Research
The Log
Notes from catalog infrastructure in production. What broke, what we measured, and what the numbers actually say.
2 tagged AI
The platform made $1.5 billion. The layer above it made $6.9 billion.
There is a line in Shopify's Spring '26 Editions that reads like our obituary. Shopify Catalog now standardizes and enriches product data automatically, and that is most of what we do all day. So why are we expanding?
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Sidekick answered everything we asked. That was the problem.
We went in hoping to be smug about the platform's free AI. It kept answering. What we found instead was the one question an assistant is never asked.
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