Shopify CEO Tobi：AI 已为地球新增数万亿美元价值

Tobi Lütke谈AI智能体革命与Shopify的未来 @tobi谈智能体商务的走向、科幻如何变为现实，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，购物方式会如何改变。 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，以及为什么每个人最终都必须拥抱它才能在职业上取得领先。 我们深入探讨了AI智能体将如何赚钱、它们处理购物时由谁付钱，以及当你的助手本应为你服务时，广告为何会变得复杂。我们讨论了他身在Meta董事会的经历以及与Mark Zuckerberg共事的体验。 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。 这是我有史以来最喜欢的一期播客之一。 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 零和思维与丰裕 21:20 AI反弹与创始人优势 45:28 打造AI优先的Shopify 52:18 谁能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