Harley Finkelstein

The reason also I like these proof points, again, like orders are up.

Traffic, though, if you look at just AI-driven traffic to Shopify stores, that has grown 8x year over year.

So...

I don't want to be hand wavy anymore about about agentic.

I think there's enough hand waving happening around that.

I think actually looking at like, OK, how many people are coming?

What is the search traffic like?

How much is you know, what are the conversion rates looking like?

I think right now I think that is getting.

It is getting real.

I also think that you probably saw some recent headlines, but you saw ChatGPT has now moved into this in-app browser for their checkout, which is literally the Shopify checkout.

We are really happy about that.

We think actually what that allows is that it means that as a merchant who set up their loyalty and their subscriptions and their merchandising and their shipping components, their tax, now the experience inside of Gentic Commerce is as good as

as it would be on the online store, which is kind of what I think consumers want.

Like it needs to feel effortlessly similar to what your normal experience is, even though you're sitting in a conversation window.

Very cool.

Yeah, I think this is also where you'll see, I mean, I don't have any great examples yet, but I assume next time I'm on the show, I'll be able to bring some examples of these breakout SMBs who effectively, you know, like I love the Gruen story going from zero to a billion dollar acquisition in three years.

We just haven't seen that before very often.

I think you'll see way more of that.

I also think what you'll end up with is