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

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

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.

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.

How the TTS algo actually works.

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

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.

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.

MSG Sports (Knicks & Rangers)

Today I'm playing out my childhood fantasy and freeing my favorite teams from the worst ownership family in Sports

Coco December Update

After doubling Coco in the Operator seat this year. Here's my 3 big takeaways for next year.

10xing Torrid AFTER It Goes Bankrupt

Torrid’s dangling by a thread, and they’re drowning in debt. Bankruptcy is inevitable, but we’re ready with a plan to save them. Plus put your offer everywhere.