Tobi Lütke on the AI agent revolution and future of Shopify

Why did Amazon block Meta's Muse but Shopify welcomed it?
I sit down with Shopify co-founder and CEO Tobi Lütke 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. Lütke 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 episode's presenting sponsor is Hyperagent - https://www.hyperagent.com/?utm_campaign=sources
Thanks to the show’s premiere sponsors: Atlassian, Granola, and Mercury.