District brings live-selling to your homepage, Meta is killing manual placements, Mark Zuckerberg buys a castle, and ChatGPT comes to iMessage.
It's the consumer's daily show — Ecomm Cowboy — where we break down the stories moving retail and DTC, then sit down with the operators building through it.
Today guest host Jamil Bhuya (Co-Founder & Head of Growth, Otherhalf Studio) joins Chris Hall and Colin Dougherty.
ON TODAY'S EPISODE
Scott Hickle — Co-Founder & CEO, Throne ScienceWe dig into consumer hardware subscription in the most stigma-heavy category imaginable — the smart toilet — a joke at a 2021 poker game that became a company, pivoting from a failed B2B healthcare-staffing startup into consumer hardware within six weeks of raising pre-seed, importing the Whoop playbook of biometrics, app insights, and a subscription data layer into an entirely new physical category, and the Series A they raised three weeks ago.
Brian Rosin — Chief Financial Officer, IM8 HealthWe dig into running the P&L of DTC's fastest-scaling supplement rocket — the David Beckham-co-founded brand that hit $100M ARR in 11 months and is pacing to $200M in year two — a record Q2 of $45M at 65% gross margin and 118,000 new customers, the rare public-company transparency play of 40-page shareholder letters with CAC and retention in the open, an AI-native operating culture, and signing Lily Collins as face and shareholder.
ALSO ON THE SHOW
- Capsule and Boxabl houses
- A $200 film, "Niu Lai," becomes a $4M hit
- The Temu-ification of consumer hardware
-A 60-foot train becomes ad space
- Slack launches AI coding channels
- Zoomers don't drink or own printers
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