Entrepreneur // @Shopify President // @BigShotPodcast Creator
Canada 🇨🇦
Joined June 2008
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The Fall ’26 Edition is live. Our 10th.
The theme is Exponential.
Five years of Editions. 20 years of commerce knowledge and infrastructure. Millions of merchants. Hundreds of millions of shoppers.
All compounding to create an unfair advantage that comes with building on @Shopify.
Our latest Edition solved one of the oldest problems in physical retail: customers are strangers.
Now, when one of the hundreds of millions of shoppers in the @Shopify network taps their card and chooses a digital receipt, the merchant knows who they are and what they bought.
Strangers become regulars.
shopify.com/editions/fall202…
Condé Nast is one of the original tastemakers. Shop is home to the world’s most loved brands.
Now the editors behind @GQMagazine, @voguemagazine, @Allure_magazine and @ArchDigest are building collections on Shop.
More ways for our merchants to get discovered.
More ways for buyers to Shop.
Let’s go.
shop.com/curations/01a13c95-…
Harley Finkelstein retweeted
We rebuilt the @Shopify mobile app for iOS and Android—and with it, shipped the biggest design facelift the app has ever seen.
Smoother gestures, more consistent interactions, fluid animations, and haptics all come together in a beautiful new native design system. And there’s more to come.
Proud of the team for rebuilding one of Shopify’s largest apps while keeping merchants moving @jonrundle @mustafa01ali @TheJackRead @chrisaalid @RedEffect1 and many more ... 💚
The easy version of fraud protection blocks anything that looks risky and loses merchants real customers.
The hard version is knowing the difference.
That's what millions of stores and hundreds of millions of buyers on @Shopify make possible. Great work @rohitmishra and team.
We launched shop.md/ a few weeks ago. One skill that turns any AI agent into a personal shopper.
I needed a new winter jacket, so I asked my agent.
As soon as I connected Shop, my agent knew my size and some of my favorite brands. Straight from my Shop history.
Harley Finkelstein retweeted
We just launched Shopify Editions Fall 2026 🍁
Here's the technical breakdown of how we built it 🧵
Well done @alexeheath!
@Tobi on why Shopify welcomed agents and what happens when AI starts buying on your behalf.
Bonus: how he turned his wine cellar into a GPU rack and calls it consulting his inner 16 year old 🤣
Worth the watch.
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: youtu.be/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
When we launched Canvas, I said I couldn't wait to see what everyone would make. Wow, did they deliver.
More than 2,500 Canvas stores are already live. Here are a few of my favourites, with links in the thread.
shopify.com/editions/fall202…
Check out the stores from the video
park56band.com
mudlustceramics.com
nionio.mx
livecomicshop.com
kyren.store
elev8eg.com
monolithny.com
newgenathlete.com
greengoinsco.com
roconsignmentcorner.com
gallerysanite.com
satinier.com
kleurjehumeur.nl
smalltownlocals.com
bluebillie.com
apiscoffee.com
perun.co
Harley Finkelstein retweeted
Today we unpublished hundreds of apps from the App Store. They came from a small group of high-volume submitters and had no merchant installs.
The App Store exists to solve real problems for merchants. Mass submissions distract from the partners who are doing that work.
We’ll soon be announcing new restrictions that limit the number of apps that can be submitted at once and we’ll keep raising the bar.
Harley Finkelstein retweeted
The Fall ’26 Edition is live. Our 10th.
The theme is Exponential.
Five years of Editions. 20 years of commerce knowledge and infrastructure. Millions of merchants. Hundreds of millions of shoppers.
All compounding to create an unfair advantage that comes with building on @Shopify.
Still thinking about this 😎
Universal checkout is now live on Shop. One cart. One checkout. Across brands on the Shop app.
For shoppers, it's the ease of a big marketplace.
For merchants, nothing changes on their end. Every sale is still theirs. Every customer is still theirs. They just end up in more carts.
shopify.com/editions/fall202…
Harley Finkelstein retweeted
Buy from @Shopify!
Harley Finkelstein retweeted
the shipping velocity at shopify is inspiring!
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…
Harley Finkelstein 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.
Universal checkout is now live on Shop. One cart. One checkout. Across brands on the Shop app.
For shoppers, it's the ease of a big marketplace.
For merchants, nothing changes on their end. Every sale is still theirs. Every customer is still theirs. They just end up in more carts.
shopify.com/editions/fall202…
Shopify’s Agentic team hasn’t stopped shipping all month 👏
Great breakdown from @mcfazeli on what’s new.
Shopping with agents has taken off 🚀 Are you using it?
@Shopify merchants: we've got you covered. Buyers are discovering and purchasing products through new personal agents, including @Muse and @instinct. Shop Pay now works with any merchant, right in the chat, including in @claudeai Duet, Grok @bot, and Instinct.
We've even launched shop.md/ so buyers can add the best personalized shopping experience to any agent they use.