#  @thercwilliams RC Williams RC Williams posts on X about meta, business, uber, ads the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/twitter::1294633098689351680/interactions)  - [--] Week [-------] -96% - [--] Month [----------] -77% - [--] Months [----------] +86,904% - [--] Year [----------] +28,958% ### Mentions: [--] [#](/creator/twitter::1294633098689351680/posts_active)  - [--] Month [--] -48% - [--] Months [---] +306% - [--] Year [---] +248% ### Followers: [------] [#](/creator/twitter::1294633098689351680/followers)  - [--] Week [-----] +0.73% - [--] Month [-----] +3.80% - [--] Months [-----] +101% - [--] Year [-----] +106% ### CreatorRank: [-------] [#](/creator/twitter::1294633098689351680/influencer_rank)  ### Social Influence **Social category influence** [technology brands](/list/technology-brands) [stocks](/list/stocks) [finance](/list/finance) [social networks](/list/social-networks) [automotive brands](/list/automotive-brands) [nfl](/list/nfl) [fashion brands](/list/fashion-brands) [cryptocurrencies](/list/cryptocurrencies) [exchanges](/list/exchanges) [countries](/list/countries) **Social topic influence** [meta](/topic/meta), [business](/topic/business), [uber](/topic/uber), [ads](/topic/ads), [$shop](/topic/$shop) #35, [$uber](/topic/$uber), [$googl](/topic/$googl) #3246, [applovin](/topic/applovin) #65, [tesla](/topic/tesla), [if you](/topic/if-you) **Top accounts mentioned or mentioned by** [@cjslattery](/creator/undefined) [@drewfallon12](/creator/undefined) [@tobi](/creator/undefined) [@mcfazeli](/creator/undefined) [@hambinocapital](/creator/undefined) [@waymo](/creator/undefined) [@buccocapital](/creator/undefined) [@herrmanndigital](/creator/undefined) [@taylorholiday](/creator/undefined) [@seempaq](/creator/undefined) [@daverekuc](/creator/undefined) [@shopify](/creator/undefined) [@sourfraser](/creator/undefined) [@superpk](/creator/undefined) [@markpinc](/creator/undefined) [@dkhos](/creator/undefined) [@joecarlsonshow](/creator/undefined) [@sawyermerritt](/creator/undefined) [@jbulltard1](/creator/undefined) [@blondesnmoney](/creator/undefined) **Top assets mentioned** [Uber Technologies, Inc. (UBER)](/topic/uber) [Shopify Inc (SHOP)](/topic/$shop) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [AppLovin Corporation (APP)](/topic/applovin) [Tesla, Inc. (TSLA)](/topic/tesla) ### Top Social Posts Top posts by engagements in the last [--] hours "Based on 1250+ DTC brand tech stacks submitted to 1-800-D2C these are [--] of the fastest growing eCom SaaS tools:" [X Link](https://x.com/thercwilliams/status/1696632212714655813) 2023-08-29T21:13Z [----] followers, 28.3K engagements "@jspujji new things that've worked: tech stack consulting for new/smaller ecom brands and growing newsletter. already have 2-3 rev streams (sponsors directory fees etc) but can't really 20x them" [X Link](https://x.com/thercwilliams/status/1696899362536751316) 2023-08-30T14:55Z [----] followers, [---] engagements "@silent_builder Totally - I wonder how much itd cannabilze their existing biz. Clearly enough to keep them off" [X Link](https://x.com/thercwilliams/status/1699566847245357103) 2023-09-06T23:34Z [----] followers, [----] engagements "@DaveRekuc Wow 15% is pretty crazy.what do you think is the minimum volume for brands to get real value out of bi-coastal $10M" [X Link](https://x.com/thercwilliams/status/1699808681196474444) 2023-09-07T15:35Z [----] followers, [---] engagements "Someone could easily start an ecom ADA compliance agency and get it to $10-15K/month. I'd happily pay to get our site audited each quarter for compliance. Or @Shopify could just step in somehow" [X Link](https://x.com/thercwilliams/status/1699890081354682373) 2023-09-07T20:59Z [----] followers, 19.9K engagements "Recently added [--] new tools to our tech stack that I found via 1-800-D2C. #1 - Recart. The guy @AaronOrendorff can sell We initially had no intentions of launching SMS until we got beyond $5M/year or so. Always thought we were too small for it to make a real impact and that focusing on [--] channel (email) was better. But Aaron sold me on the idea and potential. Were getting top tier onboarding service from Recart in exchange for me documenting the journey progress and biz impact through 1-800-D2C. Looking forward to sharing how it goes - both the good the bad and how adding the SMS channel" [X Link](https://x.com/thercwilliams/status/1700166865631203460) 2023-09-08T15:19Z [----] followers, [----] engagements "Meta gave us $30K ad credit to A/B/C test the following this month: Cell A: ASC with no restrictions purchase objective ($10K) Cell B: ASC with no restrictions purchase objective ($7K) Manual "mid-funnel" campaign using [--] & 10% Pur LALs purchase objective ($3K) Cell C: Broad reach campaign max reach objective ($1.5K) Manual "mid-funnel" campaign [--] & 10% Pur LALs link click objective ($1.5K) ASC with no restrictions purchase objective ($7K) Using the same exact ad unit across every campaign (picked the highest ROAS ad in the account). Runs from Sep 14th - Sep 27th on lifetime budgets. Betting" [X Link](https://x.com/thercwilliams/status/1700188754617438464) 2023-09-08T16:46Z [----] followers, 36.9K engagements "Why can't Shopify just come out with an A/B testing native feature Put it right in the theme customizer - "start an A/B test" and then you build it. Connect it to Shopify purchase data + GA web data Relatively low lift feature to build that'd make ecom world go bananas" [X Link](https://x.com/thercwilliams/status/1701407136591319090) 2023-09-12T01:27Z [----] followers, 40.9K engagements "@StephenSchmit19 @RebuyEngine Rebuy also costs more than shopify itself" [X Link](https://x.com/thercwilliams/status/1701563861243990060) 2023-09-12T11:50Z [----] followers, [---] engagements "We're now paying $499/month for a slide cart from Rebuy $6000/year for a slide out cart is pretty wild Is Slide Cart from AppHQ the best alternative Or should we take the one-time custom dev hit We were charged $2000 for @RebuyEngine in June. Thankfully I found some alternatives. $250 for @aftersell (Better functionality than Rebuy) $99 for Slide Cart by AppHQ $5 for EasyGift (could do for free with scripts) Good luck with that pricing model Rebuy. We were charged $2000 for @RebuyEngine in June. Thankfully I found some alternatives. $250 for @aftersell (Better functionality than Rebuy) $99" [X Link](https://x.com/thercwilliams/status/1703162537913495729) 2023-09-16T21:42Z [----] followers, 44.9K engagements "5 mins/week to discover the best brands tech tools and founders in D2C" [X Link](https://x.com/thercwilliams/status/1704235369766563899) 2023-09-19T20:45Z [----] followers, [----] engagements "@c_gro Hey Connor how did you handle this We are dealing with it now - tons of fraud charges from FB for under $2 in the last few weeks" [X Link](https://x.com/thercwilliams/status/1713233296232972599) 2023-10-14T16:40Z [----] followers, [--] engagements "Why dont more consumable brands try to optimize for a low first order AOV I want to get our first order AOV as low as it possibly can get with our economics still functioning and profitable. The lower my first order AOV the easier it is to get customers to try our products. The more customers we get trying our products the more future LTV we create for the business to capture. LTV and order timeline equation have to work and you obviously have to be confident in your product. But at least in our consumable/replenishment category I've never understood why marketers think it's a good idea to" [X Link](https://x.com/thercwilliams/status/1721927362411901052) 2023-11-07T16:27Z [----] followers, 14.7K engagements "Discover the best D2C brands and the tech tools behind them with 1-800-D2C" [X Link](https://x.com/thercwilliams/status/1722045468681625660) 2023-11-08T00:16Z [----] followers, 207.2K engagements "@binghott Cyber Monday extended" [X Link](https://x.com/thercwilliams/status/1730292235420209408) 2023-11-30T18:26Z [----] followers, [---] engagements "@zachmstuck @Shopify @klaviyo @PostscriptIO @amped_io @Pagedeck @GetStayAi The ultimate engagement tweet π gotta make a section on 1800D2C for operators tech stacks like this" [X Link](https://x.com/thercwilliams/status/1730362678944596162) 2023-11-30T23:06Z [----] followers, [---] engagements "I wish Google had a field in the calendar invite that would ask: "Can this be an email" And if you select yes then it deletes the meeting and graciously opens up Gmail for you" [X Link](https://x.com/thercwilliams/status/1734993883468107888) 2023-12-13T17:49Z [----] followers, [---] engagements "@rabois @eightsleep Are they sold on openstores shop" [X Link](https://x.com/thercwilliams/status/1739736775264760004) 2023-12-26T19:55Z [----] followers, [---] engagements "Discover the best brands in D2C and the tech stacks behind them:" [X Link](https://x.com/thercwilliams/status/1743107873796673841) 2024-01-05T03:11Z [----] followers, [---] engagements "I always wonder what my customers would think of my tweets. If they read them would they be proud to patron my brand Or would they get confused why it's all about FB acquisition/saas & not about building better products to serve them as best as we can Who knows" [X Link](https://x.com/thercwilliams/status/1744729062109794348) 2024-01-09T14:33Z [----] followers, [----] engagements "@chamath Here are a few for ecommerce: Gorgias Yotpo Klaviyo Triple Whale Recharge Tapcart GRIN Okendo and many more. I have a whole list waiting for you via if you'd like" [X Link](https://x.com/thercwilliams/status/1745841158297723026) 2024-01-12T16:12Z [----] followers, [---] engagements "I'll never understand why "Order Revenue" is not a selection on the Shopify dashboard. Instead of gross sales which is pretty useless why not replace with total order revenue It'd take 10-15 mins for Shopify to do" [X Link](https://x.com/thercwilliams/status/1755952336311103915) 2024-02-09T13:50Z [----] followers, [----] engagements "@damccormick13 Check out what everyday dose dose with their sub program. I find it to be very well designed and i'm sure fruitful" [X Link](https://x.com/thercwilliams/status/1757870158800974057) 2024-02-14T20:51Z [----] followers, [---] engagements ""Will this product work for me" - common question our customers ask If they see an ad then see that ad has 1000+ testimonials from real customers in the comments I believe that increases their confidence to purchase the product. It is the purest form of social proof. If you had two identical creatives but version [--] had [----] testimonial comments and version [--] had [--] I believe version [--] would win" [X Link](https://x.com/thercwilliams/status/1767633057031303372) 2024-03-12T19:25Z [----] followers, [---] engagements "First will own "D2C". Second we will own "ecommerce" in due time" [X Link](https://x.com/thercwilliams/status/1770903577864667625) 2024-03-21T20:01Z [----] followers, [----] engagements "Everything on Temu and Shein is straight garbage Makes trustworthy DTC brands look like Lords of the Internet. Plus I'd very curious about customer overlap are core DTC brand customers really shopping on those sites I believe jacking the Meta auctions is their only threat to real brands" [X Link](https://x.com/thercwilliams/status/1770920661919133783) 2024-03-21T21:09Z [----] followers, [---] engagements "@sourfraser Lots of hustle providing value to our users and building authority" [X Link](https://x.com/thercwilliams/status/1770922431319851023) 2024-03-21T21:16Z [----] followers, [--] engagements "Dudes who go to the gym to use the elliptical are too funny" [X Link](https://x.com/thercwilliams/status/1771259148258144440) 2024-03-22T19:34Z [----] followers, [----] engagements "@EYakoby Keep up the great work Eyal. I don't understand how Penn and the US is allowing this to happen. It's pretty incredible to watch. Any student showing any level of affinity towards a terrorist organization should be immediately expelled investigated and potentially deported" [X Link](https://x.com/thercwilliams/status/1785364860244509080) 2024-04-30T17:45Z [----] followers, 158.8K engagements "We are now slowing rolling out a new agency directory on 1-800-D2C. This will help us highlight both the tech stacks and the service stacks behind the best brands in D2C. Our agency platform will be the same as brands and tools: a directory of the best not a directory of all. If you'd like to see your agency listed on 1-800-D2C and think you'd be a good fit then there is a quick form you'll find on our site. Check out V1 of the agency platform below. Open to any and all feedback. http://www.1800d2c.com/ecommerce-agencies http://www.1800d2c.com/ecommerce-agencies" [X Link](https://x.com/thercwilliams/status/1788225443826372755) 2024-05-08T15:12Z [----] followers, 12.7K engagements "@businessbarista Hey Alex. I run this site that youd like: We show you the stacks behind 1500+ of the best D2C brands (apps tools services). Its the productized version of your spreadsheet but in different vertical. http://1800d2c.com http://1800d2c.com" [X Link](https://x.com/thercwilliams/status/1790915496159707517) 2024-05-16T01:21Z [----] followers, [---] engagements "@bentregoe @Parkerhq_ Do you have this google sheet open to public" [X Link](https://x.com/thercwilliams/status/1854535444232335427) 2024-11-07T14:44Z [----] followers, [--] engagements "Best way to find offshore talent is to simply post a job on Linkedin with the proper location and not hiring an offshore "talent agency" that shafts you for $5K/mo" [X Link](https://x.com/thercwilliams/status/1860018534644125994) 2024-11-22T17:52Z [----] followers, [----] engagements "What is your opinion on Hims losing their ability to optimize for revenue and purchases on FB in January Have you considered how this will impact growth given it's their #1 acquisition source Seems like a lot of your recent ideas do not take into consideration the fact that their top marketing channel is about to blow up in their face" [X Link](https://x.com/thercwilliams/status/1862118407396540574) 2024-11-28T12:56Z [----] followers, [--] engagements "@NickBInvesting @alc2022 What is your opinion on Hims losing their ability to optimize for revenue and purchases on FB (their #1 source of acquisition) starting in January" [X Link](https://x.com/thercwilliams/status/1862118761353912417) 2024-11-28T12:58Z [----] followers, [--] engagements "@Shwinnabego Have most of the popular hydration brands here let me know who is missing. http://www.1800d2c.com/brand-tags/hydration http://www.1800d2c.com/brand-tags/hydration" [X Link](https://x.com/thercwilliams/status/1866550470866767987) 2024-12-10T18:28Z [----] followers, [---] engagements "We want to try to add 8-10 more ecom paid social agencies to the 1-800-D2C platform this month. Will be enriching the agency side of the site a bunch in [----] with maybe brand/operator reviews ratings and more. Which ones should we consider adding" [X Link](https://x.com/thercwilliams/status/1867295261728682368) 2024-12-12T19:47Z [----] followers, [----] engagements "@trippyfool @JeremiahPrummer @Shopify With recently updates this feels pretty true for the app side but wouldn't say the brand side" [X Link](https://x.com/thercwilliams/status/1867324268318798092) 2024-12-12T21:42Z [----] followers, [--] engagements "@AlanSoclof Could you see it turning into waymo/tesla eventually fighting for exclusive with uber given network/scale dynamics similar to google/apple" [X Link](https://x.com/thercwilliams/status/1869146713753354526) 2024-12-17T22:24Z [----] followers, [--] engagements "Should 1-800-D2C launch a service where we audit your brands tech stack help you consolidate apps and cut down tech costs Yes No Yes No" [X Link](https://x.com/thercwilliams/status/1869391678647545874) 2024-12-18T14:38Z [----] followers, [---] engagements "@thesamparr Yeah it is a total scam. Boomers still swear by it but everyone else knows it's a racket. Same with TrustPilot" [X Link](https://x.com/thercwilliams/status/1869732425791869036) 2024-12-19T13:12Z [----] followers, [---] engagements "I don't think robotaxi is the threat waymo is and they are already partnered for a reason. can't really see waymo trying to take out uber instead of partnering to access their 170M users. they are fundamentally different businesses software vs hardware. my thesis is rideshare market doesn't get fragmented again from new AV tech across 5+ apps (tesla waymo pony etc) and gets integrated into uber in 5-10 yrs. don't know for sure but can't imagine waymo's current economics will get them even close to competing with uber (8m drivers)" [X Link](https://x.com/thercwilliams/status/1870807485285552564) 2024-12-22T12:23Z [----] followers, [--] engagements "@mvcinvesting Pretty sure uber is the largest shareholder man" [X Link](https://x.com/thercwilliams/status/1870821707839320487) 2024-12-22T13:20Z [----] followers, [--] engagements "@kylebigley It's just a static shopify section build" [X Link](https://x.com/thercwilliams/status/1870907403614711939) 2024-12-22T19:00Z [----] followers, [--] engagements "@drewfallon12 @willnitze @joshua_schall 13x is pretty solid no [---] total [--] ebitda" [X Link](https://x.com/thercwilliams/status/1871236408637292979) 2024-12-23T16:48Z [----] followers, [--] engagements "Yeah i think narrative should be exact opposite. If 10-15 legitimate scaled av providers emerge uber is either prized possession for one of them or will remain default rideshare app with significantly more demand + lower prices for users. are users really going to have 2-3 different rideshare apps on their phones depending on where they live/AV liquidity" [X