The Shopify IPO
Acquired6 Elo 2019

The Shopify IPO

Ben and David head north of the border to Ottawa, Canada to cover perhaps one of the greatest IPO success stories of the past 5 years, Shopify. From humble beginnings as a “lifestyle business” hawking hipster snowboard gear online to now routinely mentioned in the same breath as Amazon, the tale of Shopify and its incredible CEO Tobi Lütke’s ascent is not one to miss!

Editor's note: Shopify actually powered $41b of sales, not $14b, in 2018, as discussed toward the end of the episode. $14b was the fourth-quarter number. While this changes the analysis of value captured at the end of the episode (Shopify only captures 2.5% of merchant sales as their own revenue, not 7%, which is admittedly very different), it doesn’t change overall sentiment on the company discussed in the episode.

Sponsors:

Links:

Carve Outs:



More Acquired!

© Copyright 2015-2025 ACQ, LLC

Jaksot(212)

IKEA

IKEA

IKEA may be the most singular company we’ve ever studied on Acquired. They’re a globally scaled, $50B annual revenue company with no direct competitors — yet have only ~5% market share. They’re one of...

18 Marras 20243h 21min

Meta

Meta

Meta is a company everyone knows (literally, everyone). But, somehow, it’s also a company that few people feel they actually understand. Their products are used by more humans than any other’s in hist...

28 Loka 20246h 19min

Acquired LIVE from Chase Center (with Daniel Ek, Emily Chang, Jensen Huang and Mark Zuckerberg)

Acquired LIVE from Chase Center (with Daniel Ek, Emily Chang, Jensen Huang and Mark Zuckerberg)

Here it is: the complete video of the most unbelievable night of Acquired’s nine-year life… our sold out live show at the Chase Center in San Francisco. We joked during the months (months!) of prepara...

30 Syys 20242h 25min

The Mark Zuckerberg Interview

The Mark Zuckerberg Interview

Mark is the iconic founder CEO of our time. At Chase Center on September 10, 2024, he did an unprecedented thing: a live conversation in front of 6,000 people on Meta’s company strategy, sharing stori...

18 Syys 20241h 29min

Chase Center + Summer Update

Chase Center + Summer Update

Summer greetings from Acquired! Two items for this “mini-episode”:Tickets are now available for our live show at Chase Center in San Francisco, with special guests including Mark Zuckerberg (!). The s...

8 Elo 202421min

Microsoft Volume II

Microsoft Volume II

In 1999, Microsoft became the most valuable company in the world. And in 2019, Microsoft became the most valuable company in the world, again. But… what happened in the twenty years in between? The an...

22 Heinä 20244h 50min

Starbucks (with Howard Schultz)

Starbucks (with Howard Schultz)

Starbucks. You’d be hard pressed to name any brand that’s more ubiquitous in the world today. With nearly half a billion global customer purchases per week across its stores and 3rd party retail chann...

4 Kesä 20243h 15min

Microsoft Volume I

Microsoft Volume I

Microsoft. After nearly a decade of Acquired episodes, we are finally ready to tackle the most valuable company ever created. The company that put a computer on every desk and in every home. The compa...

22 Huhti 20244h 24min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
psykopodiaa-podcast
mimmit-sijoittaa
rss-rahapodi
rss-lahtijat
rss-draivi
oppimisen-psykologia
rss-porssipuhetta
rss-rahamania
rahapuhetta
taloudellinen-mielenrauha
rss-neuvottelija-sami-miettinen
rss-bisnesta-bebeja
rss-paatos-podcast-suomen-kovimmat-paatoksentekijat-2
rss-seuraava-potilas
rss-inderes
rss-40-ajatusta-aanesta
kasvun-kipuja
rss-h-asselmoilanen
rss-porssipodi