Get live statistics and analysis of Mehtab | Karta Ventures's profile on X / Twitter
Investing in & operating 8/9 figure consumer brands. We welcome complex opportunities others are unwilling or unable to tackle.
1kfollowing13kfollowers
The Entrepreneur
Mehtab is a fearless investor and operator who dives into complex, high-stakes consumer brand opportunities with 8 and 9-figure ambitions. Known for candid insights on manufacturing, tech, and market dynamics, he balances sharp business acumen with a touch of personal life celebration. His tweets reveal a bold, no-nonsense approach to tackling challenges others shy away from.
For someone who builds empires from complexity, Mehtab’s Twitter feed sometimes feels like a cocktail party where the guest keeps reminding everyone why they shouldn’t have come—equal parts brutal honesty and 'I’ll fix the economy after my coffee.'
Successfully investing in and operating multiple 8 and 9-figure consumer brands, while simultaneously managing the complex realities of US manufacturing operations, proving his mastery of both the macro and micro sides of business.
To build and scale groundbreaking consumer brands by embracing complexity and driving innovation where others see risk, ultimately creating lasting value and industry transformation.
Mehtab values boldness, resilience, and practical wisdom, believing that true success comes from navigating hard, often uncomfortable challenges with transparency and grit. He also believes in the power of honest communication, whether calling out industry truths or celebrating personal milestones.
Exceptional ability to identify and operate within untapped or challenging market spaces, paired with vast experience in building manufacturing and consumer brands. His straightforward, transparent communication engages a diverse audience.
His blunt and sometimes controversial takes might alienate more sensitive followers, and a heavy focus on business and industry talk could limit emotional connection with a broader audience.
To grow his audience on X, Mehtab should balance his sharp business insights with more interactive, behind-the-scenes storytelling that showcases the human journey behind his ventures. Engaging more in conversations with followers and leveraging his personal brand moments will build deeper connection and loyalty.
Fun fact: Despite operating at the highest investment levels, Mehtab isn't afraid to publicly call out big tech figures or reveal personal moments like the birth of his daughter, showing a uniquely human side to high-stakes entrepreneurship.
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@IstvanicMarin @MrYoniLevy https://t.co/Sww8gyNU91","in_reply_to_user_id_str":"1223348701466451968","in_reply_to_status_id_str":"1980700761668698180","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-23","value":5,"startTime":1761091200000,"endTime":1761177600000,"tweets":[{"bookmarked":false,"display_text_range":[0,186],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1980801902305812591","view_count":456,"bookmark_count":1,"created_at":1761094949000,"favorite_count":4,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"950375407387230208","conversation_id_str":"1980801902305812591","full_text":"\"The Perfect Factory\" has two occupants at any one time.\n\nA man and a dog.\n\nThe man is there to feed the dog.\n\nThe dog is there to bite the man if he tries to touch any of the machinery.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1980660421968482347","quoted_status_permalink":{"url":"https://t.co/ON7qPTZgMt","expanded":"https://twitter.com/andrewjfaris/status/1980660421968482347","display":"x.com/andrewjfaris/s…"},"retweeted":false,"fact_check":null,"id":"1981053255498289309","view_count":8584,"bookmark_count":17,"created_at":1761154876000,"favorite_count":32,"quote_count":0,"reply_count":0,"retweet_count":2,"user_id_str":"950375407387230208","conversation_id_str":"1981053255498289309","full_text":"The craziest thing about Sunil is how tactical he is despite the size of his business. He’s literally in a media buying WhatsApp group I put together and comments all the time. I’ve seen him attend tons of conferences to learn the latest tactics etc. Extremely knowledgeable and helpful too. Has gone way out of his way to help us with a few things etc!","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,278],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1981070038611480975","view_count":6078,"bookmark_count":20,"created_at":1761158878000,"favorite_count":48,"quote_count":0,"reply_count":4,"retweet_count":0,"user_id_str":"950375407387230208","conversation_id_str":"1981070038611480975","full_text":"I do not believe equity as part of compensation packages is a good idea for most consumer businesses.\n\n1. Average cash comp is MUCH lower in consumer VS tech. IMO nobody cares about equity until they are making over ~$250k - $400k a year. People prefer cash because the cash has WAY more utility for most people.\n\n2. Exits are smaller in consumer compared to tech. It’s ok to own a tiny slice of Uber because it’s gigantic. A tiny slice of a co that sells for $100m is not worth much.