Shopify

includes Shopify Checkout, Shopify Fulfillment Network, Shopify Plus

6 statements across 5 episodes · 5 bullish · 0 bearish · 3 people on the record · first statement Nov 6, 2024 by Jordi Hays · said 122 times in 53 episodes since 2024 · across every show →

Mentions by year, the whole family

brought up most by John Coogan (35), Jordi Hays (33), Ryan Petersen (3), Yacine Mtibaa (2), Steven Schwartz (2), Sean Frank (1), Justine Moore (1), Jordy (Geordie) (1)

tap a year for its mentions
0030136025202420252026episodesmentions
01325202420252026episodes it came up in
001.513325202420252026episodesmentions per episode
2026 51 mentions in 18 episodes 3 per episode
2025 36 mentions in 23 episodes 2 per episode
2024 35 mentions in 12 episodes 3 per episode

every mention, scene by scene, with the transcript →

Everything said about Shopify, oldest first

Nov 6, 2024 bullish
Prediction Not checkable as stated
Kimia Will Spark a Shopify-Like Movement in Government Contracting
“I think predicting out the next couple years, Kimia's gonna start a similar to what Shopify did. A new movement around government contracting.”
Jordi Hays Nov 6, 2024 ▶ 1:54:35 Trump's Secret Career (ep7)
Feb 28, 2025 neutral
Assertion Not checkable as stated
Petersen: 30% of large Shopify merchants fulfilled US orders duty-free from Mexico
“That was 30% of all the big Shopify merchants were doing that.”
Ryan Petersen Feb 28, 2025 ▶ 8:46 Flexport's New AI Products and the Future of Port Automation
Feb 28, 2025 bullish
Assertion Not checkable as stated
Petersen: Flexport Fulfillment Doubled Revenue in Early 2025
“So Flexport Fulfillment, we doubled our revenue in the first, what is today, February, late February. So the first two months of this year, we've already doubled the revenue of that big business unit that we acquired from Shopify.”
Ryan Petersen Feb 28, 2025 ▶ 9:08 Flexport's New AI Products and the Future of Port Automation
Jul 26, 2025 positive
Assertion Contradicted
Coogan: Shopify Report Shows AI Solopreneurs Launch 70% Faster
“A 20, 24 Shopify report showed AI enabled solopreneurs launched businesses 70% faster than peers without a tool, without AI tools.”
John Coogan Jul 26, 2025 ▶ 44:44 Weekly Recap: Casey Neistat, OpenAI Cracks Math, The Future of ChatGPT, Apple x F1, Intel Layoffs
Feb 19, 2026 bullish
Insight
Coogan: Agentic commerce is just a front end for Shopify checkout
“Agent and Commerce doesn't replace Shopify checkout. It's just a front end to the checkout.”
John Coogan Feb 19, 2026 ▶ 8:36 The SaaSpocalypse Is Over
Jul 2, 2026 bullish
Prediction Not checkable as stated
Coogan: E-commerce will adopt agentic AI shopping
“It feels like e-commerce will see agentic shopping happening. We're getting closer. Computer use is getting better. APIs are there. MCP servers and Shopify has a bunch of tools for this stuff.”
John Coogan Jul 2, 2026 ▶ 10:34 The Meta Compute Debate | Diet TBPN
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