Harley Finkelstein

But BevMo's using us for that.

At the same time, we're seeing

Obviously, I mentioned Gruins, but I just looked at some stats from True Classic Tea you just put out.

This is a company that started on Shopify like five years ago.

They're now one of the largest t-shirt companies on the planet.

So we're getting a lot of small business getting started every 26 seconds or so.

A brand new entrepreneur gets their first sale.

And at the same time, we're seeing companies like Land's End or Guild Group or Rag and Bone come to us too.

It feels like this is Shopify firing on all cylinders.

Go for it.

Okay, so I think that's exactly the right question to ask.

So hopefully now I've been on the show enough times, and if anyone who's watching is a merchant or a partner or just someone who follows Shopify's story, we've set ourselves up to really be at the epicenter in sort of this AI era.

So just in terms of AI-powered shopping, we've started building all this infrastructure years ago to connect demand and merchants on Shopify.

Okay.

We are currently the only platform that is selling inside of ChatGPT, Copilot, and Google.

And what we're seeing is that these channels are actually becoming a very serious discovery engine.

I'll give you some proof points.

We have seen for Q1 of this year, we've actually seen orders from AI searches are up nearly 13x year on year.

And new buyer orders from AI searches are occurring at twice the rate of traditional organic search.

So not only are more people obviously using agentic shopping, but in terms of new buyers, which to your point, are we bringing in more people?