Released May 24th, 2022
Tobi Lutke - Embrace the Unexpected
Tobi Lütke is the co-founder and CEO of Shopify. We cover Shopify’s evolution into the world of atoms-based building through Shopify’s fulfillment network, the value of infrastructure writ large, and the impact of market volatility on day-to-day business building.
Business Building
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Tobi Lutke - Building a Modern Business
Tobi is the co-founder and CEO of Shopify, the ecommerce platform that champions entrepreneurs. We cover Shopify's business model and North Star, the overlooked benefits of video games, and Tobi talks about the best idea he has ever found.
Alex Danco - Shopify: The E-commerce On-Ramp
Alex Danco works on the Money team at Shopify. We cover the revenue model of Shopify's different business units by using Apple as a guide, how it monetizes different derivatives of merchant success, and Shopify's philosophy, culture, and role in global commerce.
Jeff Jordan - Building & Investing in Marketplaces
Jeff Jordan is a General Partner at Andreessen Horowitz. We cover how to build and invest in businesses that create consumer marketplaces, the importance of healthy communication between founders and investors, and the unique aspects of the Andreessen Horowitz business model.
Ali Ghodsi - The Past, Present, and Future of Big Data
Ali Ghodsi is the founder and CEO of Databricks, a data analytics platform for data scientists and developers. We cover the history of distributed computing, best practices for using data, and the lessons he has learned as CEO of Databricks and working at UC Berkley AMPLab.
The New Infrastructure is Digital
Philippe Camu, co-head of GS infrastructure, talks about how the next big public-works projects are more focused on digital infrastructure.
Investment Memo
Shopify - Bessemer Investment Memo
Bessemer's 2010 investment memo analyzing Shopify for their Series A investment.
Shopify's Underrated Lever
An exploration of some less talked about incentive structures that contribute to Shopify's highly successful business model.
As More Workers Go Solo, the Software Stack Is the New Firm
A look inside the creator economy and how software infrastructure can fuel its growth.
1,000 True Fans
Written in 2008 by the founding editor of Wired, this predicted that the internet would transform the economics of creative activities.
WTF Happened In 1971?
A series of economic indicators that suggest a regime change took place in 1971.
Finite and Infinite Games
James Carse explores two life approaches. One is played for the purpose of winning, the other for the purpose of continuing to play.
The Courage To Be Disliked
Using the theories of Alfred Adler, this book explains how we are able to determine our own future free of the shackles of past experiences.