Shopify CEO by day, Dad in evening, hacker at night, Aspiring comprehensivist.

Canada
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Yea that was a fun one. Thank you for celebrating the glory of entrepreneurship, David.
My conversation with Tobi Lütke (@tobi), co-founder and CEO of Shopify. 0:00 Companies as Social Technology 5:27 The Value of Reading Books: Cheat Codes for Life 7:28 Post-IPO Crisis: Cosplaying as a CEO 7:54 Competition vs Rivalry: The Power of Healthy Competition 16:02 COVID as a Turning Point: Rebuilding the Executive Team 18:21 Hiring Founders: Building a Team of High-Agency People 26:49 Shopify OS: Engineering the Company from First Principles 36:48 Compensation Innovation: Giving Employees Full Agency 40:41 The Psychology of Identity and Affirmations 48:43 Differentiation Over Perfection: Making It Your Own 50:31 Context Podcast: Documenting Decision-Making 1:26:36 The IPO Decision: Going Against Silicon Valley Orthodoxy 1:35:08 Building a Company Worth Working For 1:41:50 Hiring for Spikiness: Finding Non-Conformists 1:48:28 Office Design Philosophy: Creating Space for Excellence 1:58:54 Video Games as Business Training: StarCraft Lessons 2:07:06 AI Revolution: 2026 and Beyond 2:11:44 Focus on Craft: The Unquantifiable Elements of Excellence 2:21:08 Survivorship Bias: The Importance of Entrepreneurial Exposure 2:23:22 Closing Includes paid partnerships.
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It's such a great experience. Highly recommend doing your shopping in bots this year. Just make sure you go grab the right skills at shop.md first if yours didn't already come with them.
It's crazy that @Muse can literally do your holiday shopping if you just feed it your friends’ handles and connect your Shop Pay account.
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When I first told @MParakhin that we were planning to move to a monorepo he said wisely: Moving to a Monorepo is an idea that every engineer absolutely hates, and that once its there, no engineer would ever want to work at a company that doesn't use one. We will definitely do it.
moving to monorepo has been a boon for agents at shopify. definitely requires some thoughtful tooling, and has some downsides that take a bunch of effort to mitigate… but man I wouldn’t go back
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This image is the correct response to half of everything on social and legacy media
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tobi lutke retweeted
Happy paranormal distribution day to all who celebrate
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RT @Gwynne_Shotwell: Robert and I are thrilled that our gift of over 2 million shares of SpaceX stock will be distributed to children’s Tru…
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tobi lutke retweeted
We’ve rebuilt the @Shopify mobile app from the ground up in native for iOS and Android 📱 The new experience brings a fresh design, smoother interactions, and Liquid Glass on iOS. It also launches faster on both platforms, with Android launch time cut by more than half.
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1/4 Meet Qwenputer: Qwen3.5-4B with a full RISC-V CPU inside its weights, using the model's own Gated DeltaNet layers as RAM. It runs C and MicroPython in its forward passes, no external runtime. On DeepMind math: base 55–90%, base + Python tool 95–100%, Qwenputer 97.5–100%.
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tobi lutke retweeted
A ‘hello world’ milestone for Project Suncatcher 🚀 After launching our prototype satellite a few weeks ago, we’ve now successfully sent a command up to orbit, booted up the TPU, ran the prompt, and received our first complete response back on earth - a haiku!
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wow!
