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

Shopify’s incredible earnings + bad narrative

Shopify posted crazy numbers again, but the stock’s taking a hard hit. Plus, AI is officially good enough to replace or delay hires at Coco.

Buying the Outrageous Amazon Dip

Amazon’s gotten clobbered in the market because nobody gets what they’re really doing—preparing to be the biggest robotics winner. Plus, I’m obsessed with OpenClaw.

17+ yrs later: Making Twilio Profitable

Today, we’re going to make Twilio FINALLY start throwing off some cash and for the love of god pull them away from AI distractions. Plus, Coco’s full AI tech stack.

The Stupidest Deal of All Time (by Laird)

After reviewing 100s of deals, not a whole lot surprises me at this point, but Laird buying Navitas just might be the worst 1 of all time. Plus, Coco AI’s tech stack.

50xing value of MY company: Coco AI

Let’s Buy Coco all over again: what would I do differently, and how am I going to seriously Scale This Biz in the next 5 years.

My #1 Career/Life Unlock: Thoughtful Goals

We’re taking a brutally honest look at my 2025 goals + setting some for 2026. Plus, my earnest push for everyone to try goal-setting to improve personal + professional success.

Our 2026 Predictions

2026 is going to be more of the same. The Struggle is real, but at the same time there will be opportunities abound.