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.

1% back on Meta spend. Sleep infused ice cream

And Firing your team based on their anthropic usage

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.

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