Bloomberg Surveillance · Wednesday, September 23, 2026
The discussion touches on how companies like Shopify are leveraging AI, exemplified by their agreement with Meta. This partnership is seen as a potential economic tailwind due to Meta's large user base, while other companies like Amazon are more cautious, potentially due to concerns about Meta extracting consumer insights for its own AI models.
“But how could it serve maybe as a tailwind to other entities or companies like Shopify, which actually signed an agreement?”
“Well, I can't speak for the management teams, but clearly Shopify is of the view that with 3.4 billion users at Facebook connected now to Shopify's platform, that could be a huge economic tailwind.”
“I think Amazon's very concerned that Perhaps Meta is extracting insights into consumer activity on there and creating their own models that could potentially disintermediate some important sort of moats that have existed at Amazon over the past several years.”