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The Third Customer: A Fireside with Tobi Lütke and Guillermo Rauch

Vercel — Oct 22, 2026 — interview — 635 views · 4 likes

Why watch

A fireside conversation between Shopify CEO Tobi Lütke and Vercel CEO Guillermo Rauch discussing the concept of 'the third customer' and how key early customer relationships shaped platform development at Shopify. The discussion covers lessons learned from early-stage growth, the strategic importance of customer relationships in building scalable SaaS platforms, and the evolution of successful developer-focused business models. Targeted at founders, product leaders, and developers building platforms.