For years I’ve wanted to have a pulse on the top conversations happening on DTC Twitter, with none of the headache and mental damage of having to be on Twitter all day. Basically if you want all of the insights, but none of the time commitment this newsletter is for you.

So we’re introducing DTC Pulse. A Week recap of the Top 5 Conversations happening on DTC Twitter.

For the next month we’re going to run a test, where I’ll share the top 5 Conversations from DTC Twitter that my AICoS (AI Chief of Staff) sends me.

If you don’t want this content and only want the main stock coverage newsletter please DON’T unsubscribe. The Sunday newsletter will resume as usual. Just reply that you aren’t interested in the DTC Pulse Content.

Bill's not saying anything controversial — operators have known this for a while. But the replies tell a more interesting story. @sidebartake nailed the real tension: "Quality goes up 10x but volume and noise go up 200x." Everyone's running the same hooks, the same cuts, the same pacing. So who wins?

The comments consensus: personal branding and trust are the new arbitrage. If the content is all the same, the face behind it is what differentiates. @hyrumjb3 suggested banning yourself from short-form for a week then watching it again — "You'll be shocked by how manic it seems."

My 2 Cents: Deeply watch the OP that Bill Retweets. Master it. Scale it. Yes everyone else is doing it. But start at the best. Then build from there.

Classic Moiz. But the replies poked real holes worth noting.

@Nashy had the best counter: "Why would Amazon want to disintermediate themselves? Their most valuable asset is they own the customer identity layer. If they enable brands to build identity graphs — Amazon stops being the gateway." That's the whole point. Amazon's leverage IS the data. Giving it away breaks their moat.

@irrvrntVC flipped it: "Could also help Shopify — now that I get the customer data from Amazon, I'm going to drive those folks to my site for the next purchase." So maybe it actually accelerates DTC, not kills it.

My 2 Cents: Amazon would never do this because they want you to spend ad $$$ on their platform not Meta. Moiz’s Recommendation is great for the Merchant, but Amazon doesn’t care.

The ChatGPT → Claude migration is real, and the replies show why. @MehtabKarta: "Claude is MUCH better at using connected data sources in general — G-drive/calendar/gmail integrations work better. GPT wouldn't use g-drive resources nearly as much."

My 2 Cents: Little behind the curve here. Claude has been crushing ChatGPT for a month, but with ChatGPT hiring the founder of OpenClaw (Clawdbot). TBD how far behind ChatGPT will be in a couple of months.

@gold_tesla had the best framing: "The real skill shifts from execution to taste. You'll pay people to know what good looks like, not to do the thing. AI handles the volume, humans handle the judgment calls."

My 2 Cents: It has never been a better time if you have an idea and are willing to hustle + burn tokens to get S*** done. But while these are great to move the needle today what we need to figure out is who does the work once we need to get it off our plate.

My 2 Cents: It has never been a better time if you have an idea and are willing to hustle + burn tokens to get S*** done. But while these are great to move the needle today what we need to figure out is who does the work once we need to get it off our plate.

Hope you liked V1. This is me flipping my internal briefs to you all. What do you want to see? How Can I improve this? What are other great morning Exec brief templates you’ve seen?

We’re just getting started.