\n\n3. There are no markups that frequently occur run by 3rd parties. In tech, if you’re VC backed, you have a markup every few years as you’re always raising capital. Employees aren’t going to get excited if its just their boss telling them that their equity is worth more lol.\n\n4. No liquidity. Very common for some form of liquidity to be offered to employees well before IPO in tech. Not really a thing in consumer as VC is uncommon. Even with VC backed companies…WAY less likely. You also reach liquidity much much faster in tech.\n\nAll that said, we have given some people on our team equity, but only after they’ve done something exceptional and have made it clear they are in it for the long haul. At the VP/C level, and usually run with very tight terms.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,234],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"625733783","name":"Sam Parr","screen_name":"thesamparr","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"thesamparr","lang":"en","retweeted":false,"fact_check":null,"id":"1981071131953291409","view_count":250,"bookmark_count":0,"created_at":1761159139000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"950375407387230208","conversation_id_str":"1981062082104562131","full_text":"@thesamparr It's a dumb thing to fixate on when everyone's general standard of living is much better than ever > before.\n\nIE better to live now than be some billionaire in the 40s that dies of a completely curable cancer in 2025...","in_reply_to_user_id_str":"625733783","in_reply_to_status_id_str":"1981062082104562131","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,137],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"182878490","name":"Andrew Faris","screen_name":"andrewjfaris","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"andrewjfaris","lang":"en","retweeted":false,"fact_check":null,"id":"1981134122421801145","view_count":132,"bookmark_count":0,"created_at":1761174157000,"favorite_count":3,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"950375407387230208","conversation_id_str":"1980660421968482347","full_text":"@andrewjfaris Everyone in ECF loves him, and he’s very underrated, can’t wait to listen to this episode. I have learned so much from him.","in_reply_to_user_id_str":"182878490","in_reply_to_status_id_str":"1980660421968482347","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,45],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1430300420249894916","name":"Dylan Ander | CRO & SplitTesting","screen_name":"DylanAnder","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"DylanAnder","lang":"en","retweeted":false,"fact_check":null,"id":"1981118338538623047","view_count":188,"bookmark_count":0,"created_at":1761170393000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"950375407387230208","conversation_id_str":"1981027798354387256","full_text":"@DylanAnder Sir, your toes are out of control","in_reply_to_user_id_str":"1430300420249894916","in_reply_to_status_id_str":"1981027798354387256","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-24","value":3,"startTime":1761177600000,"endTime":1761264000000,"tweets":[{"bookmarked":false,"display_text_range":[0,273],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1981446483489804761","view_count":3018,"bookmark_count":18,"created_at":1761248629000,"favorite_count":25,"quote_count":0,"reply_count":3,"retweet_count":0,"user_id_str":"950375407387230208","conversation_id_str":"1981446483489804761","full_text":"Obliterating forecasting risk is very important for running a sustainable DTC brand. It's important to realize you’re not running a SaaS company with sticky enterprise clients, insane margins and three-year contracts.\n\nYou’re selling to Becky in Ohio who isn’t buying today because rent went up, credit card APR spiked, and gas is at all time highs. \n\nConsumer is fickle and hard to predict. \n\nHere’s an example…\n\nYou’re launching a new product. You think it’ll fly. So you buy inventory aggressively...\n\n10,000 units at $20 = $200,000.\n\nYou don’t have the cash on-hand, so you use debt to fund the inventory purchase.\n\nBut you miss forecast...\n\n Now you’ve got 3,000 units collecting dust.\n\nYou discount to drive revenue. You make back $35K on $60K of product. You just lit $25,000 on fire.\n\nThen your luck changes suddenly, a product does better than expected. You’re going to sell out…\n\nOops, time to rush a reorder. You text your suppliers on WeChat…\n\nLead time = 40 days\n\nFreight = 25 days\n\nThen customs decides to inspect your container. Bolt on another 4 days and get slapped with tons of fees.\n\nBy the time product lands, you are out of the seasonally strong period in your business, oops.\n\nWhat's the fix? Building your business in a way that allows you to aggressively acquire customers when times are good, and can survive poor macro conditions long enough to crack new products or channels.\n\nEveryone talks about fixed vs variable costs. It’s a helpful lens, but not enough.\n\nThink every cost as being on a spectrum. Inventory is technically variable. But it’s not fast variable. You can tweak ad spend in 10 minutes. 