Tobi Lütke is still captivated by internet commerce, 20 years later

Описание: Shopify founder and CEO Tobi Lütke joins John Collison to discuss the philosophies driving one of the internet’s most foundational companies. Tobi shares his perspective on why companies are a form of technology, how internal tools and "opinionated software" shape an organization's culture and accelerate its evolution, and why the best gift is finding a beautiful, unsolvable problem.

Show notes:
• [Buy] Momax: 140W Universal Travel Adapter | https://www.amazon.com/MOMAX-Universa...
• [Read] Benjamin Bloom: The 2 Sigma Problem | https://web.mit.edu/5.95/www/readings...
• [Buy] Ikigai: vitamin cases | https://ikigaicases.com/
• [Read] Kevin Kelly: 1,000 True Fans | https://kk.org/thetechnium/1000-true-...
• [Read] Erich Gamma: Design Patterns | https://www.amazon.co.uk/Design-patte...
• [Read] Charles Calomiris: Fragile by Design | https://www.amazon.co.uk/Fragile-Desi...
• [Listen] Business Breakdowns: Formula One | https://podcasts.apple.com/gb/podcast...
• [Watch] Netflix: Formula 1: Drive to Survive | https://www.netflix.com/title/80204890
• [Read] Mark Robichaux: Cable Cowboy | https://www.amazon.co.uk/Cable-Cowboy...

Full transcript on Substack: https://cheekypint.substack.com/p/tob...

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Key moments
00:00 Intro
07:07 How internal software shapes culture
16:32 The Shopify vision
27:49 Peak transaction capacity
34:36 Agentic commerce
49:15 Shop Pay
55:29 Stablecoins
59:20 Stripe + Shopify
1:12:23 Learning from the Coinbase board
1:17:23 Is Tobi ungovernable?
1:25:02 Entrepreneurship
1:31:50 Advice for Mark Carney
1:36:40 Motor racing