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How Shopify Pivoted From Online Store Builder to Full Commerce OS

When Shopify started in 2004, it was a snowboard shop's attempt to sell boards online. Two decades later, it powers millions of merchants, from tiny Etsy sellers to global brands like Gymshark and Red Bull. But the real pivot wasn't from snowboards to software — it was the shift from being a website builder to becoming the operating system for retail. In this episode, Lucas and Luna unpack how Shopify bet on the rise of independent commerce, expanded into payments, logistics, and capital, and built a platform that now handles a significant slice of global e-commerce. They explore…

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