#  @dtcprophet DTC Prophet DTC Prophet posts on X about meta, business, if you, applovin 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) 21% [stocks](/list/stocks) 17% [finance](/list/finance) 8% [social networks](/list/social-networks) 6% [nfl](/list/nfl) 2% [gaming](/list/gaming) 1% **Social topic influence** [meta](/topic/meta) #3668, [business](/topic/business) 12%, [if you](/topic/if-you) 8%, [applovin](/topic/applovin) #74, [the most](/topic/the-most) 5%, [$googl](/topic/$googl) #3568, [ai](/topic/ai) 5%, [money](/topic/money) 4%, [$shop](/topic/$shop) #40, [$100m](/topic/$100m) 3% **Top accounts mentioned or mentioned by** [@cjslattery](/creator/undefined) [@tobi](/creator/undefined) [@mcfazeli](/creator/undefined) [@taylorholiday](/creator/undefined) [@hambinocapital](/creator/undefined) [@herrmanndigital](/creator/undefined) [@ronecomm](/creator/undefined) [@victorpaycro](/creator/undefined) [@theblockspot](/creator/undefined) [@foxnews](/creator/undefined) [@coryonbrand](/creator/undefined) [@ericseufert](/creator/undefined) [@domdav](/creator/undefined) [@vlaurenlee](/creator/undefined) [@seempaq](/creator/undefined) [@phleaglesnation](/creator/undefined) [@truthmatters712](/creator/undefined) [@johnhickey1970](/creator/undefined) [@buccocapital](/creator/undefined) [@sourfraser](/creator/undefined) **Top assets mentioned** [AppLovin Corporation (APP)](/topic/applovin) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Shopify Inc (SHOP)](/topic/$shop) [Dingdong (Cayman) Limited (DDL)](/topic/$ddl) [Amer Sports, Inc. (AS)](/topic/$as) ### Top Social Posts Top posts by engagements in the last [--] hours "Mobile adtech is not easy to understand I still don't fully get it but the most credible voices in the space like Eric have all explained it to a T. The argument that it's a scam is also saying that every incrementality report from these 9-figure brands put out by Haus is a lie. And the ad inventory itself is the premium of the internet mobile full-screen [--] second unskippable ads. What if meta had [--] second unskippable full screen ads" [X Link](https://x.com/dtcprophet/status/2022417000275054872) 2026-02-13T21:06Z [----] followers, [----] engagements "@CeleritasRe Isn't he +200% on goog in like 3yrs" [X Link](https://x.com/dtcprophet/status/2022433732280619406) 2026-02-13T22:12Z [----] followers, [----] engagements "@CJSlattery Is my last click utm CPA/ROAS wrong Are you saying @herrmanndigital is making up how well all of his brands are scaling on there" [X Link](https://x.com/dtcprophet/status/2022392882569842806) 2026-02-13T19:30Z [----] followers, [----] engagements "But can you tell all of us who have validated the spend specifically what is the fraud As in what specifically do you guys know that the sp500 committee the sec their auditors thousands of app customers and investors dont know No one can precisely tell me what it is. All is get is fake data or its a scam or other shorties know tech and said its fake The platform gets more spend than reddit Pinterest and Snapchat combined. ($7B/qtr). So surely advertisers would know by now if they are being defrauded no https://twitter.com/i/web/status/2022527521095327866" [X Link](https://x.com/dtcprophet/status/2022527521095327866) 2026-02-14T04:25Z [----] followers, [---] engagements "I will add these to the list: - Don't worry about truly cutting costs your PnL until you're at $1M/mo. Then focus on optimizing shipping costs packaging and other per-order variable costs. This is where the money's at - Figure out a way to get relevant people to visit your website without having to pay Facebook or Google. - You can do a lot more in revenue per full-time employee than you think go for like $5M+ - Use agencies to scale isn't a bad thing. Loading up on fixed costs in ecommerce is a bad thing. It will kill you eventually - Unless you travel a lot credit card points are stupid opt" [X Link](https://x.com/dtcprophet/status/2016268026958520646) 2026-01-27T21:52Z [----] followers, [----] engagements "After spending a few hours in this I can confidently say that Meta creator marketplace is one the most slept on tools they've built for brands Big update The Meta Creator Marketplace now auto-populates a list of all the influencers who follow your brand on social media. You used to have to pay a lot of money to get these insights. https://t.co/ZksBtH9uts Big update The Meta Creator Marketplace now auto-populates a list of all the influencers who follow your brand on social media. You used to have to pay a lot of money to get these insights. https://t.co/ZksBtH9uts" [X Link](https://x.com/dtcprophet/status/2016991312705163769) 2026-01-29T21:46Z [----] followers, 25.6K engagements "Its counterintuitive but Ive found that turning off high CPA ads causes more harm than good for your campaign. With GEM and sequencing its almost obsolete trying to analyze ads one by one. Davids explanation for this is great. The only CPA I really care about is either the campaign CPA or ad set CPA wherever the budget is set. Individual ad CPAs dont really matter to us anymore (unless its a bug or totally egregious). Reels is often your first touch point. When you scale spend check the placement breakdown. With Meta's GEM the customer journey and highest DAU is on Reels so it makes sense." [X Link](https://x.com/dtcprophet/status/2018433025995120696) 2026-02-02T21:15Z [----] followers, 18.2K engagements "Contrary to advice from the "0.1x ROAS" supplement bros it's actually OK to have CAC discipline and run an LTV driven business close to first order profitable. You can still grow very fast not blow yourself up and still make a ton of money both today and tomorrow. These big supplement or beauty brands don't run at as low of a ROAS as you might think just go look at their public filings. And I promise you that their goal is to make more money from ads on Day [--] not less. To be in the position where you have saturated your market to the point where the best ROAS you can produce is a 0.3-0.4x" [X Link](https://x.com/dtcprophet/status/2018788920054472834) 2026-02-03T20:49Z [----] followers, [----] engagements "Generational ad. Why would anyone trust ChatGPT again when the perception becomes that every answer is paid for by an advertiser https://t.co/jEWDjs30kf https://t.co/jEWDjs30kf" [X Link](https://x.com/dtcprophet/status/2019125078349476241) 2026-02-04T19:05Z [----] followers, 656.9K engagements "No it does pass the logic test. I'd encourage you to read what @eric_seufert has written about them he's probably the most credible voice in mobile adtech. Applovin owns the SSP layer that runs like 85% of all in-game ad auctions (MAX). Meta and Google do not and they are bid via DSP into Applovin's auctions not the other way around. Google owns demand side not supply side their business is built on search and web DSP infra which is why they have never been able to crack it. Post ios14 demand side in apps got 100x harder but supply side didn't and applovin owned all of it as well as all of" [X Link](https://x.com/dtcprophet/status/2022415803149119991) 2026-02-13T21:01Z [----] followers, [----] engagements "Oh so that must mean all of Erics work is intellectually dishonest and hes lying for some benefit. Come on now If you are going to call a business a scam and Enron then you should know significant details about the business how the mobile adtech space even works and the business history. https://twitter.com/i/web/status/2022472792432689637 https://twitter.com/i/web/status/2022472792432689637" [X Link](https://x.com/dtcprophet/status/2022472792432689637) 2026-02-14T00:47Z [----] followers, [---] engagements "@ron_ecomm I'm trying this out with Manus has a direct integration with ads manager and meta owns it (which makes me feel better about connecting it to our ad account). Surely there's a way to link with goog/shopify too" [X Link](https://x.com/dtcprophet/status/2022477892329050519) 2026-02-14T01:08Z [----] followers, [---] engagements "@_DomDav @CJSlattery I want to know what these guys know about the business that the S&P [---] committee the SEC their auditors (E&Y + Deloitte) thousands of successful advertisers and hundreds of institutional investors don't