each and almost like a very high percentage of those people are also founders, right?”
Glen Coates Jan 31, 2024 ▶ 4:59 No Priors Ep. 49 | With Shopify VP of Core Product Glen Coates
Jan 31, 2024 negative
Insight
Coates: Companies trying to serve both SMB and enterprise usually fail
“The world is littered with the corpses of, you know, the companies that tried to serve SMB and enterprise at the same time.”
Glen Coates Jan 31, 2024 ▶ 13:56 No Priors Ep. 49 | With Shopify VP of Core Product Glen Coates
Jan 31, 2024 positive
Assertion Supported
Coates: Shopify accounts for roughly 10% of all US e-commerce
“The fact that you can get to like 10% of all us e-commerce on like a fairly simplistic data model is actually kind of amazing.”
Glen Coates Jan 31, 2024 ▶ 19:27 No Priors Ep. 49 | With Shopify VP of Core Product Glen Coates
Jan 31, 2024
Disclosure
Coates: Shopify's AI rule is models can propose but never commit
“One of the principles that we have for all of the Shopify magic features today is that they're allowed to propose changes, but not commit changes, right? So they can like generate text, but they're not going to save it without you actually reading it and savin…”
Glen Coates Jan 31, 2024 ▶ 16:23 No Priors Ep. 49 | With Shopify VP of Core Product Glen Coates
Aug 15, 2024 positive
Assertion Not checkable as stated
Glyman: Ramp has 25,000 business customers, including Shopify
“Today 25,000 businesses use it from small startups, to Shopify, to Boys and Girls Club of America, to farms, to anything in between.”
Eric Glyman Aug 15, 2024 ▶ 2:50 No Priors Ep. 76 | With Ramp Co-Founders Eric Glyman and Karim Atiyeh
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