Harley Finkelstein

Like e-com as a percentage of total retail is still under 20% in the U.S.,

It's even lower here in Canada.

I think it's about 25% in the UK.

So I think we're actually introducing more people to modern digital commerce through this as well.

And I think the way it's happening is they're starting with things like

research or looking up a recipe and then very quickly ended up buying from like our home, excuse me, our place or one of these amazing DTC brands that we have on Shopify.

And we now have about a billion products in the catalog and so that means that every Shopify merchant SKU is fully syndicated.

The other thing I think that hopefully is now pretty clear is UCP.

We co-developed UCP with Google.

I think I announced it on the show, actually, during NRF.

But it has now become the industry standard.

This past week, last week, Amazon, Meta, Microsoft, Salesforce, and Stripe all joined the UCP Tech Council.

And so it looks like that's going to be the open standard that is going to win, which we're really excited about because we think it's the open standard that actually thinks about the entire industry.

commerce experience?

Yeah, or Takovas, hopefully.

Takovas.

That's a brand we love.

I'm not sure I fully agree, at least not yet.

I do believe that the more research you do, I think that these agentic services, these chats, are places you will go to do deep research.

So a car is a good example.