#509: Shopify Is Building The Operating System For Agentic Commerce, & More
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Last week, Shopify reported another strong quarter, with Gross Merchandise Volume (GMV) increasing 35% year-over-year and surpassing $100 billion, while revenue increased 34%. Although investors focused on softer-than-expected near-term guidance, specifically revenue growth at a high twenties percentage year-over-year, the more important point is that Shopify is positioning itself at the center of agentic commerce.