CEO @ Coco AI (WhatsApp marketing for Shopify) | Weekly newsletter: Let's Buy a Biz! | Building and buying e-commerce brands | Host @LetsBuyABiz

Brooklyn, NY
Joined July 2014
If you aren’t ramping BFCM ad spend by Nov 4th.  You're Late.  Across $11B in 2025 ad spend across @triplewhale brands. - On 11/3: Spend was up 1.3x (vs. Oct baseline) - By 11/16: Spend it hit 1.6x baseline - Peaking on Black Friday at 3.3x #ad
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This year I’m calling 11/4 as the kickoff date. 11/3 is Election Day. Political ads clear out. I dug through $11B in 2025 holiday Ad spend across Triple Whale merchants Get more BFCM insights in the BFCM Command Center: triplewhale.com/bfcm-command…
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$15/mo for @WisprFlow is criminal. When Siri should do the same thing for free. @Apple ($4.9T) acquire Wisper flow + @instinct for 1% or market cap. Make Siri Usable Again. Voice will unlock AI for 5B people. Siri should be the door for all Apple customers.
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It’s time @Meta ($1.9T) buys @Shopify ($219B). Agentic commerce is here For 10% of Meta's market cap They could ingest ~$400B in purchase data + directly integrate 3m+ brands into the Metaverse Retail is Meta's largest spend segment. Meta is Shopify brands' largest line item.
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Agentic Procurement will be $15T by '28. BigCommerce built 80% of the features But will be taken private and stripped for parts first. SAP would pay $1B for this. It's going for $258m. Subscribe for Full turnaound: letsbuyabiz.beehiiv.com/subs…
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BigCommerce ($CMRC): $342M revenue. $258M market cap. It's trading below its own ARR. Inside this "dying" company: 80% of the stack for a $15T agentic procurement market. This week's LBAB breaks down the 3-move turnaround 👇 letsbuyabiz.beehiiv.com/subs…
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5 posts from DTC Twitter this week that every brand operator needs to see. 1/ Bill's "TikTok/Reels are weapons-grade dopamine hijacks that will break your brain over time" is the perfect description. xitter.cf/BillDA/status/20223096…
TikTok/Reels are weapons-grade dopamine hijacks that will break your brain over time I say this as someone who’s spent $10M+ on ads There is a formula and everyone is just running it
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5/ Davie's debate on what a talent moat means in the age of AI. xitter.cf/daviefogarty/status/20…
I have a friend who runs a very successful company and he said “Davie, I don’t care about hiring for talent anymore, I’m just hiring AI people” He thinks that with AI, talent isn't the true moat anymore. I am not totally sure I agree, but he could be right. By the end of 2027, a $20M ecom brand built from scratch could realistically have zero employees. Look at Openclaw. Literal proof of concept. Nobody's going to be manually structuring campaigns because it's going to be an interface where you approve creative angles, formats, and the AI executes. For customer service, you'll spend 30 minutes approving high-risk tickets the AI flagged and that's it. Influencer outreach will just be an agent that contacts 20 creators, sends proposals, and handles responses. You will just approve. A $100M company might just need one CMO, COO, CTO who can handle what used to take an entire team. This sounds like doom but there’s actually opportunity in there too. The founders who build from a foundational AI level now (custom interactive systems, not just N8N automations) will have a structural cost advantage that's impossible to compete with. Talent is still the moat, because it's the talent that is going to create the edge within these tools. There will be new roles we can't even predict. You just need to build from the foundation up and be prepared for whatever comes your way.
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The through-line this week? AI tools crossing from "interesting" to "how I operate." If you're still treating these as experiments, you're already behind. Follow for the weekly DTC Twitter pulse ⚡
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This will go down as @Google's greatest miss in history. Now @OpenAI has a legit B2B use case. Gsuite will become the infra everyone runs agents on. But won't be the agent.
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Stitch Fix ($633m) is dead. Rev declining for 4 straight years. Losing $120m+/yr. -95% from ATHs. The ""Fashion is tech"" biz model a complete lie. They shut down their Individual item program. Marketing spend is flat. They don't disclose active customer accounts anymore.
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The Affordable DTC Brand got slaughtered in 2025. The CAC + COGS + Fulfillment math doesn't math. 10 yrs ago, affordable luxury was the DTC play. MVMT Watches, Pura Vida, Casper. Non-premium biz gets crushed. Luxury/Premium brands are the only ones crushing it.
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7k+ Shopify stores that do $10m+/yr. The Breakdown: 1) US: 82% 2) UK: 5% 3) India: 3% 4) Canada: 2% 5) Australia: 2% Germany, France, Italy, Hong Kong + the Netherlands all trail @ 1% each. The US is still the only real Shopify market. Source: Storeleads
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HexClad Cookware WTF is going on with this cart design? 2 no-brainer improvements that'll take 30 mins: 1) Progress bar at the top. 2 milestones to spending more 2) Clean up the In cart upsells There's about 10 more things that'll add 8-figs/yr in lost sales.
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My updated 2026 Bankruptcy watchlist (Market cap): 1) Solo Brands: ~$17M 2) Allbirds: ~$33M 3) Rent The Runway: ~$241M 4) Grove Collaborative: ~$62M 5) Peloton: ~$2.3B 6) Overstock/Beyond: ~$500M 7) Sleep Number: ~$235M 🧵
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All bizs in decline. All market caps down 50%+. Other than Peloton's which is just delusional.
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None will survive an increase in costs or a decline in consumer spending. Some already wiped out: Solo, Allbirds Others about to: Peloton, Sleep Number, Overstock. Going to be an existential year for the already struggling brands.
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