He might be referring to Shopify GMV (Gross Merchandise Volume —the value of commerce facilitated by the platform), which is probably approaching $100B per year.
No shopify market cap is $100bn; which is much higher than I expected. So I looked up their revenue, which is $1.6bn and they have an income deficit. so...
I think "100 billion business" means that the business (Shopify) is valued at $100 billion. (I'm not sure if that's true, that's just how I interpreted it)
Yes, you're right. If only they sprinkled some Beans over everything all their scale problems would just disappear. Thousands of happy developers would have all worked on one big happy Spring application with no problems whatsoever.
Reading all those blogs from Shopify show that they spend a lot of time fighting a slow language.
It reminds me of Facebook and their Hack stuff, it's pretty much the same in what Shopify is getting into, they have something slow and really big and not way to get out of it so they just poor money to make it fast even if it means only the syntax resemble the original language.
Some compagnies faced the same problem, quick quick release something to iterate fast ( Rail / Python) but then after when it gets too big you're in real troubles and stuck with it. Twitter, Youtube, Facebook all had that problem.
Everyone knows that only the best enterprise programmers apply to java positions, and when they somehow manage to pry themselves through the screening, they will help you bicker undecisively for hours when adding even the smallest functionality because they love bringing everything to the table at once instead of even considering to produce value in order to prove themselves as a valuable and knowledgeable part of the team and not the work they do. So it's a win from the start. Especially if you have 400 people in your team with 54 well-documented gatherings under their belts.