Archive

The Death of Allbirds ($4B - $39m)

The $39M firesale, the anonymous investor, and the most naked meme pivot of 2026.

Jeremy Horowitz

Apr 12, 2026

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13 min read

Flipping Lululemon's -50% drop into $50B

We're jumping into the middle of the 2 proxy wars to help turn this premium brand around.

Jeremy Horowitz

Apr 5, 2026

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8 min read

Turning On's $1.2B in cash into a $30B brand

How we're turning On into a generational luxury brand. + Why I shut down my Openclaw this week.

Jeremy Horowitz

Mar 30, 2026

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4 min read

How the TTS algo actually works.

+ Tin foil hat corner. AI Pumping and freaking out.

Jeremy Horowitz

Solo Stove ($11m) burned itself to the ground.

Mar 29, 2026

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11 min read

Solo Stove ($11m) burned itself to the ground.

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.

Jeremy Horowitz

Mar 23, 2026

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4 min read

1% back on Meta spend. Sleep infused ice cream

And Firing your team based on their anthropic usage

Jeremy Horowitz

Mar 22, 2026

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3 min read

The ‘26 Top 100 Shopify Apps Report

Now in Dashboard Form: An even bigger, better, badder, detailed-er report covering the winners, losers, trends, and future of the top Shopify Apps.

Jeremy Horowitz

Mar 16, 2026

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4 min read

Meta Meltdowns. More Exits.

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

Jeremy Horowitz

Mar 15, 2026

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10 min read

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.

Jeremy Horowitz