There was a ton of dilution right before the IPO because of the mergers and they won't be able to sell any shares from the IPO for 180 days so no one really knows the ultimate value... But investing so they'll still make a lot of money.

Meetings being the definition of "productivity" sounds like the opposite of what I want to encourage.

Proud @netalico was featured in @Shopify's new piece on AI + enterprise migration 🚀 Here's the truth from years of running these (and a stint in @NASA 's enterprise IT group): the AI isn't the hard part. The strategy is. 🗑️ Garbage in, slop out, just faster ✨ Gold in, real shine Strategy's the gold mine. AI's just the execution. shopify.com/enterprise/blog/…

Bragging about your token usage is like bragging about how much gas you burned.

Good to see you on this coast! Looking forward to the founder olympics!! 🙏🙏🙏

It’s a payments platform. The ecom platform they just throw in for free.

I think they hate him for the SPACs he dumped on retail investors. And for *some reason* everyone has quit or been fired from his VC firm. So that's a little odd wouldn't you say?

iMessage needs to learn that “K” is a complete sentence.

@pmarca should start a course on learning how to talk faster. He might be the only podcaster I have to slow down instead of speed up.

I think UCP will actually go somewhere. Google has been facilitating ecommerce for a long time. They understand it enough not to completely botch it like OpenAI.

@OpenAI is scaling back @ChatGPTapp checkout. Called it. 🫠 Only ~12 @Shopify merchants were actually selling through it. No sales tax systems set up. And they wanted to charge a 4% fee ON TOP of existing payment processing. Nearly 7% in total fees. Has anyone at OpenAI ever looked at a merchant P&L? 💀 They built a chatbot and assumed commerce would just work if they bolted Stripe onto it. Product feeds, inventory sync, tax compliance, fraud prevention - none of it was ready. 🚩 Much more bullish on @Google 's UCP. Google actually understands the merchant data layer after years in Shopping and Merchant Center. UCP was built by people who've dealt with real product catalogs, not people who think "agentic commerce" is a magic word. 📈 AI product discovery is growing fast. But the website checkout isn't going anywhere. 🤷‍♂️ searchengineland.com/chatgpt…

Anndd its back. I'm curious what @shopify and @amazon Legal thinks about them using the "Shop Pay" And "Buy with Prime" buttons and then it taking you to a stripe checkout. Surely that's a cease and desist letter just waiting to happen....

Probably because the whole team quit.

It sounds insane because it was never real.

😂😂😂😂 You forgot @OpenStore too. RIP 🪦

Icon.com was peak DTC AI VC hype garbage. Good riddance. Brings some doubts to @icon's claim that they're "profitable"... xitter.cf/kennandavison/status/1…

No one believes you if the two things you say are prohibited are the same things @AnthropicAI was just banned for.

I'm sure @OpenAI, who's devoid of principles and morals, will be happy to help the US government murder and spy on people autonomously.