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It's important to realize you’re not running a SaaS company with sticky enterprise clients, insane margins and three-year contracts.\n\nYou’re selling to Becky in Ohio who isn’t buying today because rent went up, credit card APR spiked, and gas is at all time highs. \n\nConsumer is fickle and hard to predict. \n\nHere’s an example…\n\nYou’re launching a new product. You think it’ll fly. So you buy inventory aggressively...\n\n10,000 units at $20 = $200,000.\n\nYou don’t have the cash on-hand, so you use debt to fund the inventory purchase.\n\nBut you miss forecast...\n\n Now you’ve got 3,000 units collecting dust.\n\nYou discount to drive revenue. You make back $35K on $60K of product. You just lit $25,000 on fire.\n\nThen your luck changes suddenly, a product does better than expected. You’re going to sell out…\n\nOops, time to rush a reorder. You text your suppliers on WeChat…\n\nLead time = 40 days\n\nFreight = 25 days\n\nThen customs decides to inspect your container. Bolt on another 4 days and get slapped with tons of fees.\n\nBy the time product lands, you are out of the seasonally strong period in your business, oops.\n\nWhat's the fix? Building your business in a way that allows you to aggressively acquire customers when times are good, and can survive poor macro conditions long enough to crack new products or channels.\n\nEveryone talks about fixed vs variable costs. It’s a helpful lens, but not enough.\n\nThink every cost as being on a spectrum. Inventory is technically variable. But it’s not fast variable. You can tweak ad spend in 10 minutes. 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They can work, but they make the business harder to run.\n\nIf you’re trying to build a more profitable, resilient consumer business, we’d love to help. We invest capital, roll up our sleeves, and go deep. Whether you’re solving for short-term cash flow or long-term scale, we can unlock value and reduce risk. 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@IstvanicMarin @MrYoniLevy https://t.co/Sww8gyNU91","in_reply_to_user_id_str":"1223348701466451968","in_reply_to_status_id_str":"1980700761668698180","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-23","value":2,"startTime":1761091200000,"endTime":1761177600000,"tweets":[{"bookmarked":false,"display_text_range":[0,186],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1980801902305812591","view_count":456,"bookmark_count":1,"created_at":1761094949000,"favorite_count":4,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"950375407387230208","conversation_id_str":"1980801902305812591","full_text":"\"The Perfect Factory\" has two occupants at any one time.\n\nA man and a dog.\n\nThe man is there to feed the dog.\n\nThe dog is there to bite the man if he tries to touch any of the machinery.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1980660421968482347","quoted_status_permalink":{"url":"https://t.co/ON7qPTZgMt","expanded":"https://twitter.com/andrewjfaris/status/1980660421968482347","display":"x.com/andrewjfaris/s…"},"retweeted":false,"fact_check":null,"id":"1981053255498289309","view_count":8584,"bookmark_count":17,"created_at":1761154876000,"favorite_count":32,"quote_count":0,"reply_count":0,"retweet_count":2,"user_id_str":"950375407387230208","conversation_id_str":"1981053255498289309","full_text":"The craziest thing about Sunil is how tactical he is despite the size of his business. He’s literally in a media buying WhatsApp group I put together and comments all the time. I’ve seen him attend tons of conferences to learn the latest tactics etc. Extremely knowledgeable and helpful too. Has gone way out of his way to help us with a few things etc!","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,278],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1981070038611480975","view_count":6078,"bookmark_count":20,"created_at":1761158878000,"favorite_count":48,"quote_count":0,"reply_count":4,"retweet_count":0,"user_id_str":"950375407387230208","conversation_id_str":"1981070038611480975","full_text":"I do not believe equity as part of compensation packages is a good idea for most consumer businesses.\n\n1. Average cash comp is MUCH lower in consumer VS tech. IMO nobody cares about equity until they are making over ~$250k - $400k a year. People prefer cash because the cash has WAY more utility for most people.\n\n2. Exits are smaller in consumer compared to tech. It’s ok to own a tiny slice of Uber because it’s gigantic. A tiny slice of a co that sells for $100m is not worth much.\n\n3. There are no markups that frequently occur run by 3rd parties. In tech, if you’re VC backed, you have a markup every few years as you’re always raising capital. Employees aren’t going to get excited if its just their boss telling them that their equity is worth more lol.\n\n4. No liquidity. Very common for some form of liquidity to be offered to employees well before IPO in tech. Not really a thing in consumer as VC is uncommon. Even with VC backed companies…WAY less likely. You also reach liquidity much much faster in tech.\n\nAll that said, we have given some people on our team equity, but only after they’ve done something exceptional and have made it clear they are in it for the long haul. At the VP/C level, and usually run with very tight terms.