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In-depth insights in seconds. Ask Deep Research.

Shopify

Shopify is an e-commerce platform founded in 2006. The company offers a suite of tools and services that enable businesses to create and customize their own online stores, manage inventory and orders, process payments, and market their products. Tobi Lütke serves as CEO. Competitors include Amazon, WooCommerce, and Magento.

Recent Articles about Shopify
Pro subscription required icon Pro subscription required icon Artwork by Clark Miller.

Jessica Lessin’s 2026 Tech Predictions

By The Information Staff · Dec 10, 2025 6:56am PST · 2 comments
In her annual predictions video summit, our founder and Editor-in-Chief Jessica Lessin set the stage for a pivotal year in technology. Drawing on insights from our global newsroom, she outlined the key themes and critical questions that will define the industry in 2026. While we have long made it a practice to look ahead, the current... In her annual predictions video summit, our founder and Editor-in-Chief Jessica Lessin set the...
Eventbrite CEO Julia Hartz. Getty Images.
The Briefing

Eventbrite Punches Exit Ticket

By Martin Peers · Dec 2, 2025 5:00pm PST
For all the venture capitalist–inspired hype around tech startups, it’s always good to remember that many are too niche to ever amount to anything—and should never go public. We got a reminder of that on Tuesday when Italian conglomerate Bending Spoons said it would buy ticketing firm Eventbrite for $500 million in cash. That’s a stunning... For all the venture capitalist–inspired hype around tech startups, it’s always good to remember...
Art by Clark Miller
Robotics

Forget Humanoids: Silicon Valley Is Going Nuts Over a Pixar-Like Robot

By Abram Brown · Nov 28, 2025 8:28am PST · 6 comments
Until recently, Mehul Nariyawala had a surefire way to kill a conversation at a Silicon Valley cocktail hour. All he had to do was tell someone what product his startup, Matic, hoped to sell: a robot that’s part vacuum, part mop. “What they would almost always then ask is, ‘That’s not the only product you’re doing: There’s more going on, right?’... Until recently, Mehul Nariyawala had a surefire way to kill a conversation at a Silicon Valley...
Art by Clark Miller.
Visa and Mastercard Are Moving Fast Into Stablecoins
By Yueqi Yang · Nov 21, 2025 6:00am PST
Art by Clark Miller.

Visa and Mastercard Are Moving Fast Into Stablecoins

By Yueqi Yang · Nov 21, 2025 6:00am PST
Visa and Mastercard are moving quickly to embrace cryptocurrencies for payments, to take advantage of the rising popularity of stablecoins in developing countries and fend off competition from merchants trying to circumvent their networks. The companies ramped up their crypto payments business overseas and have been looking for acquisitions or... Visa and Mastercard are moving quickly to embrace cryptocurrencies for payments, to take...
Art by Getty Images
AI Agenda

Robotics Data Startup Raises $40 Million Led By Bessemer

By Rocket Drew · Nov 12, 2025 8:12am PST
Before we get to today’s column, Steph and Sri broke news Tuesday night about a flurry of investments VCs are making in so-called “neolabs,” or new labs hoping to exploit approaches to developing AI models and research they say major developers like OpenAI and Anthropic may have overlooked.These include companies like agent startup Isara, which... Before we get to today’s column, Steph and Sri broke news Tuesday night about a flurry of...
AI Agenda Newsletter
Stay ahead of the innovation and disruption happening in AI. Stephanie Palazzolo covers the tech, startups, companies and people making headlines.
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Image via Getty Images
AI Agenda

How Anthropic’s Claude Code Helped Brex Write 80% of a New Codebase

By Stephanie Palazzolo · Nov 5, 2025 7:00am PST
Coding and financial services are two of the most common domains that people cite when I ask about the most promising applications of artificial intelligence. Now we have an example that combines both of them.Wednesday morning, corporate card issuer Brex announced a series of new “agentic” products, powered by Anthropic’s Claude models, that aim... Coding and financial services are two of the most common domains that people cite when I ask...
Perplexity CEO Aravind Srinivas and Amazon CEO Andy Jassy. Getty Images
The Briefing

Perplexity Takes On Amazon

By Martin Peers · Nov 4, 2025 5:00pm PST
Cue the violins. Perplexity on Tuesday accused Amazon of bullying it by demanding that the AI startup no longer allow its users to send their AI assistants to Amazon to buy stuff. The startup, which is an expert at public relations theatrics, published a long blog post entitled “Bullying Is Not Innovation,” in which it claimed to be “fighting... Cue the violins. Perplexity on Tuesday accused Amazon of bullying it by demanding that the AI...
Art by Clark Miller
The Neo Robot Economy
By Abram Brown · Nov 1, 2025 7:00am PDT
Art by Clark Miller
The Weekend

