Propelling Wayfair to $16B exit

Wayfair’s in bad shape; Plus, the people who’ll change your life.

What keeps me up at night pt 2

The answer to who's the #2 most installed Shopify Plus app. Real time P&Ls for faster decision making.

Passing on Hims&Hers

An interesting brand playing a dangerous game of blitz scaling in the public market.

Meta Meltdowns. More Exits.

And it's the best time to be a creator. Which I can attest to.

Novo erased $3B of Hims' value. Here's how we get it back.

Hims went from selling boner pills online to a $2.3B telehealth platform, but then Eli Lily erased 18 months of gains - here's how we fix it. Plus, Learning from DTA brands.

DTC Pulse — Week of March 7, 2026

The one-person operator era is here. And the gap got wider this week.

Meta Meltdowns. More Exits.

And it's the best time to be a creator. Which I can attest to.

Novo erased $3B of Hims' value. Here's how we get it back.

Hims went from selling boner pills online to a $2.3B telehealth platform, but then Eli Lily erased 18 months of gains - here's how we fix it. Plus, Learning from DTA brands.

DTC Pulse — Week of March 7, 2026

The one-person operator era is here. And the gap got wider this week.

Wayfair is dying - here's the $3B turnaround

It's finally time to kill the failing marketplace and rebuild. Plus, the power of posting on LinkedIn.

DTC Pulse — Week of March 1, 2026

AI is collapsing roles, reshaping infrastructure, and changing how operators work — but the fundamentals still win.

AppLovin is printing money + the market doesn't care

AppLovin is an absolute cash MACHINE. What is the market thinking? Plus, Block didn't fire 40% of their staff because of AI.

5 Must Read DTC Twitter Posts 2/23/26

5 posts every DTC operator needs to see this week

Klaviyo's dying. Here's how to save it.

Klaviyo's stock is down 61% on an AI transformation story (with compressing margins). Plus, how I'm re-learning how to work.

Top 5 DTC Conversations 2/16/26