Harley Finkelstein

I think no group will benefit more than entrepreneurs in sort of this new AI era.

It feels to us now that AI is not only making it more accessible, but also it's accelerating a lot faster.

I think you guys may be the one to introduce me to Groons.

I saw Guru on your show a year ago.

Anyways, I mean, Guru started on Shopify in 2023.

They're doing nine figures now, and they just got acquired by Unilever for a billion bucks.

I mean, it is remarkable that not only the amount of starts happening, but also how big they're getting.

So I'm really, really proud of that.

And of course, we talked a lot about the agentic stuff on the call, both the AI shopping, but also Shopify sidekick and what we're doing for our merchants.

BevMo actually has physical stores all over the US.

And so we're powering all their physical stores as well.

The reason actually I really like BevMo is because

Go back, like, this is my 43rd earnings call.

If you go back to sort of the early days, you know, like right to the IPO 2015, merchants were coming to Shopify for one reason.

They were coming, it was small businesses coming for e-com.

And then obviously some of the business got much bigger and we went into enterprise.

And then eventually we added on things like point of sale and more recently, agentic commerce.

I think the interesting part of the current business of Shopify is that there are so many on-ramps into the company that BevMo came to us, a very large company, not a DTC native brand.

They came to us specifically for point of sale across all their physical stores.

And actually, our point of sale business is going really, really well too.