know" [X Link](https://x.com/dtcprophet/status/2022520840860864570) 2026-02-14T03:58Z [----] followers, [---] engagements "Hey @tobi and @mcfazeli do you guys plan to integrate Shopify directly with Claude Surprised to see hundreds of tools directly integrated including klaviyo but not shopify. It'd be very useful to merchants many of us don't want to mess around with MCPs and APIs" [X Link](https://x.com/dtcprophet/status/2022649200811335828) 2026-02-14T12:28Z [----] followers, [----] engagements "@vlaurenlee @tobi @mcfazeli 🙏🙏🙏" [X Link](https://x.com/dtcprophet/status/2022650249219899417) 2026-02-14T12:32Z [----] followers, [----] engagements "@victorpaycro @tobi @mcfazeli Claude should be the brain to everything and integrate with everything we use. It doesn't really make sense to have AI inside of every software tool rather just have the [--] AI layer that can access them all" [X Link](https://x.com/dtcprophet/status/2022659229912567970) 2026-02-14T13:08Z [----] followers, [---] engagements "Word on the street is that Shopify will be integrating with Claude soon @dtcprophet @tobi @mcfazeli Stay tuned Were working with Anthropic now @dtcprophet @tobi @mcfazeli Stay tuned Were working with Anthropic now" [X Link](https://x.com/dtcprophet/status/2022667429097410565) 2026-02-14T13:41Z [----] followers, [----] engagements "@binghott Claude enterprise" [X Link](https://x.com/dtcprophet/status/2022747569160376760) 2026-02-14T18:59Z [----] followers, [---] engagements "@mathlonning Yeah can you name a single thing that has fundamentally changed in their business since mid Jan Other than headlines i cant Mult compression maybe fair. But this ER should hopefully put that to rest" [X Link](https://x.com/dtcprophet/status/2019498217142980730) 2026-02-05T19:47Z [----] followers, [---] engagements "Ehh i don't think it'll hit this q. surely they can't be spending that much marketing against a product that's not even open to public yet to impact ebitda margins. from what i've seen a lot is partner referrals with ad credits. not sure if they do affiliate/commissions tho. but i dont think we'll see any paid marketing like ads making any sort of dent. my call: 1.8b revenue [---] eps better than expected guide and commentary on opening up ecom product this quarter/next https://twitter.com/i/web/status/2021629050351923540 https://twitter.com/i/web/status/2021629050351923540" [X Link](https://x.com/dtcprophet/status/2021629050351923540) 2026-02-11T16:55Z [----] followers, [--] engagements "One issue with this is that Meta Google Applovin are now gunning for Adobe. Ads are being generatively made inside these platforms. They are gutting the ecosystem around them to gain all of the incremental spend. So really it's Adobe vs. all of the ad platforms not adobe vs. other saas or ai tools. https://twitter.com/i/web/status/2020278352574333149 https://twitter.com/i/web/status/2020278352574333149" [X Link](https://x.com/dtcprophet/status/2020278352574333149) 2026-02-07T23:27Z [----] followers, [----] engagements "Can someone please explain why Intelligems costs almost as much as Shopify Plus It shouldn't cost more than $50/mo to run simple A/B test on our Shopify store 😂" [X Link](https://x.com/dtcprophet/status/1978550627329352167) 2025-10-15T19:56Z [----] followers, 49.7K engagements "You will win in ecommerce if you can effectively get a 2nd SKU into your customer's cart. Doesn't matter whether it's post purchase upsell checkout upsell or a bundle. It's where so much first order margin expansion is and likely what drives your biggest 30-90 day LTV jumps" [X Link](https://x.com/dtcprophet/status/1981052045462511770) 2025-10-22T17:36Z [----] followers, [----] engagements "I expect the black hat dropshipping demons to run wild with this messaging because it obviously works so well that these guys continue to run it with an open class action law suit against them Thesis was sued today in a false advertising class action for running ads comparing its supplements to prescription medications like Adderall. Here are example ads from the complaint: https://t.co/1wpffRYUoN Thesis was sued today in a false advertising class action for running ads comparing its supplements to prescription medications like Adderall. Here are example ads from the complaint:" [X Link](https://x.com/dtcprophet/status/2015827011218846017) 2026-01-26T16:39Z [----] followers, 30.2K engagements "Create a project in Claude and upload all of Meta's documentation on Gem Lattice Sequencing and Andromeda. Then every time you have a new creative upload it and ask Claude to analyze it against all of Meta's systems and tell you whether it aligns or not. Based on the documentation and your creative it will go through: Clear motivator/concept - Does the ad communicate a distinct value proposition (pain point benefit or emotional trigger) Persona specificity - Is it designed for a specific customer type that GEM can match to Standalone comprehension - Can Meta's AI understand what the ad is" [X Link](https://x.com/dtcprophet/status/2015981120584556580) 2026-01-27T02:52Z [----] followers, 21.4K engagements "@_DomDav Dom could you see app ever scooping up a pinterest or snapchat Is the idea that they could plug their ad engine into pinterest and build a legitimate direct response product naive" [X Link](https://x.com/dtcprophet/status/2019563962702983395) 2026-02-06T00:09Z [----] followers, [---] engagements "Some wise words here from captain creatine Zucks Rule: The brand that can rationally pay the most for a customer will acquire the customer. Meta is an auction. The highest rational bidder wins. Everything else (creative media buying landing pages) matters but those are multipliers. The real ceiling and enabler is https://t.co/tx392nhvEk Zucks Rule: The brand that can rationally pay the most for a customer will acquire the customer. Meta is an auction. The highest rational bidder wins. Everything else (creative media buying landing pages) matters but those are multipliers. The real ceiling and" [X Link](https://x.com/dtcprophet/status/2022046043832300009) 2026-02-12T20:31Z [----] followers, [----] engagements "Ok that's great but what is your argument How is it a scam Right now you're just relaying on what other shorties who have financial ties claim without being able to explain it. I explained how the Applovin platform generally works and why other big tech hasn't been able to replicate it. The onus is on you to explain your case or explain why what I said is factually incorrect. Just saying "other tech people call it a scam" isn't enough to claim it's an Enron. https://x.com/dtcprophet/status/2022415803149119991s=20 https://x.com/dtcprophet/status/2022415803149119991s=20" [X Link](https://x.com/dtcprophet/status/2022476178330652883) 2026-02-14T01:01Z [----] followers, [---] engagements "It's just odd to take the position that "it's faking data" but you can't explain how defer to anonymous sources and then claim everyone on here is lying for their own financial benefit. Everyone in ecommerce owns Meta and Google stock too that doesn't instantly invalidate anything they say about the platforms. https://twitter.com/i/web/status/2022481642736976144 https://twitter.com/i/web/status/2022481642736976144" [X Link](https://x.com/dtcprophet/status/2022481642736976144) 2026-02-14T01:22Z [----] followers, [---] engagements "@CJSlattery @herrmanndigital @eric_seufert Ok but you're not even saying anything. You are just relaying others' arguments and not even explaining them. There is a difference between applovin having a structural advantage and being a fraudulent business" [X Link](https://x.com/dtcprophet/status/2022487344285102181) 2026-02-14T01:45Z [----] followers, [---] engagements "@seempaq Gotta be able to use it inside Claude tho. Otherwise its not that helpful since it cant connect to anything else inside of sidekick (Klaviyo slack notion meta google etc)" [X Link](https://x.com/dtcprophet/status/2022700980429615224) 2026-02-14T15:54Z [----] followers, [---] engagements "@MehtabKarta @Richpanel @realamitrg @realamitrg Amit on the topic of building things do you think you'll integrate with claude soon Or have a way where we can feed in our entire cx/customer