People

Tobi Lütke

Co-founder and Chief Executive Officer, Shopify.

Co-founded Shopify in September 2004; Chief Technology Officer until April 2008, CEO since. Worked on the core team of the Ruby on Rails framework and created open source libraries such as Active Merchant. On the board of Coinbase.

Why their word counts: Runs the company and wrote its April 2025 AI-before-headcount memo, so Lütke speaks first-hand about internal AI use. Lütke also promotes Shopify, so numbers Lütke gives are self-reported.

Profile from this source, checked 2026-10-19.

In their words

In the last 30 days, 5,938 Shopify employees worked with River across 4,450 different Slack channels. It opened 1,870 pull requests in the last week alone in our main monorepo.

Tobi LütkeCo-founder and Chief Executive Officer · Executive, Shopify

Post: Shopify careers page reproducing an internal post from the CEO to all staff, May 2026, Shopify careers page reproducing an internal post from the CEO to all staff, May 2026, May 2026.

Checked against the source [ Grade B ] Said in the last year Shopify: $11.6 billion revenue, FY2025 Passage page

it’s probably up to about 50% of pull requests in Shopify, which again, pull requests, every time you change your production system, you write a pull request, are created now not by engineers doing engineering work in the traditional sense

Tobi LütkeCo-founder and Chief Executive Officer · Executive, Shopify

Interview: The Knowledge Project (podcast by Shane Parrish of Farnam Street, independent), transcript on fs.blog, The Knowledge Project (podcast by Shane Parrish of Farnam Street, independent), transcript on fs.blog, September 10, 2026. Reported by Shane Parrish.

  • 50% agent pr share, as of the September 2026 interview. Level not stated

Checked against the source [ Grade C ] Said in the last year Shopify: $11.6 billion revenue, FY2025 Passage page

Inside of Shopify, the amount of people I know who really write code is vanishingly small now.

Tobi LütkeCo-founder and Chief Executive Officer · Executive, Shopify

Interview: The Knowledge Project (podcast by Shane Parrish of Farnam Street, independent), transcript on fs.blog, The Knowledge Project (podcast by Shane Parrish of Farnam Street, independent), transcript on fs.blog, September 10, 2026. Reported by Shane Parrish.

Checked against the source [ Grade C ] Said in the last year Shopify: $11.6 billion revenue, FY2025 Passage page

So periodically at night or in off hours, we give River, “Here’s all the conversations you’ve had today. What went well? What did you struggle with?

Tobi LütkeCo-founder and Chief Executive Officer · Executive, Shopify

Interview: The Knowledge Project (podcast by Shane Parrish of Farnam Street, independent), transcript on fs.blog, The Knowledge Project (podcast by Shane Parrish of Farnam Street, independent), transcript on fs.blog, September 10, 2026. Reported by Shane Parrish.

Checked against the source [ Grade C ] Said in the last year Shopify: $11.6 billion revenue, FY2025 Passage page

Very often 10, 20, 30, 40, 50 instances of them all through either subagents or just different windows coordinating.

Tobi LütkeCo-founder and Chief Executive Officer · Executive, Shopify

Interview: The Knowledge Project (podcast by Shane Parrish of Farnam Street, independent), transcript on fs.blog, The Knowledge Project (podcast by Shane Parrish of Farnam Street, independent), transcript on fs.blog, September 10, 2026. Reported by Shane Parrish.

Checked against the source [ Grade C ] Said in the last year Shopify: $11.6 billion revenue, FY2025 Passage page

You just tell the AI to go nuts. It makes a pull request. You just say, “Yep, that’s good.” You don’t really read it, and now it has to be reviewed by your colleagues.

Tobi LütkeCo-founder and Chief Executive Officer · Executive, Shopify

Interview: The Knowledge Project (podcast by Shane Parrish of Farnam Street, independent), transcript on fs.blog, The Knowledge Project (podcast by Shane Parrish of Farnam Street, independent), transcript on fs.blog, September 10, 2026. Reported by Shane Parrish.

Checked against the source [ Grade C ] Said in the last year Shopify: $11.6 billion revenue, FY2025 Passage page