Episode · 2026-04-07
@Shopify B2B for All
@Shopify B2B for All | Pet Telehealth: Next $1B Opp | Justin Silver x Jimmy Kim x Taylor Holiday
Rundown
The Cowboys cover Shopify's continued dominance over rivals like BigCommerce, then talk with Justin Silver about the charity boxing event he's building at Shoptalk. Gruns' expansion into Ulta and a bullish take on pet telehealth as the next big subscription category round out the trend segment, before Jimmy Kim and Taylor Holiday join to discuss the newly merged Commerce Roundtable education series.
Takes from this episode
Shopify's stock performance versus BigCommerce shows the market has already decided Shopify has won, with no competitor able to catch up.Prediction
I'm not sure that anybody can catch up with Shopify.
Justin Silver's charity boxing event is a differentiated experiential activation the ecommerce conference circuit lacks, and it's set to scale dramatically next year.Prediction
Next year, we're looking at venues that can host 1,500 to 2,000 e-commerce professionals... looking to crack that million dollars raised.
Gruns' move into 1,400 Ulta stores is a strong physical-retail expansion that complements its existing Costco presence.
I think it's great presence for them in addition to Costco.
Pet telehealth is emerging as the next major category, poised for the kind of subscription/GLP-1-style growth and investor interest that made human telehealth huge.Prediction
I think that there is a strong case to be made here that pet telehealth is the new op to go up into the right and get yourself some bees behind your revenue numbers.
The Hulken rolling tote succeeds because it's a simple, well-executed product idea that went viral through a celebrity sighting.
This to me is such a simple idea that has been incredibly well executed, and now it has been seen with Kim K.
The merged Commerce Roundtable education series is deliberately structured as a rapid multi-city tour to make in-person ecommerce education affordable and local rather than centralized at one big conference.
the idea here is how do we bring local education to people in a way where it's affordable... we're going to hit all the cities and we're going to do it in a rapid succession.