Shopify, $SHOP Thesis, and why I think it can +30% from here
I've publicly disclosed my long position at $110.
Building a business has never been easier. Building a business has also never been more compelling.
In the age of AI, anyone can prompt Claude Code or Codex with information about their business and products, and receive a fully-fledged website in minutes, tailored exactly to their preferences. Additionally, today's economy demands a much more diversified income stream for financial security.
Hence, the idea of "side hustles" has become much more prevalent, as more and more people seek financial security in an increasingly uncertain job market. The barrier to entry, once measured in capital, technical skill and time, has largely collapsed.

