Shopify, every mention
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every year anyone Jason Lemkin 187Romain Lapeyre 12Farhan Thawar 11Byron Deeter 10Christina Shen 8Mike Tamir 6Loren Padelford 6Kyle Norton 6Mary D'Onofrio 4Elliott Robinson 4
Verbatim, from the transcripts: the passages where Shopify comes up
Agents Are Your New Power Users: How Klaviyo CEO Andrew Bialecki Is Remaking a $1.4B Business
- ▶ 1:02 Jason Lemkin Um, number one in the Shopify ecosystem IPO. 2 times in the scene
Agents Didn't Kill Sales. They Just Exposed It with SaaStrAI CEO and Founder Jason Lemkin
- ▶ 30:39 Jason Lemkin If you go back and look, for example, at Shopify data and Shopify was very public. 6 times in the scene
The Enterprise AI Reality Check: From Dashboard Graveyards to 30-Day Migrations with Databricks
- ▶ 21:40 Jason Lemkin If you can pull in Salesforce or Shopify or Databricks data on top of your low end app,
$4 Trillion in IPOs, $100B in M&A, and Why B2B Spend is Booming
- ▶ 29:18 Jason Lemkin So just like if you look at, if you look at companies like why did Shopify and Toast succeed pre-AI, their SaaS businesses actually aren't that big. 3 times in the scene
- ▶ 35:29 Jason Lemkin So I picked Datadog, Cloudflare, and Shopify.
Feature Differentiation Is Dead. Here's What Actually Wins Now with Lovable's Elena Verna
- ▶ 13:58 Elena Verna With Shopify to help you create a really amazing e-commerce experiences.
The 90/10 Rule for AI Agents: What to Vibe Code, and What To Just Buy
- ▶ 47:40 Jason Lemkin I mean, Shopify had an incredible quarter. 2 times in the scene
Going From Blobs to Billions. Clay's Co-Founder Breaks Down Inbound, Outbound, and AI-Powered Sales.
- ▶ 28:13 Varun Anand And like, you see the new, like, Opendoor CEO, and they send the memo, or the new Shopify CEO, they send these memos, they're like, use AI, or you're not gonna be here at all, you know.
The Present and Future of AI in Sales and GTM with SaaStr's CEO and Owner's CRO
- ▶ 41:44 Kyle Parrish Like when I was at Shopify, they were trying to like sell us a bunch of Einstein stuff 2 times in the scene
AI + B2B in 2026: Find the Tailwinds or Get Left Behind | Jason Lemkin
- ▶ 18:35 Jason Lemkin It's the HubSpot for the Shopify ecosystem, HubSpot for e-commerce.
- ▶ 27:05 Jason Lemkin Klaviyo is tying to the great growth of e-commerce as a Shopify.
The State of AI + Software: Where It’s Going - Fast
- ▶ 17:25 Jason Lemkin And maybe even I'll have an agency at HubSpot or Shopify or Salesforce.
The Complete Guide to Vibe Coding without a Developer with SaaStr CEO and Founder Jason Lemkin
- ▶ 14:41 Jason Lemkin And when you use something like Shopify or Squarespace or Wix, you can say, Hey, this is so locked down. 3 times in the scene
- ▶ 33:09 Jason Lemkin And after I'd been through this, I can't give more kudos to Shopify and Squarespace and all of these folks because they allow millions of SMBs 3 times in the scene
What Happens When AI Kills Your SaaS Growth? Live Q&A with SaaStr CEO and Founder Jason Lemkin
- ▶ 7:07 Jason Lemkin Shopify. 2 times in the scene
Why Enterprise AI Adoption Is Moving 5-10X Faster Than Cloud with Box 's Aaron Levie and IBM's VP AI
- ▶ 14:12 Jason Lemkin Shopify is Klaviyo, which is a billion, right? 3 times in the scene
AI and The Future of Sales, Marketing & CS with HubSpot CEO Yamini Rangan
- ▶ 28:12 Jason Lemkin All these folks in the Shopify ecosystem, they're already merging into one AI, and it's almost, it's incredible the pace that is happening.
