#Agent

Tobi Lütke on the AI agent revolution and future of Shopify @tobi on where agent commerce is headed, sci-fi becoming reality, and his GPU wine cellar. Why did Amazon block Meta's Muse but Shopify welcomed it? I sit down with Tobi in Toronto to discuss why the companies are taking different approaches to agents and how shopping changes when AI starts buying things on your behalf. He explains the early AI shopping behavior he’s seeing. We also get into why he thinks AI makes starting a business easier, the backlash against the technology, and why everyone will eventually have to embrace it to get ahead in their careers. We get into how AI agents will make money, who pays when they handle a purchase, and why advertising gets complicated when your assistant is supposed to work for you. We discuss his experience on Meta’s board and working with Mark Zuckerberg. Lütke also shares why he turned his wine cellar into a GPU server rack and how he uses his personal AI agent that runs entirely from his house. This is one of my favorite pods I've ever done. Timestamps: 00:00 Amazon blocks Muse 02:40 Shopify's approach to AI agents 07:00 How AI agents will change shopping 11:05 Sci-fi and tech optimism 17:57 Zero-sum thinking vs. abundance 21:20 AI backlash and the founder advantage 45:28 Building an AI-first Shopify 52:18 Who profits from agentic commerce? 01:03:22 How Shopify stays ahead 01:10:39 Advertising and discovery in the agent era 01:16:02 Rack, Cellar, and Claw Links: Spotify: https://open.spotify.com/episode/71xOycjYFjWEVSqhTpYPv8?si=rtVJne2kSr6L6QnAZWRGYw Substack: https://sourcesnews.substack.com/p/tobi-lutke-shopify-ai-agents YouTube: https://youtu.be/r9SHzCW9zxo Apple Podcasts: https://sources.news/p/tobi-lutke-shopify-ai-agents This episode's presenting sponsor is @hyperagentapp Thanks to the show’s premiere sponsors: @Atlassian, @meetgranola, and @mercury

Exciting news: Gemini 4 Carbon (High) from @GoogleDeepMind just made a huge debut on Arena, landing #1 in Text Arena, #2 in Agent Arena, and #4 in Code Arena: WebDev. Back at the top, Gemini 4 Carbon delivers frontier intelligence and reshapes the Pareto frontier across three arenas. In Agent Arena, Gemini 4 Carbon ranks #2 with a +16.2% net improvement across +21.9K real-world agentic sessions from our global community, surpassing top models GPT-6 Astra and Fable-5.1. At $1.80 median cost per task, Gemini 4 Carbon (High) costs 72% less than the #1 ranked Claude Opus 5.5 (Max). Its standouts by key signals: - #1 Steerability (+18.6%): can the model course-correct when you push back? - #2 Praise vs Complaint (+37.9%): implicit sentiment in users' reactions - #3 Confirmed Success (+18.7%): explicit “yes, that worked” from users In Code Arena: WebDev, Carbon scored 1768 pts landing #4: - Just 2 pts below #3 Claude Sonnet 5.5 (xHigh), at 1770 pts - 89 pts above #11 Gemini 4 Argon (High), at 1679 pts By category, it ranks #3 in Gaming and Simulations, and #5 in Brand & Marketing. In Text Arena, Gemini 4 Carbon (High) is the new #1 with 1528 pts, now ahead of Gemini 4 Argon (High) at #2 with 1520 pts. Congrats to the @GoogleDeepMind team on this huge milestone!

Gemini 4 Carbon (High) by @GoogleDeepMind landed on the Pareto frontier in Agent Arena, Code Arena: WebDev, and Text Arena! In Agent Arena, it ranks #2 with +16.2% net improvement at $1.80 median cost per task. This is 72% less than #1 Claude Opus 5.5 (Max). Dive into the Agent Arena Pareto, and see where Gemini 4 Carbon (high) landed on the Pareto frontier for Code Arena: WebDev and Text at https://arena.ai/leaderboard/agent/pareto

我们正在扩大与 @USGSA 的合作。根据一项新的 OneGov 协议，我们将以 40% 的折扣向联邦、州、地方、部落和领地政府提供 Claude。 https://www.anthropic.com/news/expanding-partnership-gsa

Can AI forecast elections better than experts and prediction markets? We built BallotBench to find out: a live benchmark where 9 frontier AI agents compete to predict the 2026 US midterms, from today through Election Day, Nov 3. Follow along → http://ballotbench.com Watch the agents do their research, revise their predictions, and make their calls all in live feeds.

Gemini 4 Carbon is our next frontier model. It’s state-of-the-art across cybersecurity and long-horizon capabilities.

Cold calling isn’t dead. And that’s why today, we’re launching Unify Dialer. Sellers have already placed 112K+ calls with it. → Prospect, sequence, and dial in one place. → Move faster through your call list with Power Dialer, with the research done before you dial. → Reach more buyers with 34% more reachable numbers than Apollo and 66% more than ZoomInfo in our benchmark. 60% of reps book a meeting within their first hour of dialing on Unify. Who better to pick up the phone than the wolf of insurance himself, Juliano Massarelli? 👇🏻 Try it here: https://www.unifygtm.com/dialer?utm_source=x&utm_medium=austin&utm_campaign=dialer-launch