Shopify opened the AI shopping floodgates. So far, not much has happened - The Logic

Last week, Shopify turned on AI-powered shopping for millions of merchants, but so far, uptake his been slow and experts remain skeptical of a major revenue boost in the near future: thelogic.co/news/shopify...

Shopify flexes its political muscle with Canadian lobbying blitz - The Logic Led by a new head of government relations, the tech firm has logged more meetings in Ottawa in 2026 than it did all of last year

Shopify's new head of government relations in Canada started in the job in January. So far, he's taken more meetings on the Hill in his first 3 months than Shopify did all of last year: thelogic.co/news/shopify...

I'm looking to speak to folks who work in Canada's tech scene and are using AI in interesting ways in their work and personal lives. If you use AI ✨ a lot✨ from the time you get up until you go to bed (and then it's still doing things for you while you snooze), send me a DM to chat. Thanks!

Layoffs and AI shift leave Shopify partners puzzled about future - The Logic At least 53 people from Shopify’s partnerships division were let go, including many partner managers. Sources say there’s little clarity on what will happen next.

That ~7,600 figure also doesn't include its recent partnerships division layoffs from late January. @thelogic.co found at least 53 people were laid off in the reorg, though sources estimate that could be as high as 100: thelogic.co/news/shopify...

Shopify’s constant layoffs have left employees exhausted and afraid - The Logic After mass layoffs in 2022 and 2023, Shopify has since made scores of smaller cuts, The Logic has learned. Sources claim the move has been a major blow to morale.

One interesting figure from today's annual report release. Shopify had ~7,600 staff by the end of last year, down from ~8,100 at the end of 2024. While some of that can be attributed to typical attrition, the firm has been laying off staff in small batches for years: thelogic.co/news/exclusi...

Shopify revenues rise as company continues AI push - The Logic The e-commerce giant says it is now in ‘pole position’ to take advantage of an anticipated AI-powered shopping boom

Shopify reported its highest quarterly revenue in its history today + touted how its AI investments will fuel future growth. But, despite an early bump to the share price, its stock has now slid ~12% in mid-day trading.

Come work with me at @thelogic.co! We're hiring an Alberta reporter based out of Calgary. Details (inc. salary and benefits) here: thelogic.applytojobs.ca/editorial/44...

Have questions? Feel free to pop into my DMs and I'll do my best to answer or point you in the right direction.

Layoffs and AI shift leave Shopify partners puzzled about future - The Logic At least 53 people from Shopify’s partnerships division were let go, including many partner managers. Sources say there’s little clarity on what will happen next.

Shopify laid off at least 53 people in its partnership division reorganization late last month. Here's what that means for those who remain and the partners it works with: thelogic.co/news/shopify...

Y Combinator is no longer investing in Canadian startups - The Logic Silicon Valley’s most famous accelerator now requires Canadian firms to incorporate in the U.S., Cayman Islands or Singapore in order for it to invest

Y Combinator is no longer investing in Canadian startups, forcing firms that want to join the Silicon Valley accelerator to reincorporate, likely in the United States.

Scoop by @muradhem.bsky.social.

thelogic.co/news/exclusi...

Ottawa is subsidizing a tech firm that provides wiretapping tools to ICE - The Logic The $1-million contribution came after the U.S. agency showed up in force in Minneapolis

In December, the Canadian government gave $1 million to Ottawa's JSI Telecom to commercialize AI-driven data analytics.

JSI, a wiretaps and investigation support firm, had a banner year in U.S. government sales in 2025, including a big new contract with ICE.

thelogic.co/news/exclusi...

How Lululemon lost its way - The Logic | Aleksandra Sagan “Whenever the stock is down as much as Lululemon stock is down, there’s always pressure on the board to do something about it,” David Swartz, a Morningstar analyst, told me. So what is the board doin...

See-through leggings. Unflattering butt seams. An attack ad placed in a newspaper by its founders. Lululemon's stock price has fallen and its North American sales are floundering. Here's what's next, especially if Chip Wilson and an activist investor have anything to say about it:

Shopify cuts ‘significant’ number of staff as part of major restructuring - The Logic The e-commerce firm said the restructuring is part of its plans for “a new chapter” in how it works with its partners

Today, Shopify announced it was "starting a new chapter" for how it would work with partners. That meant a restructuring that saw "fairly significant" layoffs across its partner division, @thelogic.co has learned:

Thanks for the kind words, Johnathan.

I'm looking to speak with people who are or recently have been job hunting for tech jobs in Canada for a story I am working on. I'm keen to hear about your experience with the current state of the tech job market.

Feel free to drop into my DMs.