inbound history into an LLM so we can learn off of it" [X Link](https://x.com/dtcprophet/status/2022789699903852722) 2026-02-14T21:47Z [----] followers, [--] 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 "@PHLEaglesNation Send them to the Hard Rock" [X Link](https://x.com/dtcprophet/status/2008990776924279195) 2026-01-07T19:55Z [----] followers, 24K engagements "@TaylorHoliday @ron_ecomm I think the argument is that you should make as many quality ads as you can and once the quality begins to degrade in exchanges for more volume that's peak" [X Link](https://x.com/dtcprophet/status/2008992656870002694) 2026-01-07T20:02Z [----] followers, [---] engagements "@DaveRekuc I've always thought re-acquiring a customer through paid social is the absolute last resort as it's the most expensive route. Email SMS direct mail organic social etc - doing it through one of these wouldn't really alter CAC side that much if at all. But it's harder" [X Link](https://x.com/dtcprophet/status/2009004583172087886) 2026-01-07T20:49Z [----] followers, [---] engagements "Many think Amex points are the way to go for FB/Google ads but I actually think it's cash back. There are cards that will give you 3%. If you spend $500K/mo on ads that's $15000 in cash. At $1M/mo in spend that's $30000 in cash. Almost a top 0.5% salary in cash back alone. The IRS does not tax credit card rebates either so it's 100% tax-free cash. Main trade off is lower credit limits we currently are on 1-day payment cycles. But if you have extra cash in your business then you should be able to manage it. I'm not sure there is a higher-returning use of your free cash otherwise." [X Link](https://x.com/dtcprophet/status/2009300011545149457) 2026-01-08T16:23Z [----] followers, 24.9K engagements "This is what your [--] year old female boomer customer is watching and dying at on Instagram before theyre served your better than a GLP-1 weight loss supplement ad" [X Link](https://x.com/dtcprophet/status/2009381132706476431) 2026-01-08T21:46Z [----] followers, [--] engagements "@Coach_Yac This cat is terrified he hasn't stopped talking about us all week" [X Link](https://x.com/dtcprophet/status/2009384524061270518) 2026-01-08T21:59Z [----] followers, [----] engagements "@FoxNews As a center city Philadelphia resident for over [--] years I am confident a large majority here would love any and all support in getting criminals out of the city in any way possible. who wouldn't want that Let alone try to stop it" [X Link](https://x.com/dtcprophet/status/2009437130666176588) 2026-01-09T01:28Z [----] followers, 46.9K engagements "@TaylorHoliday I actually now think the role is made up and the only "head of growth" is ceo. head of marketing head of ecommerce etc. but ceo is head of growth" [X Link](https://x.com/dtcprophet/status/2009438433987457135) 2026-01-09T01:33Z [----] followers, [---] engagements "Great so why should I have to accept having any more than absolutely [--] in my city And the city where I pay a load of tax to not doing everything it possibly can to get them out. I should be able to walk every square inch of the city and feel safe. Crime shouldn't be tolerated whatsoever I don't get how this isn't obvious. https://twitter.com/i/web/status/2009441703246069786 https://twitter.com/i/web/status/2009441703246069786" [X Link](https://x.com/dtcprophet/status/2009441703246069786) 2026-01-09T01:46Z [----] followers, [---] engagements "@catenomfort @truthmatters712 @FoxNews How I am saying any possible support we can get to eliminate crime in this city from whoever does it should be welcomed. Don't care if the process is imperfect there is an obvious issue and our leaders shouldn't be out here disencouraging getting support" [X Link](https://x.com/dtcprophet/status/2009442665348338114) 2026-01-09T01:50Z [----] followers, [--] engagements "@truthmatters712 @FoxNews Yes of course but there is a price to pay if we want to make our cities absolutely safe again for americans. Not saying it is right or wrong but It's impossible for it to be a perfect process. It's also 10000x blown out of proportion by non sense like this from krasner" [X Link](https://x.com/dtcprophet/status/2009444261738213476) 2026-01-09T01:57Z [----] followers, [--] engagements "@CoachDanGo Did you have them get blood testing done so know which supplements their body actually needs How do you know they even need to supplement these [--] things" [X Link](https://x.com/dtcprophet/status/2009639429833634035) 2026-01-09T14:52Z [----] followers, 14.8K engagements "@ecom_cork Should I go @johnhickey1970 has been pitching me on it" [X Link](https://x.com/dtcprophet/status/2009654235965862226) 2026-01-09T15:51Z [----] followers, [---] engagements "@therahulissar @TaylorHoliday I don't think growth and marketing are the same definitionally. CMO = top dog for marketing CEO = top dog for growing the business of which marketing is a part" [X Link](https://x.com/dtcprophet/status/2009677157602341378) 2026-01-09T17:22Z [----] followers, [---] engagements "@zachmstuck IM8 easy" [X Link](https://x.com/dtcprophet/status/2010095133350605224) 2026-01-10T21:03Z [----] followers, [----] engagements "@PHLEaglesNation Send this group to Woodys or the Hard Rock" [X Link](https://x.com/dtcprophet/status/2010177600770216404) 2026-01-11T02:31Z [----] followers, 14.1K engagements "We spend 5-6% of ad spend on creative production each month. Includes all agency fees (flat and %) internal designer/editor salaries and software. Really just a function of your business acq economics and growth targets. I know many brands spending much more and many spending much less https://twitter.com/i/web/status/2011174938917658707 https://twitter.com/i/web/status/2011174938917658707" [X Link](https://x.com/dtcprophet/status/2011174938917658707) 2026-01-13T20:34Z [----] followers, [---] engagements "@hambinocapital $APP" [X Link](https://x.com/dtcprophet/status/2011446801854001516) 2026-01-14T14:34Z [----] followers, [---] engagements "Well that's why I think you'd have to bucket it to specific types of creative i.e. the higher cost ones But also if you have [-----] $1 assets and you can find a way to make those assets produce 10% more return on average without impacting the cost side then that's a win. It's why adding applovin into the equation is so obvious the creative production cost is $0 because you just take everything that already works on meta. https://twitter.com/i/web/status/2012166770048573836 https://twitter.com/i/web/status/2012166770048573836" [X Link](https://x.com/dtcprophet/status/2012166770048573836) 2026-01-16T14:15Z [----] followers, [--] engagements "@GamewithDave COD MW2 all day take the $10m and get red tiger and golden guns in exchange" [X Link](https://x.com/dtcprophet/status/2012167864464105477) 2026-01-16T14:19Z [----] followers, [---] engagements "@EcomwithRutty What brand grew to $100m sub revenue faster" [X Link](https://x.com/dtcprophet/status/2012196325417255334) 2026-01-16T16:12Z [----] followers, [----] engagements "@peterczepiga Curious why not offer sub on 2x and 3x packs" [X Link](https://x.com/dtcprophet/status/2012241961520861263) 2026-01-16T19:14Z [----] followers, [---] engagements "@RomanEcom @northbeam Now if only Meta could run their business like Applovin we could all finally retire" [X Link](https://x.com/dtcprophet/status/2012257032171147289) 2026-01-16T20:13Z [----] followers, [---] engagements "@OpenAI Churn confirmed ✅" [X Link](https://x.com/dtcprophet/status/2012267853391520199) 2026-01-16T20:56Z [----] followers, [----] engagements "@EliotShorrParks Dog what are you talking about 😭😭" [X Link](https://x.com/dtcprophet/status/2012700832626557028) 2026-01-18T01:37Z [----] followers, [----] engagements "@johnhickey1970 Haha. What do you mean it usually happens in Feb" [X Link](https://x.com/dtcprophet/status/2014081596609986789) 2026-01-21T21:04Z [----] followers, [---] engagements "I am in the business of making the most amount of predictable money I can from Meta. I care about knowing with reasonable confidence how much we are going to spend and make in profit today tomorrow and next month. Manual bids over the last [--] months have made that absolutely much harder. They have not been