SHOP is a short-term AI beneficiary due to agent-ready infrastructure and growth, but faces risk from high oil prices impacting consumer spending.

Another name associated with this platform is " Shopify". I'm interested to know your opinion, you know , on how Shopify finds itself in this awkward period of software and infrastructure turmoil, but perhaps not as quickly as some had anticipated.

Yes, of course. I mean, I think Shopify is stuck in a debate about whether it will be excluded from mediation or whether it will benefit? Um, I think I'm leaning towards the beneficiaries camp at least in the short term because they have built pathways that allow AI agents to shop efficiently.

They have built this huge catalog that all their merchants can access, which is specially structured data for artificial intelligence so that it can understand what the merchant is actually selling and the payment process is very seamless.

I mean, artificial intelligence will provide these opportunities, but it has to do so in an effective way. He doesn't just want to browse everything on the internet. That will take a very long time.

Yes , so Shopify gives AI agents the ability to connect quickly and process things quickly.

So, I think Shopify is building on this path and they are already showing that it is profitable and there is growth. They saw AI-driven shopping at a triple-digit rate in the past year alone, which tells you that merchants are already seeing strong demand coming through their AI channels.

Clearly, the biggest threat to Shopify is what we talked about earlier. If the price of oil reaches $100 or more, consumer spending will be affected and Shopify will be impacted in its business as well.