April 9, 2025

LEAKED MEMO from Shopify CEO

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Alex breaks down a leaked internal memo by Tobi Lutke, CEO of Shopify. The memo details Tobi’s view on AI, expectations of how Shopify employees will use AI, and six AI action items for the company, top-down.

Show Notes:

(0:00) A note from our sponsor

(2:26) Welcome back to Founder’s Journal

(3:32) Shopify CEO AI interest

(4:48) Leaked AI Memo

(6:03) AI step function change

(8:18) What is reflexive AI?

(9:45) Point 1: AI is an expectation

(9:05) Point 2: Prototyping requires AI

(11:03) Point 3: AI performance reviews

(11:40) Point 4: Share AI learnings

(12:29) Point 5: AI before human

(13:52) Point 6: AI adoption is required to-down

(14:08): Use this memo as an instruction manual


Thanks to our presenting sponsor, Gusto. Head to www.gusto.com/alex

Episode Link:

• Shopify CEO memo: https://x.com/tobi/status/1909251946235437514


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