stable nor predictable and Meta has acknowledged that. Every 2-3 weeks there is a bug and something breaks and then forecasts get altered. All of the "savings" from manual bids have either gotten washed from all of the interruptions by way of overspending or washed from not spending enough." [X Link](https://x.com/dtcprophet/status/2014369232675291308) 2026-01-22T16:07Z [----] followers, [---] engagements "@andreilunev It absolutely is the manual bids that break with every outage they're literally the consistent thing that gets hit the hardest every single time" [X Link](https://x.com/dtcprophet/status/2014374326292697496) 2026-01-22T16:27Z [----] followers, [---] engagements "@CTtheDisrupter I mean i don't see it as sides. I really couldn't care what bid method i use and my business' success does not depend on it. Always open to new ways of running things" [X Link](https://x.com/dtcprophet/status/2014452606551126272) 2026-01-22T21:38Z [----] followers, [---] engagements "@itswealthjr $300M in revenue to do less than $7M in post-tax profit is crazy even if you are growing like them. Who would want to buy $7M/yr profit for I'm sure $600M" [X Link](https://x.com/dtcprophet/status/2014764900074049805) 2026-01-23T18:19Z [----] followers, [----] engagements "@thegarybrecka So basically spend your entire afternoon every day preparing to sleep who wants to live like that" [X Link](https://x.com/dtcprophet/status/2015224568990831027) 2026-01-25T00:45Z [----] followers, [----] engagements "@hambinocapital . APP" [X Link](https://x.com/dtcprophet/status/2015239277584462246) 2026-01-25T01:44Z [----] followers, [---] engagements "@_anvme_ Sure if you yourself never want to improve and learn with every ad you produce The more art you automate the more it becomes slop city" [X Link](https://x.com/dtcprophet/status/2015986588736512104) 2026-01-27T03:13Z [----] followers, [---] engagements "@buccocapital Hmm.explosion in iOS apps.could Applovin possibly be a core advertising/acquisition platform for them" [X Link](https://x.com/dtcprophet/status/2014330121071583338) 2026-01-22T13:31Z [----] followers, 15.9K engagements "@ron_ecomm Do you still need to use anything else (other than goog sheets) We are actively looking to cancel Triple Whale the pricing is criminal and it can all just be built between G Sheets and shopify sidekick" [X Link](https://x.com/dtcprophet/status/2016192548071510522) 2026-01-27T16:52Z [----] followers, [---] engagements "@sourfraser @alexgoughcooper Isn't there already a ton of content on netflix that uses gen ai" [X Link](https://x.com/dtcprophet/status/2017325092611522719) 2026-01-30T19:52Z [----] followers, [---] engagements "@sourfraser @alexgoughcooper Why Half of my instagram feed is fully gen ai. If consumers start demanding it like they are across majority of image/video based social media you're saying businesses will refuse to meet the demand" [X Link](https://x.com/dtcprophet/status/2017327796708642878) 2026-01-30T20:03Z [----] followers, [--] engagements "@buccocapital Once your eyes peak under the hood we all know this story ends with you buying" [X Link](https://x.com/dtcprophet/status/2017583859668267496) 2026-01-31T13:00Z [----] followers, [----] engagements "@drewfallon12 Agreed" [X Link](https://x.com/dtcprophet/status/1996626595348660261) 2025-12-04T17:04Z [----] followers, [---] engagements "@seanfrank You've obviously never heard of $DDL DingDong Ltd" [X Link](https://x.com/dtcprophet/status/2008589020100776019) 2026-01-06T17:18Z [----] followers, [---] engagements "@onlinenick_ Exactly it's all subscription too so surely they must have legal costs baked into this CAC:LTV models" [X Link](https://x.com/dtcprophet/status/2015828289919529221) 2026-01-26T16:44Z [----] followers, [---] engagements "@staysaasy But youre missing the point. You are not a customer of them and you arent spending millions of dollars with them. We are and we see all of the cool features ourselves. The product has radically changed from a year ago for the better" [X Link](https://x.com/dtcprophet/status/2017987235765760249) 2026-02-01T15:43Z [----] followers, [---] engagements "@SphereNX Who cares An ad is an ad. Injecting an ad into a once-trusted chatbot interface absolutely nukes user trust whether intentional or not" [X Link](https://x.com/dtcprophet/status/2019216901918888001) 2026-02-05T01:09Z [----] followers, [----] engagements "@akramsrazor Most logical would be pinterest where a serious direct response ad product does not exist where it should and could app is in TV already" [X Link](https://x.com/dtcprophet/status/2019407168668311798) 2026-02-05T13:46Z [----] followers, [---] engagements "Lift of The Day - Day [--] of Easy Strength with @hambinocapital Trap Bar Deadlift - 2x5 @ 72.5% (235lbs) Barbell Front Split Squat - 2x5 @ 72.5% (155lbs) DB Overhead Press - 2x5 @ 72.5% (55lbs) Weighted Chin Up - 2x5 (25lbs) Farmers Walk - 1x45yds @ 95% (75lbs DBs) + [--] Min Incline Walk + [--] Min Sauna Walk out of the weight room feeling strong not fatigued" [X Link](https://x.com/dtcprophet/status/2008557650577920220) 2026-01-06T15:13Z [----] followers, [----] engagements "How lowering out AOV helped us drop Meta CAC by 30% and grow new customer volume by over 2x: https://www.dtcprophet.com/p/how-lowering-our-aov-dropped-our https://www.dtcprophet.com/p/how-lowering-our-aov-dropped-our" [X Link](https://x.com/dtcprophet/status/1967636794981360083) 2025-09-15T17:09Z [----] followers, 41.8K engagements "You'd hope some of these would suppress this risk but tbd: - dual HQs in us/china - majority of revenue outside of asia - hopefully large % of revenue from US - international celeb star power/shareholders Amer Sports (AS) is a good example of what it could look like going right @drewfallon12 https://twitter.com/i/web/status/1996639684584526188 https://twitter.com/i/web/status/1996639684584526188" [X Link](https://x.com/dtcprophet/status/1996639684584526188) 2025-12-04T17:56Z [----] followers, [---] engagements "You can also kinda think of creative production costs as capex. For example you spend $10000 today to produce [---] ads that you expect to produce revenue for 12-15 months. These ads will generate $100000 in revenue over that period of time. Even though we don't do this you could theoretically amortize the $10000 in creative production costs over that time period. Or think about it like amortizing it against it's performance decay curve (it's not linear). This framing leads you to think about creative production a bit differently more as an investment versus cost. If you invest $1 today to" [X Link](https://x.com/dtcprophet/status/2012159807625531654) 2026-01-16T13:47Z [----] followers, [----] engagements "Churned ChatGPT Pro for Claude Max this week first time I've ever actually churned an ai product for another. After a days of using it GPT is not even close not even in the same ballpark. Memory is also not as big of a moat as I thought you just have the previous tool document everything it knows about you to port over to the new one. Introducing Cowork: Claude Code for the rest of your work. Cowork lets you complete non-technical tasks much like how developers use Claude Code. https://t.co/EqckycvFH3 Introducing Cowork: Claude Code for the rest of your work. Cowork lets you complete" [X Link](https://x.com/dtcprophet/status/2012169306537103392) 2026-01-16T14:25Z [----] followers, 10.4K engagements "This is the ad that led to it. Yes this messaging and claim is why there is currently a class action against them. But still a great ad and a great lander" [X Link](https://x.com/dtcprophet/status/2012963899184697487) 2026-01-18T19:02Z [----] followers, [----] engagements "I've never understood this. For brands who go from $0 to $100M+ in under 2-3yrs how are they paying taxes Are they just not profitable Are they deferring liability Is it just crazy financial engineering All I know is that if we grow 2-3x this year and maintained our current profitability we'd likely blow the business up and have to scramble to find tax money. @Seanfrank The way inventory sits on a balance sheet and is not deductible is legitimately the worst designed flaw. It makes Ecom 1000000x harder than most things. Always