Ecomm Cowboy

Welcome back to the show — the place where operators, founders, and marketers break down what’s actually happening across tech, ecommerce, and consumer brands.

We’re diving into AI-driven infrastructure chaos, the future of marketing jobs, a fascinating new CPG breakfast play from Chomps, and a series of headlines shaping the next wave of internet businesses.

Plus two incredible interviews with founders and operators building at the frontier of ecommerce and marketing.

Today’s Topics

Amazon’s “Vibe-Coded” Outages
AI is writing more and more production code — and some engineers think it’s already breaking things. We unpack the debate around “vibe coding,” infrastructure reliability, and whether the future of software is moving faster than we can secure it.

AI Could Disrupt 65% of Marketing Jobs
A new report suggests the majority of marketing roles could be heavily restructured by AI. Is this alarmism, or are we already watching the shift happen in real time?

Chomps Launches Chicken Meat Sticks
Chicken is just 1% of the $8.2B meat snack market — and Chomps just planted a flag with three new SKUs targeting a massive category white space.

Why Did Meta Buy Moltbook?
Meta quietly acquired an AI-native social network built for autonomous agents. Are the next social networks built for humans… or for AI?

CPG Legal News

• LMNT sued for false advertising
• Class action lawsuit filed against David Protein
• Hidden Valley Ranch ambassadors heading to Europe
• Buffalo Wild Wings launches a wing-flavored espresso martini

Featured Interviews

Nick Wetta | West Major
Nick is building something rare in modern apparel: American-made Western shirts with true craftsmanship.

We talk about:

• Why he chose to manufacture in the United States
• What it actually takes to build apparel domestically
• The product innovation behind West Major
• The lifetime repair guarantee
• Getting featured in Landman Season 2
• What’s coming next for the brand

Cherene Aubert | Growth Capital
After major success brand-side in beauty, Cherene returned to the agency world with Growth Capital, a new model for modern marketing.

We discuss:

• Why she launched a new agency now
• The proprietary marketing operating system her team built
• Why marketers studying other marketers creates stagnation
• How brands break out of the DTC echo chamber
• What growth marketing will look like over the next 5 years
• The real differences between marketing to men vs women

— — —

Welcome to DTC's daily — what's now and next in ecommerce so founders, marketers, and operators can survive and thrive.

Weekly newsletter:⁠⁠⁠⁠⁠⁠⁠

⁠⁠⁠https://newsletter.ecommcowboy.com/⁠⁠⁠⁠

Made possible by:

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The biggest shifts happening across AI, ecommerce, marketing, and internet culture. From Meta acquiring an AI-agent social network to OpenAI rethinking how shopping works inside ChatGPT, we break down the stories shaping how brands and operators will compete in the next era of commerce.

We also sit down with operators and founders building in the trenches to discuss what actually works — from engineering viral ads to launching a high-protein ice cream brand that landed on Erewhon shelves.

If you’re building, operating, or investing in ecommerce, this livestream will help you stay ahead of the platforms, technologies, and strategies defining the industry.

What We’re Covering

Meta just acquired Moltbook — a social network designed for AI agents. We break down why this signals a major shift toward autonomous AI agents interacting with each other online, and what it means for the future of platforms.

NVIDIA is reportedly developing an open-source agent ecosystem. Is the next major tech war about who controls AI infrastructure and agent frameworks?

Guest: Joe Putnam — Creating Viral Ads

Joe Putnam breaks down the psychology behind viral content and the “6 Buttons of Buzz” framework brands can use to dramatically increase the chances of their ads spreading.

We discuss:

• Why most “funny ads” fail
• How social currency drives sharing
• Why viral ads often lower CPMs and improve marketing efficiency

Guest: Tyrel Johnson — Founder of Natty Ice Cream

Tyrel Johnson shares the story behind launching Natty Ice Cream, a high-protein ice cream brand that went from an apartment kitchen to shelves at Erewhon.