AI, Sales + GTM in 2026: This Changes Everything with Jason Lemkin and Owner CRO Kyle Norton
- ▶ 6:55 Kyle Norton Toby from Shopify, who wrote a letter to all of Shopify about how everybody needs to be AI native. 2 times in the scene
- ▶ 12:51 Jason Lemkin I'll put it on iTunes and Shopify and YouTube for you.
- ▶ 31:08 Jason Lemkin And this is them and their competitors.
- ▶ 54:29 Jason Lemkin In some ways that happened because marketing does much more and more of, if in the B to C side, if marketing can just run the campaign and close the deal, there's no salesperson involved, right?
SaaS + AI: It’s Time to Move Much Faster with SaaStr CEO and Founder Jason Lemkin
- ▶ 25:18 Jason Lemkin They're like a Zendesk for Shopify, for e-commerce, really big in that ecosystem in the Shopify. 2 times in the scene
AI, M&A, and the Future of SaaS: Lessons from Marc Benioff, Salesforce CEO, Co-Founder and Chair
- ▶ 13:40 Jason Lemkin There was, it just went out that Toby leaked as some Shopify published his memo telling everyone to use AI immediately. 2 times in the scene
- ▶ 31:19 Marc Benioff And actually they're very near the Shopify guys.
- ▶ 36:17 Marc Benioff So whether it's Databricks or Snowflake, whether it's Shopify, whether it's BigQuery, whether it's
The AI Impact on Banking and Finance with CEO and Co-founder at Treasury Prime, Chris Dean
- ▶ 19:29 Jason Lemkin Shopify, Toast, Procore all crushing it. 6 times in the scene
- ▶ 27:12 Chris Dean And that's, that's Shopify.
The 10-Point Checklist For When You Sell Your Company With Founder Collective's Dave Frankel
- ▶ 33:21 Jason Lemkin I picked to Shopify and HubSpot both IPO to just under a billion dollars, right? 3 times in the scene
The 2025 SaaS Vibe Check: What Founders Need to Know Right Now with SaaStr Founder Jason Lemkin
- ▶ 7:15 Jason Lemkin Shopify yesterday announced they crossed eleven billion dollar run rate, eleven billion dollars from Shopify. 6 times in the scene
- ▶ 13:22 Jason Lemkin Shopify. 4 times in the scene
- ▶ 27:57 Jason Lemkin And if you interview 30 or 40, you will use almost always find one often from a unique background because like you're not as well known as toast or owner or Shopify.
Going Long: How Procore’s Founder Tooey Courtemanche Built a Billon-Dollar SaaS Empire Over 23 Years
- ▶ 26:51 Jason Lemkin I asked Andrew Bilecki of Klaviyo of this, I don't know if Klaviyo, he's one of the best, and they're at a billion growing, 30 or 40%, but they have 80% market share on the Shopify ecosystem, and that's big, but you got a Shopify… 2 times in the scene
The Playbook for Going Upmarket with Stripe's CBO and Checkr's COO
- ▶ 4:59 Jeanne DeWitt Grosser So for Stripe in that first camp, this was back in 2017 that we started our foray into enterprise, and it was the Shopify's, the Lyft's, Squarespace's were all growing up, bringing in adult CFO's, contemplating IPOs, and so they had a…
The RevOps Playbook: Owner.com CRO’s Secrets to Scaling
- ▶ 1:25 Kyle Norton We, you can think of us like HubSpot plus Shopify for mom and pop restaurants. 2 times in the scene
9 Things You Can Do to Grow Faster This Year with SaaStr CEO and Founder Jason Lemkin
- ▶ 20:05 Jason Lemkin They get to know, they get on the Shopify platform, they get on HubSpot, they get on Salesforce, they get something going with Stripe or OpenAI, whoever it is.
10 Ways Sales is Different in Vertical SaaS with Mangomint's VP of Sales
- ▶ 7:04 Jason Lemkin He was the first head of enterprise at Shopify before that.
From Outbound to Channel Partnerships: Your Burning Sales Questions Answered by Jason Lemkin
- ▶ 26:08 Jason Lemkin Shopify, I don't know what it is. 10 times in the scene
What Really Matters in SaaS in 2025 with Jason Lemkin and Dave Kellogg
- ▶ 3:51 Jason Lemkin Box and HubSpot IPO did a hundred million box at a hundred million, although they'd Shopify IPO at a hundred million, I think, but they all would IPO at an eight hundred million dollar valuation.
