Shopify COO joined us on the Investor/Operator Podcast and blew our minds when he said that people are STILL underestimating the TAM of online retail and the size of the internet. His opinion - It's still growing and is no where near it's peak. VCs were hesitant to invest initially in the company because it was an unproven market. Now Kaz thinks Shopify isn't even through their first inning.
More on the full episode: https://youtube.com/watch?v=KcjDJT4Ak1c&t=2s
