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    Home»Growth»Shopify just acquired its own ‘Navy SEAL’ design squad. It could set off a talent war for designers
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    Shopify just acquired its own ‘Navy SEAL’ design squad. It could set off a talent war for designers

    spicycreatortips_18q76aBy spicycreatortips_18q76aAugust 28, 2025No Comments6 Mins Read
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    Shopify just acquired its own ‘Navy SEAL’ design squad. It could set off a talent war for designers
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    “Design is the principle differentiator within the age of AI,” Carl Rivera says. For months, Rivera, Shopify’s chief design officer, has been reorienting his crew round this concept. And now, with a brand new acquisition, he’s doubling down on his thesis.

    Rivera introduced that Shopify simply purchased Molly, a small Brooklyn design studio recognized for its creative work with manufacturers like Apple, Google, and Nike. Shopify declined to share monetary particulars of the deal. With the acquisition, Molly’s seven-person crew will develop into the brand new Shopify Product Design Studio, Rivera says, reporting on to him and serving as an in-house “Navy SEAL” squad tasked with reimagining the subsequent period of commerce from the bottom up, powered by AI.

    Rivera explains that Shopify is shopping for Molly for the way in which they clear up issues as a unit. He believes the brand new crew will function a template for the way the remainder of the Shopify UX design construction ought to work, which focuses on centralized, versatile groups.

    Molly’s function, he says, will likely be to inject imaginative and prescient, technique, and future-forward design throughout Shopify’s most crucial and experimental tasks, serving to different groups visualize and construct UX breakthroughs as a substitute of siloed options. It comes at a time when Shopify as a complete is pouring sources into being AI-first.

    Rivera says Molly would be the prototype for this new working mannequin wherein the group shouldn’t be centered round departments like funds or purchasing carts however round challenges that span throughout many departments. “We’re flattening the group,” he says, “with knowledgeable groups that may be deployed towards totally different issues.”

    Why Shopify is betting all of it on design

    Rivera’s imaginative and prescient for the AI period is a refreshing problem to Silicon Valley orthodoxy. “On this form of AI conflict that we discover ourselves in, the businesses which are constructing the muse fashions are on the forefront and combating over expertise,” he says. “However second solely to researchers constructing basis fashions, essentially the most priceless expertise in all the market proper now are the designers.”

    In that approach, he’s framing the studio buyout as a strategic land seize. Whereas the remainder of the tech world chases PhDs and mannequin benchmarks, Rivera’s guess is totally different. He describes it as “arbitrage”—a second for design to win disproportionate worth earlier than the remainder of the market catches on.

    The issue of the engineering-first perspective is that the present AI interplay paradigm is “extraordinarily stone age, extraordinarily naive, and type of clearly unsuitable,” he says. Most merchandise nonetheless deal with AI as a bolted-on function, not a core expertise, which is why UX designers are so necessary.

    Rivera believes that almost all firms in Silicon Valley are ignoring the true arms race, which is occurring across the “kind issue,” or the way in which customers emotionally connect with merchandise.

    “I imagine so deeply, so strongly, that the factor that may set firms aside, like when anybody can create something and all merchandise will be generated at will, the distinction between one that’s purposeful and that’s memorable is the shape issue,” he says. “It’s the factor that makes it click on for you.” The actual innovation will likely be pushed by designers who uncover and outline AI’s lasting kind issue.

    Rivera additionally believes that this UX revolution will occur in New York. If San Francisco constructed the fashions, New York will construct the experiences, he tells me. Shopify’s design ambitions, and {dollars}, will circulate via town’s artistic arteries—making a hub that draws the world’s greatest designers to “produce the very best work of their careers, defining the longer term interplay patterns of AI.”

    The Molly template

    Rivera didn’t simply need to rent any designers. He wished a really particular crew, he says. One that may function a mannequin for the way Shopify ought to work as a result of the previous group mannequin—remoted specialists hooked up to siloed groups—wasn’t made for AI. “AI doesn’t give an F in regards to the boundaries,” he says. “It forces you to interrupt up how you’re employed as an organization.”

    Based simply two years in the past, Molly had beforehand labored with Rivera on a number of tasks, together with “Demo Nights” of their Brooklyn studio, and collaborations with manufacturers like Apple, Google, Nike, and AirPods. Seeing how they labored, Rivera realized they had been the best crew for that: “I had seen that work. I used to be very impressed by that work. After which, to be sincere, I went out to dinner with them . . . You understand how you sit down and have a dialog and issues click on. Yeah, it simply clicks.”

    Of their web site, the Molly crew describes their apply as a artistic lab—writing experimental frameworks, dissecting UI paradigms, and exploring the “API-ification of all the pieces.” As their announcement of the sale places it, “we’ve constructed a deep library of frameworks and technique, not just for the method of how we work, however in our principle for the way merchandise and the net ought to work together, behave, and disclose content material.”

    They see Shopify because the pure subsequent step for deep influence: “The studio mannequin excels in a number of relationships, however one factor it’s not superb for: long-term, deep influence throughout a complete group. And that is precisely what Carl Rivera and Tobi Lütke approached us about.”

    New studio, new working mannequin

    Now, Rivera’s plan is to show Molly into the Shopify Product Design Studio. “They’re going to remain as a crew, seven individuals, deployed towards a few of our most necessary, most strategic investments,” he explains.

    To that finish, their work will likely be each sensible and theoretical. Rivera says they may be a part of product groups to inject imaginative and prescient and readability about what the subsequent 18 months may appear to be. That’s not an arbitrary period of time; Rivera believes that’s the utmost you may plan into the longer term. In the meantime, the groups will work on taking the required steps to creating that imaginative and prescient actual in a two-week timeframe, “working backwards to construct it now.”

    Rivera believes Molly’s instance will spark a shift company-wide: “As an alternative of attempting to suit individuals into course of, you need to construct course of across the folks that know the right way to navigate this time and age.” That’s the speculation, at the very least. Now they should stroll that speak. “In the event that they don’t produce work that’s excellent and that represents the imaginative and prescient I’m proposing, then this entire factor falls flat,” he laughs. 

    Acquired Design designers Navy SEAL set Shopify Squad Talent war
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