Joined January 2007
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Yea that was a fun one. Thank you for celebrating the glory of entrepreneurship, David.
My conversation with Tobi LĂĽtke (@tobi), co-founder and CEO of Shopify. 0:00 Companies as Social Technology 5:27 The Value of Reading Books: Cheat Codes for Life 7:28 Post-IPO Crisis: Cosplaying as a CEO 7:54 Competition vs Rivalry: The Power of Healthy Competition 16:02 COVID as a Turning Point: Rebuilding the Executive Team 18:21 Hiring Founders: Building a Team of High-Agency People 26:49 Shopify OS: Engineering the Company from First Principles 36:48 Compensation Innovation: Giving Employees Full Agency 40:41 The Psychology of Identity and Affirmations 48:43 Differentiation Over Perfection: Making It Your Own 50:31 Context Podcast: Documenting Decision-Making 1:26:36 The IPO Decision: Going Against Silicon Valley Orthodoxy 1:35:08 Building a Company Worth Working For 1:41:50 Hiring for Spikiness: Finding Non-Conformists 1:48:28 Office Design Philosophy: Creating Space for Excellence 1:58:54 Video Games as Business Training: StarCraft Lessons 2:07:06 AI Revolution: 2026 and Beyond 2:11:44 Focus on Craft: The Unquantifiable Elements of Excellence 2:21:08 Survivorship Bias: The Importance of Entrepreneurial Exposure 2:23:22 Closing Includes paid partnerships.
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Brazil vs Norway was something else🇳🇴🇧🇷
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Just shipped 🚀: catalog-kit | catalogkit.dev After building a few demos on @Shopify's Global Catalog, I wanted to make it easier to build more. So I turned the whole setup into an open source, agent-ready starter kit. Just ask Claude or Codex to: "Clone github.com/DevCreate-Studio/… and read AGENTS.md, then build me a <your idea> on the Global Catalog." then ship it to @vercel or @Cloudflare Workers. Thank you @tobi, @harleyf, @ShopifyDevs and the team for making this so easy to build on.
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So today in Toronto. Kawhi is back, leafs have the first pick, Ronaldo is here about to play in a city with 500k Portuguese. Modric may play his last Cup game in a city with 100k Croatians. Canada is in the round of 16. Canada Day weekend. Baseball game won. Wtf.
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In 1825, a rich Welsh industrialist bought an entire American town to prove that socialism could work. He had the money, the buildings, the theory, and hundreds of eager followers waiting to move in. Two years later, it was over. đź§µ
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My two boys love LEGO and are always browsing for the next sets on their wishlist. As a good dad and Shopify developer, that felt like the perfect excuse to explore the Shopify UCP Catalog API. So I built Brickfinder: bricks.stormdevs.com
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Ducklake with duckdb is really really good. Tell your agent to use it if you ask it to import a lot of data ( like health data from Fitbit ). If you use Hermes, just go “/learn duckdb and ducklake and use it” and all your data asks will get better.
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Happy Canada day 🇨🇦
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Happy Canada day 🇨🇦
10,000 Canadian-made products across 50 categories, all in one search engine powered by @Shopify x @cohere. I've been building this for a year and it goes live today at noon. Happy Canada Day 🇨🇦 Reply 'Canada' for early access.
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Reminder that there are two types of anti-data center activists: - Supporters of the Chinese Communist Party - Stooges of the Chinese Communist Party Anti-data center activism helps America's enemies and facilitates America's downfall.
NEW: BPI research reveals that a Marxist-Leninist group with documented ties to China has been a critical mobilizer in efforts that have blocked or delayed $23.6 billion in AI investment in the US. Its scalps include 10 data center moratoria, 1 permanent data center ban, and 4 rejected or scrapped AI projects. In Part II of our foreign influence investigation, BPI exposes the Party for Socialism and Liberation (or PSL) as the political arm of Shanghai-based Neville Singham, and lays bare a national campaign launched by the party to stop America’s data center buildout. Singham is the subject of multiple federal investigations into his reported ties to the CCP. Our research uncovers the anti-data-center organizing of his activist vehicle, the PSL, across 21 campaigns in 14 states, in roles ranging from lead organizer to one member of a broader coalition. This report adds to the mounting evidence that China and its surrogates are committed to stopping America’s data center buildout so that Beijing can gain the advantage in the AI race.