Approaching Half a Million Customers: How to Win in SMB | BILL CEO and Founder René Lacerte
- ▶ 29:14 Jason Lemkin Shopify is like 50, toast is 30.
- ▶ 46:39 Jason Lemkin And I'm like, but he's like, why can't, and they have probably 60% market share in the Shopify ecosystem.
The Era of HyperFunctional SaaS is Here l SaaStr CEO and Founder Jason Lemkin
- ▶ 1:57 Jason Lemkin The three IPOs have been Klaviyo, which is marketing and more for e-commerce for Shopify. 5 times in the scene
- ▶ 29:18 Jason Lemkin Isla is automation on steroids, and I grabbed an example here from Gorgias, which has about almost 20,000 Shopify customers for support just because I'm on the board, but Intercom, Zendesk, Salesforce, they're all the same.
The Secrets to Selling and Scaling in Vertical SaaS with Slice's CRO
- ▶ 1:11 Jason Lemkin He had multiple roles at Shopify in the startup to scale up days, including owning Shopify Plus and the whole group that took them more enterprise. 6 times in the scene
- ▶ 1:11 Jason Lemkin He had multiple roles at Shopify in the startup to scale up days, including owning Shopify Plus and the whole group that took them more enterprise.
- ▶ 12:44 Loren Padelford It was like no single one of those threads could have built Shopify.
- ▶ 18:53 Loren Padelford It's a little bit harder, but even then, one of the things we used to say inside at Shopify was I don't want 10% of the enterprise e-com market. 3 times in the scene
- ▶ 20:35 Jason Lemkin Shopify's, 50% gross margins, right?
- ▶ 25:03 Jason Lemkin But if you look at folks tied to the real world, Toast, Klaviyo, Shopify, the others, uh, serve it.
- ▶ 36:51 Loren Padelford I learned this at Shopify, which was create more value than you take. 2 times in the scene
Deep Dive: AI-Powered Marketing to Get More Leads and Customers with HyperGrowth Partners
- ▶ 12:05 Guillaume Cabane So because we have some of the best people at Hypergrowth, I've pulled, actually, uh, advice from Kevin Indig, who was the, uh, worldwide head of SEO at Shopify, uh, and Atlassian, and Marcel, who was the CMO at Deepgram.
Fundraising from VCs and Hiring VPs in 2025: AMA with Jason Lemkin SaaStr CEO
- ▶ 7:28 Jason Lemkin Shopify stayed there for a long time, even though they're all about enterprise today, but they stayed at the bottom of the market past IPO HubSpot stayed there, um, intentionally.
- ▶ 11:56 Jason Lemkin And Shopify got too big of a boost from its blended model, right? 3 times in the scene
Forget the SaaS Gloom and Doom. Just Build. with SaaStr CEO and Founder, Jason Lemkin
- ▶ 7:50 Jason Lemkin The number one app in the Shopify ecosystem.
- ▶ 29:16 Jason Lemkin And they've got about 16,000 Shopify customers coming up on a hundred million in revenue.
Ben Chestnut: The Top 10 Learnings Scaling Mailchimp to $1B ARR
- ▶ 35:38 Jason Lemkin They didn't get a big boost, like, like a Shopify or a zoom.
René Lacerte, CEO Bill + Jason Lemkin: "It's Just Getting Good for SMB SaaS"
- ▶ 10:02 Jason Lemkin If I call it the FinTech side of Bill, it's got this almost amazing Shopify 2 times in the scene
- ▶ 20:29 Jason Lemkin Take a HubSpot or a Shopify implementation.
Klaviyo's CEO Founder on the Journey to an $800,000,000 ARR Leader in Marketing
- ▶ 1:02 Jason Lemkin And I was the first real investor in a company called Gorgias, also on Shopify that Andrew knows. 2 times in the scene
- ▶ 5:51 Andrew Bialecki I just got lucky that a buddy of mine had a Shopify store actually. 2 times in the scene
- ▶ 12:13 Jason Lemkin If you want, you fit, you, you, you, you, you lean into Shopify when you have a buddy that exposes you to the system. 8 times in the scene
- ▶ 15:45 Jason Lemkin And then I don't, back when that happened, what was the Shopify ecosystem like? 9 times in the scene
- ▶ 32:17 Jason Lemkin The first one you talked about how you exploded with Shopify, right? 6 times in the scene
- ▶ 37:28 Jason Lemkin Shopify adds some low end functionality right around email marketing for sure.