Tobi Lütke made his Le Mans debut in June in the #14 Shopify car, Petrolicious on the livery. Alex Staidle drew it by hand on his days off for a special edition Post at the @Shopify SEMA booth. @tobi Watch film: bit.ly/3W3Pduz Directed by: Paolo Lekai #petrolicious
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tobi lutke retweeted
The Exponential Editions just dropped and I want to highlight the work we're doing on risk and disputes. As merchants scale, it is inevitable you will get disputes. It's a really frustrating experience for banks to deem merchants guilty until proven innocent, requires a PhD in network guidelines to win, and can be 3-4x the cost of selling. Shopify is leaning in with our scale to help. the result: up to 1.6× higher dispute win rates since we started. @Shopify is putting its scale behind preventing and winning disputes: [1] know what you’re fighting. When the bank shares the customer’s explanation, we show merchants the actual claim, beyond a generic dispute reason code. [2] less toil. Shopify automatically adds transaction-level evidence and available carrier proof of delivery. We only ask merchants for evidence that we don't have on platform [3] help merchants recover more. Our model is trained specifically on disputes across Shopify merchants and card network evidence requirements. It uses merchant context and evidence to write a defence banks can understand. we’re just getting started. merchants: where are disputes still costing you time or money? tell me what we should fix next
The latest Edition is here and it’s all about Shopify’s network 1B+ products in our catalog 400M+ shoppers using Shop Pay 150+ updates for exponential growth You do the math
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Really enjoyed this conversation
Tobi Lütke on the AI agent revolution and future of Shopify @tobi on where agent commerce is headed, sci-fi becoming reality, and his GPU wine cellar. Why did Amazon block Meta's Muse but Shopify welcomed it? I sit down with Tobi in Toronto to discuss why the companies are taking different approaches to agents and how shopping changes when AI starts buying things on your behalf. He explains the early AI shopping behavior he’s seeing. We also get into why he thinks AI makes starting a business easier, the backlash against the technology, and why everyone will eventually have to embrace it to get ahead in their careers. We get into how AI agents will make money, who pays when they handle a purchase, and why advertising gets complicated when your assistant is supposed to work for you. We discuss his experience on Meta’s board and working with Mark Zuckerberg. Lütke also shares why he turned his wine cellar into a GPU server rack and how he uses his personal AI agent that runs entirely from his house. This is one of my favorite pods I've ever done. Timestamps: 00:00 Amazon blocks Muse 02:40 Shopify's approach to AI agents 07:00 How AI agents will change shopping 11:05 Sci-fi and tech optimism 17:57 Zero-sum thinking vs. abundance 21:20 AI backlash and the founder advantage 45:28 Building an AI-first Shopify 52:18 Who profits from agentic commerce? 01:03:22 How Shopify stays ahead 01:10:39 Advertising and discovery in the agent era 01:16:02 Rack, Cellar, and Claw Links: Spotify: open.spotify.com/episode/71x… Substack: sourcesnews.substack.com/p/t… YouTube: piped.video/r9SHzCW9zxo Apple Podcasts: sources.news/p/tobi-lutke-sh… This episode's presenting sponsor is @hyperagentapp Thanks to the show’s premiere sponsors: @Atlassian, @meetgranola, and @mercury
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tobi lutke retweeted
The Canadian government's mass immigration policies of the last 10 years were highly regressive. Having seemingly learned nothing, they are dead set on turning back on the taps rather than letting the country heal. On cue, the media has begun parroting the government's narrative and gaslighting anyone who disagrees. This suggests that they remain blissfully unaware that the Bank of Canada has written extensively about how (mass) immigration has negatively affected housing, rents, inflation, labour supply, wages, and productivity. So I've compiled an inexhaustive list to help these folks. 🏘️- Monetary Policy Report, October 2023 🔗bankofcanada.ca/wp-content/u… ▶️"The strength in rent and other housing costs is partly due to strong housing demand, which is supported by rapid population growth, and a structural lack of housing supply" 🏘️- Staff Analytical Note, December 2023 🔗bankofcanada.ca/wp-content/u… ▶️"The rise in immigration is nonetheless contributing to pressures in inflation components linked to house prices, given that it is adding more to housing demand than to housing supply in the context of structural imbalances in the Canadian housing market." 🏘️ - Speech by Toni Gravelle, December 2023 🔗bankofcanada.ca/2023/12/econ… ▶️"When a country’s population is growing quickly, the supply of housing also needs to increase to avoid a worsening in affordability. Shortly after immigration began ramping up in 2015, Canada’s vacancy rate—a measure of how many apartments and houses there are available to rent or buy—started to fall." 