Link](https://x.com/thercwilliams/status/1871615337822867460) 2024-12-24T17:54Z [----] followers, [---] engagements "@bad_news_barnes @hoomansv Why uber and lyft" [X Link](https://x.com/thercwilliams/status/1871640354291937760) 2024-12-24T19:33Z [----] followers, [---] engagements "I've heard it is absolutely not cheaper. How do you think Waymo will directly compete with Uber's liquidity unit economics and scale If AV rideshare is winner take all Waymo would need to raise hundreds of billions to compete with uber. If 5-10+ AVs emerge do you think market re-fragments or do you think a centralized hub (Uber) will exist with better economics for consumers and ride matching" [X Link](https://x.com/thercwilliams/status/1872329691492696473) 2024-12-26T17:12Z [----] followers, [--] engagements "@vasalex93 @StuntDummyLives Maybe after another 5-10 years of tech improvement otherwise I don't think you are being intellectually honest with this comment" [X Link](https://x.com/thercwilliams/status/1872330337331949750) 2024-12-26T17:15Z [----] followers, [--] engagements "New ai chatbot SEO agency launching in 2025" [X Link](https://x.com/thercwilliams/status/1872705292842189151) 2024-12-27T18:05Z [----] followers, [---] engagements "@SteadyCompound Do you know how much capital is required for either AV to "directly challenge" Uber's liquidity scale etc Do you really think either will ever get the unit economics/scale in the next 5-10 years to do so" [X Link](https://x.com/thercwilliams/status/1873698324106326302) 2024-12-30T11:51Z [----] followers, [---] engagements "It'll take 5-10 years for any AV to come close to even being a threat to Uber's scale unless they partner. If there are 10-15 AV providers why would the market fragment into 10-15 different apps to call one Wouldn't it be more efficient for them all to be available via uber so they can best match rides with different availabilities and compete for lowest possible prices" [X Link](https://x.com/thercwilliams/status/1873700825240838275) 2024-12-30T12:01Z [----] followers, [--] engagements "No they are not. They are simply more supply in the network and verdict is still out on whether or not they are even cheaper than manned vehicles. More supply = lower prices and better service. Plus I bet TAM expands 5-10x with AV as the need to own a vehicle declines and Uber continues to be largest demand aggregator" [X Link](https://x.com/thercwilliams/status/1877430824339124661) 2025-01-09T19:02Z [----] followers, [--] engagements "So you think demand will fragment and consumers will choose between 15-20 apps depending on AV brand they prefer Users in Austin will have Uber + Waymo/Tesla/Toyota Users in Austin suburbs will have Uber Users in rural TX will have Uber etc How is it different from Amazon integrating autonomous delivery" [X Link](https://x.com/thercwilliams/status/1877433500560748949) 2025-01-09T19:13Z [----] followers, [--] engagements "@Super_PK_ @markpinc @dkhos @Waymo **choose between X amount of apps based on liquidity availability price and AV brand" [X Link](https://x.com/thercwilliams/status/1877433766479614193) 2025-01-09T19:14Z [----] followers, [--] engagements "@Super_PK_ @markpinc @dkhos @Waymo Yeah that's probably where disagree. I can't see 1-3 AV brands running the table across the globe and that's really the only scenario where a demand aggregating platform is hurt" [X Link](https://x.com/thercwilliams/status/1877437846904021402) 2025-01-09T19:30Z [----] followers, [--] engagements "Price - TBD (I have no idea how unit economics will work lots of conflicting data out there now). I personally think Uber will be in the best position to drive price the lowest if they can aggregate supply of every AV provider (and experience would be built in). Why do you think uber/waymo partnered in upcoming cities (not a got ya question - curious your POV)" [X Link](https://x.com/thercwilliams/status/1877441592635584991) 2025-01-09T19:45Z [----] followers, [--] engagements "@Super_PK_ @markpinc @dkhos @Waymo Agreed to disagree we shall see. Maybe we'll see Google take Uber in under the new admin and dial up competition against tesla" [X Link](https://x.com/thercwilliams/status/1877445995849474051) 2025-01-09T20:03Z [----] followers, [--] engagements "@EugeneNg_VCap @wolfofharcourt This only makes sense if Tesla runs the table on the entire market which is incredibly unlikely. If not why would they forfeit potential demand to waymo and others It's like FB/IG deciding not to be available on iPhones b/c of app store fees" [X Link](https://x.com/thercwilliams/status/1877447392745689266) 2025-01-09T20:08Z [----] followers, [--] engagements "Sure but it's maybe a 0.001% chance it's monopolized. one AV provider can't just flip a switch and deploy [-------] vehicles across the country to provide liquidity. More likely that all 10-15 future AV providers are on a single demand aggregator that has massive supply ability to offer lower prices than a single provider can and instant liquidity" [X Link](https://x.com/thercwilliams/status/1877474762177523935) 2025-01-09T21:57Z [----] followers, [--] engagements "@japdongsanee @EugeneNg_VCap @wolfofharcourt No idea which grows faster but i know one is doing 100k+ trips per week and another is doing 0" [X Link](https://x.com/thercwilliams/status/1877492327389806924) 2025-01-09T23:07Z [----] followers, [--] engagements "@drewfallon12 π€£π€£" [X Link](https://x.com/thercwilliams/status/1879947236819497008) 2025-01-16T17:42Z [----] followers, [----] engagements "@_MLFootball @SSN_Eagles @PHLDawgs @Philly_Mays @JoshReynolds24 Lol who is the dude in white" [X Link](https://x.com/thercwilliams/status/1882494963017261493) 2025-01-23T18:25Z [----] followers, [--] engagements "@joecarlsonshow The narrative on uber will change with time numbers growth and existing waymo partnership. Can't imagine tesla herd is excited to compete with google and uber which is why they want to push narrative" [X Link](https://x.com/thercwilliams/status/1885023691643228612) 2025-01-30T17:54Z [----] followers, [----] engagements "@PradaJules @joecarlsonshow I believe the only way it's over for uber is if the AV market is monopolized by [--] player. Otherwise I believe AV tech will just become table stakes/commoditized software and there will be 20+ providers" [X Link](https://x.com/thercwilliams/status/1885360326473846789) 2025-01-31T16:11Z [----] followers, [--] engagements "@SawyerMerritt Even better you can just call a waymo today on the uber app" [X Link](https://x.com/thercwilliams/status/1889098926701035548) 2025-02-10T23:47Z [----] followers, [--] engagements "@reed @Waymo Any insights into rider satisfaction/usage data when they order via uber app vs. waymo app Great work btw" [X Link](https://x.com/thercwilliams/status/1889381061995401371) 2025-02-11T18:28Z [----] followers, [---] engagements "@MarceloPLima I think theres a little more to it than simply putting it in Google Maps Why didnt Apple just put Snapchat in the camera app Or Instagram in photos app" [X Link](https://x.com/thercwilliams/status/1889687211446034770) 2025-02-12T14:45Z [----] followers, [----] engagements "I wonder if Hims 25% jump in CAC from Q3 is related at all to Meta's new health wellness policies. If not and they haven't yet been hit with the new policy folks might be in for a surprise this year" [X Link](https://x.com/thercwilliams/status/1894401458604220840) 2025-02-25T14:57Z [----] followers, 15.1K engagements "@sama lol chatgpt is literally just a search bar in facebook/instagram. I think zuck is wining this one" [X Link](https://x.com/thercwilliams/status/1895233264358695409) 2025-02-27T22:03Z [----] followers, [---] engagements "@MattiSchroder @Trustpilot @judgeme_reviews They are a scam and net negative to the internet. No ecom brand should pay them a dime. The business should fail as SEO dies" [X Link](https://x.com/thercwilliams/status/1895926601747218672) 2025-03-01T19:58Z [----] followers, [---] engagements "@jbulltard1 They lost. Waymo light years ahead and they will not be able to compete with uber network" [X Link](https://x.com/thercwilliams/status/1896216324621369368) 2025-03-02T15:09Z [----] followers, [---] engagements "@dtcjacob What do you see brands using it the most for now For customer service do you see any brands doing anything interesting beyond whatever their help desk offers" [X Link](https://x.com/thercwilliams/status/1900287514113438142) 2025-03-13T20:47Z [----] followers, [---] engagements "@QualityInvest5 Id think they could staff up an Uber Groceries team and build what Instacart has in 6-8mos. Only worth $10b or so though. Whereas if you look at travel (expedia booking .com abnb etc) theres 250b+" [X Link](https://x.com/thercwilliams/status/1900301792501448762) 2025-03-13T21:43Z [----] followers, [---] engagements "Are you sure these are at the same exact time and the same destination I am 1000% certain that Waymo is not cheaper than Uber right now their unit economics do not work yet. If they are having to discount/subsidize trips by 75% to acquire users then that is also not a good sign" [X Link](https://x.com/thercwilliams/status/1900314756612849851) 2025-03-13T22:35Z [----] followers, [--] engagements "@gbrulte @barronsonline I think waymo might need uber at scale and for economics to actually work. They dont need them now b/c they arent at scale and can burn through infinite $. Just my guess" [X Link](https://x.com/thercwilliams/status/1900930287372022047) 2025-03-15T15:21Z [----] followers, [---] engagements "@gbrulte @WaltLightShed What was your prediction" [X Link](https://x.com/thercwilliams/status/1903199242883088842) 2025-03-21T21:37Z [----] followers, [--] engagements "@dylan202ulfig @garyblack00 Which competitor is less expensive" [X Link](https://x.com/thercwilliams/status/1903200931098898748) 2025-03-21T21:43Z [----] followers, [--] engagements "@SamMendelsohn4 @adrianblair Adrian curious if you have any thoughts on this and the general sentiment all ecommerce brands (some trustpilot customers) have towards trustpilot it would be great to hear something from you" [X Link](https://x.com/thercwilliams/status/1906014454879244716) 2025-03-29T16:03Z [----] followers, [---] engagements "Athletic Greens finally on Amazon. I wonder what made them finally make the move and if now they wish they did it sooner" [X Link](https://x.com/thercwilliams/status/1914673582665252955) 2025-04-22T13:32Z [----] followers, 31.4K engagements "Lol I also saw "positive unit economics" in there that you didn't mention. And isn't mag6 currently spending $300b/yr in capex on 10-20 yr time horizons If waymo's time horizon was 4-5 yrs why would goog have an issue burning $10b/yr on it to win Plus - looks like Uber adds 20-25% utilization to waymo. If you're being honest do you really think Tesla can somehow beat an uber + waymo duo in any city with google's backing" [X Link](https://x.com/thercwilliams/status/1915145013165527280) 2025-04-23T20:45Z [----] followers, [--] engagements "@c_henry__ @jbulltard1 Agree that rideshare tam will explode. My point is that you don't need as many AVs as some tesla permabulls think. In the single digit thousands per city at near max utilization (which will be hard without human drive supply too)" [X Link](https://x.com/thercwilliams/status/1924604182624862563) 2025-05-19T23:12Z [----] followers, [--] engagements "1. AV already not a winner take-all so a demand aggregator is needed. 10-15 players already. [--]. Economics of pure AV networks very hard to make work without human driver supply rideshare demand highly variable. [--]. Uber is a verb ingrained behavior in 200M users. [--]. Demand aggregator is only thing that can offer lowest cost + lowest wait time and max AV utilization when they get plugged into human supply network. [--]. No one wants multiple ride share food delivery etc apps depending on what city youre in. Will just be [--] universal not uber in atlanta then waymo in Boston then tesla in Chicago etc" [X Link](https://x.com/thercwilliams/status/1925008834138898581) 2025-05-21T02:00Z [----] followers, [---] engagements "I wonder why Meta doesn't allow advertisers to use cost caps with incremental attribution and whether or not this subtly says something about their long-term efficacy" [X Link](https://x.com/thercwilliams/status/1934706934969729216) 2025-06-16T20:17Z [----] followers, [----] engagements "Why does almost ecommerce brand use a slide out cart but Amazon the biggest of all doesn't Surely they've tested that a dedicated cart page converts better against millions of users" [X Link](https://x.com/thercwilliams/status/1934964975220514858) 2025-06-17T13:22Z [----] followers, [---] engagements "@bryan_johnson I believe @hubermanlab has said the opposite and to try to transfer some of the bacteria in your mouth to your gut first thing. Who is right" [X Link](https://x.com/thercwilliams/status/1937642920221274208) 2025-06-24T22:44Z [----] followers, 47.3K engagements "@mr_saltz @Waymo What does Waymo have to do with Septa Did you protest Uber initially too" [X Link](https://x.com/thercwilliams/status/1943660914726551895) 2025-07-11T13:17Z [----] followers, [--] engagements "@coopdalacoop @SawyerMerritt @Tesla Sure. How much more expensive for tesla do you think it will be to have to manufacture all of the hardware finance it manage it (clean charge service damages etc) tele-operate it market it insure it buy the real estate etc" [X Link](https://x.com/thercwilliams/status/1952035368590512607) 2025-08-03T15:54Z [----] followers, [---] engagements "@buccocapital Just ran for coursera google and uber - sells across the board" [X Link](https://x.com/thercwilliams/status/1952063730503536934) 2025-08-03T17:47Z [----] followers, 18K engagements "@coopdalacoop @SawyerMerritt @Tesla Isn't Waymo actively working on licensing to toyota hyundai stellantis etc Why would anyone want to license from tesla who they directly compete with" [X Link](https://x.com/thercwilliams/status/1952072417561505823) 2025-08-03T18:21Z [----] followers, [--] engagements "@blondesnmoney With this logic would you short Amazon if you found a cheaper price for something elsewhere on the internet" [X Link](https://x.com/thercwilliams/status/1952751018090942879) 2025-08-05T15:18Z [----] followers, [----] engagements "@blondesnmoney Maybe. Dont know if cheaper in a few markets is enough to make a dent in uber. Uber and lyft have been interchangeable for who knows how long with Lyft being subsidized to the moon and back and uber still dominates them" [X Link](https://x.com/thercwilliams/status/1952754727239737700) 2025-08-05T15:33Z [----] followers, [---] engagements "@SperanzaKeller @blondesnmoney Wouldn't that argument just make it 10x harder for a new player to win now that Uber is profitable growing high teens has operational leverage and pricing power" [X Link](https://x.com/thercwilliams/status/1952757114486620228) 2025-08-05T15:42Z [----] followers, [---] engagements "@MarkTheLaird @EricMLiquori How do you even know it's cheaper Can you show us the numbers behind your statement including costs to manufacture hardware finance the vehicle insurance tele-operators acquire customers finance the real estate charging etc" [X Link](https://x.com/thercwilliams/status/1953867473893085323) 2025-08-08T17:14Z [----] followers, [--] engagements "Nice thinking on these you should share some of this with some other tesla bulls on here they have not thought it out as clearly (and aren't open to be being proven wrong). High level i think it's going to take an insane amount of capex/losses to even make a dent in uber. not sure tesla shareholders would put up with 5-10 years of straight losses like Uber already went through. Going from an asset-free business model to an asset heavy model. Also think in 3-5 years when there are 20+ other legitimate functioning players the idea that one single player is just going to monopolize the whole" [X Link](https://x.com/thercwilliams/status/1953874928996167734) 2025-08-08T17:44Z [----] followers, [--] engagements "@LongOnlyLarry Free traffic from Google = free (i.e no budget). Meta ads are not free so why would this change create brand new budget for Meta" [X Link](https://x.com/thercwilliams/status/1955016553042243834) 2025-08-11T21:20Z [----] followers, [---] engagements "@LongOnlyLarry So your bet is actually google revenue slowly transitioning over to meta if so i think google will pretty easily figure out how to slot sponsored links into monetized queries when avg users start wanting it. it's just a design challenge to solve" [X Link](https://x.com/thercwilliams/status/1955034737895965171) 2025-08-11T22:32Z [----] followers, [---] engagements "Applovin is starting to open up their ecommerce beta to all advertisers (referrals first) on October 1st. Adam and Matt were very excited about it on Q2 earnings call but also made a point about intentionally slow with onboarding new advertisers to ensure high success rates. It looks like they are also opening up ecommerce audience targeting globally soon which according to Adam is over 50% of the audience pie. From about [---] ecommerce advertisers now Applovin is doing $100M/quarter revenue from them. That's $200K/ecommerce advertiser per quarter. *They've noted that they expect ecom to be" [X Link](https://x.com/dtcprophet/status/1956471536883204370) 2025-08-15T21:42Z [----] followers, [--] engagements "We are looking to bring on another ad creative agency to help us launch and scale a new product/category. Health and wellness space. Spending $500k/mo will be at $1/mo spend soon. Any recommendations here are appreciated π % of ad spend is ok but