TechCrunch Host
speaker
5,755 appearances
109 recordings
1 series
first heard Mar 2026
last heard 17 Aug
TechCrunch Host’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 109 in all, peaking in Jul 2026 with 23.
Appearances
This is quite different from how AI is impacting online publishing, where AI summaries have led to a measurable drop in click-through rates, which lowers traffic,
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and consequently eats into advertising revenues.
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Instead, Shopify believes that AI is a boon to its business.
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The company noted that AI-driven traffic and orders to Shopify stores had tripled year over year in the second quarter.
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And this was not a result of AI taking share from search.
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In fact, Finkelstein told analysts on the call, search remains one of the company's largest sources of buyer traffic to its merchants, and it's still growing.
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Traditional search sessions are up 1.3x over the past two years, holding roughly a third of all storefront sessions.
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The e-commerce platform reported strong results in the quarter, with revenue rising 36% to $3.6 billion from a year earlier, outstripping Wall Street's forecast of $3.4 billion.
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Gross operating profit rose 31% to $1.71 billion, also ahead of analysts' expectations of $1.63 billion.
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The company went into further detail about why AI Search was working for its business.
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Finkelstein said, while search engines rank by popularity against a handful of words, AI agents make multiple calls into Shopify's catalog, working with richer structured data to match products with the buyer's specific intent rather than just words.
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When a buyer asks an AI assistant for the best car seat that fits three across a sedan, traditional search focuses on the keyword car seat.
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An agent, however, understands the actual need, the dimensions, the vehicle type, and the fact that they need three.
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It searches across all of those constraints at once to find the product that actually works, not just the one that ranks highest, he said.
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So, in other words, AI's capability to search across many dimensions to find the best product for users is resulting in better conversions for merchants.
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Buyers' shopping journeys are being compressed, as half of all AI-referred sessions are landing directly on a product description page.
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Finkelstein said that's two and a half times more than what we see with traditional search.
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Plus, the company said 75% of AI-attributed purchases in Q2 happened outside the top 100 categories, or what Shopify called its sweet spot.
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In addition, the company suggested Shopify stands to benefit from AI playing a larger role in transactions thanks to its trusted checkout experience.
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The company pointed out that it's also working with AI tools and agents, having built connectors to Claude, ChatGPT, Perplexity, Manus, Replit, and Vercel, as well as vibe-coding platforms like Lovable that let merchants build on Shopify however they choose.
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Showing 421–440 of 5,755 · page 22 of 288
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