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
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
