Shopify CEO Tobi 谈个人 AI 智能体如何赚钱
How will personal AI agents make money? Shopify CEO @tobi:
Shopify CEO Tobi Lütke 认为个人 AI 智能体的变现不会靠 2% 的交易抽成，而是进入“基点（basis points）”时代。他提出一种“反向金钱测试”：用户愿意为不再使用自己的 Muse 付出越来越高的代价。变现方式可能是后台电表式计费，也可能是交易流水抽成，或两者兼有；他并不担心，因为智能体帮人省钱的空间很大。
查看原帖Tobi Lütke 谈 AI 智能体革命与 Shopify 的未来 @tobi 谈智能体商务的走向、科幻如何变成现实，以及他的 GPU 酒窖。 为什么亚马逊封杀了 Meta 的 Muse，而 Shopify 却欢迎它？我在多伦多与 Tobi 坐下来聊了聊，讨论这两家公司为何对智能体采取不同策略，以及当 AI 开始替你购物时，购物体验会如何改变。 他解释了自己观察到的早期 AI 购物行为。我们还聊到他为何认为 AI 让创业变得更容易、针对这项技术的反弹情绪，以及为什么每个人最终都不得不拥抱它，才能在职业生涯中领先。 我们谈到 AI 智能体将如何赚钱、它们处理购物时由谁付费，以及当你的助手本应为你服务时，广告为什么会变得复杂。我们还讨论了他任职 Meta 董事会的经历以及与 Mark Zuckerberg 共事的感受。 Lütke 还分享了他为何把酒窖改造成 GPU 服务器机架，以及他如何使用完全在自己家中运行的个人 AI 智能体。 这是我做过的最喜欢的播客之一。 时间戳： 00:00 亚马逊封杀 Muse 02:40 Shopify 对 AI 智能体的策略 07:00 AI 智能体将如何改变购物 11:05 科幻与科技乐观主义 17:57 零和思维 vs. 富足 21:20 AI 反弹与创始人优势 45:28 打造 AI 优先的 Shopify 52:18 谁从智能体商务中获利？ 01:03:22 Shopify 如何保持领先 01:10:39 智能体时代的广告与发现 01:16:02 机架、酒窖与爪 链接： Spotify: https://t.co/dEn15RrP7B Substack: https://t.co/JxkbohU0qz YouTube: https://t.co/2DTtOZ64yN Apple Podcasts: https://t.co/fEI7x7IzlD 本期节目的呈现赞助商是 @hyperagentapp 感谢节目的首席赞助商：@Atlassian、@meetgranola 和 @mercury
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Tobi Lütke on the AI agent revolution and future of Shopify @tobi on where agent commerce is headed, sci-fi becoming reality, and his GPU wine cellar. Why did Amazon block Meta's Muse but Shopify welcomed it? I sit down with Tobi in Toronto to discuss why the companies are taking different approaches to agents and how shopping changes when AI starts buying things on your behalf. He explains the early AI shopping behavior he’s seeing. We also get into why he thinks AI makes starting a business easier, the backlash against the technology, and why everyone will eventually have to embrace it to get ahead in their careers. We get into how AI agents will make money, who pays when they handle a purchase, and why advertising gets complicated when your assistant is supposed to work for you. We discuss his experience on Meta’s board and working with Mark Zuckerberg. Lütke also shares why he turned his wine cellar into a GPU server rack and how he uses his personal AI agent that runs entirely from his house. This is one of my favorite pods I've ever done. Timestamps: 00:00 Amazon blocks Muse 02:40 Shopify's approach to AI agents 07:00 How AI agents will change shopping 11:05 Sci-fi and tech optimism 17:57 Zero-sum thinking vs. abundance 21:20 AI backlash and the founder advantage 45:28 Building an AI-first Shopify 52:18 Who profits from agentic commerce? 01:03:22 How Shopify stays ahead 01:10:39 Advertising and discovery in the agent era 01:16:02 Rack, Cellar, and Claw Links: Spotify: https://t.co/dEn15RrP7B Substack: https://t.co/JxkbohU0qz YouTube: https://t.co/2DTtOZ64yN Apple Podcasts: https://t.co/fEI7x7IzlD This episode's presenting sponsor is @hyperagentapp Thanks to the show’s premiere sponsors: @Atlassian, @meetgranola, and @mercury
正文
How will personal AI agents make money? Shopify CEO @tobi:
"These agents are of tremendous value. Once you have this set up, the money you would have to pay someone to agree that they can never use their Muse again is increasing by the day. There's sort of a reverse-money test.
You're not going to get 2% [of transactions]. Welcome to the world of basis points.
This is one of those areas where I'm just honestly not concerned. There's going to be so much exchange of value here... There are opportunities to monetize, and maybe it's going to go in a way like electricity metering in the background, or maybe it's going to be in a way like transaction flows. Maybe it's going to do all of those things.
People are spending money inefficiently... I think the world is not as optimized as people think, and agents can help people save money"