need strong health wellness or supplement experience" [X Link](https://x.com/dtcprophet/status/1957576992439558215) 2025-08-18T22:54Z [----] followers, [----] engagements "Every single DTC brand should have founder ads in their ad account. They're the only ad that is truly unique to your brand and that no one else in market can steal or copy. They're also authentic and relay 1000x more trust than any UGC or scripted creator ad can. If you're willing to put your face on your brand and behind your products then that can immediately build trust and a real connection with customers. On top of that your competitor won't ever be able to replicate your story message or ability to connect with customers which is why they can be such bangers. They take refining and you" [X Link](https://x.com/dtcprophet/status/1957948553663250706) 2025-08-19T23:31Z [----] followers, [----] engagements "The best 8-9 figure DTC brands all use 3rd-party comparisons to scale and hijack competitors' funnels on Meta. Here are [--] live examples:" [X Link](https://x.com/dtcprophet/status/1958508278263992783) 2025-08-21T12:35Z [----] followers, [----] engagements "Gruns vs AG1 (supplements): Ritual vs Perelel (supplements): Quince vs Alo vs Vuori (apparel): Hiya vs First Day vs SmartyPants (supplements): Coterie vs Target Brands (diapers): Prose vs Function of Beauty (hair care): Fabletics vs GymShark (apparel): Liquid IV vs Hydrant (supplements): NOBL vs Away (travel): Rugiet vs Hims vs Ro (supplements): Sans vs Dyson (appliances): Prime Prometics vs Thrive Causemetics (beauty): Maev vs Ollie (dog food): Needed vs Perelel (supplements): https://www.thequalityedit.com/articles/needed-vs-perelel-prenatal" [X Link](https://x.com/dtcprophet/status/1958508279950156051) 2025-08-21T12:35Z [----] followers, [---] engagements "Another somewhat often misunderstood idea. CACs do not just go up in perpetuity. If you're not actively trying to hold or maintain your CAC (better marketing ads new channels new products) then sure it'll go up as you capture more of your TAM. But overall you have a lot more control over your CAC than you might think. The inputs cost might inflate as you grow but that doesn't mean the output inevitability rises over time. @philwinkle @dtcprophet Not necessarily CACs are relative to AOVs so I've seen some very low CACs. @philwinkle @dtcprophet Not necessarily CACs are relative to AOVs so I've" [X Link](https://x.com/dtcprophet/status/1958559816323920222) 2025-08-21T16:00Z [----] followers, [----] engagements "Bid caps with mega inflated budgets are risk-free until Meta has a delivery bug and blows 300% of your budget in [--] minutes πΆBid Caps is THE RISK-FREE SCALING TOOL https://t.co/Bz49RklfwV πΆBid Caps is THE RISK-FREE SCALING TOOL https://t.co/Bz49RklfwV" [X Link](https://x.com/dtcprophet/status/1958860601679069580) 2025-08-22T11:55Z [----] followers, 10.7K engagements "When you find a new winning ad or message you get the urge to go make [--] iterations of it to make it win even more. But that only dilutes the new winning ad and makes it harder for your account to scale. Focus should always be on building new hero ads not new supporting ads. One hero ad that breaks you into a new segment of users is usually enough and then your supporting ads can do the rest (offer ads testimonials etc). The most fruitful time you'll spend on creative strategy is thinking about how to break into that new niche cohort of 1k 2k or 10k users and guide them into your funnel. More" [X Link](https://x.com/dtcprophet/status/1959217004121919538) 2025-08-23T11:31Z [----] followers, [----] engagements "If your ecom brand is a team of one or two then you can probably get to $10-20M revenue with the following: - 1-2 offshore customer support - [--] top-tier creative agency - Part-time graphic designer - Part-time video editor Keep media buying product inventory mgmt and finance in house founders should be able to do those all. Make sure your customer support agents are top tier invest in finding the right ones and coach them. They are more important to your success than you think. Invest $15-20k/mo with a top-tier creative agency who can make banger creative that you can't yourself. You will" [X Link](https://x.com/dtcprophet/status/1959745721088815378) 2025-08-24T22:32Z [----] followers, [---] engagements "@neticusm Chase sapphire does not offer 3% cash back" [X Link](https://x.com/dtcprophet/status/1960808060852609488) 2025-08-27T20:54Z [----] followers, [----] engagements "@neticusm Credit card points cash back" [X Link](https://x.com/dtcprophet/status/1960808921335263733) 2025-08-27T20:57Z [----] followers, [---] engagements "Applovin's numbers are so good that either the books are pan-seared cooked or its one of the best software/ads businesses ever being built. Q2 revenue UP almost 100% Net income UP over 160% S&M is DOWN almost 20% R&D is DOWN almost 50% 81% ebitda margin 65% operating margin guiding 60%+ growth with same/better margins What in the world is going on here With ecom on the horizon which could easily 2-3x the business over 12-18 months (if ad $$ is incremental and doesn't cannibalize - TBD).it trades at a 33x forward. This is the "we don't believe you" multiple. It seems too good to be true that" [X Link](https://x.com/dtcprophet/status/1961427257848733916) 2025-08-29T13:54Z [----] followers, [----] engagements "@herrmanndigital Yep- we tested it a few months back got spend up to maybe $3-4k/day with incredible CPAs much better than Meta. But the moment we turned it on Meta CPAs went up 20%.felt something was off/fishy happening with bidding/front running Meta somehow and we haven't tested since" [X Link](https://x.com/dtcprophet/status/1961432016949260585) 2025-08-29T14:13Z [----] followers, [---] engagements "Below is our ABO testing strategy/ruleset for Meta. It is basically just a bunch of if then statements. Keep in mind that we aim for a $45 CAC/AOV which is what our spend/volume targets here are based on. Everything is 100% on cost caps. Each ad concept gets it's own ad set - If the ad concept has 1-3 ads start the budget at $100/day - If the concept has 3-5+ ads start the budget at $150/day - If the concept is a bunch of similar-ish ads or variations throw them all in a single flex ad at $100/day Wait [--] hours minimum before doing anything. Let the ad set be live in market for at least 3" [X Link](https://x.com/dtcprophet/status/1962968800275628517) 2025-09-02T20:00Z [----] followers, [----] engagements "Is anyone here not running a pop up on their DTC site Hearing ramblings from multiple folks that it is 100% worth testing" [X Link](https://x.com/dtcprophet/status/1962982758759989435) 2025-09-02T20:55Z [----] followers, [----] engagements "Last month we spent $520K on Meta and hit a CAC we hadn't seen since [----]. It was our biggest most profitable month yet. Here are [--] things we did that you can test out too:" [X Link](https://x.com/dtcprophet/status/1963656034850873578) 2025-09-04T17:30Z [----] followers, 51.3K engagements "I like them because you can consolidate [--] pieces of creative into [--] ad. Flex ads are great for creative volume and data consolidation. Also like how you can keep all creative variants on in a flex ad when you find a winner" [X Link](https://x.com/dtcprophet/status/1963656040056344949) 2025-09-04T17:30Z [----] followers, [----] engagements "2) Offer. We didn't change our offer exactly but we lowered our prices by almost 20%. Our CAC came down nearly 30% and our overall NC- AOV only came down about 17%. This has radically changed our business" [X Link](https://x.com/dtcprophet/status/1963656043495575561) 2025-09-04T17:30Z [----] followers, [----] engagements "@vencel @grok @SuperGrok https://www.facebook.com/business/help/835561738423867 https://www.facebook.com/business/help/835561738423867" [X Link](https://x.com/dtcprophet/status/1963691190592712806) 2025-09-04T19:50Z [----] followers, [--] engagements "@buccocapital what does trading down mean here as in going from comfort to uberx or going from uber to subway" [X Link](https://x.com/dtcprophet/status/1965205294969188363) 2025-09-09T00:07Z [----] followers, [----] engagements "Everyone's ecommerce business is different I'd say it largely depends on your category what you're selling and margin structure. We are at $1M/month and here is our team: - [--] Co-Founder (product inventory finance) - [--] Co-Founder (marketing ecommerce Meta) - [--] Creative Agency (ads) - [--] Customer Support Rep (offshore) - [--] Static Ad Designer (part-time) We will likely add another marketing team member in the next few months and another offshore support agent. We can get to $20-30M with this team. After that we'll need to start legitimizing it (CFO COO etc.). This is the exact team structure" [X Link](https://x.com/dtcprophet/status/1965825095458345315) 2025-09-10T17:10Z [----] followers, 27.9K engagements "@SeanEcom Ill take 2x revenue all day π" [X Link](https://x.com/dtcprophet/status/1966477689163837917) 2025-09-12T12:23Z [----] followers, [---] engagements "I think you can get to $10M/year in ecommerce with the following team: - [--] Co-Founder - [--] Marketing Manager or Head of Growth - [--] Creative Agency - [--] Part-Time CX Rep Co-Founder would manage product inventory finance and general ops. Also would help on CX. Marketing manager or Head of Growth would run all paid media channels (mainly FB and Google) manage creative operations and influencers/creators. You can also equip them with a part-time static ad designer. Creative agency would ideally be on a % of spend model and be the driver of creative production and strategy to get to $10M they should" [X Link](https://x.com/dtcprophet/status/1966485082241196472) 2025-09-12T12:52Z [----] followers, 17.5K engagements "Great breakdown from Mr. Midas. Big unlock we've had on PDP is putting our evergreen acquisition offer on it from our LP. We didn't used to have our offer on our PDPs it used to only be on our Meta LPs. But of course majority of customers don't buy last click. So if you have any offers on your LPs put it in your PDP too it will certainly help new customer CVR. Here's how to structure a high converting product page: [--]. Announcement Bar: "Back to Work Sale: Buy [--] Get [--] FREE + Free Shipping" [--]. Product Media Gallery (Horizontal Funnel): - HQ Product Image - Product In Use + Benefits Overlay -" [X Link](https://x.com/dtcprophet/status/1966551760711159991) 2025-09-12T17:17Z [----] followers, [----] engagements "To find a great creative agency I'd get recommendations from other brands operators or founders of bigger agencies. Or just luck into it by trialing a bunch. I'd try to find a smaller creative agency who does exceptional work for a small amount of clients. You won't get best-in-market creative from an agency who services 50-100+ brands. The best creative agencies are also probably not actively looking for new clients either. The same goes for hiring talent the best talent is already working on high performing brands not in the market looking for a job. They also don't need to be a "great"" [X Link](https://x.com/dtcprophet/status/1966596096765120592) 2025-09-12T20:13Z [----] followers, [----] engagements "@Thomas_Salamus_ Haha. We'll toggle the ad set spend limit to be between $3-5K this is a supplemental campaign for us on a different bid model and attribution setting. The $75-100K was the suggested budget from our Meta rep that essentially removes the pacing multiplier for us" [X Link](https://x.com/dtcprophet/status/1967247423786611055) 2025-09-14T15:21Z [----] followers, [---] engagements "These DTC brands all have good acquisition offers you can learn from: - Hiya - Brez - Bobbie - Blissy - Everyday Dose - Farmer's Dog - Truly Beauty - FabFitFun - Ka'Chava Majority heavily discount first order (50%+) have a subscription/repeat component and give away free gifts or products All depends on how customers consume your product offers should be built around consumption habits + ways you can encourage better/more consumption of your products (LTV) @dtcprophet Examples of some of the best offers youve recently seen that you think crush it @dtcprophet Examples of some of the best" [X Link](https://x.com/dtcprophet/status/1967934735683883074) 2025-09-16T12:52Z [----] followers, 27K engagements "@Cryptolewis3 Replo + ChatGPT" [X Link](https://x.com/dtcprophet/status/1968458769873932338) 2025-09-17T23:35Z [----] followers, [--] engagements "@theisaacmed I feel like it's just gonna end up being the same as what it took to win at SEO. maybe a few differences in tactics here and there" [X Link](https://x.com/dtcprophet/status/1968466429771972990) 2025-09-18T00:05Z [----] followers, [---] engagements "The new Amex Platinum is a perfect example of what a banger offer looks like. It makes you feel stupid not to take it. Think about how you can craft something similar for your DTC brand that creates the "it pays for itself" perception. - $600 Hotel Credit - $200 Uber Credit - $120 Uber One Credit - $200 Airline Credit - $209 CLEAR Credit - $400 Resy Credit - $300 Lululemon Credit - $300 Entertainment Credit - $155 Walmart Credit - $200 Oura Ring Credit - $300 Equinox Credit - $100 Saks Credit - 5x Points on Flights - 5x Points on Hotels .all for just $895/year" [X Link](https://x.com/dtcprophet/status/1969021651447632211) 2025-09-19T12:51Z [----] followers, 13.3K engagements "@PhantomStays @Soufianelhabib3 Cheers mate- never said it was a good card talking about the offer" [X Link](https://x.com/dtcprophet/status/1969418958462661008) 2025-09-20T15:10Z [----] followers, [---] engagements "99% of the time the solution to scale is always just more ad creatives and funnels. More ads better ads new customer personas new LPs new offers. That's it anything else is likely not directly aimed at improving the acquisition machine and is wasted time" [X Link](https://x.com/dtcprophet/status/1970192786373910864) 2025-09-22T18:25Z [----] followers, [----] engagements "Some of our best performing static ad creatives this month are made 100% with AI. Leveraging our past winning ads an insanely in-depth customer persona performant messaging all our Shopify retention data and more to create bangers in ChatGPT. We have it help us come up with the concept the copy (headlines value props etc) and then the prompt for us to run. Very easy to create a ton of diverse variants too once you have a great prompt and concept idea we do this and launch them all in flex ads. $0 cost of production no editing required you can go from production launch in minutes. Working" [X Link](https://x.com/dtcprophet/status/1970513355082256794) 2025-09-23T15:39Z [----] followers, [----] engagements "@accrued_int Tailwind for sure but would consider what it means for google/meta if they have to start eating the ecosystem around them to continue growing" [X Link](https://x.com/dtcprophet/status/1970520302900613451) 2025-09-23T16:07Z [----] followers, [---] engagements "One thing no one talks about with Gruns is that their product has [--] servings not [--] (which is somewhat the standard in supplements). Sneakily just under a month's worth. Obviously done on purpose. You run out of product every [--] weeks and then your subscription renews. They realize two orders from a customer before their credit card statement is due. And [--] annual billing cycles rather than [--]. I'm sure also wonderful for short-term cash flow and [--] [--] [--] day LTV to lift CAC ceiling. Very nice" [X Link](https://x.com/dtcprophet/status/1970958087835312283) 2025-09-24T21:06Z [----] followers, 23.7K engagements "@RomanEcom Have you ever looked at whether applovin traffic is cannablizing meta traffic at all" [X Link](https://x.com/dtcprophet/status/1971956388827189324) 2025-09-27T15:13Z [----] followers, [----] engagements "@JHTScherck Personally I think Notion is the worst AI product I've ever used. It's just jammed into everything and has awful UX. Makes the product so much harder/annoying to use. I get the vision but execution is so bad we emailed support to turn off all AI in our account" [X Link](https://x.com/dtcprophet/status/1972368225255215267) 2025-09-28T18:30Z [----] followers, [--] engagements "Low AOV for new customers High AOV for returning customers This is the formula to win in ecommerce consumable. Lower your AOV floor to get the masses in but raise your AOV ceiling to drive scalable margin. **Must have a 5-star product and strong [--] [--] [--] day economics" [X Link](https://x.com/dtcprophet/status/1973437528247246903) 2025-10-01T17:19Z [----] followers, [----] engagements "This is just another risk to diversify in your ad account. I see the following risks: - Campaign Risk - Audience Risk - Offer Risk - Ad Risk You don't want only [--] performant campaign that drives the entire account or 2-3 of ads that get 85% of the spend or only [--] offer that converts well or only [--] audience/persona. It is hard to do but diversifying all of those risks makes your account and customer acquisition muscle much safer more predictable and probably more profitable. This past couple of weeks on Meta is a great example I am sure there are many folks who wished they were more" [X Link](https://x.com/dtcprophet/status/1973744961804706267) 2025-10-02T13:40Z [----] followers, 10.2K engagements "Especially recently I've adopted the mindset that whenever there is volatility or a cost jump on Meta it's the new normal. Not an update that is magically going to resolve itself on a specific date. Do you really think that when these "updates" are done your CAC is just going to go back down 15% the following day The more you build new