Hi, my name is Aleks Sagan and I'm a reporter with The Logic. Hoping to get in touch for a story I am working on. Would you be able to send me a DM and I can send more info? Thank you.

@data-cwu.bsky.social Hello, I'm a reporter w/ @thelogic.co. I'm hoping to get in touch for a story. Can you give me a follow so I can send a DM please?

Shopify has slashed benefits as part of a cost-cutting spree - The Logic Employees once received $1,000 when they had a baby. Now they get a onesie and a children’s book about entrepreneurship co-authored by Shopify president Harley Finkelstein.

Shopify employees once received $1,000 when they had a baby. Now they get a onesie and a children’s book about entrepreneurship co-authored by company president Harley Finkelstein.

Scoop by @aleksagan.bsky.social.

thelogic.co/news/shopify...

Shopify makes a play to set the standard for AI shopping - The Logic The commerce firm is launching a new protocol with Google to shape how AI agents and chatbots interact with retailers, and is opening up its database to non-clients

Shopify is launching a new system to help AI agents shop online and opening up a key feature to more businesses as it tries to capture more chatbot-based commerce. @muradhem.bsky.social breaks it down:

Busy year. It’s hard to choose, but here are some of my favourite stories from @thelogic.co over the past 12 months.

And if you want to support fearless, independent journalism, and you’re not already a subscriber, please do consider signing up.

👉 thelogic.co

Shopify’s constant layoffs have left employees exhausted and afraid - The Logic After mass layoffs in 2022 and 2023, Shopify has since made scores of smaller cuts, The Logic has learned. Sources claim the move has been a major blow to morale.

Shopify has laid off scores of employees across several rounds of redundancies in the past two years.

The drumbeat of cuts has had a damaging impact on morale as staff become accustomed to the ever-present threat of losing their jobs.

Story by @aleksagan.bsky.social.

thelogic.co/news/exclusi...

Shopify’s constant layoffs have left employees exhausted and afraid - The Logic After mass layoffs in 2022 and 2023, Shopify has since made scores of smaller cuts, The Logic has learned. Sources claim the move has been a major blow to morale.

“People are being laid off all the time:" A look at the regular drumbeat of layoffs at Shopify where staff have become accustomed to seeing coworkers vanish from Slack.

Frustrated retailers say Shopify left them in the dark during Cyber Monday outage - The Logic As some Shopify merchants scrambled to respond to the outage, the firm’s executives took to social media to celebrate a record-breaking day of sales

Messing up Cyber Monday? "It’s catastrophic," one retailer said of their experience being locked out of their Shopify store for hours during an outage on one of the biggest sales days of the year.

Shopify overhauls how it pays salespeople following fraud scandal - The Logic Compensation will be tied to the revenue merchants bring in on Shopify rather than a previous system which was based on expected sales

Compensation will soon be "100 per cent" tied to the billed revenue salespeople bring in through merchants that use Shopify.

If you work at Shopify and want to chat securely about how this unravelled, use a non-work phone or computer to contact me via Signal at aleksagan.12.

If you're a Shopify merchant and this has cost you Cyber Monday sales, and you want to chat, please feel free to drop into my inbox or reach me on Signal (Aleksagan.12).

Shopify battles partial service outage amid Cyber Monday sales rush - The Logic Merchants report being unable to access their stores’ backends or use in-store point-of-sale systems on one of the year’s biggest shopping days

Some Shopify merchants found they were unable to log into their online stores or use the company's point-of-sale system in their physical locations amid a partial outage of Shopify services on one of the biggest shopping days of the year.

Shopify rocked by sales fraud scandal that led to ultimatums and firings - The Logic Shopify salespeople were inflating the value of the deals they were closing. When management found out, they told staff to own up or face the consequences.

Shopify salespeople inflated the value of the deals they were closing amid aggressive quotas and a lack of accountability, sources told me. When management found out, after big deals failed to bring in the numbers projected, they gave staff an ultimatum: own up or be found out.

Are you a retailer who has been prepping their digital storefront so that AI agents, like Chat-GPT, will be quicker to recommend your products? Would love to chat with you for a story. My DMs are open.

If you work(ed) at Shopify and want to speak about it securely, reach me at aleksagan.12 on Signal or pop into my DMs.

Shopify’s new COO said sudden departure of key execs was a ‘turning point’ - The Logic The firm had shifted too far from its “core,” new chief operating officer Jess Hertz told staff in an internal message seen by The Logic

Shopify "parted ways" with 3 key executives, said new COO Jess Hertz in an internal message to staff earlier this month, including CRO Bobby Morrison. The departures marked a "turning point" after Shopify drifted too far from its "core."