The 3 SaaS Metrics That Matter in 2024 with SaaStr CEO and Founder Jason Lemkin
- ▶ 13:39 Jason Lemkin About almost 70% of everyone on Shopify uses Klaviyo. 2 times in the scene
How to Build Go-to-Market Efficiency in SMB Sales with Owner.com CRO Kyle Norton
- ▶ 1:06 Kyle Norton Uh, and previous to this, I ran a quarter billion dollar go to market unit at Shopify.
- ▶ 13:17 Kyle Norton I did the same analysis to Shopify less cause it was more inbound, but still lots of inefficiency.
- ▶ 37:19 Jason Lemkin Did you do this type of outbound at Shopify?
How Shopify Implements AI Across Sales and Product with the Head of AI at Shopify
- ▶ 0:04 unnamed speaker She is a managing partner at Glassman Ventures and Mike Tamir, head of AI at Shopify. 4 times in the scene
- ▶ 3:10 Rudina Seseri And again, Mike will talk to what Shopify is doing as another leader in that category that have brought AI to the core business.
- ▶ 20:20 Mike Tamir Yeah, Shopify is one of, one of the largest e-commerce platforms in North America. 3 times in the scene
- ▶ 30:09 Mike Tamir That's certainly something that, that Shopify is interested in providing for merchants as, as the first party customers of Shopify, we want to give them the tools so they can be effective entrepreneurs. 3 times in the scene
6 Questions Founders Should Ask Themselves to Drive Value from Generative AI with Base10 Partners
- ▶ 24:45 TJ Nahigian For those of you unfamiliar with Gorgias, it is a ticketing platform for customer support, focused just on e-commerce, and really started primarily with Shopify. 2 times in the scene
2025 State of SaaS: Trends and Predictions with SaaStr CEO and Founder, Jason Lemkin
- ▶ 17:29 Jason Lemkin Including HubSpot, which is in sales and marketing, but then interesting, look at the right is Shopify. 3 times in the scene
What's New at WordPress with Matt Mullenweg, CEO of Automattic and Co-Founder of WordPress
- ▶ 9:59 Matt Mullenweg And we have now an open source Shopify, which is our, now our largest business.
Is AI the Only Thing in SaaS that Anyone Cares About Anymore? AMA Part 1 w/ SaaStr CEO Jason Lemkin
- ▶ 1:56 Jason Lemkin The lowest growth, even though Shopify up over a hundred percent this year, so many other leaders.
- ▶ 8:12 Jason Lemkin Klaviyo really is just marketing only for Shopify customers. 4 times in the scene
- ▶ 11:04 Jason Lemkin I, I know, I know a lot about Shopify now. 9 times in the scene
2024 SaaS Landscape: Why 2024 Could be Pretty Darn Good for SaaS IPOs with SaaStr CEO Jason Lemkin
- ▶ 1:03 Jason Lemkin Shopify almost did the same thing.
- ▶ 16:49 Jason Lemkin There's nothing not to like about this company other than that it's 70% dependent on Shopify.
What the Future of SaaS Holds with David Sacks, Founder & General Partner, Craft Ventures
- ▶ 6:07 Jason Lemkin But I think the macro, like if you look at Shopify and Zoom.
The Top 10 Worst Pieces of SaaS Advice with SaaStr Founder Jason Lemkin
- ▶ 11:16 Jason Lemkin I mean, Shopify started with snowboard sales.
The Most Important SaaS Metrics with Monday.com Co-Founders and SaaStr Founder Jason Lemkin
- ▶ 21:24 Jason Lemkin Shopify margins aren't perfect, but the majority of Shopify's revenues are payments, right? 3 times in the scene
- ▶ 24:28 Jason Lemkin I think that in a good way, I think companies like Monday and Shopify and folks like that are constantly challenged, right?