ads new offers new landers.and assume that the present day is as normal and cheap as it is going to get on Meta the more you can de-risk your account. Meta is constantly updating the platform At one single time there are probably a hundred teams working on a" [X Link](https://x.com/dtcprophet/status/1976655354004918762) 2025-10-10T14:25Z [----] followers, [----] engagements "Yeah its not a software cost to us. Its payment processing totally different category. Shopify set the ceiling at $2500/mo for software and its just a race to the bottom for all apps. Theres not an app in the world that isnt commoditized to us now and that we cant put into a price war with a competitor" [X Link](https://x.com/dtcprophet/status/1978791710550331485) 2025-10-16T11:54Z [----] followers, [--] engagements "@danyay @seempaq Ok but thats probably like 3/100 merchants doing that" [X Link](https://x.com/dtcprophet/status/1978794724744905199) 2025-10-16T12:06Z [----] followers, [--] engagements "@danyay @seempaq ok does that change the 2500/mo ceiling they set for all apps no as a merchant i couldn't care less. apps are commoditized and the downward price pressure is permanent" [X Link](https://x.com/dtcprophet/status/1978795485612929106) 2025-10-16T12:09Z [----] followers, [--] engagements "@codyplof Warby and Glossier shops in philly are pretty dope. Figs is cool too" [X Link](https://x.com/dtcprophet/status/1702033734617210904) 2023-09-13T18:57Z [----] followers, [---] engagements "Nice thread. I am curious your thinking on why it will be a winner take all market. I see it is a multi $T tam and that eventually every vehicle will have AV (commoditized table stakes) and plugging into a demand aggregator will drive max utilization. It seems like TAM is way too big for one provider to run the table (and scale to tens of millions of AV vehicles in the matter of a few years to sniff winning). I am open to being wrong and changing my mind" [X Link](https://x.com/thercwilliams/status/1890077913082466647) 2025-02-13T16:37Z [----] followers, [---] engagements "Can you explain what the difference will be between a cybercab autonomous ride and a waymo/bmw/lincoln etc Seems like it will be brand/design or preference as the software will just get commoditized. Do you really believe that tesla will be the winner-take-all in a $5T+ market" [X Link](https://x.com/thercwilliams/status/1894193699820626036) 2025-02-25T01:12Z [----] followers, [--] engagements "@NickyFiorentino Hey man can you please also do this for Triple Whale and Rebuy" [X Link](https://x.com/thercwilliams/status/1894836665199272127) 2025-02-26T19:47Z [----] followers, [--] engagements "These DTC brands all make banger static ad creatives that you can learn from. Supplement Brands: - Ancestral Supplements - Pique Tea - Hydrant - ARMRA - Gruns - Ritual - Feals - Hims Food Brands: - Oats Overnight - David Protein - MASA Chips - Javvy - Ryze - Brez Beauty/Personal Care Brands: - Lumin Skincare - Norse Organics - Dr. Squatch - Laura Geller - Solawave - FabFitFun - OGEE - Blissy Apparel/Clothing Brands: - Hollow Socks - MeUndies - Fabletics - Jambys - Kizik - Cuts Other Brands: - Glade Optics - Pair Eyewear - After .com - Hexclad - PetLab Make sure to look at whitelisted ads too" [X Link](https://x.com/dtcprophet/status/1968699172866908546) 2025-09-18T15:30Z [----] followers, 60.7K engagements "@HoovEcom @mercury @immad If youre doing real revenue then just use a real bank. Not worth it to mess around with these internet banks just for better UX" [X Link](https://x.com/dtcprophet/status/1971198161889919296) 2025-09-25T13:00Z [----] followers, [---] engagements "Here's my list of popular DTC brands that run listicles on Meta: - Carpe Deodorant - Hollow Socks - Earthling Co. - Jones Road - Solawave - Ka'Chava - Caraway - TruEarth - Hexclad - Everist - Armra - Gruns - Blissy - Ridge - Javvy - Feals - Lomi - Brez - AG1 Let me know if I'm missing any good ones. @KFragoulias @KanishDigital @dtcprophet Who are some brands running listicles right now that are doing well with Trying to find some examples. @KFragoulias @KanishDigital @dtcprophet Who are some brands running listicles right now that are doing well with Trying to find some examples" [X Link](https://x.com/dtcprophet/status/1972669131016061216) 2025-09-29T14:25Z [----] followers, 40.6K engagements "The best brands I know optimize their business to afford the lowest possible ROAS and still be profitable And CAC becomes a MOAT for them Think about AG1 do you really want to compete with them when they are probably happy acquiring customers for $500-$800 Doesnt matter if your product is better or different theyll spend you out of business Amazing how many people dont understand this Its not that getting above a 2x ROAS is hard Its that if your NCROAS is consistently above that youre spending like a little bitch You should never want your NCROAS to be that high if youve got good unit" [X Link](https://x.com/dtcprophet/status/1979152955610714148) 2025-10-17T11:50Z [----] followers, 17.5K engagements "We're testing this out. Currently have [--] live Meta campaigns in our account: - ASC single ad set cost cap - ABO cost cap (new creative) - Adv+ single ad set tROAS Main hesitation is audience overlap since ASC and Adv+ have the exact same ads. Not sure we'll get .5% but anything in the single digits would be a win pending performance. Set tROAS based on 7DC ROAS in ASC cost cap campaign. Initially set it about 10% lower than where we want to get it longer term. Plan is to move new performant ads from ABO into both ASC and Adv+ once they are deemed true winners. Will report back on how this" [X Link](https://x.com/dtcprophet/status/1980413405115871302) 2025-10-20T23:18Z [----] followers, 16.8K engagements "Honestly not that impressive at all. Not really different from anything else out there at all. Seems like the biggest thing is easier access to a chatbot which i'd argue people don't really want unless they're in the chatgpt or gemini app. I am sure Google appreciates you showing any cool little new features that they can build into Chrome tho" [X Link](https://x.com/dtcprophet/status/1980682700701802552) 2025-10-21T17:08Z [----] followers, [----] engagements "@ecom_pilot Or invest in amazing businesses. It's pretty similar. Different paths for everyone" [X Link](https://x.com/dtcprophet/status/1981078307132104887) 2025-10-22T19:20Z [----] followers, [--] engagements "@johnerck Looked at Rebuy before but we just built cart natively + use aftersell for upsells. I think it wouldve cost us close to what shopify plus costs" [X Link](https://x.com/dtcprophet/status/1981086897079288253) 2025-10-22T19:54Z [----] followers, [---] engagements "@TaylorHoliday @oakley @Meta Now lets see if he can still make the play with half of his view covered by a direct response ad" [X Link](https://x.com/dtcprophet/status/1982578897461092471) 2025-10-26T22:43Z [----] followers, [---] engagements "Ill take the other side of this. Get to $10-20M via yourself agencies and contractors maybe a mid level full time hire. Then bring on a top-tier player super specialized. Premier marketer premier product personwhatever is your biggest and highest leverage gap or area that can be massively improved. Makes the ride to $50M fast smoother and generally better. We are doing this now brought on a top-tier marketer and we probably wont need another top-tier player until we cross the $30-40 range. In our case the marketing machine is somewhat already built and we just needed to bring on top tier" [X Link](https://x.com/dtcprophet/status/1982593255415189572) 2025-10-26T23:40Z [----] followers, [---] engagements "@jameshyujinlee Maybe Midas will π Our Google Applovin subscription retention campaigns etc have all been fine that's usually how I know whether it's a meta specific issue or not" [X Link](https://x.com/dtcprophet/status/1983338903630430211) 2025-10-29T01:03Z [----] followers, [----] engagements "@kakashiii111 This is not how accounting works" [X Link](https://x.com/dtcprophet/status/1983671080121463095) 2025-10-29T23:03Z [----] followers, [---] engagements "Pretty incredible what this IM8 brand is doing in DTC. $110M ARR in under a year and expecting to be profitable next year Haven't heard of any other brand even come close to this not even Gruns. "Pioneers get slaughtered and the settlers prosper" I think Ive found a potential [--] bagger Meet Prenetics (NASDAQ: $PRE); a micro-cap that most investors have completely overlooked Once a COVID testing SPAC its transformed into a David Beckhambacked DTC supplements company & is the fastest growing brand ever Let's dive inπ https://t.co/Ngpm5LA9Qk I think Ive found a potential [--] bagger Meet" [X Link](https://x.com/dtcprophet/status/1985829180924186854) 2025-11-04T21:59Z [----] followers, 16.9K engagements "I have this image from Taylor still bookmarked from [----]. It is the most beautiful image I've come across on here. I probably look at it almost everyday. I remind myself that even achieving half of this would build an unbelievably profitable and fun to run ecommerce business. This is the mona lisa of eCommerce. Bookmark this image print it out and make your entire team stare at it every day. It's a perfect picture of how to create predictable profitable growth. Hold new customer acquisition constant (or slightly grow it) and stack repeat cohorts. https://t.co/cm6n0NLgWb This is the mona lisa" [X Link](https://x.com/dtcprophet/status/1986162503064428955) 2025-11-05T20:03Z [----] followers, 20.7K engagements "It's such a shame that you can't copy ad templates over from CreativeOS into Figma anymore Feel like it's a big mistake to take that away and railroad users into having to work in a Canva like interface The tool lost almost all utility for us without the Figma feature" [X Link](https://x.com/dtcprophet/status/1988000131182997984) 2025-11-10T21:45Z [----] followers, [----] engagements "@GliksmanTal @herrmanndigital Bring them back π they are one of the best things Meta has done recently" [X Link](https://x.com/dtcprophet/status/1990500963988504729) 2025-11-17T19:23Z [----] followers, [--] engagements "@buccocapital Applovin best business out of all of these names and it aint even close. Was never really priced unreasonably (compared to these other name).still whacked though. 34x fwd 80% net 60%+ growth and still restricting demand isn't a bad spot IMO" [X Link](https://x.com/dtcprophet/status/1990808799330873480) 2025-11-18T15:46Z [----] followers, [----] engagements "If a user gets scammed from an ad what is the likelihood that they ever take action on another ad in the future How does Meta not realize that letting 10% of ads be known scams slowly kills the efficacy of the platform over time A few highlights from a (crazy) internal scam report from Meta: [--]. Meta projected 10% of its [----] revenue would come from scam ads. [--]. They estimate that they show [--] billion with a 'b' scam ads every day. [--]. They incorrectly reject 96% () of scam filings. [--]. They expect - https://t.co/AD2L0AHIw9 A few highlights from a (crazy) internal scam report from Meta: [--]. Meta" [X Link](https://x.com/dtcprophet/status/1990829315982774372) 2025-11-18T17:07Z [----] followers, 11.8K engagements "@ecommilan Sure but Im talking about known scam/illegal ads here. Not legitimate ones" [X Link](https://x.com/dtcprophet/status/1990841344160321993) 2025-11-18T17:55Z [----] followers, [---] engagements "I personally think ecommerce is the best industry in the world and there is absolutely nothing else I'd rather do with my life right now The best thing I ever did for my mental health was get out of ecommerce. The best thing I ever did for my mental health was get out of ecommerce" [X Link](https://x.com/dtcprophet/status/1991571022253048261) 2025-11-20T18:15Z [----] followers, 26.1K engagements "@hambinocapital @n0th0stl3tk0v3r $APP" [X Link](https://x.com/dtcprophet/status/1991923811323973822) 2025-11-21T17:36Z [----] followers, [--] engagements "@P_Earns24 @joecarlsonshow If Uber truly owns the demand why isn't Waymo expanding into every single city with them" [X Link](https://x.com/dtcprophet/status/1991950943831925036) 2025-11-21T19:24Z [----] followers, [---] engagements "I am surprised Applovin hasn't tried to acquire Pinterest. With Axon's algo and Pinterest's user base why couldn't they build a $200B+ ad engine over there Trick question: What platform is this the chart of https://t.co/XQhm4aaO8F Trick question: What platform is this the chart of https://t.co/XQhm4aaO8F" [X Link](https://x.com/dtcprophet/status/1992614367104323650) 2025-11-23T15:21Z [----] followers, 10.4K engagements "These are the top results for "creatine gummies" on Amazon. What do you notice" [X Link](https://x.com/dtcprophet/status/1993433856285065452) 2025-11-25T21:37Z [----] followers, 13.2K engagements "@amreurope_ Id rather own 50% of the real estate than have [--] listing no" [X Link](https://x.com/dtcprophet/status/1993715429429444688) 2025-11-26T16:16Z [----] followers, [---] engagements "Telling Meta precisely how much profit you make is like going to the casino and playing poker with your cards facing up New Conversion Value popping into ad accounts. https://t.co/wm9J3THB54 New Conversion Value popping into ad accounts. https://t.co/wm9J3THB54" [X Link](https://x.com/dtcprophet/status/1996279382047178815) 2025-12-03T18:04Z [----] followers, 27.6K engagements "If Gruns was public it'd probably be marked somewhere between $500m-$1b. Don't know full numbers/growth but i'd bet somewhere in that range. IM8 is public today and is currently marked between -$10m and $0. $200m market cap $120m cash and can expect another $100m cash when the [--] divestitures are done. Conservatively IM8 should be a $400M asset (3x revenue 75%+ '26 growth profitable). Private market maybe $600m+. IMO someone is wrong in a big way it is either my assessment or the mkt. Would love to hear the other side of this. @DannyYeung_ Yeung is the CEO of @im8health Health the supplements" [X Link](https://x.com/dtcprophet/status/1996625143607464250) 2025-12-04T16:58Z [----] followers, 10.2K engagements "@Kylejung25 @drewfallon12 I don't they could've/could be scaling like this if ltv didn't exist in a meaningful way" [X Link](https://x.com/dtcprophet/status/1996760128738271339) 2025-12-05T01:54Z [----] followers, [--] engagements "This is the one month out of the year where it usually sucks to be in health and wellness. CACs up volume down no real gifting/holiday shopping for the category (unless you're very creative). Every year I have to re-teach myself to be patient stay in our lane and wait for our time to come again (starting late December). It is easy to be irresponsible and to try to spend our way into a having a moment when it's just not the time. It is also very tempting to run a big holiday sale to capture a bunch of discounted revenue now and then [--] months later realize it was a big mistake" [X Link](https://x.com/dtcprophet/status/1998512317424939379) 2025-12-09T21:57Z [----] followers, [----] engagements "For everyone who runs their ad account with [--] single CBO. How many ad sets do you end up having at once Like the idea but if you're doing [--] ad set per concept how do you not end up with 100-200+ ad sets" [X Link](https://x.com/dtcprophet/status/2001288959490416743) 2025-12-17T13:50Z [----] followers, 33.5K engagements "@EcomA100 Nice do you ever consolidate stuff down" [X Link](https://x.com/dtcprophet/status/2001315742432563597) 2025-12-17T15:37Z [----] followers, [----] engagements "I dont know what theyre juicing these things up with but these are the best blueberries mankind has ever known" [X Link](https://x.com/dtcprophet/status/2001419980332585068) 2025-12-17T22:31Z [----] followers, [----] engagements "@Jonthebullcase2 @jbulltard1 Oh ok. Yes you can its a hidden gem" [X Link](https://x.com/dtcprophet/status/2001689565216841835) 2025-12-18T16:22Z [----] followers, [--] engagements "@DaveRekuc Its just not worth it right now. Feels so slimy to have fake AI avatars talking about your product. Even if it gives me a 5% lower CAC not worth the trade off. And is obviously going to be a legal nightmare in the short future" [X Link](https://x.com/dtcprophet/status/2001797915207933998) 2025-12-18T23:33Z [----] followers, [---] engagements "It's very easy to want to grow your ad spend MoM in perpetuity as you grow. It's very hard to hold your ad spend constant MoM and let the margin expansion wheel spin. The vast majority of operators are significantly better off spending the same amount of money each month acquiring LTV and letting margins expand as time goes on. It feels counterintuitive but it is probably what actually turns your business into an asset vs. a liability and makes it sellable. But if you do it successfully you won't want to sell. It is very hard to do though with how easy growth is sold to us. It literally takes" [X Link](https://x.com/dtcprophet/status/2002048203881939059) 2025-12-19T16:07Z [----] followers, [----] engagements "@bentrogrlic @drewfallon12 What do you mean" [X Link](https://x.com/dtcprophet/status/2003218419668164736) 2025-12-22T21:37Z [----] followers, [--] engagements "@bentrogrlic @drewfallon12 that's black hat" [X Link](https://x.com/dtcprophet/status/2003535667037401285) 2025-12-23T18:38Z [----] followers, [--] engagements "@dlevine815 I don't get why [---] writes me a multi-paragraph sales letter every time i ask it a basic question I'd fix that. It should also be able to tell what action i am asking it to do in the prompt I shouldn't have to click "create image" when my prompt is asking it to create