May 31, 2026
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5 min read
$398M in revenue. $4.3M in cash. Margin collapsing. BRCC's FY2025 is a masterclass in what not to do.
May 24, 2026
7 min read
And how TF this thing could possible get to $2T.
May 17, 2026
6 min read
Let's Build out the portfolio of killer brands and get this to $100B/yr biz
May 10, 2026
And take on the $15T AI Procurement economy.
May 3, 2026
LVLU is down 95% from IPO. The comeback is starting. Here's how to finish it
Apr 26, 2026
Our New Youtube show diving into the meteoric launch & collapse of iconic brands
Apr 19, 2026
The $39M firesale, the anonymous investor, and the most naked meme pivot of 2026.
Apr 12, 2026
13 min read
We're jumping into the middle of the 2 proxy wars to help turn this premium brand around.
Apr 5, 2026
8 min read
How we're turning On into a generational luxury brand. + Why I shut down my Openclaw this week.
Mar 30, 2026
4 min read
+ Tin foil hat corner. AI Pumping and freaking out.
Mar 29, 2026
11 min read
Solo Brands is down 81% + bleeding out, rev -30% in one year, + they're spending $34M on griddles they can't sell - the fire in their logo makes sense now. Plus, I'm building an AI group.
Mar 23, 2026
And Firing your team based on their anthropic usage