fun owing more in tax then you have in the bank account. PS this" [X Link](https://x.com/dtcprophet/status/2013242626963542329) 2026-01-19T13:30Z [----] followers, 23.5K engagements "I am starting to believe that manual bids are just not worth it. They sound great on the label but I can't remember the last time they had a straight [--] days of spend without a forecast-interrupting outage or breakage. Manual bids are dead Manual bids are dead" [X Link](https://x.com/dtcprophet/status/2014061812027740640) 2026-01-21T19:45Z [----] followers, 12.3K engagements "I don't think this is true. I'd bet the volume of creative required to scale is directly correlated with how good/personalized the FB and IG algos are. Every single reel or post is getting served to you for very specific reasons. The algos know literally everything about you. They probably know more about your future actions and interests than you do. They know what products you are going to buy and when they know what content you are consuming and why they know how you think what you believe etc. So of course you would need hundreds and hundreds of ads to serve different personas identities" [X Link](https://x.com/dtcprophet/status/2009735605438103785) 2026-01-09T21:14Z [----] followers, [----] engagements "Day [--] of Easy Strength with @hambinocapital Trap Bar Deadlift - 2x5 @ 72.5% (235lbs) Barbell Front Split Squat - 2x5 @ 72.5% (165lbs) Flat BB Bench Press - 2x5 @ 72.5% (165lbs) DB Single Arm Row - 2x5 @ 72.5% (65lbs) Farmers Walk - 1x60s @ 85% (65lbs DBs) + [--] Min Sauna Lift of The Day - Day [--] of Easy Strength with @hambinocapital Trap Bar Deadlift - 2x5 @ 72.5% (235lbs) Barbell Front Split Squat - 2x5 @ 72.5% (155lbs) DB Overhead Press - 2x5 @ 72.5% (55lbs) Weighted Chin Up - 2x5 (25lbs) Farmers Walk - 1x45yds @ 95% (75lbs DBs) + [--] Min Lift of The Day - Day [--] of Easy Strength with" [X Link](https://x.com/dtcprophet/status/2010707019976605840) 2026-01-12T13:34Z [----] followers, [----] engagements "the more you touch your ad acc the worse it will be. hands down. human error is the #1 killer with meta. obviously you have to optimise things once a week or so. but there are 80% more people who are touching shit daily trying to max ROAS by button pushing when they'd be better the more you touch your ad acc the worse it will be. hands down. human error is the #1 killer with meta. obviously you have to optimise things once a week or so. but there are 80% more people who are touching shit daily trying to max ROAS by button pushing when they'd be better" [X Link](https://x.com/dtcprophet/status/2013604879038558383) 2026-01-20T13:29Z [----] followers, [----] engagements "Here's how and why creative volume matters for scale. This is the formula and how [--] concept turns into 100+ ads: Concept * Problem Angle * Persona * Format Say your product improves gut health. Concept: If you struggle with X then it is because you have poor gut health and my product solves it. You can use this across many different problem angles: - If you struggle with A - If you struggle with B - If you struggle with C - If you struggle with D - If you struggle with E So from [--] concept you have [--] angles already. Then say you have [--] different customer identities. - If you are X type of" [X Link](https://x.com/dtcprophet/status/2010009023437848767) 2026-01-10T15:21Z [----] followers, 13.4K engagements "This is an excellent landing page from Thesis:" [X Link](https://x.com/anyuser/status/2012963185439957446) 2026-01-18T18:59Z [----] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@dtcprophet DTC Prophet
DTC Prophet posts on X about meta, business, if you, applovin the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Engagements: [------] #
- [--] Week [-------] -96%
- [--] Month [----------] -77%
- [--] Months [----------] +86,904%
- [--] Year [----------] +28,958%
Mentions: [--] #
- [--] Month [--] -48%
- [--] Months [---] +306%
- [--] Year [---] +248%
Followers: [-----] #
- [--] Week [-----] +0.73%
- [--] Month [-----] +3.80%
- [--] Months [-----] +101%
- [--] Year [-----] +106%
CreatorRank: [-------] #
Social Influence
Social category influence technology brands 21% stocks 17% finance 8% social networks 6% nfl 2% gaming 1%
Social topic influence meta #3668, business 12%, if you 8%, applovin #74, the most 5%, $googl #3568, ai 5%, money 4%, $shop #40, $100m 3%
Top accounts mentioned or mentioned by @cjslattery @tobi @mcfazeli @taylorholiday @hambinocapital @herrmanndigital @ronecomm @victorpaycro @theblockspot @foxnews @coryonbrand @ericseufert @domdav @vlaurenlee @seempaq @phleaglesnation @truthmatters712 @johnhickey1970 @buccocapital @sourfraser
Top assets mentioned AppLovin Corporation (APP) Alphabet Inc Class A (GOOGL) Shopify Inc (SHOP) Dingdong (Cayman) Limited (DDL) Amer Sports, Inc. (AS)
Top Social Posts
Top posts by engagements in the last [--] hours
"Mobile adtech is not easy to understand I still don't fully get it but the most credible voices in the space like Eric have all explained it to a T. The argument that it's a scam is also saying that every incrementality report from these 9-figure brands put out by Haus is a lie. And the ad inventory itself is the premium of the internet mobile full-screen [--] second unskippable ads. What if meta had [--] second unskippable full screen ads"
X Link 2026-02-13T21:06Z [----] followers, [----] engagements
"@CeleritasRe Isn't he +200% on goog in like 3yrs"
X Link 2026-02-13T22:12Z [----] followers, [----] engagements
"@CJSlattery Is my last click utm CPA/ROAS wrong Are you saying @herrmanndigital is making up how well all of his brands are scaling on there"
X Link 2026-02-13T19:30Z [----] followers, [----] engagements
"But can you tell all of us who have validated the spend specifically what is the fraud As in what specifically do you guys know that the sp500 committee the sec their auditors thousands of app customers and investors dont know No one can precisely tell me what it is. All is get is fake data or its a scam or other shorties know tech and said its fake The platform gets more spend than reddit Pinterest and Snapchat combined. ($7B/qtr). So surely advertisers would know by now if they are being defrauded no https://twitter.com/i/web/status/2022527521095327866"
X Link 2026-02-14T04:25Z [----] followers, [---] engagements
"I will add these to the list: - Don't worry about truly cutting costs your PnL until you're at $1M/mo. Then focus on optimizing shipping costs packaging and other per-order variable costs. This is where the money's at - Figure out a way to get relevant people to visit your website without having to pay Facebook or Google. - You can do a lot more in revenue per full-time employee than you think go for like $5M+ - Use agencies to scale isn't a bad thing. Loading up on fixed costs in ecommerce is a bad thing. It will kill you eventually - Unless you travel a lot credit card points are stupid opt"
X Link 2026-01-27T21:52Z [----] followers, [----] engagements
"After spending a few hours in this I can confidently say that Meta creator marketplace is one the most slept on tools they've built for brands Big update The Meta Creator Marketplace now auto-populates a list of all the influencers who follow your brand on social media. You used to have to pay a lot of money to get these insights. https://t.co/ZksBtH9uts Big update The Meta Creator Marketplace now auto-populates a list of all the influencers who follow your brand on social media. You used to have to pay a lot of money to get these insights. https://t.co/ZksBtH9uts"
X Link 2026-01-29T21:46Z [----] followers, 25.6K engagements
"Its counterintuitive but Ive found that turning off high CPA ads causes more harm than good for your campaign. With GEM and sequencing its almost obsolete trying to analyze ads one by one. Davids explanation for this is great. The only CPA I really care about is either the campaign CPA or ad set CPA wherever the budget is set. Individual ad CPAs dont really matter to us anymore (unless its a bug or totally egregious). Reels is often your first touch point. When you scale spend check the placement breakdown. With Meta's GEM the customer journey and highest DAU is on Reels so it makes sense."
