Michael Lewis

At the very same time as we were recording, Toby was sharing the final stats.

So Shopify merchants did $14.6 billion in sales over the weekend, which was up 27% from last year.

Over 15,000 entrepreneurs made their first sales and 81 million unique shoppers bought from Shopify merchants.

Just wild.

And part of that growth was that for the first time this year, a few merchants were able to sell on Black Friday directly inside ChatGPT, thanks to Shopify's partnership with OpenAI.

So like no links or redirects, consumers could ask ChatGPT about Black Friday deals for products they're interested in.

And Shopify loaded actual checkout flows directly within their ChatGPT conversations.

This is just one example of why Shopify is so awesome and one of our very favorite companies in the acquired universe.

Shopify lets anyone sell in seconds online, in-store, on mobile, on social, on marketplaces, and now with AI agents.

And it's not just startups.

This is your show.

Carve-outs?

Carve-outs.

Yeah, we got to do it.

Why do you call them carve-outs?

What does this even mean?

Okay, so you'll appreciate this.

It was my wife's idea back towards the beginning of the show.

She used to listen to Slate's, I think it was the Culture Gab Fest.

Yes.