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And we have this amazing tool called River. And River is basically an agent that lives within our Slack. And you describe a task in a public channel, it all has to be out in the open in public. So that's a feature, not a bug. And it can read code, it can run tests, and it lives in about 10,000 channels in the company. About 90% of employees have used it. It's run 275,000 sessions, and it's taken 15 million actions in five months. And it has this profound effect on, you know, how we work as a com
Well, I think what's at stake is the same thing as when we started. It is to be the 100 year company and to grow entrepreneurs everywhere. And I think that is the bet and we are going to win or die trying.
I don't actually feel like we're a chaotic company. And so there is a deep focus. And I think it's because of this purity of mission, which is really an alignment mechanism that is, that is deeply held within the company.
It's a very unsentimental company in that respect where you do, you know, you are able to kind of make change if there is a better trade-off out there.
And one of the things I loved most about Shopify when I came in was this phrase, keep your identity lightweight.
the universal commerce protocol, which is the open commerce standard that we developed with Google, which is really the kind of transaction layer of commerce, the merchant continues to be the merchant of record.
Headcount for Shopify has been flat for more than eight quarters. And well, revenue is growing 34%.
And because Shopify is that reliable infrastructure, that's why we're such a valuable player. And that's why we can absorb all of that complexity for our merchants.
complexity is both the challenge and the moat for Shopify.
Tariffs between any countries, we would be reacting the same way.
I actually think it's really more outside of the company, to be honest. And we definitely think of ourselves as a company rather than a country. But the tariffs are the big elephant in the room. And, you know, I think we've operated through lots of moments of uncertainty, even when the first kind of tariffs came into place where we had a team spending the weekend building a duties and taxes calculator. And so, it is a moment to shine, even though there are lots of macro considerations happening
What's at stake is to grow entrepreneurs everywhere. And I think that is the bet, and we are going to win or die trying.
The barrier to entry because of AI has reduced, right? So the ability to start your own business and have your first sale, that time has just compressed significantly. About 10% of new shops made their first sale within a single day of signing up,
We power over 14% of the U.S. e-commerce market.