an image" [X Link](https://x.com/dtcprophet/status/2003564103256723893) 2025-12-23T20:31Z [----] followers, [----] engagements "@mudryk_jr How is Yellowstone not on this list Let alone not in the top 10-15" [X Link](https://x.com/dtcprophet/status/2003573051456475394) 2025-12-23T21:06Z [----] followers, 12.3K engagements "Everyone wants the flashy $100M growth story and business No one wants the $15-20M revenue 25% profit business that takes 20-30 hours/week to run We are navigating through this now too it's so easy to think the $100M+ is your destiny because it's in every single piece of content you get served daily every podcast every tweet every case study.etc Basically been force fed content about the idea and possibility of it that you start to think a lifestyle business printing a million bucks or two in easy profit is a total failure and that achieving it means you didn't maximize your potential. And in" [X Link](https://x.com/dtcprophet/status/2003936645419356624) 2025-12-24T21:11Z [----] followers, [----] engagements "I think that. Main bear case as drew pointed out a few weeks back is their equity not being investable for institutions (unrelated to im8).spac china covid testing etc. balance sheet doesn't scream need cash now unless a giant push into retail which could require a lotta $$" [X Link](https://x.com/dtcprophet/status/2003968098135572482) 2025-12-24T23:16Z [----] followers, [--] engagements "@grok how many NFL playoff wins does Jalen Hurts have in his career and how many does Dak Prescott have in his career Then compare how many compare career games both quarterbacks have played and tell me whether you would want Hurts or Prescott leading your team. Send this guy for a hotdog https://twitter.com/i/web/status/2005465238280282499 https://twitter.com/i/web/status/2005465238280282499" [X Link](https://x.com/dtcprophet/status/2005465238280282499) 2025-12-29T02:25Z [----] followers, [---] engagements "@geoffschwartz I am pretty sure you have no idea what you are talking about. You can't name a team in the playoffs that wants to be avoided as much as the Eagles" [X Link](https://x.com/dtcprophet/status/2005472000035172652) 2025-12-29T02:52Z [----] followers, [----] engagements "@WordOnTheBirds @grok when was the last time the Philadelphia Eagles had [--] consecutive playoff appearances" [X Link](https://x.com/dtcprophet/status/2005472659568791666) 2025-12-29T02:55Z [----] followers, [---] engagements "@Kimmick86 Jealousy had we not taken over your little "bills mafia" arena today this tweet would've never seen the light of day" [X Link](https://x.com/dtcprophet/status/2005479633555464466) 2025-12-29T03:22Z [----] followers, 10.9K engagements "@iam_johnw But you literally just claimed Josh Allen lost QB wins not a stat but QB losses is" [X Link](https://x.com/dtcprophet/status/2005484762790871114) 2025-12-29T03:43Z [----] followers, [----] engagements "@theblockspot The answer is obvious and its the Eagles you said it yourself" [X Link](https://x.com/dtcprophet/status/2005999175360708836) 2025-12-30T13:47Z [----] followers, 48.1K engagements "@BttrCallSaul24 @theblockspot Obviously not but you did just watch it cut it against the Bills" [X Link](https://x.com/dtcprophet/status/2006063813565591697) 2025-12-30T18:04Z [----] followers, [---] engagements "A brand that gets to $100M+ over 10-15 years is a significantly more valuable asset than a brand that gets there in 3-5 years. Who wants to own or buy the brand that grows 200% then 300% and then is in permanent deceleration Let alone all of the landmines you jump on when you grow try to grow that fast i.e. paying taxes Sure you can do some doubles early on but eventually the double blows you up no matter how good your CAC ROAS or LTV is 20-30% consistent growth over 20+ years is the way. Probably make much more money that way too Probably my #1 end of year observation in ecommerce: Many many" [X Link](https://x.com/dtcprophet/status/2006550081760096618) 2026-01-01T02:16Z [----] followers, 15K engagements "10 great ad creatives [---] average ad creatives Produce junk inputs get junk outputs My [----] learnings - Product and category is everything - Creative quality creative volume Thats all Happy [----] My [----] learnings - Product and category is everything - Creative quality creative volume Thats all Happy 2026" [X Link](https://x.com/dtcprophet/status/2006719742925746667) 2026-01-01T13:30Z [----] followers, [---] engagements "@HireFireTeam If you could only play one of these games for the rest of time which would it be" [X Link](https://x.com/dtcprophet/status/2006759243840696604) 2026-01-01T16:07Z [----] followers, [---] engagements "@theblockspot The Philadelphia Eagles are going to win the superbowl and you know it" [X Link](https://x.com/dtcprophet/status/2008183140565778942) 2026-01-05T14:25Z [----] followers, 52K engagements "@SleeperNFL Philadelphia Eagles are the only ones that have all [--] dont want to hear any nonsense about Denver or LA" [X Link](https://x.com/dtcprophet/status/2008260889154289802) 2026-01-05T19:34Z [----] followers, 103K engagements "@don2020_bye @JohnStolnis Not Super Bowl QBs" [X Link](https://x.com/dtcprophet/status/2008328010353500528) 2026-01-06T00:01Z [----] followers, [---] engagements "Our ABO steadily outperforms our consolidated ASC spend and efficiency wise. CAC is usually 10-15% lower and some days over 50% more spend in the ABO at the lower CAC. ABO is where we creative test (1 concept per ad set) and scale things up. Occasionally will move new winners over to ASC. I am always tempted to just run ABO exclusively but always find it falls off when the ASC isn't on too even if ASC is at a much lower spend and tighter caps. ABO is the best way tho IMO to get new ads scaling and winning. Really hard to get anything new meaningfully stealing spend in our ASC when ads have" [X Link](https://x.com/dtcprophet/status/2008582248887370077) 2026-01-06T16:51Z [----] followers, [----] engagements "For everyone running ABO testing with [--] ad set for every new creative concept. How are you eventually consolidating down winning ad sets Assuming you scale things up in the initial ad set do you just end up managing 50-100+ ad sets in the ABO with all new winners" [X Link](https://x.com/dtcprophet/status/2008891256169218540) 2026-01-07T13:19Z [----] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@thercwilliams RC WilliamsRC Williams posts on X about meta, business, uber, ads the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Social category influence technology brands stocks finance social networks automotive brands nfl fashion brands cryptocurrencies exchanges countries
Social topic influence meta, business, uber, ads, $shop #35, $uber, $googl #3246, applovin #65, tesla, if you
Top accounts mentioned or mentioned by @cjslattery @drewfallon12 @tobi @mcfazeli @hambinocapital @waymo @buccocapital @herrmanndigital @taylorholiday @seempaq @daverekuc @shopify @sourfraser @superpk @markpinc @dkhos @joecarlsonshow @sawyermerritt @jbulltard1 @blondesnmoney
Top assets mentioned Uber Technologies, Inc. (UBER) Shopify Inc (SHOP) Alphabet Inc Class A (GOOGL) AppLovin Corporation (APP) Tesla, Inc. (TSLA)
Top posts by engagements in the last [--] hours
"Based on 1250+ DTC brand tech stacks submitted to 1-800-D2C these are [--] of the fastest growing eCom SaaS tools:"
X Link 2023-08-29T21:13Z [----] followers, 28.3K engagements
"@jspujji new things that've worked: tech stack consulting for new/smaller ecom brands and growing newsletter. already have 2-3 rev streams (sponsors directory fees etc) but can't really 20x them"
X Link 2023-08-30T14:55Z [----] followers, [---] engagements
"@silent_builder Totally - I wonder how much itd cannabilze their existing biz. Clearly enough to keep them off"
X Link 2023-09-06T23:34Z [----] followers, [----] engagements
"@DaveRekuc Wow 15% is pretty crazy.what do you think is the minimum volume for brands to get real value out of bi-coastal $10M"
X Link 2023-09-07T15:35Z [----] followers, [---] engagements
"Someone could easily start an ecom ADA compliance agency and get it to $10-15K/month. I'd happily pay to get our site audited each quarter for compliance. Or @Shopify could just step in somehow"
X Link 2023-09-07T20:59Z [----] followers, 19.9K engagements
"Recently added [--] new tools to our tech stack that I found via 1-800-D2C. #1 - Recart. The guy @AaronOrendorff can sell We initially had no intentions of launching SMS until we got beyond $5M/year or so. Always thought we were too small for it to make a real impact and that focusing on [--] channel (email) was better. But Aaron sold me on the idea and potential. Were getting top tier onboarding service from Recart in exchange for me documenting the journey progress and biz impact through 1-800-D2C. Looking forward to sharing how it goes - both the good the bad and how adding the SMS channel"
X Link 2023-09-08T15:19Z [----] followers, [----] engagements
"Meta gave us $30K ad credit to A/B/C test the following this month: Cell A: ASC with no restrictions purchase objective ($10K) Cell B: ASC with no restrictions purchase objective ($7K) Manual "mid-funnel" campaign using [--] & 10% Pur LALs purchase objective ($3K) Cell C: Broad reach campaign max reach objective ($1.5K) Manual "mid-funnel" campaign [--] & 10% Pur LALs link click objective ($1.5K) ASC with no restrictions purchase objective ($7K) Using the same exact ad unit across every campaign (picked the highest ROAS ad in the account). Runs from Sep 14th - Sep 27th on lifetime budgets. Betting"
X Link 2023-09-08T16:46Z [----] followers, 36.9K engagements
"Why can't Shopify just come out with an A/B testing native feature Put it right in the theme customizer - "start an A/B test" and then you build it. Connect it to Shopify purchase data + GA web data Relatively low lift feature to build that'd make ecom world go bananas"
X Link 2023-09-12T01:27Z [----] followers, 40.9K engagements
"@StephenSchmit19 @RebuyEngine Rebuy also costs more than shopify itself"
X Link 2023-09-12T11:50Z [----] followers, [---] engagements
"We're now paying $499/month for a slide cart from Rebuy $6000/year for a slide out cart is pretty wild Is Slide Cart from AppHQ the best alternative Or should we take the one-time custom dev hit We were charged $2000 for @RebuyEngine in June. Thankfully I found some alternatives. $250 for @aftersell (Better functionality than Rebuy) $99 for Slide Cart by AppHQ $5 for EasyGift (could do for free with scripts) Good luck with that pricing model Rebuy. We were charged $2000 for @RebuyEngine in June. Thankfully I found some alternatives. $250 for @aftersell (Better functionality than Rebuy) $99"
X Link 2023-09-16T21:42Z [----] followers, 44.9K engagements
"5 mins/week to discover the best brands tech tools and founders in D2C"
X Link 2023-09-19T20:45Z [----] followers, [----] engagements
"@c_gro Hey Connor how did you handle this We are dealing with it now - tons of fraud charges from FB for under $2 in the last few weeks"
X Link 2023-10-14T16:40Z [----] followers, [--] engagements
"Why dont more consumable brands try to optimize for a low first order AOV I want to get our first order AOV as low as it possibly can get with our economics still functioning and profitable. The lower my first order AOV the easier it is to get customers to try our products. The more customers we get trying our products the more future LTV we create for the business to capture. LTV and order timeline equation have to work and you obviously have to be confident in your product. But at least in our consumable/replenishment category I've never understood why marketers think it's a good idea to"
X Link 2023-11-07T16:27Z [----] followers, 14.7K engagements
"Discover the best D2C brands and the tech tools behind them with 1-800-D2C"
X Link 2023-11-08T00:16Z [----] followers, 207.2K engagements
"@binghott Cyber Monday extended"
X Link 2023-11-30T18:26Z [----] followers, [---] engagements
"@zachmstuck @Shopify @klaviyo @PostscriptIO @amped_io @Pagedeck @GetStayAi The ultimate engagement tweet π gotta make a section on 1800D2C for operators tech stacks like this"
X Link 2023-11-30T23:06Z [----] followers, [---] engagements
"I wish Google had a field in the calendar invite that would ask: "Can this be an email" And if you select yes then it deletes the meeting and graciously opens up Gmail for you"
X Link 2023-12-13T17:49Z [----] followers, [---] engagements
"@rabois @eightsleep Are they sold on openstores shop"
X Link 2023-12-26T19:55Z [----] followers, [---] engagements
"Discover the best brands in D2C and the tech stacks behind them:"
X Link 2024-01-05T03:11Z [----] followers, [---] engagements
"I always wonder what my customers would think of my tweets. If they read them would they be proud to patron my brand Or would they get confused why it's all about FB acquisition/saas & not about building better products to serve them as best as we can Who knows"
X Link 2024-01-09T14:33Z [----] followers, [----] engagements
"@chamath Here are a few for ecommerce: Gorgias Yotpo Klaviyo Triple Whale Recharge Tapcart GRIN Okendo and many more. I have a whole list waiting for you via if you'd like"
X Link 2024-01-12T16:12Z [----] followers, [---] engagements
"I'll never understand why "Order Revenue" is not a selection on the Shopify dashboard. Instead of gross sales which is pretty useless why not replace with total order revenue It'd take 10-15 mins for Shopify to do"
X Link 2024-02-09T13:50Z [----] followers, [----] engagements
"@damccormick13 Check out what everyday dose dose with their sub program. I find it to be very well designed and i'm sure fruitful"
X Link 2024-02-14T20:51Z [----] followers, [---] engagements
""Will this product work for me" - common question our customers ask If they see an ad then see that ad has 1000+ testimonials from real customers in the comments I believe that increases their confidence to purchase the product. It is the purest form of social proof. If you had two identical creatives but version [--] had [----] testimonial comments and version [--] had [--] I believe version [--] would win"
X Link 2024-03-12T19:25Z [----] followers, [---] engagements
"First will own "D2C". Second we will own "ecommerce" in due time"
X Link 2024-03-21T20:01Z [----] followers, [----] engagements
"Everything on Temu and Shein is straight garbage Makes trustworthy DTC brands look like Lords of the Internet. Plus I'd very curious about customer overlap are core DTC brand customers really shopping on those sites I believe jacking the Meta auctions is their only threat to real brands"
X Link 2024-03-21T21:09Z [----] followers, [---] engagements
"@sourfraser Lots of hustle providing value to our users and building authority"
X Link 2024-03-21T21:16Z [----] followers, [--] engagements
"Dudes who go to the gym to use the elliptical are too funny"
X Link 2024-03-22T19:34Z [----] followers, [----] engagements
"@EYakoby Keep up the great work Eyal. I don't understand how Penn and the US is allowing this to happen. It's pretty incredible to watch. Any student showing any level of affinity towards a terrorist organization should be immediately expelled investigated and potentially deported"
X Link 2024-04-30T17:45Z [----] followers, 158.8K engagements
"We are now slowing rolling out a new agency directory on 1-800-D2C. This will help us highlight both the tech stacks and the service stacks behind the best brands in D2C. Our agency platform will be the same as brands and tools: a directory of the best not a directory of all. If you'd like to see your agency listed on 1-800-D2C and think you'd be a good fit then there is a quick form you'll find on our site. Check out V1 of the agency platform below. Open to any and all feedback. http://www.1800d2c.com/ecommerce-agencies http://www.1800d2c.com/ecommerce-agencies"
X Link 2024-05-08T15:12Z [----] followers, 12.7K engagements
"@businessbarista Hey Alex. I run this site that youd like: We show you the stacks behind 1500+ of the best D2C brands (apps tools services). Its the productized version of your spreadsheet but in different vertical. http://1800d2c.com http://1800d2c.com"
X Link 2024-05-16T01:21Z [----] followers, [---] engagements
"@bentregoe @Parkerhq_ Do you have this google sheet open to public"
X Link 2024-11-07T14:44Z [----] followers, [--] engagements
"Best way to find offshore talent is to simply post a job on Linkedin with the proper location and not hiring an offshore "talent agency" that shafts you for $5K/mo"
X Link 2024-11-22T17:52Z [----] followers, [----] engagements
"What is your opinion on Hims losing their ability to optimize for revenue and purchases on FB in January Have you considered how this will impact growth given it's their #1 acquisition source Seems like a lot of your recent ideas do not take into consideration the fact that their top marketing channel is about to blow up in their face"
X Link 2024-11-28T12:56Z [----] followers, [--] engagements
"@NickBInvesting @alc2022 What is your opinion on Hims losing their ability to optimize for revenue and purchases on FB (their #1 source of acquisition) starting in January"
X Link 2024-11-28T12:58Z [----] followers, [--] engagements
"@Shwinnabego Have most of the popular hydration brands here let me know who is missing. http://www.1800d2c.com/brand-tags/hydration http://www.1800d2c.com/brand-tags/hydration"
X Link 2024-12-10T18:28Z [----] followers, [---] engagements
"We want to try to add 8-10 more ecom paid social agencies to the 1-800-D2C platform this month. Will be enriching the agency side of the site a bunch in [----] with maybe brand/operator reviews ratings and more. Which ones should we consider adding"
