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Shopify

Agentic Commerce: Why the "Brand Purchaser" is About to Be Automated

We talk about AI replacing writers. But the real disruption is coming for the "Purchaser." Agentic Commerce will connect the demand signal directly to the factory floor, removing the human bottleneck in the middle.

Technology

Shopify: The Inevitable Journey to the S&P 500

Shopify: The Inevitable Journey to the S&P 500 Inspiration: The tensions that began to develop between CRA and Shopify. While none of this is financial advice, my prior bets on Uber and Palantir showed the power of index inclusion. So, we are going to talk about how Shopify’