X Link 2026-02-02T21:15Z [----] followers, 18.2K engagements
"Contrary to advice from the "0.1x ROAS" supplement bros it's actually OK to have CAC discipline and run an LTV driven business close to first order profitable. You can still grow very fast not blow yourself up and still make a ton of money both today and tomorrow. These big supplement or beauty brands don't run at as low of a ROAS as you might think just go look at their public filings. And I promise you that their goal is to make more money from ads on Day [--] not less. To be in the position where you have saturated your market to the point where the best ROAS you can produce is a 0.3-0.4x"
X Link 2026-02-03T20:49Z [----] followers, [----] engagements
"Generational ad. Why would anyone trust ChatGPT again when the perception becomes that every answer is paid for by an advertiser https://t.co/jEWDjs30kf https://t.co/jEWDjs30kf"
X Link 2026-02-04T19:05Z [----] followers, 656.9K engagements
"No it does pass the logic test. I'd encourage you to read what @eric_seufert has written about them he's probably the most credible voice in mobile adtech. Applovin owns the SSP layer that runs like 85% of all in-game ad auctions (MAX). Meta and Google do not and they are bid via DSP into Applovin's auctions not the other way around. Google owns demand side not supply side their business is built on search and web DSP infra which is why they have never been able to crack it. Post ios14 demand side in apps got 100x harder but supply side didn't and applovin owned all of it as well as all of"
X Link 2026-02-13T21:01Z [----] followers, [----] engagements
"Oh so that must mean all of Erics work is intellectually dishonest and hes lying for some benefit. Come on now If you are going to call a business a scam and Enron then you should know significant details about the business how the mobile adtech space even works and the business history. https://twitter.com/i/web/status/2022472792432689637 https://twitter.com/i/web/status/2022472792432689637"
X Link 2026-02-14T00:47Z [----] followers, [---] engagements
"@ron_ecomm I'm trying this out with Manus has a direct integration with ads manager and meta owns it (which makes me feel better about connecting it to our ad account). Surely there's a way to link with goog/shopify too"
X Link 2026-02-14T01:08Z [----] followers, [---] engagements
"@_DomDav @CJSlattery I want to know what these guys know about the business that the S&P [---] committee the SEC their auditors (E&Y + Deloitte) thousands of successful advertisers and hundreds of institutional investors don't know"
X Link 2026-02-14T03:58Z [----] followers, [---] engagements
"Hey @tobi and @mcfazeli do you guys plan to integrate Shopify directly with Claude Surprised to see hundreds of tools directly integrated including klaviyo but not shopify. It'd be very useful to merchants many of us don't want to mess around with MCPs and APIs"
X Link 2026-02-14T12:28Z [----] followers, [----] engagements
"@vlaurenlee @tobi @mcfazeli 🙏🙏🙏"
X Link 2026-02-14T12:32Z [----] followers, [----] engagements
"@victorpaycro @tobi @mcfazeli Claude should be the brain to everything and integrate with everything we use. It doesn't really make sense to have AI inside of every software tool rather just have the [--] AI layer that can access them all"
X Link 2026-02-14T13:08Z [----] followers, [---] engagements
"Word on the street is that Shopify will be integrating with Claude soon @dtcprophet @tobi @mcfazeli Stay tuned Were working with Anthropic now @dtcprophet @tobi @mcfazeli Stay tuned Were working with Anthropic now"
X Link 2026-02-14T13:41Z [----] followers, [----] engagements
"@binghott Claude enterprise"
X Link 2026-02-14T18:59Z [----] followers, [---] engagements
"@mathlonning Yeah can you name a single thing that has fundamentally changed in their business since mid Jan Other than headlines i cant Mult compression maybe fair. But this ER should hopefully put that to rest"
X Link 2026-02-05T19:47Z [----] followers, [---] engagements
"Ehh i don't think it'll hit this q. surely they can't be spending that much marketing against a product that's not even open to public yet to impact ebitda margins. from what i've seen a lot is partner referrals with ad credits. not sure if they do affiliate/commissions tho. but i dont think we'll see any paid marketing like ads making any sort of dent. my call: 1.8b revenue [---] eps better than expected guide and commentary on opening up ecom product this quarter/next https://twitter.com/i/web/status/2021629050351923540 https://twitter.com/i/web/status/2021629050351923540"
X Link 2026-02-11T16:55Z [----] followers, [--] engagements
"One issue with this is that Meta Google Applovin are now gunning for Adobe. Ads are being generatively made inside these platforms. They are gutting the ecosystem around them to gain all of the incremental spend. So really it's Adobe vs. all of the ad platforms not adobe vs. other saas or ai tools. https://twitter.com/i/web/status/2020278352574333149 https://twitter.com/i/web/status/2020278352574333149"
X Link 2026-02-07T23:27Z [----] followers, [----] engagements
"Can someone please explain why Intelligems costs almost as much as Shopify Plus It shouldn't cost more than $50/mo to run simple A/B test on our Shopify store 😂"
X Link 2025-10-15T19:56Z [----] followers, 49.7K engagements
"You will win in ecommerce if you can effectively get a 2nd SKU into your customer's cart. Doesn't matter whether it's post purchase upsell checkout upsell or a bundle. It's where so much first order margin expansion is and likely what drives your biggest 30-90 day LTV jumps"
X Link 2025-10-22T17:36Z [----] followers, [----] engagements
"I expect the black hat dropshipping demons to run wild with this messaging because it obviously works so well that these guys continue to run it with an open class action law suit against them Thesis was sued today in a false advertising class action for running ads comparing its supplements to prescription medications like Adderall. Here are example ads from the complaint: https://t.co/1wpffRYUoN Thesis was sued today in a false advertising class action for running ads comparing its supplements to prescription medications like Adderall. Here are example ads from the complaint:"
X Link 2026-01-26T16:39Z [----] followers, 30.2K engagements
"Create a project in Claude and upload all of Meta's documentation on Gem Lattice Sequencing and Andromeda. Then every time you have a new creative upload it and ask Claude to analyze it against all of Meta's systems and tell you whether it aligns or not. Based on the documentation and your creative it will go through: Clear motivator/concept - Does the ad communicate a distinct value proposition (pain point benefit or emotional trigger) Persona specificity - Is it designed for a specific customer type that GEM can match to Standalone comprehension - Can Meta's AI understand what the ad is"
X Link 2026-01-27T02:52Z [----] followers, 21.4K engagements
"@_DomDav Dom could you see app ever scooping up a pinterest or snapchat Is the idea that they could plug their ad engine into pinterest and build a legitimate direct response product naive"
X Link 2026-02-06T00:09Z [----] followers, [---] engagements
"Some wise words here from captain creatine Zucks Rule: The brand that can rationally pay the most for a customer will acquire the customer. Meta is an auction. The highest rational bidder wins. Everything else (creative media buying landing pages) matters but those are multipliers. The real ceiling and enabler is https://t.co/tx392nhvEk Zucks Rule: The brand that can rationally pay the most for a customer will acquire the customer. Meta is an auction. The highest rational bidder wins. Everything else (creative media buying landing pages) matters but those are multipliers. The real ceiling and"
X Link 2026-02-12T20:31Z [----] followers, [----] engagements
"Ok that's great but what is your argument How is it a scam Right now you're just relaying on what other shorties who have financial ties claim without being able to explain it. I explained how the Applovin platform generally works and why other big tech hasn't been able to replicate it. The onus is on you to explain your case or explain why what I said is factually incorrect. Just saying "other tech people call it a scam" isn't enough to claim it's an Enron. https://x.com/dtcprophet/status/2022415803149119991s=20 https://x.com/dtcprophet/status/2022415803149119991s=20"
X Link 2026-02-14T01:01Z [----] followers, [---] engagements
"It's just odd to take the position that "it's faking data" but you can't explain how defer to anonymous sources and then claim everyone on here is lying for their own financial benefit. Everyone in ecommerce owns Meta and Google stock too that doesn't instantly invalidate anything they say about the platforms. https://twitter.com/i/web/status/2022481642736976144 https://twitter.com/i/web/status/2022481642736976144"
X Link 2026-02-14T01:22Z [----] followers, [---] engagements
"@CJSlattery @herrmanndigital @eric_seufert Ok but you're not even saying anything. You are just relaying others' arguments and not even explaining them. There is a difference between applovin having a structural advantage and being a fraudulent business"
X Link 2026-02-14T01:45Z [----] followers, [---] engagements
"@seempaq Gotta be able to use it inside Claude tho. Otherwise its not that helpful since it cant connect to anything else inside of sidekick (Klaviyo slack notion meta google etc)"
X Link 2026-02-14T15:54Z [----] followers, [---] engagements
"@MehtabKarta @Richpanel @realamitrg @realamitrg Amit on the topic of building things do you think you'll integrate with claude soon Or have a way where we can feed in our entire cx/customer inbound history into an LLM so we can learn off of it"
X Link 2026-02-14T21:47Z [----] followers, [--] 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
"@PHLEaglesNation Send them to the Hard Rock"
X Link 2026-01-07T19:55Z [----] followers, 24K engagements
"@TaylorHoliday @ron_ecomm I think the argument is that you should make as many quality ads as you can and once the quality begins to degrade in exchanges for more volume that's peak"
X Link 2026-01-07T20:02Z [----] followers, [---] engagements
"@DaveRekuc I've always thought re-acquiring a customer through paid social is the absolute last resort as it's the most expensive route. Email SMS direct mail organic social etc - doing it through one of these wouldn't really alter CAC side that much if at all. But it's harder"
X Link 2026-01-07T20:49Z [----] followers, [---] engagements
"Many think Amex points are the way to go for FB/Google ads but I actually think it's cash back. There are cards that will give you 3%. If you spend $500K/mo on ads that's $15000 in cash. At $1M/mo in spend that's $30000 in cash. Almost a top 0.5% salary in cash back alone. The IRS does not tax credit card rebates either so it's 100% tax-free cash. Main trade off is lower credit limits we currently are on 1-day payment cycles. But if you have extra cash in your business then you should be able to manage it. I'm not sure there is a higher-returning use of your free cash otherwise."