X Link 2024-12-12T19:47Z [----] followers, [----] engagements
"@trippyfool @JeremiahPrummer @Shopify With recently updates this feels pretty true for the app side but wouldn't say the brand side"
X Link 2024-12-12T21:42Z [----] followers, [--] engagements
"@AlanSoclof Could you see it turning into waymo/tesla eventually fighting for exclusive with uber given network/scale dynamics similar to google/apple"
X Link 2024-12-17T22:24Z [----] followers, [--] engagements
"Should 1-800-D2C launch a service where we audit your brands tech stack help you consolidate apps and cut down tech costs Yes No Yes No"
X Link 2024-12-18T14:38Z [----] followers, [---] engagements
"@thesamparr Yeah it is a total scam. Boomers still swear by it but everyone else knows it's a racket. Same with TrustPilot"
X Link 2024-12-19T13:12Z [----] followers, [---] engagements
"I don't think robotaxi is the threat waymo is and they are already partnered for a reason. can't really see waymo trying to take out uber instead of partnering to access their 170M users. they are fundamentally different businesses software vs hardware. my thesis is rideshare market doesn't get fragmented again from new AV tech across 5+ apps (tesla waymo pony etc) and gets integrated into uber in 5-10 yrs. don't know for sure but can't imagine waymo's current economics will get them even close to competing with uber (8m drivers)"
X Link 2024-12-22T12:23Z [----] followers, [--] engagements
"@mvcinvesting Pretty sure uber is the largest shareholder man"
X Link 2024-12-22T13:20Z [----] followers, [--] engagements
"@kylebigley It's just a static shopify section build"
X Link 2024-12-22T19:00Z [----] followers, [--] engagements
"@drewfallon12 @willnitze @joshua_schall 13x is pretty solid no [---] total [--] ebitda"
X Link 2024-12-23T16:48Z [----] followers, [--] engagements
"Yeah i think narrative should be exact opposite. If 10-15 legitimate scaled av providers emerge uber is either prized possession for one of them or will remain default rideshare app with significantly more demand + lower prices for users. are users really going to have 2-3 different rideshare apps on their phones depending on where they live/AV liquidity"
X Link 2024-12-24T17:54Z [----] followers, [---] engagements
"@bad_news_barnes @hoomansv Why uber and lyft"
X Link 2024-12-24T19:33Z [----] followers, [---] engagements
"I've heard it is absolutely not cheaper. How do you think Waymo will directly compete with Uber's liquidity unit economics and scale If AV rideshare is winner take all Waymo would need to raise hundreds of billions to compete with uber. If 5-10+ AVs emerge do you think market re-fragments or do you think a centralized hub (Uber) will exist with better economics for consumers and ride matching"
X Link 2024-12-26T17:12Z [----] followers, [--] engagements
"@vasalex93 @StuntDummyLives Maybe after another 5-10 years of tech improvement otherwise I don't think you are being intellectually honest with this comment"
X Link 2024-12-26T17:15Z [----] followers, [--] engagements
"New ai chatbot SEO agency launching in 2025"
X Link 2024-12-27T18:05Z [----] followers, [---] engagements
"@SteadyCompound Do you know how much capital is required for either AV to "directly challenge" Uber's liquidity scale etc Do you really think either will ever get the unit economics/scale in the next 5-10 years to do so"
X Link 2024-12-30T11:51Z [----] followers, [---] engagements
"It'll take 5-10 years for any AV to come close to even being a threat to Uber's scale unless they partner. If there are 10-15 AV providers why would the market fragment into 10-15 different apps to call one Wouldn't it be more efficient for them all to be available via uber so they can best match rides with different availabilities and compete for lowest possible prices"
X Link 2024-12-30T12:01Z [----] followers, [--] engagements
"No they are not. They are simply more supply in the network and verdict is still out on whether or not they are even cheaper than manned vehicles. More supply = lower prices and better service. Plus I bet TAM expands 5-10x with AV as the need to own a vehicle declines and Uber continues to be largest demand aggregator"
X Link 2025-01-09T19:02Z [----] followers, [--] engagements
"So you think demand will fragment and consumers will choose between 15-20 apps depending on AV brand they prefer Users in Austin will have Uber + Waymo/Tesla/Toyota Users in Austin suburbs will have Uber Users in rural TX will have Uber etc How is it different from Amazon integrating autonomous delivery"
X Link 2025-01-09T19:13Z [----] followers, [--] engagements
"@Super_PK_ @markpinc @dkhos @Waymo **choose between X amount of apps based on liquidity availability price and AV brand"
X Link 2025-01-09T19:14Z [----] followers, [--] engagements
"@Super_PK_ @markpinc @dkhos @Waymo Yeah that's probably where disagree. I can't see 1-3 AV brands running the table across the globe and that's really the only scenario where a demand aggregating platform is hurt"
X Link 2025-01-09T19:30Z [----] followers, [--] engagements
"Price - TBD (I have no idea how unit economics will work lots of conflicting data out there now). I personally think Uber will be in the best position to drive price the lowest if they can aggregate supply of every AV provider (and experience would be built in). Why do you think uber/waymo partnered in upcoming cities (not a got ya question - curious your POV)"
X Link 2025-01-09T19:45Z [----] followers, [--] engagements
"@Super_PK_ @markpinc @dkhos @Waymo Agreed to disagree we shall see. Maybe we'll see Google take Uber in under the new admin and dial up competition against tesla"
X Link 2025-01-09T20:03Z [----] followers, [--] engagements
"@EugeneNg_VCap @wolfofharcourt This only makes sense if Tesla runs the table on the entire market which is incredibly unlikely. If not why would they forfeit potential demand to waymo and others It's like FB/IG deciding not to be available on iPhones b/c of app store fees"
X Link 2025-01-09T20:08Z [----] followers, [--] engagements
"Sure but it's maybe a 0.001% chance it's monopolized. one AV provider can't just flip a switch and deploy [-------] vehicles across the country to provide liquidity. More likely that all 10-15 future AV providers are on a single demand aggregator that has massive supply ability to offer lower prices than a single provider can and instant liquidity"
X Link 2025-01-09T21:57Z [----] followers, [--] engagements
"@japdongsanee @EugeneNg_VCap @wolfofharcourt No idea which grows faster but i know one is doing 100k+ trips per week and another is doing 0"
X Link 2025-01-09T23:07Z [----] followers, [--] engagements
"@drewfallon12 π€£π€£"
X Link 2025-01-16T17:42Z [----] followers, [----] engagements
"@_MLFootball @SSN_Eagles @PHLDawgs @Philly_Mays @JoshReynolds24 Lol who is the dude in white"
X Link 2025-01-23T18:25Z [----] followers, [--] engagements
"@joecarlsonshow The narrative on uber will change with time numbers growth and existing waymo partnership. Can't imagine tesla herd is excited to compete with google and uber which is why they want to push narrative"
X Link 2025-01-30T17:54Z [----] followers, [----] engagements
"@PradaJules @joecarlsonshow I believe the only way it's over for uber is if the AV market is monopolized by [--] player. Otherwise I believe AV tech will just become table stakes/commoditized software and there will be 20+ providers"
X Link 2025-01-31T16:11Z [----] followers, [--] engagements
"@SawyerMerritt Even better you can just call a waymo today on the uber app"
X Link 2025-02-10T23:47Z [----] followers, [--] engagements
"@reed @Waymo Any insights into rider satisfaction/usage data when they order via uber app vs. waymo app Great work btw"
X Link 2025-02-11T18:28Z [----] followers, [---] engagements
"@MarceloPLima I think theres a little more to it than simply putting it in Google Maps Why didnt Apple just put Snapchat in the camera app Or Instagram in photos app"
X Link 2025-02-12T14:45Z [----] followers, [----] engagements
"I wonder if Hims 25% jump in CAC from Q3 is related at all to Meta's new health wellness policies. If not and they haven't yet been hit with the new policy folks might be in for a surprise this year"
X Link 2025-02-25T14:57Z [----] followers, 15.1K engagements
"@sama lol chatgpt is literally just a search bar in facebook/instagram. I think zuck is wining this one"
X Link 2025-02-27T22:03Z [----] followers, [---] engagements
"@MattiSchroder @Trustpilot @judgeme_reviews They are a scam and net negative to the internet. No ecom brand should pay them a dime. The business should fail as SEO dies"
X Link 2025-03-01T19:58Z [----] followers, [---] engagements
"@jbulltard1 They lost. Waymo light years ahead and they will not be able to compete with uber network"
X Link 2025-03-02T15:09Z [----] followers, [---] engagements
"@dtcjacob What do you see brands using it the most for now For customer service do you see any brands doing anything interesting beyond whatever their help desk offers"
X Link 2025-03-13T20:47Z [----] followers, [---] engagements
"@QualityInvest5 Id think they could staff up an Uber Groceries team and build what Instacart has in 6-8mos. Only worth $10b or so though. Whereas if you look at travel (expedia booking .com abnb etc) theres 250b+"
X Link 2025-03-13T21:43Z [----] followers, [---] engagements
"Are you sure these are at the same exact time and the same destination I am 1000% certain that Waymo is not cheaper than Uber right now their unit economics do not work yet. If they are having to discount/subsidize trips by 75% to acquire users then that is also not a good sign"
X Link 2025-03-13T22:35Z [----] followers, [--] engagements
"@gbrulte @barronsonline I think waymo might need uber at scale and for economics to actually work. They dont need them now b/c they arent at scale and can burn through infinite $. Just my guess"
X Link 2025-03-15T15:21Z [----] followers, [---] engagements
"@gbrulte @WaltLightShed What was your prediction"
X Link 2025-03-21T21:37Z [----] followers, [--] engagements
"@dylan202ulfig @garyblack00 Which competitor is less expensive"
X Link 2025-03-21T21:43Z [----] followers, [--] engagements
"@SamMendelsohn4 @adrianblair Adrian curious if you have any thoughts on this and the general sentiment all ecommerce brands (some trustpilot customers) have towards trustpilot it would be great to hear something from you"
X Link 2025-03-29T16:03Z [----] followers, [---] engagements
"Athletic Greens finally on Amazon. I wonder what made them finally make the move and if now they wish they did it sooner"
X Link 2025-04-22T13:32Z [----] followers, 31.4K engagements
"Lol I also saw "positive unit economics" in there that you didn't mention. And isn't mag6 currently spending $300b/yr in capex on 10-20 yr time horizons If waymo's time horizon was 4-5 yrs why would goog have an issue burning $10b/yr on it to win Plus - looks like Uber adds 20-25% utilization to waymo. If you're being honest do you really think Tesla can somehow beat an uber + waymo duo in any city with google's backing"
X Link 2025-04-23T20:45Z [----] followers, [--] engagements
"@c_henry__ @jbulltard1 Agree that rideshare tam will explode. My point is that you don't need as many AVs as some tesla permabulls think. In the single digit thousands per city at near max utilization (which will be hard without human drive supply too)"
X Link 2025-05-19T23:12Z [----] followers, [--] engagements
"1. AV already not a winner take-all so a demand aggregator is needed. 10-15 players already. [--]. Economics of pure AV networks very hard to make work without human driver supply rideshare demand highly variable. [--]. Uber is a verb ingrained behavior in 200M users. [--]. Demand aggregator is only thing that can offer lowest cost + lowest wait time and max AV utilization when they get plugged into human supply network. [--]. No one wants multiple ride share food delivery etc apps depending on what city youre in. Will just be [--] universal not uber in atlanta then waymo in Boston then tesla in Chicago etc"
X Link 2025-05-21T02:00Z [----] followers, [---] engagements
"I wonder why Meta doesn't allow advertisers to use cost caps with incremental attribution and whether or not this subtly says something about their long-term efficacy"
X Link 2025-06-16T20:17Z [----] followers, [----] engagements
"Why does almost ecommerce brand use a slide out cart but Amazon the biggest of all doesn't Surely they've tested that a dedicated cart page converts better against millions of users"
X Link 2025-06-17T13:22Z [----] followers, [---] engagements
"@bryan_johnson I believe @hubermanlab has said the opposite and to try to transfer some of the bacteria in your mouth to your gut first thing. Who is right"
X Link 2025-06-24T22:44Z [----] followers, 47.3K engagements
"@mr_saltz @Waymo What does Waymo have to do with Septa Did you protest Uber initially too"
X Link 2025-07-11T13:17Z [----] followers, [--] engagements
"@coopdalacoop @SawyerMerritt @Tesla Sure. How much more expensive for tesla do you think it will be to have to manufacture all of the hardware finance it manage it (clean charge service damages etc) tele-operate it market it insure it buy the real estate etc"
X Link 2025-08-03T15:54Z [----] followers, [---] engagements
"@buccocapital Just ran for coursera google and uber - sells across the board"
X Link 2025-08-03T17:47Z [----] followers, 18K engagements
"@coopdalacoop @SawyerMerritt @Tesla Isn't Waymo actively working on licensing to toyota hyundai stellantis etc Why would anyone want to license from tesla who they directly compete with"
X Link 2025-08-03T18:21Z [----] followers, [--] engagements
"@blondesnmoney With this logic would you short Amazon if you found a cheaper price for something elsewhere on the internet"
X Link 2025-08-05T15:18Z [----] followers, [----] engagements
"@blondesnmoney Maybe. Dont know if cheaper in a few markets is enough to make a dent in uber. Uber and lyft have been interchangeable for who knows how long with Lyft being subsidized to the moon and back and uber still dominates them"
X Link 2025-08-05T15:33Z [----] followers, [---] engagements
"@SperanzaKeller @blondesnmoney Wouldn't that argument just make it 10x harder for a new player to win now that Uber is profitable growing high teens has operational leverage and pricing power"
X Link 2025-08-05T15:42Z [----] followers, [---] engagements
"@MarkTheLaird @EricMLiquori How do you even know it's cheaper Can you show us the numbers behind your statement including costs to manufacture hardware finance the vehicle insurance tele-operators acquire customers finance the real estate charging etc"
X Link 2025-08-08T17:14Z [----] followers, [--] engagements
"Nice thinking on these you should share some of this with some other tesla bulls on here they have not thought it out as clearly (and aren't open to be being proven wrong). High level i think it's going to take an insane amount of capex/losses to even make a dent in uber. not sure tesla shareholders would put up with 5-10 years of straight losses like Uber already went through. Going from an asset-free business model to an asset heavy model. Also think in 3-5 years when there are 20+ other legitimate functioning players the idea that one single player is just going to monopolize the whole"
X Link 2025-08-08T17:44Z [----] followers, [--] engagements
"@LongOnlyLarry Free traffic from Google = free (i.e no budget). Meta ads are not free so why would this change create brand new budget for Meta"
X Link 2025-08-11T21:20Z [----] followers, [---] engagements
"@LongOnlyLarry So your bet is actually google revenue slowly transitioning over to meta if so i think google will pretty easily figure out how to slot sponsored links into monetized queries when avg users start wanting it. it's just a design challenge to solve"
X Link 2025-08-11T22:32Z [----] followers, [---] engagements
"Applovin is starting to open up their ecommerce beta to all advertisers (referrals first) on October 1st. Adam and Matt were very excited about it on Q2 earnings call but also made a point about intentionally slow with onboarding new advertisers to ensure high success rates. It looks like they are also opening up ecommerce audience targeting globally soon which according to Adam is over 50% of the audience pie. From about [---] ecommerce advertisers now Applovin is doing $100M/quarter revenue from them. That's $200K/ecommerce advertiser per quarter. *They've noted that they expect ecom to be"
X Link 2025-08-15T21:42Z [----] followers, [--] engagements
"We are looking to bring on another ad creative agency to help us launch and scale a new product/category. Health and wellness space. Spending $500k/mo will be at $1/mo spend soon. Any recommendations here are appreciated π % of ad spend is ok but need strong health wellness or supplement experience"
X Link 2025-08-18T22:54Z [----] followers, [----] engagements
"Every single DTC brand should have founder ads in their ad account. They're the only ad that is truly unique to your brand and that no one else in market can steal or copy. They're also authentic and relay 1000x more trust than any UGC or scripted creator ad can. If you're willing to put your face on your brand and behind your products then that can immediately build trust and a real connection with customers. On top of that your competitor won't ever be able to replicate your story message or ability to connect with customers which is why they can be such bangers. They take refining and you"
X Link 2025-08-19T23:31Z [----] followers, [----] engagements
