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Jeremy Horowitz
Diving into SpaceX's Sci-Fi S1

May 24, 2026

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7 min read

Diving into SpaceX's Sci-Fi S1

And how TF this thing could possible get to $2T.

Jeremy Horowitz
Jeremy Horowitz
Nike will go private this year.

May 17, 2026

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6 min read

Nike will go private this year.

Let's Build out the portfolio of killer brands and get this to $100B/yr biz

Jeremy Horowitz
Jeremy Horowitz
Let's Take BigC private

May 10, 2026

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5 min read

Let's Take BigC private

And take on the $15T AI Procurement economy.

Jeremy Horowitz
Jeremy Horowitz
LVLUs at $25m Death's door or turnaround?

May 3, 2026

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6 min read

LVLUs at $25m Death's door or turnaround?

LVLU is down 95% from IPO. The comeback is starting. Here's how to finish it

Jeremy Horowitz
Jeremy Horowitz
Launching Billion Dollar Blunders

Apr 26, 2026

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5 min read

Launching Billion Dollar Blunders

Our New Youtube show diving into the meteoric launch & collapse of iconic brands

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

Apr 19, 2026

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5 min read

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

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

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

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

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
Jeremy Horowitz
How the TTS algo actually works.

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
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
Jeremy Horowitz
1% back on Meta spend. Sleep infused ice cream

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
Jeremy Horowitz
The ‘26 Top 100 Shopify Apps Report

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
Jeremy Horowitz
Meta Meltdowns. More Exits.

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

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
Jeremy Horowitz
DTC Pulse — Week of March 7, 2026

Mar 9, 2026

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5 min read

DTC Pulse — Week of March 7, 2026

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

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

Mar 8, 2026

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11 min read

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.

Jeremy Horowitz
Jeremy Horowitz
DTC Pulse — Week of March 1, 2026

Mar 2, 2026

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3 min read

DTC Pulse — Week of March 1, 2026

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

Jeremy Horowitz
Jeremy Horowitz
AppLovin is printing money + the market doesn't care

Mar 1, 2026

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10 min read

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.

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

Feb 22, 2026

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7 min read

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.

Jeremy Horowitz
Jeremy Horowitz
Top 5 DTC Conversations 2/16/26

Feb 16, 2026

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6 min read

Top 5 DTC Conversations 2/16/26

Jeremy Horowitz
Jeremy Horowitz
Shopify’s incredible earnings + bad narrative

Feb 15, 2026

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9 min read

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.

Jeremy Horowitz
Jeremy Horowitz
Buying the Outrageous Amazon Dip

Feb 8, 2026

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8 min read

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.

Jeremy Horowitz
Jeremy Horowitz
17+ yrs later: Making Twilio Profitable

Feb 1, 2026

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9 min read

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.

Jeremy Horowitz
Jeremy Horowitz
The Stupidest Deal of All Time (by Laird)

Jan 25, 2026

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9 min read

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.

Jeremy Horowitz
Jeremy Horowitz
50xing value of MY company: Coco AI

Jan 18, 2026

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8 min read

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.

Jeremy Horowitz
Jeremy Horowitz
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Let's Buy a Biz!

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