Company
Shopify
- Episodes
- 9
- Share
- 1.0%
- Shows
- 9
- Net sentiment
- +1.00
Down from 1.0% of episodes in the weeks before; net sentiment was +0.86.
Bullish 6Mixed 0Neutral 3Bearish 0
5 weeks
Share of each week's episodes naming it, and net sentiment.
0%2%4%
Sep 21Sep 28Oct 5Oct 12Oct 19
Net sentiment
−10+1
Sep 21Sep 28Oct 5Oct 12Oct 19
The episodes that named it
Why each one was bullish, bearish or in between on Shopify. Longest episodes first.
Bullish 6
- Sequoia and Shopify Ventures backed WAP's round, described as a strategic partner.Moderna Drama, WSJ Mansion Section, Genetically Engineered Military Dogs | Thomas Wright, Kyle Schiller, Steven Schwartz · TBPN · Oct 23
- Shop MCP exposes its billion-product catalog to agents, expanding its reach against Amazon.Has the AI Singularity Already Begun? · The Daily AI Show · Oct 20
- Acts as arms dealer, letting merchants sell through any AI channel that wins.Amazon & Delta Are Blocking AI Agents. How to Win Anyway. · The Startup Ideas Podcast · Oct 21
- Described as a secular growth leader in e-commerce software, a possible alternative to Wix.Wix at 7.5x Free Cash Flow: Deep Value or Value Trap? · Chip Stock Investor Podcast · Oct 19
- Positioned as a leading agentic commerce platform with strong resources for e-commerce founders.How to Build an E-Commerce Company With AI · AI Marketing · Oct 23
- Shares rose sharply after a deep partnership with Meta's Muse agent.#565 - Walmart Loves Muse, Amazon Hates It! | 3 Weeks of Black Friday Deals? | Weekly Buzz 10/22/26 · AM/PM Podcast · Oct 22
Neutral 3
- Cited as having a strong partner agency network that acts as a distribution moat.Episode 855 | The Eight SaaS Moats that Still Work in the Age of AI · Startups For the Rest of Us · Oct 20
- Former employer where he built the talent engineering function and hiring approach.What a Talent Engineer at Zapier Builds Instead of Another AI Sourcing Tool | Dan McCarthy · Unlocked Professional: AI and the Future of Hiring · Oct 21
- Mentioned as an example of a tech company hiring an investment banker as CFO.Software Stocks Crashed. This CEO Says the Business Has Never Been Stronger · In the Money with Amber Kanwar · Oct 22
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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