- ▶ 47:05 Jason Lemkin It's a, and I don't think Shopify got there without payments.
SaaStr APAC AMA with Jason Lemkin, SaaStr CEO
- ▶ 33:05 Jason Lemkin 70% of our, do what's, take a look at Shopify, and we summarize it on Saster. 3 times in the scene
How The Biggest Product-Led Enterprise Company In The World Did It | Atlassian CRO Cameron Deatsch
- ▶ 28:39 Cameron Deatsch It's a hell of a lot more complex than just adding a Shopify to your website and clicking buy.
What Venture Looks Like In 2023 | SaaStr Founder Jason Lemkin + 20VC Host Harry Stebbings
- ▶ 8:29 Jason Lemkin Gorgias, which is number one contact center in Shopify, and then Algolia, which we talked about before, or about half of Algolia's business is in e-commerce. 4 times in the scene
- ▶ 25:56 Jason Lemkin And so when I see VCs on Twitter talking about how they're looking at buying some shares of Shopify, honestly, I think they're losers. 3 times in the scene
Optimizing GTM for PLG with Stage 2 Capital Co-Founder and Managing Director Mark Roberge
- ▶ 2:11 Mark Roberge And I had the growth leaders from LinkedIn, and Pinterest, and Lyft, and Facebook, and also on the B to B PLG side, like Shopify, and Atlassian, and Asana, and Dropbox, and my students, I, uh, studied these teams.
Live from SaaStr Annual 2022: AMA with SaaStr's CEO
- ▶ 40:56 Jason Lemkin I invested in gorgeous, which has 10,000 customers in the Shopify ecosystem.
Scaling From $10M-$100M ARR: The Good, The Bad and The Ugly with Showpad Co-Founder Pieterjan Bouten
- ▶ 7:45 Pieterjan Bouten Uh, managers, um, you, you can even, uh, filter it across age groups or gender and stuff like that, so it's really interesting data, but I think what I'm, I'm really proud of and really enjoy in, in building a company is that we've, over…
The Answers To Scaling, Hiring, And Everything Else: An AMA With Saastr Founder & Ceo Jason Lemkin
- ▶ 4:23 Jason Lemkin Yes, Zoom and Shopify and folks that were huge COVID beneficiaries had a bit of a hit, but even those have resumed their growth path.
How Hybrid is Working in Practice: What the Data Shows | Raise Comm. Real Estate CEO + President
- ▶ 3:47 Justin Betakure So remote first is what Coinbase and Shopify and Brex are doing, where they run the entire company remotely from asynchronization, um, to all hands, um, done remotely, but they have hubs where you can, almost like a cafe, where you can go…
The Path to a Billion Dollars: How to Create Multi-Revenue Streams with Bill.com CRO Tom Clayton
- ▶ 11:41 Tom Clayton If we are, um, thinking about other large players who have large SMB bases, it's Amazon, Shopify.
Acquiring 10,000 SMB Customers Solely from Data with Gorgias' CEO Romain Lapeyre
- ▶ 3:03 Romain Lapeyre So for us, we sell mostly to Shopify stores.
- ▶ 17:31 Romain Lapeyre First one is our, the platform we're on, which is Shopify.
- ▶ 21:25 Romain Lapeyre So, for example, if we want to go after, say, Allbirds, one of the biggest stores on Shopify, and they happen to work with an agency, we'll try to connect with the agency to get the intro and combine that approach.
- ▶ 42:27 Romain Lapeyre It's about like, 95% of our business, and we're starting to go on Magento and e-commerce and build those partnerships there. 4 times in the scene
Reaccelerating Growth at Scale with Box's CRO Mark Wayland and SaaStr CEO and Founder, Jason Lemkin
- ▶ 5:52 Jason Lemkin And if we look at the public companies, like, there's folks like Zoom or Shopify, where the, the second COVID hit, we needed them, right?
Shifting to the Next Gear: Proven Strategies to Accelerate Growth with Intercom CEO Karen Peacock
- ▶ 1:22 Karen Peacock We help sales teams, marketing teams, support teams at companies like Amazon, Lyft, Atlassian, Shopify, and about 25,000 other customers as well.
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