That 11X spike in orders from agentc AI across Shopify's platform is insane. If they're really laying the rails for this, they could capture a huge share of AI driven commerce befor Amazon figures out how to respond. The infrastrucure advantage is real when you already have milions of merchants on your platform.
Thanks for writing this, it clarifies a lot; could you elaborate more on the Instacart shift from GSI to an unbundled merchant servis model?
https://open.substack.com/pub/pramodhmallipatna/p/who-owns-the-click-platform-vs-agent
That 11X spike in orders from agentc AI across Shopify's platform is insane. If they're really laying the rails for this, they could capture a huge share of AI driven commerce befor Amazon figures out how to respond. The infrastrucure advantage is real when you already have milions of merchants on your platform.