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Canada: Crying Over Spilt Milk in a Self‑Inflicted Stagnation Canada’s elite have spent a quarter‑century turning a rich, opportunity‑dense economy into a slow‑growth, over‑levered cul‑de‑sac, and they still insist nothing is structurally wrong. There is no sense crying over spilt milk about past mistakes when the architects of this stagnation are still in charge and still in denial. Canada did not just drift into secular stagnation; it embraced a kind of virtue socialism and an industrial policy anchored on climate change targets rather than productive capacity, competitiveness, or growth. An economy built on world‑class natural resources, strategic geography, and human capital has been deliberately downgraded into a housing‑addicted, low‑productivity balance sheet recession risk, and the people who did it still show up on panels calling this “resilience.” For years, Canada’s comparative advantages in energy, resources, and industrial capacity were something to apologize for, regulate to death, or tax into oblivion, while policy and capital chased the illusion that you could mortgage and virtue‑signal your way to prosperity. The result is a country flirting with a liquidity trap, where even lower rates may barely move a real economy suffocated by over‑priced assets, under‑built productive capital, and households too damaged to borrow again. The real scandal is not that Canada faces secular stagnation; it is that the elite engineered it, denied it, wrapped it in climate rhetoric, and now blame external shocks while the data scream that this is a made‑in‑Canada crisis. To be clear, Canada’s problems are not the result of President Trump! If Canada’s elite will not finally admit that decades of attacking its own strengths, worshipping its own bubbles, and treating industrial policy as a morality play have left the country one downturn away from a full balance sheet recession, then they are not guardians of the national interest, they are custodians of decline, and at this point, there really is no sense crying over spilt milk, only over the refusal to fix the mess they made.
Just how much trouble is Canada's economy in? bbc.in/3StE8RD
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NEW: BPI research reveals that a Marxist-Leninist group with documented ties to China has been a critical mobilizer in efforts that have blocked or delayed $23.6 billion in AI investment in the US. Its scalps include 10 data center moratoria, 1 permanent data center ban, and 4 rejected or scrapped AI projects. In Part II of our foreign influence investigation, BPI exposes the Party for Socialism and Liberation (or PSL) as the political arm of Shanghai-based Neville Singham, and lays bare a national campaign launched by the party to stop America’s data center buildout. Singham is the subject of multiple federal investigations into his reported ties to the CCP. Our research uncovers the anti-data-center organizing of his activist vehicle, the PSL, across 21 campaigns in 14 states, in roles ranging from lead organizer to one member of a broader coalition. This report adds to the mounting evidence that China and its surrogates are committed to stopping America’s data center buildout so that Beijing can gain the advantage in the AI race.
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So great to get to work with @tobi and the wonderful @shopify team. Excited to push the agentic web forward.
We are rebuilding Hydrogen from the ground up with @Shopify. It's agent-first, runtime-agnostic, and runs anywhere JavaScript does. Learn more and try the Next.js developer preview ↓ vercel.com/blog/vercel-and-s…
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Ditto
Delighted to partner with Visa, Mastercard, Coinbase, Cloudflare, Google, and many others, to introduce Open Standard, a new stablecoin designed for scale: joinopenstandard.com.
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Voting has consequences. Canada voted for socialism, higher taxes, more regulations, less freedom. Business investors decided to go elsewhere. This is why Canada would be ranked near the bottom compared to every state in the USA.
