① 他说过的话

12 条

大约 10% 的新商店在注册后一天之内就做成了第一笔销售，这实在太惊人了。
About 10% of new shops made their first sale within a single day of signing up, which is just incredible.
—— Jess Hertz · [00:28]

指向原始笔记的链接

我认为这就是我们的赌注，我们将全力去赢，否则死也要试。
And I think that is the bet and we are going to win or die trying.
—— Jess Hertz · [00:40]

指向原始笔记的链接

我们绝对把自己看作一家公司，而不是一个国家。
And we definitely think of ourselves as a company rather than a country.
—— Jess Hertz · [02:38]

指向原始笔记的链接

我确实认为人们低估了政治和科技实际上有多相似。
I do think people underestimate how similar politics and tech are, actually.
—— Jess Hertz · [03:54]

指向原始笔记的链接

它实际上不符合商家结果以及 Shopify 的商业模式，也就是只有当我们的商家成功时，我们才成功。
It’s not actually aligned with the merchant outcome and our business model of Shopify, which is we only succeed when our merchants succeed.
—— Jess Hertz · [06:34]

指向原始笔记的链接

它已经运行了 275,000 个会话，在五个月里执行了 1500 万次操作。
It’s run 275,000 sessions and it’s taken 15 million actions in five months.
—— Jess Hertz · [08:48]

指向原始笔记的链接

我真的认为，一个公司运转的速度可以根据信息在公司内部流动的速度来判断。
I do really think the velocity that a company moves at can be judged based on how quickly information is moving within the company.
—— Jess Hertz · [08:59]

指向原始笔记的链接

我们季度营收几乎 90% 来自已经在平台上超过一年的商家。
Almost 90% of our quarterly revenue is from merchants who’ve been on the platform for over a year.
—— Jess Hertz · [10:28]

指向原始笔记的链接

当有人从一个智能体渠道过来时，智能体使用我们的目录数据时，转化率是它仅使用抓取数据时的 2 倍。
And so when someone comes from an agentic channel, the conversion rate that when an agent is using our catalog data is 2x compared to if it’s just using scraped data.
—— Jess Hertz · [11:25]

指向原始笔记的链接

而我真正看待这件事的方式是，复杂性既是 Shopify 的挑战，也是它的护城河。
And the way that I really think about that is complexity is both the challenge and the moat for Shopify.
—— Jess Hertz · [12:14]

指向原始笔记的链接

所以上个季度，75% 归因于 AI 的订单来自前 100 个类目之外，这一点我觉得特别有意思。
So 75% of AI-attributed orders last quarter came from categories outside of the top 100, which I find particularly interesting.
—— Jess Hertz · [23:31]

指向原始笔记的链接

而这正是我们看到的那种转变，对吧，也就是 AI 能够理解真正的需求，而不只是一个关键词。
And really, that’s kind of the shift, right, that we’re seeing, which is AI can understand the actual need and not just a keyword.
—— Jess Hertz · [23:42]

指向原始笔记的链接

② 出现在这些集

1 集

• 《Shopify COO 谈 AI 时代的电商：复杂性是我们的护城河》 — 作为嘉宾

③ 他谈到的

点进去有真内容 —— 本页主要出口

Bob Safian · Shopify · River · 智能体 · sidekick · Catalog · Universal Commerce Protocol · X 型人 · T 型人 · 关税

④ 也在聊「智能体」的人