The Neo Robot Economy

By Abram Brown · Nov 1, 2025 7:00am PDT
Welcome, Weekenders! In this newsletter:• The Big Read: Inside Benchmark’s high-stakes pressure test • Artificial Intelligence: The VCs who turned vibe code into whimsical passion projects• Artificial Intelligence: Venerable Casio’s surprise hit? An AI robopet • WTF: Behind the scenes at our summit for the most powerful and influential... Welcome, Weekenders! In this newsletter:• The Big Read: Inside Benchmark’s high-stakes pressure...
Art by Clark Miller; images via YouTube
The Big Read

Benchmark’s AI Pressure Test: High Prices, Smaller Stakes—and a Poached Star

By Natasha Mascarenhas · Oct 31, 2025 9:49am PDT · 2 comments
Last year, Benchmark, the storied venture capital firm, embarked on a lavish courtship of Brendan Foody, founder and CEO of Mercor, a startup that fills a lucrative niche in AI by hiring workers to train AI programs. First, General Partner Victor Lazarte chatted with Foody over Zoom. Then Peter Fenton, the firm’s longest-tenured active GP, took... Last year, Benchmark, the storied venture capital firm, embarked on a lavish courtship of Brendan...
Getty Images
The Briefing

What Google, Meta and Microsoft Numbers Revealed

By Martin Peers · Oct 29, 2025 5:00pm PDT
Mark Zuckerberg is doubling down on AI—again. And the cost is mounting. Meta Platforms reported Wednesday that its increased investment in AI, both for hiring star AI researchers and for investing billions in data centers, hurt its operating profit margins and squeezed its free cash flow by one-third in the third quarter. Since the end of last... Mark Zuckerberg is doubling down on AI—again. And the cost is mounting. Meta Platforms reported...
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Get smarter about the most important stories in tech, media and finance by following Silicon Valley’s most-read executive newsletter.
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Pro subscription required icon Pro subscription required icon Art by Clark Miller.
Deep Research

OpenAI Moves Up the Stack: Why Every Software Incumbent is Now a Target

By The Information Staff · Oct 29, 2025 1:24pm PDT
OpenAI is moving beyond its role as a technology partner, transforming its model lead into a multi-front assault on established software giants. This pivot positions the company not just as a supplier, but as a formidable application competitor, aiming to own the entire user workflow in markets like productivity, consulting, and e-commerce. This... OpenAI is moving beyond its role as a technology partner, transforming its model lead into a...
How Shopify’s Leadership Shake-Up Affects Its Push for Growth
By Ann Gehan · Oct 29, 2025 6:00am PDT
Org Charts

How Shopify’s Leadership Shake-Up Affects Its Push for Growth

By Ann Gehan · Oct 29, 2025 6:00am PDT
Things have never been better for Shopify. The e-commerce firm’s stock is trading near all-time highs. And a recent deal with OpenAI has put Shopify in a position to capitalize on AI-fueled shopping by easily allowing its merchants to sell products through ChatGPT. And yet Shopify is seeing the kind of executive turnover normally associated with... Things have never been better for Shopify. The e-commerce firm’s stock is trading near all-time...
Art by Clark Miller
Opinion

Can AI Deliver What Shoppers Want?

By Li Haslett Chen · Oct 22, 2025 8:34am PDT · 4 comments
Much of the rhetoric around commerce and AI imagines a revolution in how we find and buy things. OpenAI joined the discourse when it announced that you can buy directly through ChatGPT via partnerships with Walmart, Shopify and Etsy—all powered by Stripe. They’re not alone. AI answer engine Perplexity launched one-click checkout with... Much of the rhetoric around commerce and AI imagines a revolution in how we find and buy things....
Alex Ferrara, partner at Bessemer Venture Partners. Photo courtesy of Paul Clarke for Resilience Media.
Dealmaker

Bessemer Bets on War Worries in Europe

By Cory Weinberg · Oct 16, 2025 2:38pm PDT
The name of Bessemer Venture Partners is tied closely with the cloud software boom of the 2010s. The backer of Twilio, Shopify and Zoom even created its own Nasdaq index of cloud software companies, which I look at often to track the ups and downs of the market.But it’s not a good time to be a software investor. That index of cloud stocks has... The name of Bessemer Venture Partners is tied closely with the cloud software boom of the 2010s....
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