"The best 8-9 figure DTC brands all use 3rd-party comparisons to scale and hijack competitors' funnels on Meta. Here are [--] live examples:"
X Link 2025-08-21T12:35Z [----] followers, [----] engagements
"Gruns vs AG1 (supplements): Ritual vs Perelel (supplements): Quince vs Alo vs Vuori (apparel): Hiya vs First Day vs SmartyPants (supplements): Coterie vs Target Brands (diapers): Prose vs Function of Beauty (hair care): Fabletics vs GymShark (apparel): Liquid IV vs Hydrant (supplements): NOBL vs Away (travel): Rugiet vs Hims vs Ro (supplements): Sans vs Dyson (appliances): Prime Prometics vs Thrive Causemetics (beauty): Maev vs Ollie (dog food): Needed vs Perelel (supplements): https://www.thequalityedit.com/articles/needed-vs-perelel-prenatal"
X Link 2025-08-21T12:35Z [----] followers, [---] engagements
"Another somewhat often misunderstood idea. CACs do not just go up in perpetuity. If you're not actively trying to hold or maintain your CAC (better marketing ads new channels new products) then sure it'll go up as you capture more of your TAM. But overall you have a lot more control over your CAC than you might think. The inputs cost might inflate as you grow but that doesn't mean the output inevitability rises over time. @philwinkle @dtcprophet Not necessarily CACs are relative to AOVs so I've seen some very low CACs. @philwinkle @dtcprophet Not necessarily CACs are relative to AOVs so I've"
X Link 2025-08-21T16:00Z [----] followers, [----] engagements
"Bid caps with mega inflated budgets are risk-free until Meta has a delivery bug and blows 300% of your budget in [--] minutes πΆBid Caps is THE RISK-FREE SCALING TOOL https://t.co/Bz49RklfwV πΆBid Caps is THE RISK-FREE SCALING TOOL https://t.co/Bz49RklfwV"
X Link 2025-08-22T11:55Z [----] followers, 10.7K engagements
"When you find a new winning ad or message you get the urge to go make [--] iterations of it to make it win even more. But that only dilutes the new winning ad and makes it harder for your account to scale. Focus should always be on building new hero ads not new supporting ads. One hero ad that breaks you into a new segment of users is usually enough and then your supporting ads can do the rest (offer ads testimonials etc). The most fruitful time you'll spend on creative strategy is thinking about how to break into that new niche cohort of 1k 2k or 10k users and guide them into your funnel. More"
X Link 2025-08-23T11:31Z [----] followers, [----] engagements
"If your ecom brand is a team of one or two then you can probably get to $10-20M revenue with the following: - 1-2 offshore customer support - [--] top-tier creative agency - Part-time graphic designer - Part-time video editor Keep media buying product inventory mgmt and finance in house founders should be able to do those all. Make sure your customer support agents are top tier invest in finding the right ones and coach them. They are more important to your success than you think. Invest $15-20k/mo with a top-tier creative agency who can make banger creative that you can't yourself. You will"
X Link 2025-08-24T22:32Z [----] followers, [---] engagements
"@neticusm Chase sapphire does not offer 3% cash back"
X Link 2025-08-27T20:54Z [----] followers, [----] engagements
"@neticusm Credit card points cash back"
X Link 2025-08-27T20:57Z [----] followers, [---] engagements
"Applovin's numbers are so good that either the books are pan-seared cooked or its one of the best software/ads businesses ever being built. Q2 revenue UP almost 100% Net income UP over 160% S&M is DOWN almost 20% R&D is DOWN almost 50% 81% ebitda margin 65% operating margin guiding 60%+ growth with same/better margins What in the world is going on here With ecom on the horizon which could easily 2-3x the business over 12-18 months (if ad $$ is incremental and doesn't cannibalize - TBD).it trades at a 33x forward. This is the "we don't believe you" multiple. It seems too good to be true that"
X Link 2025-08-29T13:54Z [----] followers, [----] engagements
"@herrmanndigital Yep- we tested it a few months back got spend up to maybe $3-4k/day with incredible CPAs much better than Meta. But the moment we turned it on Meta CPAs went up 20%.felt something was off/fishy happening with bidding/front running Meta somehow and we haven't tested since"
X Link 2025-08-29T14:13Z [----] followers, [---] engagements
"Below is our ABO testing strategy/ruleset for Meta. It is basically just a bunch of if then statements. Keep in mind that we aim for a $45 CAC/AOV which is what our spend/volume targets here are based on. Everything is 100% on cost caps. Each ad concept gets it's own ad set - If the ad concept has 1-3 ads start the budget at $100/day - If the concept has 3-5+ ads start the budget at $150/day - If the concept is a bunch of similar-ish ads or variations throw them all in a single flex ad at $100/day Wait [--] hours minimum before doing anything. Let the ad set be live in market for at least 3"
X Link 2025-09-02T20:00Z [----] followers, [----] engagements
"Is anyone here not running a pop up on their DTC site Hearing ramblings from multiple folks that it is 100% worth testing"
X Link 2025-09-02T20:55Z [----] followers, [----] engagements
"Last month we spent $520K on Meta and hit a CAC we hadn't seen since [----]. It was our biggest most profitable month yet. Here are [--] things we did that you can test out too:"
X Link 2025-09-04T17:30Z [----] followers, 51.3K engagements
"I like them because you can consolidate [--] pieces of creative into [--] ad. Flex ads are great for creative volume and data consolidation. Also like how you can keep all creative variants on in a flex ad when you find a winner"
X Link 2025-09-04T17:30Z [----] followers, [----] engagements
"2) Offer. We didn't change our offer exactly but we lowered our prices by almost 20%. Our CAC came down nearly 30% and our overall NC- AOV only came down about 17%. This has radically changed our business"
X Link 2025-09-04T17:30Z [----] followers, [----] engagements
"@vencel @grok @SuperGrok https://www.facebook.com/business/help/835561738423867 https://www.facebook.com/business/help/835561738423867"
X Link 2025-09-04T19:50Z [----] followers, [--] engagements
"@buccocapital what does trading down mean here as in going from comfort to uberx or going from uber to subway"
X Link 2025-09-09T00:07Z [----] followers, [----] engagements
"Everyone's ecommerce business is different I'd say it largely depends on your category what you're selling and margin structure. We are at $1M/month and here is our team: - [--] Co-Founder (product inventory finance) - [--] Co-Founder (marketing ecommerce Meta) - [--] Creative Agency (ads) - [--] Customer Support Rep (offshore) - [--] Static Ad Designer (part-time) We will likely add another marketing team member in the next few months and another offshore support agent. We can get to $20-30M with this team. After that we'll need to start legitimizing it (CFO COO etc.). This is the exact team structure"
X Link 2025-09-10T17:10Z [----] followers, 27.9K engagements
"@SeanEcom Ill take 2x revenue all day π"
X Link 2025-09-12T12:23Z [----] followers, [---] engagements
"I think you can get to $10M/year in ecommerce with the following team: - [--] Co-Founder - [--] Marketing Manager or Head of Growth - [--] Creative Agency - [--] Part-Time CX Rep Co-Founder would manage product inventory finance and general ops. Also would help on CX. Marketing manager or Head of Growth would run all paid media channels (mainly FB and Google) manage creative operations and influencers/creators. You can also equip them with a part-time static ad designer. Creative agency would ideally be on a % of spend model and be the driver of creative production and strategy to get to $10M they should"
X Link 2025-09-12T12:52Z [----] followers, 17.5K engagements
"Great breakdown from Mr. Midas. Big unlock we've had on PDP is putting our evergreen acquisition offer on it from our LP. We didn't used to have our offer on our PDPs it used to only be on our Meta LPs. But of course majority of customers don't buy last click. So if you have any offers on your LPs put it in your PDP too it will certainly help new customer CVR. Here's how to structure a high converting product page: [--]. Announcement Bar: "Back to Work Sale: Buy [--] Get [--] FREE + Free Shipping" [--]. Product Media Gallery (Horizontal Funnel): - HQ Product Image - Product In Use + Benefits Overlay -"
X Link 2025-09-12T17:17Z [----] followers, [----] engagements
"To find a great creative agency I'd get recommendations from other brands operators or founders of bigger agencies. Or just luck into it by trialing a bunch. I'd try to find a smaller creative agency who does exceptional work for a small amount of clients. You won't get best-in-market creative from an agency who services 50-100+ brands. The best creative agencies are also probably not actively looking for new clients either. The same goes for hiring talent the best talent is already working on high performing brands not in the market looking for a job. They also don't need to be a "great""
X Link 2025-09-12T20:13Z [----] followers, [----] engagements
"@Thomas_Salamus_ Haha. We'll toggle the ad set spend limit to be between $3-5K this is a supplemental campaign for us on a different bid model and attribution setting. The $75-100K was the suggested budget from our Meta rep that essentially removes the pacing multiplier for us"
X Link 2025-09-14T15:21Z [----] followers, [---] engagements
"These DTC brands all have good acquisition offers you can learn from: - Hiya - Brez - Bobbie - Blissy - Everyday Dose - Farmer's Dog - Truly Beauty - FabFitFun - Ka'Chava Majority heavily discount first order (50%+) have a subscription/repeat component and give away free gifts or products All depends on how customers consume your product offers should be built around consumption habits + ways you can encourage better/more consumption of your products (LTV) @dtcprophet Examples of some of the best offers youve recently seen that you think crush it @dtcprophet Examples of some of the best"
X Link 2025-09-16T12:52Z [----] followers, 27K engagements
"@Cryptolewis3 Replo + ChatGPT"
X Link 2025-09-17T23:35Z [----] followers, [--] engagements
"@theisaacmed I feel like it's just gonna end up being the same as what it took to win at SEO. maybe a few differences in tactics here and there"
X Link 2025-09-18T00:05Z [----] followers, [---] engagements
"The new Amex Platinum is a perfect example of what a banger offer looks like. It makes you feel stupid not to take it. Think about how you can craft something similar for your DTC brand that creates the "it pays for itself" perception. - $600 Hotel Credit - $200 Uber Credit - $120 Uber One Credit - $200 Airline Credit - $209 CLEAR Credit - $400 Resy Credit - $300 Lululemon Credit - $300 Entertainment Credit - $155 Walmart Credit - $200 Oura Ring Credit - $300 Equinox Credit - $100 Saks Credit - 5x Points on Flights - 5x Points on Hotels .all for just $895/year"
X Link 2025-09-19T12:51Z [----] followers, 13.3K engagements
"@PhantomStays @Soufianelhabib3 Cheers mate- never said it was a good card talking about the offer"
X Link 2025-09-20T15:10Z [----] followers, [---] engagements
"99% of the time the solution to scale is always just more ad creatives and funnels. More ads better ads new customer personas new LPs new offers. That's it anything else is likely not directly aimed at improving the acquisition machine and is wasted time"
X Link 2025-09-22T18:25Z [----] followers, [----] engagements
"Some of our best performing static ad creatives this month are made 100% with AI. Leveraging our past winning ads an insanely in-depth customer persona performant messaging all our Shopify retention data and more to create bangers in ChatGPT. We have it help us come up with the concept the copy (headlines value props etc) and then the prompt for us to run. Very easy to create a ton of diverse variants too once you have a great prompt and concept idea we do this and launch them all in flex ads. $0 cost of production no editing required you can go from production launch in minutes. Working"
X Link 2025-09-23T15:39Z [----] followers, [----] engagements
"@accrued_int Tailwind for sure but would consider what it means for google/meta if they have to start eating the ecosystem around them to continue growing"
X Link 2025-09-23T16:07Z [----] followers, [---] engagements
"One thing no one talks about with Gruns is that their product has [--] servings not [--] (which is somewhat the standard in supplements). Sneakily just under a month's worth. Obviously done on purpose. You run out of product every [--] weeks and then your subscription renews. They realize two orders from a customer before their credit card statement is due. And [--] annual billing cycles rather than [--]. I'm sure also wonderful for short-term cash flow and [--] [--] [--] day LTV to lift CAC ceiling. Very nice"
X Link 2025-09-24T21:06Z [----] followers, 23.7K engagements
"@RomanEcom Have you ever looked at whether applovin traffic is cannablizing meta traffic at all"
X Link 2025-09-27T15:13Z [----] followers, [----] engagements
"@JHTScherck Personally I think Notion is the worst AI product I've ever used. It's just jammed into everything and has awful UX. Makes the product so much harder/annoying to use. I get the vision but execution is so bad we emailed support to turn off all AI in our account"
X Link 2025-09-28T18:30Z [----] followers, [--] engagements
"Low AOV for new customers High AOV for returning customers This is the formula to win in ecommerce consumable. Lower your AOV floor to get the masses in but raise your AOV ceiling to drive scalable margin. **Must have a 5-star product and strong [--] [--] [--] day economics"
X Link 2025-10-01T17:19Z [----] followers, [----] engagements
"This is just another risk to diversify in your ad account. I see the following risks: - Campaign Risk - Audience Risk - Offer Risk - Ad Risk You don't want only [--] performant campaign that drives the entire account or 2-3 of ads that get 85% of the spend or only [--] offer that converts well or only [--] audience/persona. It is hard to do but diversifying all of those risks makes your account and customer acquisition muscle much safer more predictable and probably more profitable. This past couple of weeks on Meta is a great example I am sure there are many folks who wished they were more"
X Link 2025-10-02T13:40Z [----] followers, 10.2K engagements
"Especially recently I've adopted the mindset that whenever there is volatility or a cost jump on Meta it's the new normal. Not an update that is magically going to resolve itself on a specific date. Do you really think that when these "updates" are done your CAC is just going to go back down 15% the following day The more you build new ads new offers new landers.and assume that the present day is as normal and cheap as it is going to get on Meta the more you can de-risk your account. Meta is constantly updating the platform At one single time there are probably a hundred teams working on a"
X Link 2025-10-10T14:25Z [----] followers, [----] engagements
"Yeah its not a software cost to us. Its payment processing totally different category. Shopify set the ceiling at $2500/mo for software and its just a race to the bottom for all apps. Theres not an app in the world that isnt commoditized to us now and that we cant put into a price war with a competitor"
X Link 2025-10-16T11:54Z [----] followers, [--] engagements
"@danyay @seempaq Ok but thats probably like 3/100 merchants doing that"
X Link 2025-10-16T12:06Z [----] followers, [--] engagements
"@danyay @seempaq ok does that change the 2500/mo ceiling they set for all apps no as a merchant i couldn't care less. apps are commoditized and the downward price pressure is permanent"
X Link 2025-10-16T12:09Z [----] followers, [--] engagements
"@codyplof Warby and Glossier shops in philly are pretty dope. Figs is cool too"
X Link 2023-09-13T18:57Z [----] followers, [---] engagements
"Nice thread. I am curious your thinking on why it will be a winner take all market. I see it is a multi $T tam and that eventually every vehicle will have AV (commoditized table stakes) and plugging into a demand aggregator will drive max utilization. It seems like TAM is way too big for one provider to run the table (and scale to tens of millions of AV vehicles in the matter of a few years to sniff winning). I am open to being wrong and changing my mind"
X Link 2025-02-13T16:37Z [----] followers, [---] engagements
"Can you explain what the difference will be between a cybercab autonomous ride and a waymo/bmw/lincoln etc Seems like it will be brand/design or preference as the software will just get commoditized. Do you really believe that tesla will be the winner-take-all in a $5T+ market"
X Link 2025-02-25T01:12Z [----] followers, [--] engagements
"@NickyFiorentino Hey man can you please also do this for Triple Whale and Rebuy"
X Link 2025-02-26T19:47Z [----] followers, [--] engagements
"These DTC brands all make banger static ad creatives that you can learn from. Supplement Brands: - Ancestral Supplements - Pique Tea - Hydrant - ARMRA - Gruns - Ritual - Feals - Hims Food Brands: - Oats Overnight - David Protein - MASA Chips - Javvy - Ryze - Brez Beauty/Personal Care Brands: - Lumin Skincare - Norse Organics - Dr. Squatch - Laura Geller - Solawave - FabFitFun - OGEE - Blissy Apparel/Clothing Brands: - Hollow Socks - MeUndies - Fabletics - Jambys - Kizik - Cuts Other Brands: - Glade Optics - Pair Eyewear - After .com - Hexclad - PetLab Make sure to look at whitelisted ads too"
X Link 2025-09-18T15:30Z [----] followers, 60.7K engagements
