Shopify (SHOP, Neutral, raising target to $127 from $105) Is a capital-light AI winner emerging?
We think AI commerce is likely now a new driver of GMV, alongside Enterprise, B2B, offline and International. But how SHOP fits into the pareto optimal monetization of consumer AI long-term remains to be seen. Is it an affiliate link or ad? Is it a product listing? A payments provider? All three?
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