Not at all. I think he rightly concludes that jurisdiction is completely avoidable by geoblocking California.
It is baffling to hear the author ask the question “did Shopify ‘expressly aim an intentional act at California?” And subsequently conclude that Shopify’s entire business model is in doubt if it doesn’t do business in California.
They’re not going to geo block California customers. It makes no business sense.
I think the one plausible argument for Shopify is that the California law is unconstitutional since this might be interstate commerce.