X Link 2026-01-08T16:23Z [----] followers, 24.9K engagements
"This is what your [--] year old female boomer customer is watching and dying at on Instagram before theyre served your better than a GLP-1 weight loss supplement ad"
X Link 2026-01-08T21:46Z [----] followers, [--] engagements
"@Coach_Yac This cat is terrified he hasn't stopped talking about us all week"
X Link 2026-01-08T21:59Z [----] followers, [----] engagements
"@FoxNews As a center city Philadelphia resident for over [--] years I am confident a large majority here would love any and all support in getting criminals out of the city in any way possible. who wouldn't want that Let alone try to stop it"
X Link 2026-01-09T01:28Z [----] followers, 46.9K engagements
"@TaylorHoliday I actually now think the role is made up and the only "head of growth" is ceo. head of marketing head of ecommerce etc. but ceo is head of growth"
X Link 2026-01-09T01:33Z [----] followers, [---] engagements
"Great so why should I have to accept having any more than absolutely [--] in my city And the city where I pay a load of tax to not doing everything it possibly can to get them out. I should be able to walk every square inch of the city and feel safe. Crime shouldn't be tolerated whatsoever I don't get how this isn't obvious. https://twitter.com/i/web/status/2009441703246069786 https://twitter.com/i/web/status/2009441703246069786"
X Link 2026-01-09T01:46Z [----] followers, [---] engagements
"@catenomfort @truthmatters712 @FoxNews How I am saying any possible support we can get to eliminate crime in this city from whoever does it should be welcomed. Don't care if the process is imperfect there is an obvious issue and our leaders shouldn't be out here disencouraging getting support"
X Link 2026-01-09T01:50Z [----] followers, [--] engagements
"@truthmatters712 @FoxNews Yes of course but there is a price to pay if we want to make our cities absolutely safe again for americans. Not saying it is right or wrong but It's impossible for it to be a perfect process. It's also 10000x blown out of proportion by non sense like this from krasner"
X Link 2026-01-09T01:57Z [----] followers, [--] engagements
"@CoachDanGo Did you have them get blood testing done so know which supplements their body actually needs How do you know they even need to supplement these [--] things"
X Link 2026-01-09T14:52Z [----] followers, 14.8K engagements
"@ecom_cork Should I go @johnhickey1970 has been pitching me on it"
X Link 2026-01-09T15:51Z [----] followers, [---] engagements
"@therahulissar @TaylorHoliday I don't think growth and marketing are the same definitionally. CMO = top dog for marketing CEO = top dog for growing the business of which marketing is a part"
X Link 2026-01-09T17:22Z [----] followers, [---] engagements
"@zachmstuck IM8 easy"
X Link 2026-01-10T21:03Z [----] followers, [----] engagements
"@PHLEaglesNation Send this group to Woodys or the Hard Rock"
X Link 2026-01-11T02:31Z [----] followers, 14.1K engagements
"We spend 5-6% of ad spend on creative production each month. Includes all agency fees (flat and %) internal designer/editor salaries and software. Really just a function of your business acq economics and growth targets. I know many brands spending much more and many spending much less https://twitter.com/i/web/status/2011174938917658707 https://twitter.com/i/web/status/2011174938917658707"
X Link 2026-01-13T20:34Z [----] followers, [---] engagements
"@hambinocapital $APP"
X Link 2026-01-14T14:34Z [----] followers, [---] engagements
"Well that's why I think you'd have to bucket it to specific types of creative i.e. the higher cost ones But also if you have [-----] $1 assets and you can find a way to make those assets produce 10% more return on average without impacting the cost side then that's a win. It's why adding applovin into the equation is so obvious the creative production cost is $0 because you just take everything that already works on meta. https://twitter.com/i/web/status/2012166770048573836 https://twitter.com/i/web/status/2012166770048573836"
X Link 2026-01-16T14:15Z [----] followers, [--] engagements
"@GamewithDave COD MW2 all day take the $10m and get red tiger and golden guns in exchange"
X Link 2026-01-16T14:19Z [----] followers, [---] engagements
"@EcomwithRutty What brand grew to $100m sub revenue faster"
X Link 2026-01-16T16:12Z [----] followers, [----] engagements
"@peterczepiga Curious why not offer sub on 2x and 3x packs"
X Link 2026-01-16T19:14Z [----] followers, [---] engagements
"@RomanEcom @northbeam Now if only Meta could run their business like Applovin we could all finally retire"
X Link 2026-01-16T20:13Z [----] followers, [---] engagements
"@OpenAI Churn confirmed ✅"
X Link 2026-01-16T20:56Z [----] followers, [----] engagements
"@EliotShorrParks Dog what are you talking about 😭😭"
X Link 2026-01-18T01:37Z [----] followers, [----] engagements
"@johnhickey1970 Haha. What do you mean it usually happens in Feb"
X Link 2026-01-21T21:04Z [----] followers, [---] engagements
"I am in the business of making the most amount of predictable money I can from Meta. I care about knowing with reasonable confidence how much we are going to spend and make in profit today tomorrow and next month. Manual bids over the last [--] months have made that absolutely much harder. They have not been stable nor predictable and Meta has acknowledged that. Every 2-3 weeks there is a bug and something breaks and then forecasts get altered. All of the "savings" from manual bids have either gotten washed from all of the interruptions by way of overspending or washed from not spending enough."
