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In an interview on the "Sources" podcast, Shopify co-founder and CEO Tobi Lütke suggested that an increasing number of complex, high-ticket purchases are beginning to be completed through AI agents, with the shopping decision point shifting from selecting products to expressing intent. He also discussed Amazon restricting Meta's AI agent product Muse while Shopify proactively integrated with it, attributing this to the difference between the two models of a digital department store and merchant service tools. Lütke also expressed doubts about the model of agents taking a 2% commission on transactions, noting that a large portion of Shopify's roughly 3% transaction fee goes to credit card companies, and argued that if an agent charges merchants fees and then recommends products, it would conflict with the premise that it represents the buyer's interests. There are currently no subsequent factual developments regarding this judgment.
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Nov 6
36Kr · AI
Shopify CEO Tobi Lütke: AI Is Moving Shopping Decisions Forward, Traditional Advertising Model Faces Trust Issues
Shopify co-founder and CEO Tobi Lütke said in an interview on the "Sources" podcast that an increasing number of complex, high-ticket purchases are beginning to be completed through AI Agents, and the decision point for shopping has moved forward from selecting products to expressing intent. He believes that Amazon restricting Meta's AI Agent product Muse while Shopify actively integrates it stems from the difference between the two models of a digital department store and merchant service tools; at the same time, he is skeptical of the model in which Agents take a 2% commission on transactions, pointing out that a large portion of Shopify's roughly 3% transaction fee goes to credit card companies, and arguing that if an Agent charges merchants fees and then recommends products, it would conflict with the premise that it represents the buyer's interests.