The future of retail is retail everywhere. The brand is the constant, the channel is the variable.
We wanted to make buying a used car as easy as buying something on Amazon. No dealership. No haggling. Just click and it shows up at your door.
When a player gets traded, we can have a jersey with the new team on sale within minutes. Traditional retail takes months. Minutes versus months. That's the business.
One-click checkout. That's it. One button. No passwords, no forms, no friction. Amazon had Buy Now for 20 years and nobody else did. We were going to change that.
Amazon and Flipkart serve India's top 100 million. We serve the next 500 million. The people who shop on WhatsApp, who compare prices in rupees, who need free shipping or they won't buy.
We sold dog food online and shipped 30-pound bags to people's doors. The shipping cost more than the dog food. We knew that. We thought scale would fix it. Scale did not fix it.
Shopee beat Lazada — which is backed by Alibaba — in every Southeast Asian market. A Singaporean startup outcompeted the most powerful e-commerce company in Asia. That wasn't supposed to happen.
People ask how we sell a dress for $3. The answer is: we skip every middleman. Factory to app. No warehouse, no brand markup, no retail rent. The $3 dress costs $1.50 to make. The margins are thin but they exist.
Pinduoduo made shopping social in China. Temu is taking that model global. Group buying, gamification, prices so low they feel illegal. The formula works everywhere because saving money is universal.
The direct-to-consumer revolution created a million small brands. We are the infrastructure that lets them compete with the giants.
Amazon set the expectation for two-day shipping. Every small brand now has to meet that expectation or lose the sale. We make that possible.
Fulfillment is the least glamorous part of e-commerce and the most important. Nobody buys a product because the warehouse was cool. But they stop buying if shipping is slow.
We started ShipBob because we were packing orders in our apartment and realized every small e-commerce brand was doing the same thing. That does not scale.
We follow e-commerce wherever it goes. TikTok Shop launches in a new country, we are there within months.
E-commerce in Southeast Asia is just getting started. There are 700 million people and most of them just got their first smartphone. The volume is coming.
Shopify powers 10% of US e-commerce. Every time you buy something from a small brand online, there is a good chance we are behind it.
TikTok Shop did $20 billion in GMV. We are not just an entertainment platform anymore — we are a commerce platform.
We power 10% of US e-commerce. We're not a startup anymore. We're infrastructure.
Shopify exists to arm the rebels. Every independent merchant competing against Amazon is a rebel, and we give them the weapons.
WebstaurantStore was a bet that restaurant owners would buy supplies online before anyone else thought they would. That bet built a billion-dollar business.
The most powerful thing technology can do is connect a willing buyer with a willing seller.