No, I didn't mean ai-resistant as far as "don't need coding agents" - I use agents to do all my coding now. I'm saying, AI-resistant in the sense that a company like Shopify isn't going anywhere even in the AI world. If anything, they will thrive with more AI-assisted shops coming online.

That gives the Tailwind folks a more steady stream of income.

this. leftpad as a service bullshit SaaS companies somehow raising millions was a temporary insanity driven by ZIRP and incestuous VC money currents. we see the same thing happening now with companies whose products are paper-thin vibecoded wrappers over someone else's models.