X Link 2026-01-22T16:07Z [----] followers, [---] engagements
"@andreilunev It absolutely is the manual bids that break with every outage they're literally the consistent thing that gets hit the hardest every single time"
X Link 2026-01-22T16:27Z [----] followers, [---] engagements
"@CTtheDisrupter I mean i don't see it as sides. I really couldn't care what bid method i use and my business' success does not depend on it. Always open to new ways of running things"
X Link 2026-01-22T21:38Z [----] followers, [---] engagements
"@itswealthjr $300M in revenue to do less than $7M in post-tax profit is crazy even if you are growing like them. Who would want to buy $7M/yr profit for I'm sure $600M"
X Link 2026-01-23T18:19Z [----] followers, [----] engagements
"@thegarybrecka So basically spend your entire afternoon every day preparing to sleep who wants to live like that"
X Link 2026-01-25T00:45Z [----] followers, [----] engagements
"@hambinocapital . APP"
X Link 2026-01-25T01:44Z [----] followers, [---] engagements
"@anvme Sure if you yourself never want to improve and learn with every ad you produce The more art you automate the more it becomes slop city"
X Link 2026-01-27T03:13Z [----] followers, [---] engagements
"@buccocapital Hmm.explosion in iOS apps.could Applovin possibly be a core advertising/acquisition platform for them"
X Link 2026-01-22T13:31Z [----] followers, 15.9K engagements
"@ron_ecomm Do you still need to use anything else (other than goog sheets) We are actively looking to cancel Triple Whale the pricing is criminal and it can all just be built between G Sheets and shopify sidekick"
X Link 2026-01-27T16:52Z [----] followers, [---] engagements
"@sourfraser @alexgoughcooper Isn't there already a ton of content on netflix that uses gen ai"
X Link 2026-01-30T19:52Z [----] followers, [---] engagements
"@sourfraser @alexgoughcooper Why Half of my instagram feed is fully gen ai. If consumers start demanding it like they are across majority of image/video based social media you're saying businesses will refuse to meet the demand"
X Link 2026-01-30T20:03Z [----] followers, [--] engagements
"@buccocapital Once your eyes peak under the hood we all know this story ends with you buying"
X Link 2026-01-31T13:00Z [----] followers, [----] engagements
"@drewfallon12 Agreed"
X Link 2025-12-04T17:04Z [----] followers, [---] engagements
"@seanfrank You've obviously never heard of $DDL DingDong Ltd"
X Link 2026-01-06T17:18Z [----] followers, [---] engagements
"@onlinenick_ Exactly it's all subscription too so surely they must have legal costs baked into this CAC:LTV models"
X Link 2026-01-26T16:44Z [----] followers, [---] engagements
"@staysaasy But youre missing the point. You are not a customer of them and you arent spending millions of dollars with them. We are and we see all of the cool features ourselves. The product has radically changed from a year ago for the better"
X Link 2026-02-01T15:43Z [----] followers, [---] engagements
"@SphereNX Who cares An ad is an ad. Injecting an ad into a once-trusted chatbot interface absolutely nukes user trust whether intentional or not"
X Link 2026-02-05T01:09Z [----] followers, [----] engagements
"@akramsrazor Most logical would be pinterest where a serious direct response ad product does not exist where it should and could app is in TV already"
X Link 2026-02-05T13:46Z [----] followers, [---] engagements
"Lift of The Day - Day [--] of Easy Strength with @hambinocapital Trap Bar Deadlift - 2x5 @ 72.5% (235lbs) Barbell Front Split Squat - 2x5 @ 72.5% (155lbs) DB Overhead Press - 2x5 @ 72.5% (55lbs) Weighted Chin Up - 2x5 (25lbs) Farmers Walk - 1x45yds @ 95% (75lbs DBs) + [--] Min Incline Walk + [--] Min Sauna Walk out of the weight room feeling strong not fatigued"
X Link 2026-01-06T15:13Z [----] followers, [----] engagements
"How lowering out AOV helped us drop Meta CAC by 30% and grow new customer volume by over 2x: https://www.dtcprophet.com/p/how-lowering-our-aov-dropped-our https://www.dtcprophet.com/p/how-lowering-our-aov-dropped-our"
X Link 2025-09-15T17:09Z [----] followers, 41.8K engagements
"You'd hope some of these would suppress this risk but tbd: - dual HQs in us/china - majority of revenue outside of asia - hopefully large % of revenue from US - international celeb star power/shareholders Amer Sports (AS) is a good example of what it could look like going right @drewfallon12 https://twitter.com/i/web/status/1996639684584526188 https://twitter.com/i/web/status/1996639684584526188"
X Link 2025-12-04T17:56Z [----] followers, [---] engagements
"You can also kinda think of creative production costs as capex. For example you spend $10000 today to produce [---] ads that you expect to produce revenue for 12-15 months. These ads will generate $100000 in revenue over that period of time. Even though we don't do this you could theoretically amortize the $10000 in creative production costs over that time period. Or think about it like amortizing it against it's performance decay curve (it's not linear). This framing leads you to think about creative production a bit differently more as an investment versus cost. If you invest $1 today to"
X Link 2026-01-16T13:47Z [----] followers, [----] engagements
"Churned ChatGPT Pro for Claude Max this week first time I've ever actually churned an ai product for another. After a days of using it GPT is not even close not even in the same ballpark. Memory is also not as big of a moat as I thought you just have the previous tool document everything it knows about you to port over to the new one. Introducing Cowork: Claude Code for the rest of your work. Cowork lets you complete non-technical tasks much like how developers use Claude Code. https://t.co/EqckycvFH3 Introducing Cowork: Claude Code for the rest of your work. Cowork lets you complete"
X Link 2026-01-16T14:25Z [----] followers, 10.4K engagements
"This is the ad that led to it. Yes this messaging and claim is why there is currently a class action against them. But still a great ad and a great lander"
X Link 2026-01-18T19:02Z [----] followers, [----] engagements
"I've never understood this. For brands who go from $0 to $100M+ in under 2-3yrs how are they paying taxes Are they just not profitable Are they deferring liability Is it just crazy financial engineering All I know is that if we grow 2-3x this year and maintained our current profitability we'd likely blow the business up and have to scramble to find tax money. @Seanfrank The way inventory sits on a balance sheet and is not deductible is legitimately the worst designed flaw. It makes Ecom 1000000x harder than most things. Always fun owing more in tax then you have in the bank account. PS this"
X Link 2026-01-19T13:30Z [----] followers, 23.5K engagements
"I am starting to believe that manual bids are just not worth it. They sound great on the label but I can't remember the last time they had a straight [--] days of spend without a forecast-interrupting outage or breakage. Manual bids are dead Manual bids are dead"
X Link 2026-01-21T19:45Z [----] followers, 12.3K engagements
"I don't think this is true. I'd bet the volume of creative required to scale is directly correlated with how good/personalized the FB and IG algos are. Every single reel or post is getting served to you for very specific reasons. The algos know literally everything about you. They probably know more about your future actions and interests than you do. They know what products you are going to buy and when they know what content you are consuming and why they know how you think what you believe etc. So of course you would need hundreds and hundreds of ads to serve different personas identities"
X Link 2026-01-09T21:14Z [----] followers, [----] engagements
"Day [--] of Easy Strength with @hambinocapital Trap Bar Deadlift - 2x5 @ 72.5% (235lbs) Barbell Front Split Squat - 2x5 @ 72.5% (165lbs) Flat BB Bench Press - 2x5 @ 72.5% (165lbs) DB Single Arm Row - 2x5 @ 72.5% (65lbs) Farmers Walk - 1x60s @ 85% (65lbs DBs) + [--] Min Sauna Lift of The Day - Day [--] of Easy Strength with @hambinocapital Trap Bar Deadlift - 2x5 @ 72.5% (235lbs) Barbell Front Split Squat - 2x5 @ 72.5% (155lbs) DB Overhead Press - 2x5 @ 72.5% (55lbs) Weighted Chin Up - 2x5 (25lbs) Farmers Walk - 1x45yds @ 95% (75lbs DBs) + [--] Min Lift of The Day - Day [--] of Easy Strength with"
X Link 2026-01-12T13:34Z [----] followers, [----] engagements
"the more you touch your ad acc the worse it will be. hands down. human error is the #1 killer with meta. obviously you have to optimise things once a week or so. but there are 80% more people who are touching shit daily trying to max ROAS by button pushing when they'd be better the more you touch your ad acc the worse it will be. hands down. human error is the #1 killer with meta. obviously you have to optimise things once a week or so. but there are 80% more people who are touching shit daily trying to max ROAS by button pushing when they'd be better"
X Link 2026-01-20T13:29Z [----] followers, [----] engagements
"Here's how and why creative volume matters for scale. This is the formula and how [--] concept turns into 100+ ads: Concept * Problem Angle * Persona * Format Say your product improves gut health. Concept: If you struggle with X then it is because you have poor gut health and my product solves it. You can use this across many different problem angles: - If you struggle with A - If you struggle with B - If you struggle with C - If you struggle with D - If you struggle with E So from [--] concept you have [--] angles already. Then say you have [--] different customer identities. - If you are X type of"
X Link 2026-01-10T15:21Z [----] followers, 13.4K engagements
"This is an excellent landing page from Thesis:"
X Link 2026-01-18T18:59Z [----] followers, [----] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing