World Model · podcast knowledge graph

The Shopify IPO

2019-08-06 · 84 min · episode 2 · 19 entities

episode page audio

Asserted relationships

  • → hosted by Ben Gilbert and David Rosenthal person
    0.55
    evidence rules-v4
    Feed author/publisher: Ben Gilbert and David Rosenthal
  • → discusses Technology concept
    0.40
    evidence rules-v4
    Feed category: Technology
  • → discusses Business concept
    0.40
    evidence rules-v4
    Feed category: Business
  • → discusses Investing concept
    0.40
    evidence rules-v4
    Feed category: Investing
  • → references Gurley website
    0.38
    evidence rules-v4
    Link in episode "The Shopify IPO": http://investorfieldguide.com/gurley
  • → references snowdevil.ca website
    0.38
    evidence rules-v4
    Link in episode "The Shopify IPO": https://snowdevil.ca/
  • → references jadedpixel.com website
    0.38
    evidence rules-v4
    Link in episode "The Shopify IPO": https://jadedpixel.com/
  • 0.38
    evidence rules-v4
    Link in episode "The Shopify IPO": https://citronresearch.com/citron-exposes-the-dark-side-of-shopify
  • → references shopmoment.com website
    0.38
    evidence rules-v4
    Link in episode "The Shopify IPO": https://shopmoment.com/

Entities found in this episode

websites 10

  • mentioned Gurley website
    0.45
    evidence rules-v4
    Link in episode "The Shopify IPO": http://investorfieldguide.com/gurley
  • mentioned snowdevil.ca website
    0.45
    evidence rules-v4
    Link in episode "The Shopify IPO": https://snowdevil.ca/
  • mentioned jadedpixel.com website
    0.45
    evidence rules-v4
    Link in episode "The Shopify IPO": https://jadedpixel.com/
  • 0.45
    evidence rules-v4
    Link in episode "The Shopify IPO": https://citronresearch.com/citron-exposes-the-dark-side-of-shopify
  • mentioned shopmoment.com website
    0.45
    evidence rules-v4
    Link in episode "The Shopify IPO": https://shopmoment.com/
  • references Gurley website
    0.38
    evidence rules-v4
    Link in episode "The Shopify IPO": http://investorfieldguide.com/gurley
  • references snowdevil.ca website
    0.38
    evidence rules-v4
    Link in episode "The Shopify IPO": https://snowdevil.ca/
  • references jadedpixel.com website
    0.38
    evidence rules-v4
    Link in episode "The Shopify IPO": https://jadedpixel.com/
  • 0.38
    evidence rules-v4
    Link in episode "The Shopify IPO": https://citronresearch.com/citron-exposes-the-dark-side-of-shopify
  • references shopmoment.com website
    0.38
    evidence rules-v4
    Link in episode "The Shopify IPO": https://shopmoment.com/

concepts 7

  • mentioned Technology concept
    0.50
    evidence rules-v4
    Feed category: Technology
  • mentioned Business concept
    0.50
    evidence rules-v4
    Feed category: Business
  • mentioned Investing concept
    0.50
    evidence rules-v4
    Feed category: Investing
  • discusses Technology concept
    0.40
    evidence rules-v4
    Feed category: Technology
  • discusses Business concept
    0.40
    evidence rules-v4
    Feed category: Business
  • discusses Investing concept
    0.40
    evidence rules-v4
    Feed category: Investing
  • mentioned IPO concept
    0.35
    evidence rules-v4
    IPO

persons 2

Episode description as stored
Ben and David head north of the border to Ottawa, Canada to cover perhaps one of the greatest IPO success stories of the past 5 years, Shopify. From humble beginnings as a “lifestyle business” hawking hipster snowboard gear online to now routinely mentioned in the same breath as Amazon, the tale of Shopify and its incredible CEO Tobi Lütke’s ascent is not one to miss! Editor's note: Shopify actually powered $41b of sales, not $14b, in 2018, as discussed toward the end of the episode. $14b was the fourth-quarter number. While this changes the analysis of value captured at the end of the episode (Shopify only captures 2.5% of merchant sales as their own revenue, not 7%, which is admittedly very different), it doesn’t change overall sentiment on the company discussed in the episode. Sponsors: Vanta: https://bit.ly/acquiredvanta ServiceNow: https://bit.ly/acquiredservicenow26 Legora: https://bit.ly/acquiredlegora Statsig: https://bit.ly/acquiredstatsig26 Links: https://www.snowdevil.ca https://www.jadedpixel.com Citron’s “research” report:  https://citronresearch.com/citron-exposes-the-dark-side-of-shopify/ Carve Outs: Ben: Moment smartphone camera lenses: https://www.shopmoment.com David: Quoteapro engineering and head of product roles, Bill Gurley on Invest like the Best: http://investorfieldguide.com/gurley/ More Acquired! Get email updates with hints on next episode and follow-ups from recent episodes Join the Slack Subscribe to ACQ2 Merch Store ! © Copyright 2015-2026 ACQ, LLC