Browsing: Shopify

For most of this year, the market treated Shopify (SHOP) as a company that artificial intelligence was quietly going to hollow out. The fear was specific: if shoppers ask an AI agent what to buy instead of clicking through a merchant’s storefront, what happens to the platform underneath that storefront? On August 5, Shopify’s second…

As the Q2 earnings season wraps, let’s dig into this quarter’s best and worst performers in the e-commerce software industry, including Shopify (NASDAQ:SHOP) and its peers.

Add to Google Preferred Sources1 Shopify CEO Tobi Lütke publicly said he is considering banning Anthropic’s AI coding tool Claude Code across the company because it refuses to support AGENTS.md, an industry-standard format adopted by more than 60,000 open-source projects, insisting instead on its proprietary CLAUDE.md system. In a monorepo maintained by thousands of developers,…

Outspoken Tobi Lütke agrees with push to tie voting power to income, non-retirees

Shares of e-commerce platform Shopify (NASDAQ:SHOP) jumped 6% in the afternoon session after yields fell as the Trump administration announced a new peace deal that would lead to the reopening of the Strait of Hormuz. 

An earlier step in that journey was the hiring of Samir Pradhan as VP of product for merchant marketing in November 2025.

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Shopify CEO Tobias Lütke created and open sourced a database-free Git server in Rust designed to run at scale directly on S3-compatible object storage.

Shopify (SHOP) processed $123.84B in gross merchandise volume in Q4 2025, grew revenue 30.58%, and controls over 14% of US ecommerce, but net income fell 42.54% year-over-year due to mark-to-market accounting losses while operating income rose 35.7% and free cash flow grew 17.02% to $715 million.