Shopify

8 statements across 5 episodes · 2 bullish · 2 bearish · 5 people on the record · first statement Apr 5, 2023 by Ishan Rakshit · said 42 times in 14 episodes since 2021 · across every show →

Mentions by year

brought up most by Sean Weisbrot (24), Hamish McKay (4), Saleem Renoui (2), Kevin Geary (2), Ed King (2), Uros Mikic (1), Rabbi Guha (1), Kyle Kodawiski (1)

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2025 32 mentions in 7 episodes 5 per episode
2024 3 mentions in 3 episodes 1 per episode
2023 3 mentions in 1 episode
2022 1 mention in 1 episode
2021 3 mentions in 2 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about Shopify, oldest first

Apr 5, 2023 neutral
Disclosure
Rakshit: Shopflo touches payment processing in India but not US
“The US product differ in this matter because payments success rates is a big problem in India. So we allow direct integrations with payment processors when it comes to India in the U S we don't touch payments at all. We essentially ride on top of the Shopify c…”
Ishan Rakshit Apr 5, 2023 ▶ 2:21 He Joined VC With No Plan to Stay - Here Is What He Was Really After
Apr 1, 2025 bullish
Insight
King: The biggest e-commerce margins exist in support and financing infrastructure
“So if you can be in the support layer, the administration, the financing layer of e-commerce, well, there's a pretty penny to be made there.”
Ed King Apr 1, 2025 ▶ 18:51 Rich People Are the Best Evangelists in the World - Here Is Why
May 20, 2025
Assertion Not checkable as stated
Miller: Cannabis business migrated to BigCommerce after Shopify restricted products
“We actually were, had a lot of our products just not allowed to distribute on Shopify. So we ended up flipping over to big commerce.”
David Miller May 20, 2025 ▶ 26:04 Trust Is the Most Valuable Intangible Currency in Business
Jul 18, 2025 negative
Opinion
McKay: Shopify would probably offer the lowest valuation in an acquisition
“But if we get to a buying circle, right, and we've engaged 20 vendors that are interested in acquiring this, and maybe there's a couple PE firms in there, I feel like I could almost guarantee that Shopify would probably give the worst valuation out of all of t…”
Hamish McKay Jul 18, 2025 ▶ 4:43 Why Every Checkout Will Have This in 5 Years
Jul 18, 2025 negative
Assertion Supported
McKay: Shopify Does Not Natively Recalculate Sales Tax on Edited Orders
“If you do it in Shopify, Shopify doesn't natively recalculate tax for you.”
Hamish McKay Jul 18, 2025 ▶ 10:13 Why Every Checkout Will Have This in 5 Years
Jul 18, 2025 neutral
Assertion Not checkable as stated
McKay: About 1.5% of Shopify shoppers make checkout mistakes
“What we're finding in the Shopify space specifically, which has this accelerated checkout is about one and a half percent of all people will make a mistake.”
Hamish McKay Jul 18, 2025 ▶ 0:46 Why Every Checkout Will Have This in 5 Years
Jul 18, 2025 bullish
Prediction Not checkable as stated
McKay: In five years, every e-commerce checkout will feature order editing
“And we also had the thesis that like, if we do this right, if we execute well here and win in five years, every checkout will have it. And they're not all going to use our software, but every checkout will use this in five years time.”
Hamish McKay Jul 18, 2025 ▶ 3:20 Why Every Checkout Will Have This in 5 Years
Jun 30, 2026 neutral
Assertion Not checkable as stated
Goyal: Over 14,000 software companies compete for 2,000 Shopify brands
“If you have 14,483 software companies, they're all trying to gain the attention of the same 2000 brands on Shopify.”
Neal Goyal Jun 30, 2026 ▶ 0:40 1 Out of 100 Sellers Does This. He Built 8x Pipeline Doing It.
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