Topics include:

• The origin story behind the brand
• Why Natty avoided ingredients most protein ice cream companies use
• How founders can actually get major retailers to take a chance on a new brand
• What mistakes Tyrel saw founders make while running Boulevard Brands

OpenAI Scales Back Instant Checkout

OpenAI is stepping back from letting users purchase products directly inside ChatGPT.

Instead, purchases will now happen inside retailer apps. We discuss what this means for AI-driven commerce, product discovery, and the future of online shopping.

AI-Driven Return Fraud

Fraudsters are now using AI to:

• Generate fake receipts
• Write convincing dispute messages
• Identify weaknesses in brand return policies

Is ecommerce entering an AI arms race between fraudsters and retailers?

Salvation Army Launches a Thrift Store on Roblox

The Salvation Army launched a virtual thrift store inside Roblox to reach Gen Z and Gen Alpha where they already spend time online.

Camp Snap — The Rise of “Intentional Tech”

A new screen-free digital camera is betting consumers want less technology, not more. We discuss the growing trend toward intentional tech and digital minimalism.

Lean AI Companies

Anthropic reportedly has just one growth marketer. What does this signal about the future of marketing teams in AI-native companies?

— — —

Welcome to DTC's daily — what's now and next in ecommerce so founders, marketers, and operators can survive and thrive.

Weekly newsletter:⁠⁠⁠⁠⁠

⁠⁠https://newsletter.ecommcowboy.com/⁠⁠⁠

Made possible by:

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Today we’re breaking down the biggest stories shaping ecommerce, marketing, and the future of consumer brands. From Meta ad account bans and TikTok Shop strategy to Gen Z retail trends and the rise of the “sleep economy,” we’re unpacking what operators need to know right now.

We’re also joined by Drew Marconi from Intelligems to talk about the future of experimentation, dynamic pricing, and what ecommerce testing actually looks like when it drives real revenue.

Plus Jacob Posel joins us to discuss AI tools for operators, vibe coding, agency operating systems, and what the “singularity” might actually mean for ecommerce.

If you're a founder, marketer, or ecommerce operator, this episode is packed with tactical insights and industry perspective.

Topics We Cover

• Why Meta ad account leveraging Claude and Facebook apps are getting permanently banned
• How operators should think about platform risk and diversification
• The future of A/B testing, pricing experiments, and AI-driven optimization
• How AI tools and vibe coding are changing ecommerce operations
• Why Gen Z is bringing malls back to life
• The surprising rise of sleep as a luxury status symbol
• Shopify outages impacting brands
• The growing non-alcoholic beverage boom

— — —

Welcome to DTC's daily — what's now and next in ecommerce so founders, marketers, and operators can survive and thrive.

Weekly newsletter:⁠⁠⁠

⁠https://newsletter.ecommcowboy.com/⁠⁠

Made possible by:

Postscript ⁠⁠https://postscript.io/sms-benchmarks?utm_source=Ecomm+Cowboy+Show&utm_medium=Show&utm_campaign=Ad+Read&utm_id=Ecomm+Cowboy⁠⁠

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Today on the show we’re breaking down the biggest shifts happening in eCommerce right now — from TikTok Shop strategy and the future of marketing teams to Nike’s $300M reset and UPS unwinding its Amazon relationship.

We’re joined by Jordan West (Social Commerce Club), Matt Mullenax (Founder of Huron), and Taylor Holiday (CTC) to unpack what founders and operators need to know to win in 2026.

We also dive into the latest industry headlines and share the hottest jobs in eCommerce this week.

If you're building, scaling, or operating a brand — this episode is packed with tactical insights.

What we cover:

• The biggest mistakes brands make when launching on TikTok Shop
• How content velocity drives the TikTok Shop algorithm
• The early lessons Matt Mullenax used to build Huron
• Why Huron launched with just 3 SKUs — and when they expanded
• How build-your-own bundles lifted AOV by over 100%
• Taylor Holiday’s “10% OpEx Era” and the rise of the AI-powered marketer
• Why traditional growth teams may be disappearing
• The hottest eCommerce jobs right now
• Quince reportedly raising at a $10B valuation
• Nike’s $300M brand reset
• UPS offering buyouts to 100K drivers as it unwinds Amazon business

— — —

Welcome to DTC's daily — what's now and next in ecommerce so founders, marketers, and operators can survive and thrive.

Weekly newsletter:⁠

https://newsletter.ecommcowboy.com/⁠

Made possible by:

Postscript ⁠https://postscript.io/sms-benchmarks?utm_source=Ecomm+Cowboy+Show&utm_medium=Show&utm_campaign=Ad+Read&utm_id=Ecomm+Cowboy⁠

AMP ⁠https://postscript.io/sms-benchmarks?utm_source=Ecomm+Cowboy+Show&utm_medium=Show&utm_campaign=Ad+Read&utm_id=Ecomm+Cowboy⁠

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We dive into the State of the Agency Report from Andrew Foxwell and what it reveals about how agencies are evolving as AI reshapes marketing workflows. Are agencies growing — or just working harder for the same margins?

Then we sit down with Sean Stone of Spillover Commerce to talk about a major trend happening behind the scenes: why successful Amazon brands are increasingly investing in Shopify storefronts. We unpack the strategy, the risks, and the “halo effect” Meta ads can create across both platforms.

Next, we talk about the future of AI in marketing with Mike Manheimer, CMO of Postscript and member of AdWeek’s AI Power 50.

We also bring in Jason Levin (Memelord) to talk about one of the most underrated marketing strategies on the internet: memes. Why do memes outperform polished brand campaigns? How have they opened doors for some of the biggest names in tech and politics?

Plus we cover several major stories shaping the industry right now:

• Netflix partnering with Amazon to bring shopping data into streaming ads
• What the latest research says about Gen Z entering the workforce
• Why some founders believe certain ideas are simply “early” — not wrong
• Robinhood entering the credit card market
• And a surprising AI + brand collaboration trend emerging across major companies

If you care about the future of commerce, marketing, and internet culture, this episode is for you.

Join us live, jump into the chat, and let us know what you think.

— — —

Welcome to DTC's daily — what's now and next in ecommerce so founders, marketers, and operators can survive and thrive.

Weekly newsletter:⁠https://newsletter.ecommcowboy.com/⁠

Made possible by:

Postscript⁠https://postscript.io/sms-benchmarks?utm_source=Ecomm+Cowboy+Show&utm_medium=Show&utm_campaign=Ad+Read&utm_id=Ecomm+Cowboy⁠

AMP⁠https://postscript.io/sms-benchmarks?utm_source=Ecomm+Cowboy+Show&utm_medium=Show&utm_campaign=Ad+Read&utm_id=Ecomm+Cowboy⁠

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Apple just launched a brand-new laptop aimed directly at Chromebooks — the MacBook Neo, starting under $700. Is this Apple’s play to dominate the education market and lock in the next generation of users?

Then we’re joined by Cody Schneider to talk about one of the most important shifts happening in marketing right now: how operators are using Claude and AI systems to build better ads, analyze performance data, and create entirely new go-to-market workflows.

We’ll also break down some of the most interesting stories across commerce and culture this week:

• What’s really happening with Meta’s AI glasses and content moderation
• Is McDonald’s CEO content getting dragged… on purpose?
• Why livestream platform WhatNot is now selling fresh food
• Ross Stores beating expectations as consumers search for deals
• Why grocery prices are set to rise again in 2026

Plus we’re looking at some fascinating product and brand moments across the internet:

• The viral David Ice Cream brand
• Bulletproof Coffee + Creatine entering functional beverage territory
• Nike’s portable stadium kit concept
• And tools like Pocket that are redefining how we organize knowledge online.

If you’re building, operating, or investing in ecommerce, this show is designed to help you stay ahead of the ideas, technologies, and cultural shifts shaping the industry.

Tune in live and join the conversation.

— — —

Welcome to DTC's daily — what's now and next in ecommerce so founders, marketers, and operators can survive and thrive.

Weekly newsletter:
https://newsletter.ecommcowboy.com/

Made possible by:

Postscript
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https://postscript.io/sms-benchmarks?utm_source=Ecomm+Cowboy+Show&utm_medium=Show&utm_campaign=Ad+Read&utm_id=Ecomm+Cowboy

Seguno
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Apple Podcasts
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Today we’re breaking down the biggest stories shaping ecommerce, AI, and digital ownership — and bringing on some of the sharpest operators in the game to make sense of it all.

The OpenAI "AirPods" Covert Marketing Campaign
Is OpenAI making a hardware move? If AI becomes ambient — always in your ear — does it become the new operating system? We break down the speculation and what it means for Apple, apps, and the future of computing.

Andrew Gazdecki (Acquire.com)

• Over 2,000 founders acquired
• $500M+ in closed transactions

• What does the ecommerce acquisition market really look like right now?
• What are companies actually selling for?
• Are newsletters viable for acquisition?
• And is AI compressing SaaS valuations?

Noah Friedman (Outer Signal)
Your customers know you — but do you know them?

We dive into customer intelligence, identity enrichment, influencer seeding, privacy debates, and what’s possible when you truly understand who is buying from you.

Meta Invoicing Chaos & Threads Ads Rollout
Meta billing confusion, “verified” questions, and Threads officially rolling out ads globally as it crosses 400M users. Is there early arbitrage here?

Brand & Culture Breakdown

• Burger King vs. McDonald’s leadership
• Reese’s toothpaste
• A 3-way sneaker collab
• All-you-can-eat baseball tickets

What wins — hype, value, or execution?

If you’re an operator, founder, marketer, or builder trying to stay ahead of the curve in AI and ecommerce — this one is for you.

Subscribe. Turn on notifications. Drop your questions in the chat.

— — —

Welcome to DTC's daily — what's now and next in ecommerce so founders, marketers, and operators can survive and thrive.

Weekly newsletter:
https://newsletter.ecommcowboy.com/

Made possible by:

Postscript
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https://postscript.io/sms-benchmarks?utm_source=Ecomm+Cowboy+Show&utm_medium=Show&utm_campaign=Ad+Read&utm_id=Ecomm+Cowboy

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We’re kicking things off with absolute chaos in AI world — Claude goes down and the internet panics.

What happens when your leverage depends on tools you don’t own? Are we entering the era of AI infrastructure wars?

Then Andrew Faris joins the show — every growth marketer’s favorite growth marketer.

We’re talking:

• Why he brought Patrick Coddou in as a partner at AJF Growth
• How AI is actually creating margin (and where it’s just hype)
• Whether media buyers are cooked
• And why he’s launching his own brand when he could just pick clients forever

From there we shift gears with 6x Ironman Ryan Dreyer — founder of Tribal Training and now building Maple Boost.

What does elite endurance teach you about entrepreneurship? Is the athlete mindset the ultimate unfair advantage in business?

We also break down:

• Casey’s — the “gas station” that might actually be one of America’s biggest pizza chains
• Burger King using AI to score employee friendliness
• Why Gen Z is bringing print books back (and how Coach turned that into culture)
• “The Last Year of Meaningful Work” — are we entering superhuman leverage or human irrelevance?
• A WhatNot & TikTok Shop reseller running out of a storage unit — scrappy genius or fragile arbitrage?

Plus insights on scaling creative, AI workflows, DTC margin, small-town dominance strategies, and what actually wins in 2026.

If you’re building in ecommerce, media, AI, or consumer brands — this one’s for you.

Live. Unfiltered. Operator-level thinking.

— — —

Welcome to DTC's daily — what's now and next in ecommerce so founders, marketers, and operators can survive and thrive.

Weekly newsletter:
https://newsletter.ecommcowboy.com/

Made possible by:

Postscript
https://postscript.io/sms-benchmarks?utm_source=Ecomm+Cowboy+Show&utm_medium=Show&utm_campaign=Ad+Read&utm_id=Ecomm+Cowboy

AMP
https://postscript.io/sms-benchmarks?utm_source=Ecomm+Cowboy+Show&utm_medium=Show&utm_campaign=Ad+Read&utm_id=Ecomm+Cowboy

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Apple Podcasts
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We break down the hottest roles in ecommerce right now — from $225K commerce leadership at SKIMS to data strategy at Peter Millar, planning at G/FORE, lifecycle at Crocs, and CX leadership at Good Ranchers. The talent market is shifting… and it’s clear what brands value in 2026.Then we sit down with Dean Brennan to talk about:• Why the best DTC leaders are in the terminal building tools• Cashflow forecasting as a competitive advantage• What his team thought when he shipped an internal AI-powered tool• Culture as a force multiplier (yes, steaks included)• Why he’s bullish on primal health in 2026We also cover:• A CEO firing 40% of the company… and the stock going UP 20%• What that signals about the efficiency era we’re entering• The gritty reality of selling on WhatNot and live commerce• Why using AI on your resume might get you rejected• New Balance’s “Recovery Days” creative and lifestyle positioning• And the internet-native marketing energy brands can’t fakeIf you run a DTC brand, manage a team, hire talent, build culture, or care about where ecommerce is heading — this one’s for you.Live chat is open. Drop your takes.— — —Welcome to DTC's daily—what's now/next in ecommerce so founders, marketers, and operators can survive and thrive.Weekly newsletter: https://newsletter.ecommcowboy.com/Made possible by:Postscript - https://postscript.io/sms-benchmarks?utm_source=Ecomm+Cowboy+Show&utm_medium=Show&utm_campaign=Ad+Read&utm_id=Ecomm+CowboyAMP - ⁠https://postscript.io/sms-benchmarks?utm_source=Ecomm+Cowboy+Show&utm_medium=Show&utm_campaign=Ad+Read&utm_id=Ecomm+CowboySeguno - https://www.seguno.com/?utm_source=Ecomm+Cowboy+Show&utm_medium=Show&utm_campaign=Ad+Read&utm_id=Ecomm+CowboyFollow Ecomm Cowboy:https://x.com/ecommcowboyhttps://www.linkedin.com/company/ecommcowboyhttps://www.instagram.com/ecommcowboy/https://www.tiktok.com/@ecommcowboyhttps://open.spotify.com/show/0q1Pp0rW8j6cehXToNTeJchttps://podcasts.apple.com/us/podcast/ecomm-cowboy/id1761749693

Meta is reportedly restricting DTC brands from paying with credit cards. We break down what this means for cash flow, risk, and who wins (and loses) next.

Then we’re joined by John Roman (CEO of BattlBox) and Cameron Carrier (Director of Social Commerce) to talk about:

• Selling BattlBox… and buying it back
• Why round-two founders operate differently
• Building 50K+ followers on WhatNot
• Daily live commerce as a real revenue engine
• Turning socials into episodic programming (BattlGames)
• Why most brands still don’t understand Content → Commerce

Matthew Gattozzi, Founder of Goodo Studios, joins the show!

We also dive into:

• AppLovin’s new “Discovery” campaigns and what true net-new acquisition could mean
• AI in creative workflows with Matthew Gattozzi (Goodo Studios)
• Quality vs volume in paid creative
• Agent-led video editing tools like Wideframe
• Nostalgia marketing (Vacation x Pepsi)
• Espresso soda and the beverage experimentation era
• And… what exactly Apple is doing now

If you run a DTC brand, buy media, build creative, or care about where commerce is headed in 2026 — this episode is for you.

Live chat is open. Bring your takes.

— — —

Welcome to DTC's daily — what's now and next in ecommerce so founders, marketers, and operators can survive and thrive.

Weekly newsletter:
https://newsletter.ecommcowboy.com/

Made possible by:

Postscript
https://postscript.io/sms-benchmarks?utm_source=Ecomm+Cowboy+Show&utm_medium=Show&utm_campaign=Ad+Read&utm_id=Ecomm+Cowboy

AMP
https://postscript.io/sms-benchmarks?utm_source=Ecomm+Cowboy+Show&utm_medium=Show&utm_campaign=Ad+Read&utm_id=Ecomm+Cowboy

Seguno
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Apple Podcasts
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