Shopify becomes a checkout button in Google.
Six good quarters. Then shoppers stop visiting stores at all, and merchants ask why they pay for one.
The Buyer: Google needs a checkout for AI Mode. 16% over market. You'll make a lovely button.
The Buyer: Your merchants can keep their themes. Nobody will see them, of course.
Outcome: Lost as a feature
You charged merchants more for storefronts agents never visit. Amazon and Google sent the same orders free, so the plan lost its reason.
One path that gets here
A · We'll sell agent-ready storefronts on PlusA · Bundle agent storefronts into every plan