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Recording of my talk in Toronto on how to scale to 500K merchants on the app store.
I share how we think about our strategy and how we build an organisation to deliver it.
youtube.com/watch?v=h57aq8…
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PJ Celis
2.8K posts
PJ Celis
@celispj
Founder & CEO @judgeme. Fixing trust in commerce. Over 700K active merchants. 17 million ARR with 15 USD / mo Awesome plan.
London, UK Katılım Ekim 2012
741 Takip Edilen4.3K Takipçiler
@ecombeckett It’s a real issue but also rational behavior in a globalised tech economy with extreme power law outcomes.
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Zuck needs to stick to copying social networks with network effects.
He thinks he can dethrone Shopify LMAO
BNN Bloomberg@BNNBloomberg
Meta to release new platform to rival Shopify bnnbloomberg.ca/video/shows/tr…
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@celispj @BigCommerce its not a bad pivot. thesis: onlyfans is to patreon as bigcommerce is to shopify
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.@BigCommerce managed to lose another 35% market cap so far this year.
They have only 1 valid strategic move left: Be the ecommerce platform for regulated verticals banned on Shopify (vape shops, guns and bullets, etc).
It ain't much but it's defensible.
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This is the way.
I don't trust Sam and I don't trust Dario.
If you can't compete, you don't get to regulate the competition away.
Polymarket@Polymarket
BREAKING: Nvidia, Microsoft, Meta, Palantir, & 20+ more sign letter urgently warning against government restrictions on open weight AI models.
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For my first post, I’m sharing a letter @NVIDIA signed on why open models matter.
AI will transform every industry, power every company, and be built by every country.
Open models strengthen safety and cybersecurity, accelerate innovation and diffusion, and enable sovereignty.
The world needs both frontier closed models and frontier open models.
images.nvidia.com/pdf/Open-Weigh…
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PJ Celis retweetledi
@mrsharma @ashvinmelwani We syndicate with TikTok.
Don't think we do with Bazaarvoice but please ask our support.
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@celispj @ashvinmelwani Is this similar to the bazaarvoice integration?
Also do you have TikTok review syndication?
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@ashvinmelwani Not yet but you can do it via our integration with ReviewHub by WholeScale.
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What were your top 3 talks at DotDev?
Mine:
1. River: hilarious presentation + very solid principles for AI agent approach.
2. B2B: Shopify Collective as matchmaker for 36 trillion TAM. My mind was blown.
3. Leap: Retail stores as a service. Genius. Super sharp entrepreneur.
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The @judgeme model works to grow via the App Store in big categories all stores need.
Smile has decided their primary GTM is not App Store and the loyalty category is a fifth the size of reviews anyway.
Tyler Macke@mackemode
@celispj I know this is not your app, but I'm curious your take. Why is Smile.io able to charge insane prices for their points app? For us to be on their 'growth' plan and access most features, it would be almost as much as Shopify Plus as a whole
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@Seanfrank Those ski/kitesurf trips with other entrepreneurs are the best.
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having a business is just an excuse to hang out with your friends and call it work
Operators@9operators
YOU MISSED OUR FIRST EVER MASTERMIND. But we’re doing more! Together with @AppLovin, 30 operators pumping $4B GMV per year spent a full day ↓ - Telling the truth - Sharing tactics - Solving problems - Making friends @mbertulli, Pela Case & Lomi @mikebeckhamsm, Simple Modern @JasonPanzer, HexClad @CurtisMatsko, Portland Leather @KatyMimari, Caden Lane Kristin Swarek, Caden Lane @betsielarkin, Honeylove @ilebovic, Honeylove @willnitze, IQBAR @MacCoyMerkley, Portland Leather Jess Greenwood, IQBAR Alice Li, First Day @KasperKubica, Carpe @d_spratte, Carpe Sunil Agrawal, Shop LC @robfletchr, nuuds/DAILIES Rob Webb, Magic Mind @w_c_hicks, Magic Mind Jordan Ramirez, Divi Lisa Jauregui, BK Beauty @pauljauregui, BK Beauty Justin Kemperman, Javvy Coffee @branman555, Javvy Coffee Richard Greiner, Huckberry @JensNicolaysen, Shinesty Chris White, Shinesty @cjernigan, DIFF Eyewear @colegrossinger, AppLovin @AaronOrendorff, Operators @finn_radford, Operators Jens said it best: “If you're lucky enough to be invited, you got to come.” Want in on the next? Comment + DM @AaronOrendorff for NYC or LA (invite only).
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Just had lunch with @looxio founder & CEO @YoniElbaz1 here at DotDev in Toronto.
Really appreciate the Shopify ecosystem for how friendly and healthy the competition has been in the past 12 years.
Here’s to another 12!
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@andrewglynch @FoundersPodcast I am convinced Munger would be a bootstrapped startup founder if he was born in this age.
A startup is a way to go long/short on value beliefs in the private (illiquid) markets.
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or obviously massive parallels with Buffett/Munger mindset but through an entrepreneur lens rather than an investor lens
but let’s say, for example, you’re starting a business and you know you won’t be able to exit for at least 20 years, you’d build a fundamentally different business compared to most people
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I'm all for this new No Exits environment.
It forces a return to the fundamentals of business:
1) Run the business forever
2) Make an operational profit doing so
Long term owners like this will clean up in Saas as all the zombie VC/PE companies fold one by one.
Jason ✨👾SaaStr.Ai✨ Lemkin@jasonlk
What’s wrong with slower growth today? Is it time to take a break from the seemingly toxic tweets on X/Twitter about how you have to go from $1m to $10m ARR in just months? Almost how 100%+ growth has to last … almost forever? Maybe it is all a bit toxic. Maybe it really doesn’t matter exactly how fast you grow, as long as you get there. The problem just in B2B is the exits for folks not growing super quickly have most evaporated. Until even 2024, PE firms would regularly offer to buy B2B startups once they hit $20m ARR growing 30%-40% or more, as long as they were cash flow neutral. Almost every B2B startup like that got PE offers to buy them. Sometimes in the 3x-4x ARR range, sometimes 5x-6x ARR, and once in a while even 8x-10x ARR if the overall space was hot. Today those PE offers are just … gone. They don’t exist. So there’s nothing wrong with slow growth per se, as long as it doesn’t decelerate. As long as it doesn’t also give the competition a chance to catch and pass you (which it often does). No the real problem with slow growth in 2026 is … you end up with No Exits. Not fun to spend years getting to $20m, $30m+ ARR, even $100m ARR, and find your stock has no value in today’s world. Grow or Die. That’s today’s world.
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