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AI is quietly eating ecommerce, and Shopify's running out of moat. We get into Anthropic's new Cloud for Business, why 96% of AI deployments still fail, and how Stripe just made it possible for an agent to spin up a whole stack from a single command.
In this episode:
Timestamps
00:00 Claude for Business: what Anthropic just launched
04:25 Forward deployed engineers and the 96% failure rate
09:01 Is Shopify in real trouble?
12:46 What's left of Shopify's moat
15:41 Stripe Projects and agent-native infrastructure
19:25 Why MCP servers are about to be table stakes
By Lucian Armasu & John KomarekAI is quietly eating ecommerce, and Shopify's running out of moat. We get into Anthropic's new Cloud for Business, why 96% of AI deployments still fail, and how Stripe just made it possible for an agent to spin up a whole stack from a single command.
In this episode:
Timestamps
00:00 Claude for Business: what Anthropic just launched
04:25 Forward deployed engineers and the 96% failure rate
09:01 Is Shopify in real trouble?
12:46 What's left of Shopify's moat
15:41 Stripe Projects and agent-native infrastructure
19:25 Why MCP servers are about to be table stakes