🏘️ - Monetary Policy Report, January 2024 🔗bankofcanada.ca/wp-content/u… ▶️"A larger increase in newcomers than in the past is adding pressure to the structural supply constraint in housing. This has helped to push the overall housing vacancy rate to record lows, which has underpinned house prices and led to higher rents (Chart 3-A)." 🏘️ - Staff Analytical Note, April 2024 🔗 bankofcanada.ca/2024/04/staf… ▶️"Meanwhile, the composition of immigrants coming to Canada has changed considerably since 2015. Historically, growth of the immigrant population in Canada came mostly from permanent residents....While the wages of the earlier immigrants are closer to those of Canadian-born workers and have been increasing over time, those of non-permanent residents are much lower and have fallen over this period. Because real hourly wages are typically correlated with labour productivity, this piece of evidence is consistent with non-permanent residents working in less productive occupations." 🏘️ - Monetary Policy Report, July 2024 🔗bankofcanada.ca/wp-content/u… ▶️"The increase in housing demand from newcomers is being felt across all types of housing, but the largest initial impact tends to be in rental markets. This is because most newcomers start out as renters." 👨‍🌾 - Staff Analytical Note, May 2025 🔗bankofcanada.ca/wp-content/u… ▶️"if newcomers’ conditional wages reflect their labour productivity, the productive capacity of the Canadian economy grew less than it would have if recent newcomers had the same socio-economic characteristics as in the past." ▶️"However, this gain has been particularly acute for certain industries such as accommodation and food services, business, building and other support services, and retail trade. Labour productivity in these industries—which are comprised of a sizable share of lower-skilled occupations—is lower than the average in the business sector." 👨‍🌾 - Staff Analytical Note, May 2025 🔗bankofcanada.ca/2025/06/staf… ▶️"Youth—individuals 15–24 years of age—represent a significant portion of the overall increase in unemployment since the start of 2023. This is a larger share than during other periods of rising unemployment (Chart 5). This is partly due to the high number of immigrants, who are generally younger than the rest of the population." 👨‍🌾 - Speech by Nicolas Vincent, May 2026 🔗bankofcanada.ca/wp-content/u… ▶️“The labour market is particularly challenging for young people”: The 2022–24 influx of young newcomers “intensified competition in Canada for lower-skill and entry-level jobs”. Youth unemployment has risen above 14%, and he expects it may normalize now that immigration has been cut. 🏘️ - Staff Article, September 2026 🔗bankofcanada.ca/2026/09/spar… ▶️"Strong population growth drove asking rents higher in recent years"
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Let’s go!
grok @bot 0.78.1 is now stable and rolling out! - shopping results show up as product cards - new subscription templates - connect shop pay in the vault and a lot more! read it all here: x.ai/changelog/bot
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tobi lutke retweeted
I struggle to follow every $SHOP innovation and announcement. It is hard to imagine how any supposed competitors of Shopify could even attempt it. Nobody else is even in the ballgame,
Replying to @tobi
A lot happening with Shop Pay. It works in personal agents and you can use it to check out from stores that aren’t on Shopify. 400 million people use Shop Pay and now it's in the hands of developers everywhere.
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Absolutely astonishing
The Soviet Union collapsed at 50%...France is at 57% and striking for more, mindblowing
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🥰 so much love for this game
there's a katamari damacy like game built into EDITIONS
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tobi lutke retweeted
Check out anywhere with Shop Pay Today, we’re expanding our partnership with @Shopify beyond finding, buying and tracking orders from Shopify stores. Now, your Instinct can use Shop Pay at any online store. The card and address you've already saved in Shop Pay now work across stores that aren’t on Shopify, too. This makes it easy for your Instinct to make secure purchases on your behalf. You approve every purchase in Shop Pay, and your card details never leave Shop Pay.
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tobi lutke retweeted
Shopify's catalog now includes products from stores that aren't on Shopify. My read: Shopify wants to be the default for every developer building shopping into AI agents. Going first lets it define how agentic shopping works. ethercycle.com/blogs/unoffic…
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tobi lutke retweeted
If you're browsing this with chrome, press the ~ key. 🤯
The new Edition drops today. It’s a magical time to build. Hope this Edition shows how much fun we’re having. shopify.com/editions/fall202…
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