Another week of people on DTC Twitter overreacting to Silicon Valley updated, navel gazing whether AI will eat the world. And someone is trying to make an ice cream that makes you fall asleep.
Let’s dive into one of the noisiest places in DTC that everyone is obsessed with.
Post 1: Aaron Rubin’s Anthropic Rage Bait
For Context: Jensen Huang went on the All In pod this week and said that “All $500k engineers should be spending $250k in Claude comments.
Aaron’s having some fun with the Silicon Valley obsessed platform that seems to have nothing better to do than argue how much AI is going to dominate their jobs.
I wonder how much time they are wasting talking about AI vs. actually deploying it in their org.
Post 2: Stash is dropping 1% back on Meta spend
Meta is shutting down credit cards on April first so while everyone is freaking out about it 1 of the neo banks is offering 1% cash back on the spend.
I wonder how much $$ volume will move and is it really worth ripping up your entire financial stack for 1% cashback?
Post 3: Why you should still pay for software
To me this is the most breathless conversation going on in the space. When SaaS broke out 10 years ago everyone tried to build their own tech stack. Hired a bunch of engineers (Vibe Coders for everyone under 20) and built their stack internally.
Building internal tools that can be built off the shelf isn’t your area of genius. Stop wasting time trying to save $20 or $200/mo ad focus on how you can increase your Rev by 5%.
Post 4: Ice Cream for Sleep
The era of throw supplements in food is just getting started. We all have such a terrible sleep schedule (I’m actually guilty) that someone is launching sleep enhanced ice cream.
It’s a decent platform. I’m just waiting for the GLP-1 Ice cream. That has to be 6 mos behind.
Post 5: Tobi’s pumping sidekick
I honestly still don’t get this one. It feels like ChatGPT embedded in your Shopify account. I don’t understand why everyone is so bullish on LLMs for data analytics as the first major use case for AI in the product. (Klaviyo went this direction as well).
At Coco we went for AI respond to customers on a brands behalf and to build workflows and messaging. To do actual work a brand would have to pay an employee for.
People can read dashboards. Now if it was trained to coach you and answer your questions that would be a compelling use of something like this. But I can’t see a large public company taking that risk.
What posts did we miss?
See a particularly interesting topic or creator this week on Twitter? What’s the most interesting topic we didn’t cover?
Drop me the link and we’ll add it to next week’s newsletter.
