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Back to Tobi Lütke on the AI agent revolution and future of Shopify, with Tobi Lütke.

Why Did Shopify and Amazon Split on Muse?

Tobi Lütke says Shopify and Amazon split on Muse because they have spent 20 years on different ideas of commerce, not because one of them is simply right. He learned Amazon had blocked Muse only after Shopify posted that it was embracing Muse. He found that order fun, and the post looked cheeky. Muse struck him as a remarkable product, and the public reaction was surprise that the two companies landed on opposite sides.

One approach is the digitalization of a department store. It brings the merchandiser forward as an everything store: one place where a shopper gets everything. He treats that and Shopify's approach as two long-running positions, not a right answer and a wrong one.

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Tobi Lütke on the AI agent revolution and future of Shopify ·

Sources with Alex Heath

More from this episode

  1. Why Does Selling in More Places Make Shopify More Valuable?Tobi Lütke says Shopify is known for online stores, but merchants use it in many other situations, and Shopify becomes more valuable the more places people…
  2. What Are People Buying Through AI Agents?Tobi Lütke says people are buying more through AI agents, and the change that matters is the kind of purchase, not the growth rate.
  3. Why Does Pessimism Lead to Zero-sum Thinking?Tobi Lütke says pessimism leads to zero-sum thinking because, once pessimism counts as sophisticated, people take fewer opportunities, growth fades, and…
  4. What Does Tobi Lütke Think About AI Risk?Tobi Lütke thinks the positive effects of AI are going to be vastly higher than the negative effects, and his PDOOM is zero.
  5. Are More Shopify Stores Opening Than Ever?Tobi Lütke says more Shopify storefronts are being opened now than ever, and the curve is going really, really well. The people opening them are younger.
  6. Why Is Europe More Cynical About AI Than America?Tobi Lütke says Europe is more cynical about AI than America, not simply more negative, because people there still reason from an early ChatGPT install while…
  7. What Did Shopify's AI Memo Require?Tobi Lütke says that once he is convinced something has to happen, he can do what a professional manager hired into the job cannot.
  8. Who Should Pay for AI Shopping Agents?Tobi Lütke is fatalistic about who pays for AI shopping agents.
  9. Why Do People Start Shopify Stores on a Lunch Break?Tobi Lütke says Shopify wants entrepreneurship to be more common and easier to reach, closer to a plan A than only a plan B.
  10. Why Does a Company Have to Be Too Good to Ignore?Tobi Lütke says a successful company has to be too good to ignore, and a fantastical career comes from skills and aptitudes that make a person too good to…
  11. Why Is a Paid Shopping Assistant a Breach of Trust?Tobi Lütke says a shopping assistant that gets paid to choose products is a breach of trust. People want agents that work for them.
  12. What Is the Claw Agent Tobi Lütke Runs at Home?Tobi Lütke runs a completely local Claw in his house, on a rack like the one Lulu and Christian built, with one of Dell's GB300s inside, and the rack is fully…

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