"@HoovEcom @mercury @immad If youre doing real revenue then just use a real bank. Not worth it to mess around with these internet banks just for better UX"
X Link 2025-09-25T13:00Z [----] followers, [---] engagements
"Here's my list of popular DTC brands that run listicles on Meta: - Carpe Deodorant - Hollow Socks - Earthling Co. - Jones Road - Solawave - Ka'Chava - Caraway - TruEarth - Hexclad - Everist - Armra - Gruns - Blissy - Ridge - Javvy - Feals - Lomi - Brez - AG1 Let me know if I'm missing any good ones. @KFragoulias @KanishDigital @dtcprophet Who are some brands running listicles right now that are doing well with Trying to find some examples. @KFragoulias @KanishDigital @dtcprophet Who are some brands running listicles right now that are doing well with Trying to find some examples"
X Link 2025-09-29T14:25Z [----] followers, 40.6K engagements
"The best brands I know optimize their business to afford the lowest possible ROAS and still be profitable And CAC becomes a MOAT for them Think about AG1 do you really want to compete with them when they are probably happy acquiring customers for $500-$800 Doesnt matter if your product is better or different theyll spend you out of business Amazing how many people dont understand this Its not that getting above a 2x ROAS is hard Its that if your NCROAS is consistently above that youre spending like a little bitch You should never want your NCROAS to be that high if youve got good unit"
X Link 2025-10-17T11:50Z [----] followers, 17.5K engagements
"We're testing this out. Currently have [--] live Meta campaigns in our account: - ASC single ad set cost cap - ABO cost cap (new creative) - Adv+ single ad set tROAS Main hesitation is audience overlap since ASC and Adv+ have the exact same ads. Not sure we'll get .5% but anything in the single digits would be a win pending performance. Set tROAS based on 7DC ROAS in ASC cost cap campaign. Initially set it about 10% lower than where we want to get it longer term. Plan is to move new performant ads from ABO into both ASC and Adv+ once they are deemed true winners. Will report back on how this"
X Link 2025-10-20T23:18Z [----] followers, 16.8K engagements
"Honestly not that impressive at all. Not really different from anything else out there at all. Seems like the biggest thing is easier access to a chatbot which i'd argue people don't really want unless they're in the chatgpt or gemini app. I am sure Google appreciates you showing any cool little new features that they can build into Chrome tho"
X Link 2025-10-21T17:08Z [----] followers, [----] engagements
"@ecom_pilot Or invest in amazing businesses. It's pretty similar. Different paths for everyone"
X Link 2025-10-22T19:20Z [----] followers, [--] engagements
"@johnerck Looked at Rebuy before but we just built cart natively + use aftersell for upsells. I think it wouldve cost us close to what shopify plus costs"
X Link 2025-10-22T19:54Z [----] followers, [---] engagements
"@TaylorHoliday @oakley @Meta Now lets see if he can still make the play with half of his view covered by a direct response ad"
X Link 2025-10-26T22:43Z [----] followers, [---] engagements
"Ill take the other side of this. Get to $10-20M via yourself agencies and contractors maybe a mid level full time hire. Then bring on a top-tier player super specialized. Premier marketer premier product personwhatever is your biggest and highest leverage gap or area that can be massively improved. Makes the ride to $50M fast smoother and generally better. We are doing this now brought on a top-tier marketer and we probably wont need another top-tier player until we cross the $30-40 range. In our case the marketing machine is somewhat already built and we just needed to bring on top tier"
X Link 2025-10-26T23:40Z [----] followers, [---] engagements
"@jameshyujinlee Maybe Midas will π Our Google Applovin subscription retention campaigns etc have all been fine that's usually how I know whether it's a meta specific issue or not"
X Link 2025-10-29T01:03Z [----] followers, [----] engagements
"@kakashiii111 This is not how accounting works"
X Link 2025-10-29T23:03Z [----] followers, [---] engagements
"Pretty incredible what this IM8 brand is doing in DTC. $110M ARR in under a year and expecting to be profitable next year Haven't heard of any other brand even come close to this not even Gruns. "Pioneers get slaughtered and the settlers prosper" I think Ive found a potential [--] bagger Meet Prenetics (NASDAQ: $PRE); a micro-cap that most investors have completely overlooked Once a COVID testing SPAC its transformed into a David Beckhambacked DTC supplements company & is the fastest growing brand ever Let's dive inπ https://t.co/Ngpm5LA9Qk I think Ive found a potential [--] bagger Meet"
X Link 2025-11-04T21:59Z [----] followers, 16.9K engagements
"I have this image from Taylor still bookmarked from [----]. It is the most beautiful image I've come across on here. I probably look at it almost everyday. I remind myself that even achieving half of this would build an unbelievably profitable and fun to run ecommerce business. This is the mona lisa of eCommerce. Bookmark this image print it out and make your entire team stare at it every day. It's a perfect picture of how to create predictable profitable growth. Hold new customer acquisition constant (or slightly grow it) and stack repeat cohorts. https://t.co/cm6n0NLgWb This is the mona lisa"
X Link 2025-11-05T20:03Z [----] followers, 20.7K engagements
"It's such a shame that you can't copy ad templates over from CreativeOS into Figma anymore Feel like it's a big mistake to take that away and railroad users into having to work in a Canva like interface The tool lost almost all utility for us without the Figma feature"
X Link 2025-11-10T21:45Z [----] followers, [----] engagements
"@GliksmanTal @herrmanndigital Bring them back π they are one of the best things Meta has done recently"
X Link 2025-11-17T19:23Z [----] followers, [--] engagements
"@buccocapital Applovin best business out of all of these names and it aint even close. Was never really priced unreasonably (compared to these other name).still whacked though. 34x fwd 80% net 60%+ growth and still restricting demand isn't a bad spot IMO"
X Link 2025-11-18T15:46Z [----] followers, [----] engagements
"If a user gets scammed from an ad what is the likelihood that they ever take action on another ad in the future How does Meta not realize that letting 10% of ads be known scams slowly kills the efficacy of the platform over time A few highlights from a (crazy) internal scam report from Meta: [--]. Meta projected 10% of its [----] revenue would come from scam ads. [--]. They estimate that they show [--] billion with a 'b' scam ads every day. [--]. They incorrectly reject 96% () of scam filings. [--]. They expect - https://t.co/AD2L0AHIw9 A few highlights from a (crazy) internal scam report from Meta: [--]. Meta"
X Link 2025-11-18T17:07Z [----] followers, 11.8K engagements
"@ecommilan Sure but Im talking about known scam/illegal ads here. Not legitimate ones"
X Link 2025-11-18T17:55Z [----] followers, [---] engagements
"I personally think ecommerce is the best industry in the world and there is absolutely nothing else I'd rather do with my life right now The best thing I ever did for my mental health was get out of ecommerce. The best thing I ever did for my mental health was get out of ecommerce"
X Link 2025-11-20T18:15Z [----] followers, 26.1K engagements
"@hambinocapital @n0th0stl3tk0v3r $APP"
X Link 2025-11-21T17:36Z [----] followers, [--] engagements
"@P_Earns24 @joecarlsonshow If Uber truly owns the demand why isn't Waymo expanding into every single city with them"
X Link 2025-11-21T19:24Z [----] followers, [---] engagements
"I am surprised Applovin hasn't tried to acquire Pinterest. With Axon's algo and Pinterest's user base why couldn't they build a $200B+ ad engine over there Trick question: What platform is this the chart of https://t.co/XQhm4aaO8F Trick question: What platform is this the chart of https://t.co/XQhm4aaO8F"
X Link 2025-11-23T15:21Z [----] followers, 10.4K engagements
"These are the top results for "creatine gummies" on Amazon. What do you notice"
X Link 2025-11-25T21:37Z [----] followers, 13.2K engagements
"@amreurope_ Id rather own 50% of the real estate than have [--] listing no"
X Link 2025-11-26T16:16Z [----] followers, [---] engagements
"Telling Meta precisely how much profit you make is like going to the casino and playing poker with your cards facing up New Conversion Value popping into ad accounts. https://t.co/wm9J3THB54 New Conversion Value popping into ad accounts. https://t.co/wm9J3THB54"
X Link 2025-12-03T18:04Z [----] followers, 27.6K engagements
"If Gruns was public it'd probably be marked somewhere between $500m-$1b. Don't know full numbers/growth but i'd bet somewhere in that range. IM8 is public today and is currently marked between -$10m and $0. $200m market cap $120m cash and can expect another $100m cash when the [--] divestitures are done. Conservatively IM8 should be a $400M asset (3x revenue 75%+ '26 growth profitable). Private market maybe $600m+. IMO someone is wrong in a big way it is either my assessment or the mkt. Would love to hear the other side of this. @DannyYeung_ Yeung is the CEO of @im8health Health the supplements"
X Link 2025-12-04T16:58Z [----] followers, 10.2K engagements
"@Kylejung25 @drewfallon12 I don't they could've/could be scaling like this if ltv didn't exist in a meaningful way"
X Link 2025-12-05T01:54Z [----] followers, [--] engagements
"This is the one month out of the year where it usually sucks to be in health and wellness. CACs up volume down no real gifting/holiday shopping for the category (unless you're very creative). Every year I have to re-teach myself to be patient stay in our lane and wait for our time to come again (starting late December). It is easy to be irresponsible and to try to spend our way into a having a moment when it's just not the time. It is also very tempting to run a big holiday sale to capture a bunch of discounted revenue now and then [--] months later realize it was a big mistake"
X Link 2025-12-09T21:57Z [----] followers, [----] engagements
"For everyone who runs their ad account with [--] single CBO. How many ad sets do you end up having at once Like the idea but if you're doing [--] ad set per concept how do you not end up with 100-200+ ad sets"
X Link 2025-12-17T13:50Z [----] followers, 33.5K engagements
"@EcomA100 Nice do you ever consolidate stuff down"
X Link 2025-12-17T15:37Z [----] followers, [----] engagements
"I dont know what theyre juicing these things up with but these are the best blueberries mankind has ever known"
X Link 2025-12-17T22:31Z [----] followers, [----] engagements
"@Jonthebullcase2 @jbulltard1 Oh ok. Yes you can its a hidden gem"
X Link 2025-12-18T16:22Z [----] followers, [--] engagements
"@DaveRekuc Its just not worth it right now. Feels so slimy to have fake AI avatars talking about your product. Even if it gives me a 5% lower CAC not worth the trade off. And is obviously going to be a legal nightmare in the short future"
X Link 2025-12-18T23:33Z [----] followers, [---] engagements
"It's very easy to want to grow your ad spend MoM in perpetuity as you grow. It's very hard to hold your ad spend constant MoM and let the margin expansion wheel spin. The vast majority of operators are significantly better off spending the same amount of money each month acquiring LTV and letting margins expand as time goes on. It feels counterintuitive but it is probably what actually turns your business into an asset vs. a liability and makes it sellable. But if you do it successfully you won't want to sell. It is very hard to do though with how easy growth is sold to us. It literally takes"
X Link 2025-12-19T16:07Z [----] followers, [----] engagements
"@bentrogrlic @drewfallon12 What do you mean"
X Link 2025-12-22T21:37Z [----] followers, [--] engagements
"@bentrogrlic @drewfallon12 that's black hat"
X Link 2025-12-23T18:38Z [----] followers, [--] engagements
"@dlevine815 I don't get why [---] writes me a multi-paragraph sales letter every time i ask it a basic question I'd fix that. It should also be able to tell what action i am asking it to do in the prompt I shouldn't have to click "create image" when my prompt is asking it to create an image"
X Link 2025-12-23T20:31Z [----] followers, [----] engagements
"@mudryk_jr How is Yellowstone not on this list Let alone not in the top 10-15"
X Link 2025-12-23T21:06Z [----] followers, 12.3K engagements
"Everyone wants the flashy $100M growth story and business No one wants the $15-20M revenue 25% profit business that takes 20-30 hours/week to run We are navigating through this now too it's so easy to think the $100M+ is your destiny because it's in every single piece of content you get served daily every podcast every tweet every case study.etc Basically been force fed content about the idea and possibility of it that you start to think a lifestyle business printing a million bucks or two in easy profit is a total failure and that achieving it means you didn't maximize your potential. And in"
X Link 2025-12-24T21:11Z [----] followers, [----] engagements
"I think that. Main bear case as drew pointed out a few weeks back is their equity not being investable for institutions (unrelated to im8).spac china covid testing etc. balance sheet doesn't scream need cash now unless a giant push into retail which could require a lotta $$"
X Link 2025-12-24T23:16Z [----] followers, [--] engagements
"@grok how many NFL playoff wins does Jalen Hurts have in his career and how many does Dak Prescott have in his career Then compare how many compare career games both quarterbacks have played and tell me whether you would want Hurts or Prescott leading your team. Send this guy for a hotdog https://twitter.com/i/web/status/2005465238280282499 https://twitter.com/i/web/status/2005465238280282499"
X Link 2025-12-29T02:25Z [----] followers, [---] engagements
"@geoffschwartz I am pretty sure you have no idea what you are talking about. You can't name a team in the playoffs that wants to be avoided as much as the Eagles"
X Link 2025-12-29T02:52Z [----] followers, [----] engagements
"@WordOnTheBirds @grok when was the last time the Philadelphia Eagles had [--] consecutive playoff appearances"
X Link 2025-12-29T02:55Z [----] followers, [---] engagements
"@Kimmick86 Jealousy had we not taken over your little "bills mafia" arena today this tweet would've never seen the light of day"
X Link 2025-12-29T03:22Z [----] followers, 10.9K engagements
"@iam_johnw But you literally just claimed Josh Allen lost QB wins not a stat but QB losses is"
X Link 2025-12-29T03:43Z [----] followers, [----] engagements
"@theblockspot The answer is obvious and its the Eagles you said it yourself"
X Link 2025-12-30T13:47Z [----] followers, 48.1K engagements
"@BttrCallSaul24 @theblockspot Obviously not but you did just watch it cut it against the Bills"
X Link 2025-12-30T18:04Z [----] followers, [---] engagements
"A brand that gets to $100M+ over 10-15 years is a significantly more valuable asset than a brand that gets there in 3-5 years. Who wants to own or buy the brand that grows 200% then 300% and then is in permanent deceleration Let alone all of the landmines you jump on when you grow try to grow that fast i.e. paying taxes Sure you can do some doubles early on but eventually the double blows you up no matter how good your CAC ROAS or LTV is 20-30% consistent growth over 20+ years is the way. Probably make much more money that way too Probably my #1 end of year observation in ecommerce: Many many"
X Link 2026-01-01T02:16Z [----] followers, 15K engagements
"10 great ad creatives [---] average ad creatives Produce junk inputs get junk outputs My [----] learnings - Product and category is everything - Creative quality creative volume Thats all Happy [----] My [----] learnings - Product and category is everything - Creative quality creative volume Thats all Happy 2026"
X Link 2026-01-01T13:30Z [----] followers, [---] engagements
"@HireFireTeam If you could only play one of these games for the rest of time which would it be"
X Link 2026-01-01T16:07Z [----] followers, [---] engagements
"@theblockspot The Philadelphia Eagles are going to win the superbowl and you know it"
X Link 2026-01-05T14:25Z [----] followers, 52K engagements
"@SleeperNFL Philadelphia Eagles are the only ones that have all [--] dont want to hear any nonsense about Denver or LA"
X Link 2026-01-05T19:34Z [----] followers, 103K engagements
"@don2020_bye @JohnStolnis Not Super Bowl QBs"
X Link 2026-01-06T00:01Z [----] followers, [---] engagements
"Our ABO steadily outperforms our consolidated ASC spend and efficiency wise. CAC is usually 10-15% lower and some days over 50% more spend in the ABO at the lower CAC. ABO is where we creative test (1 concept per ad set) and scale things up. Occasionally will move new winners over to ASC. I am always tempted to just run ABO exclusively but always find it falls off when the ASC isn't on too even if ASC is at a much lower spend and tighter caps. ABO is the best way tho IMO to get new ads scaling and winning. Really hard to get anything new meaningfully stealing spend in our ASC when ads have"
X Link 2026-01-06T16:51Z [----] followers, [----] engagements
"For everyone running ABO testing with [--] ad set for every new creative concept. How are you eventually consolidating down winning ad sets Assuming you scale things up in the initial ad set do you just end up managing 50-100+ ad sets in the ABO with all new winners"
X Link 2026-01-07T13:19Z [----] followers, [----] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
/creator/twitter::dtcprophet