SHOP

One of these companies is Shopify. This is another long- term investment in my portfolio.

Shopify is a company I always come back to. This is of course one of the essential infrastructures in the long- term growth story of e-commerce. This is essentially the operating system for independent trade.

Everyone, from small family shops to huge global brands around the world.

I will talk about one of those companies shortly, which is Shopify. You are probably aware that Shopify is a software and payment platform. It allows independent traders to run their own online stores .

It is the infrastructure that supports more than one million online stores. Even very large brands like Tesla , LVMH, and Nestle.

Meta launched new devices this week, and Shopify gave them the green light to move forward.

Two days before the Connect conference , the CEO of Shopify described it as an easy and fun way to shop and complete purchases using Muse. This tells me that Muse will no longer just recommend a product, but will complete the purchase process through the Shopify platform without even touching the checkout page, which is kind of crazy, Robert.

Another name associated with this platform is " Shopify". I'm interested to know your opinion, you know , on how Shopify finds itself in this awkward period of software and infrastructure turmoil, but perhaps not as quickly as some had anticipated.

Yes, of course. I mean, I think Shopify is stuck in a debate about whether it will be excluded from mediation or whether it will benefit? Um, I think I'm leaning towards the beneficiaries camp at least in the short term because they have built pathways that allow AI agents to shop efficiently.

They have built this huge catalog that all their merchants can access, which is specially structured data for artificial intelligence so that it can understand what the merchant is actually selling and the payment process is very seamless.

I mean, artificial intelligence will provide these opportunities, but it has to do so in an effective way. He doesn't just want to browse everything on the internet. That will take a very long time.

Yes , so Shopify gives AI agents the ability to connect quickly and process things quickly.

I'm actually working on an updated podcast on Shopify. So, that'll be be coming out in about uh a month or two.

All right. Now, an hour and 40 minutes down and two companies to go. Um, how about we do we do Shopify first? It's a company that was covered a while ago on the podcast.