“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 them.”
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 →
More from Hamish McKay
PredictionNot checkable as stated
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“That's what we'll win between Claude and ChatGPT. It's like for the average everyday user, the, Six billion people or whatever it might be. What's going to be most important for them is UI, UX, and how familiar they are with it and how often they use it. So if…”
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“They'll ultimately go and die because humans are Inherently lonely, or at least the majority of the human race would describe themselves as lonely or close to it, and they want to hear two people have a conversation and connect, and they want to connect in a p…”
Hamish McKayJul 18, 2025▶ 31:29Why Every Checkout Will Have This in 5 Years
PredictionNot checkable as stated
McKay: AI will make starting a company increasingly harder
“I think it's going to be incrementally harder to start a company. As time goes on, it's going to get harder and harder to start businesses because the barrier to entries are just becoming non-existent with AI.”
Hamish McKayJul 18, 2025▶ 48:58Why Every Checkout Will Have This in 5 Years
PredictionNot 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 McKayJul 18, 2025▶ 3:20Why Every Checkout Will Have This in 5 Years
AssertionSupported
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 McKayJul 18, 2025▶ 10:13Why Every Checkout Will Have This in 5 Years
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