Shopify CEO on Agentic Commerce: AI Shopping Disrupts Ads

Shopify CEO Tobi Lütke discussed the future of agentic commerce on the Sources podcast, arguing that AI agents shopping on users' behalf will upend advertising, and that agent developers earning only basis points per transaction would need tens of millions of users to build a viable business.

2026-10-30 ~ 2026-10-30 · 2 related posts

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• Shopify CEO Tobi Lütke: AI agents earn basis points — need tens of millions of users to work — rohanpaul_ai · 2026-10-30