While much of the technology world has spent the past few years scrambling to bolt artificial intelligence (AI) features onto existing products, Shopify Inc. (NASDAQ: SHOP) has been playing a quieter, and potentially far smarter, game.
Rather than treating AI as a marketing add-on, the e-commerce platform has been methodically positioning itself at the very center of what's increasingly being called agentic commerce. And that bet is now starting to look compelling.