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Shopify - $SHOP

Alphabet had its worst day since 2004 as search growth slowed to 12% — Equity Mates
15 moments: a leaked memo that has one host ready to sell Sea Limited, why Eli Lilly is now a GLP-1 stock, and the 5% sizing rule from David Gardner's…
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AI agents convert 2x better on its catalog than scraped search, says Shopify's president
10 takeaways: Northwood Space's $375M round and a plant built for hundreds of antennas, and SemiAnalysis on why the first $1T of AI revenue will be…
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Shopify CEO on AI risk: "My p(doom) is zero... dystopia is always just 30 years ago"
10 arguments: why Amazon blocked Meta's Muse shopping agent while Shopify let it in, why an ad-funded AI shopper is a "breach of trust," and the GPU…
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Baillie Gifford manager: Shopify's AI product catalog doubles conversion
7 takeaways: why cable's "second death" is different, what a persistent AI agent actually does, and why TSMC, Hermes and Shopify made her 20-stock…
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Robinhood CIO: she's not sure earnings can keep growing at double digits for 3 more years
15 calls: Why she still prefers stocks to bonds as yields climb, the energy, health care and cybersecurity names Robinhood owns, and the two risks she…
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OuterSignal co-founder: one beauty brand found 10% of its buyers were medical workers
7 takeaways: a $22M Series A, why a decade of "personalization" failed, how a creatine brand landed a Walmart placement, and why he calls the idea young…
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7M data fields are why AI can't simply vibe-code an ERP, SAP's CEO finds
14 insights: why switching AI models cut costs 10-fold, why SAP capped staff token spending, and why he expects 100% accurate finance agents within…
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Hyperscaler capex reaches $780B in 2026, headed past $1T a year from 2027, a16z finds
16 takeaways: why stocks rose 20% as multiples fell 20%, why only 2% of S&P 500 companies track AI's impact over time, and why tender offers attract so…
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65 of 122 personal AI agents charge while the leaders are free — The a16z Show
18 arguments: why a16z's partner puts an ambitious agent at $20 a user a day, why proactivity may be the only lasting edge, and why Amazon blocked…
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Canada should give weight-loss drugs away for free, says Harris Douglas portfolio manager
18 calls: why price-sensitive buyers now set the 10-year Treasury, the one stock he says he totally missed, and new picks in Meta, Microsoft and…
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AI agents see no ads, so the web's ad-funded model has to be replaced, says Parallel CEO
20 predictions: why web search prices must fall by an order of magnitude, what Amazon risks by blocking agents, and how 5–20% of AI inference spending…
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All-In: Anthropic's $2T IPO is now going to clear at $1T or less
18 arguments: why AI "labs" are companies that face product liability, token use flipping to open models in 12 weeks, Anthropic's wet lab, and Meta's…
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