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Imagine telling someone in 1999… The year is 2026. The President is Donald Trump in his second non consecutive term. The richest man in the world is PayPal cofounder Elon Musk… but not because of fintech or Paypal. Because of rockets, electric cars, AI, satellites, brain chips and something called “Boring Company”. Apple is worth trillions but its main business isn’t computers… its selling glass rectangles everyone stares at for 9 hours a day. People don’t watch TV. They watch teenagers explain geopolitics, finance, and relationship advice in ~60 second videos. The biggest taxi company owns no taxis. The biggest hotel company owns no hotels. The most powerful media companies are social networks where everyone argues with strangers for free. Kids are making millions filming themselves playing video games. AI Robots write emails, code, legal memos, songs, essays, and breakup texts. The internet is mostly bots arguing with humans who are trying to prove they aren’t bots. You can summon a car, groceries, a doctor, a date, a private jet, or a dog walker from your phone. People pay real money for invisible currencies, digital monkeys, AI girlfriends and pictures that disappear after 24 hours. The richest companies in the world don’t sell oil, steel, or cars. They sell attention, compute, data, and addiction. And somehow, after all of that everyone is still using Excel.
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Happy 50th birthday CN Tower. The tower that made Toronto. The greatest monument to Canadian ambition.
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Today, we're announcing a $60M Series B led by @BatteryVentures, bringing our total funding to $85M in just under a year. Also joining the round are founders and operators who’ve built generational companies of the last two decades – @tobi (CEO, Shopify), @arashf (Dropbox), @chughesjohnson (Stripe), and more. The round came together in 6 days. Here's why. Every major category in enterprise software is seeing multiple AI-native challengers. CRM, ERP, ITSM – all being rebuilt from scratch by a new generation of companies applying AI to solve persistent problems we couldn’t before. Employee Management (also known as HCM) is the exception. It’s the last frontier, and we believe the most important one. The operating layer to manage people, run payroll, benefits, compliance, and IT, for every company in the world, is still built on architecture that predates AI by decades. This fundraise is the story of how Warp is changing that. The average Warp customer is growing 5x faster than their peers, with 1/10th of the HR and admin overhead. We’re seeing a massive shift happening in how the best companies run their people operations. From the fastest-growing AI-startups to massive public companies, the winning teams are running lean: HR, finance, and ops generalists who automate as much as possible, and use their time instead for strategic work that AI can’t automate. Warp is the platform of choice for ambitious companies operating at this new pace. Legacy HCMs help humans track the work. Warp uses AI to proactively complete the work. Workday was built for the last era. We're building for the next one. And it’s working. We've – - Doubled ARR in Q1 - On track to $2B payroll volume this year - Signed enterprise customers with thousands of employees - Launched entire product lines back-to-back: Warp benefits brokerage and Warp Fabric (our AI-native IT automation suite built in-house). A few thank-yous: 1. Our customers, the fastest-growing companies in the world, who trust us with their most critical systems. We wouldn't be here without you. 2. Our team - 50 people in NYC who've built this platform, taken on the hardest problems in business-critical software. We're just getting started. 3. Our investors doubling down in this round, and some of our earliest believers – @sound_ventures_ (@aplusk, @epsteineffie), @PeakXV, (@arnavsahu341), @harjtaggar at @ycombinator, @balajis, @kevinhartz, @kvogt, @amasad, @HOFCapital (@myfady), @colinevans (@OpenAI) We're here to arm ambitious American companies with Workday-grade power, but with the usability and delight of an Apple product. With this new funding, we plan to fund deeper AI agents, tax and compliance infrastructure, expand our product suite, and support even closely our fast-growing customers. Come join us.
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Today we have something truly special for you! Creative Engineer Andy Thelander from @Shopify takes us behind the scenes of the epic Everywhere edition, sharing the rendering system, custom asset pipeline, performance techniques, and creative workflow that brought the experience to life. A fantastic deep dive into modern creative engineering: tympanus.net/codrops/2026/06…
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