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,234],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"625733783","name":"Sam Parr","screen_name":"thesamparr","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"thesamparr","lang":"en","retweeted":false,"fact_check":null,"id":"1981071131953291409","view_count":250,"bookmark_count":0,"created_at":1761159139000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"950375407387230208","conversation_id_str":"1981062082104562131","full_text":"@thesamparr It's a dumb thing to fixate on when everyone's general standard of living is much better than ever > before.\n\nIE better to live now than be some billionaire in the 40s that dies of a completely curable cancer in 2025...","in_reply_to_user_id_str":"625733783","in_reply_to_status_id_str":"1981062082104562131","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,137],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"182878490","name":"Andrew Faris","screen_name":"andrewjfaris","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"andrewjfaris","lang":"en","retweeted":false,"fact_check":null,"id":"1981134122421801145","view_count":132,"bookmark_count":0,"created_at":1761174157000,"favorite_count":3,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"950375407387230208","conversation_id_str":"1980660421968482347","full_text":"@andrewjfaris Everyone in ECF loves him, and he’s very underrated, can’t wait to listen to this episode. I have learned so much from him.","in_reply_to_user_id_str":"182878490","in_reply_to_status_id_str":"1980660421968482347","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,45],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1430300420249894916","name":"Dylan Ander | CRO & SplitTesting","screen_name":"DylanAnder","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"DylanAnder","lang":"en","retweeted":false,"fact_check":null,"id":"1981118338538623047","view_count":188,"bookmark_count":0,"created_at":1761170393000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"950375407387230208","conversation_id_str":"1981027798354387256","full_text":"@DylanAnder Sir, your toes are out of control","in_reply_to_user_id_str":"1430300420249894916","in_reply_to_status_id_str":"1981027798354387256","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-24","value":0,"startTime":1761177600000,"endTime":1761264000000,"tweets":[{"bookmarked":false,"display_text_range":[0,273],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1981446483489804761","view_count":3018,"bookmark_count":18,"created_at":1761248629000,"favorite_count":25,"quote_count":0,"reply_count":3,"retweet_count":0,"user_id_str":"950375407387230208","conversation_id_str":"1981446483489804761","full_text":"Obliterating forecasting risk is very important for running a sustainable DTC brand. It's important to realize you’re not running a SaaS company with sticky enterprise clients, insane margins and three-year contracts.\n\nYou’re selling to Becky in Ohio who isn’t buying today because rent went up, credit card APR spiked, and gas is at all time highs. \n\nConsumer is fickle and hard to predict. \n\nHere’s an example…\n\nYou’re launching a new product. You think it’ll fly. So you buy inventory aggressively...\n\n10,000 units at $20 = $200,000.\n\nYou don’t have the cash on-hand, so you use debt to fund the inventory purchase.\n\nBut you miss forecast...\n\n Now you’ve got 3,000 units collecting dust.\n\nYou discount to drive revenue. You make back $35K on $60K of product. You just lit $25,000 on fire.\n\nThen your luck changes suddenly, a product does better than expected. You’re going to sell out…\n\nOops, time to rush a reorder. You text your suppliers on WeChat…\n\nLead time = 40 days\n\nFreight = 25 days\n\nThen customs decides to inspect your container. Bolt on another 4 days and get slapped with tons of fees.\n\nBy the time product lands, you are out of the seasonally strong period in your business, oops.\n\nWhat's the fix? Building your business in a way that allows you to aggressively acquire customers when times are good, and can survive poor macro conditions long enough to crack new products or channels.\n\nEveryone talks about fixed vs variable costs. It’s a helpful lens, but not enough.\n\nThink every cost as being on a spectrum. Inventory is technically variable. But it’s not fast variable. You can tweak ad spend in 10 minutes. You can’t tweak inventory in 10 minutes.\n\nShift your business toward levers that move fast when you need them to.\n\nTo keep things simple, let’s assume you run a business where an increase in price yields a commensurate increase in customer acquisition costs.\n\nRaising prices as much as possible until this relationship breaks is a massive win for your business because it obliterates inventory risk.\n\nRaising prices + higher CAC = same profit, but...\nCOGS as % of revenue drops → lower inventory requirement per $ of revenue.\n\nThat means you can afford to be less precise with forecasting, because the penalty for being wrong (overstocking or understocking) is reduced.\n\nAd spend is extremely flexible, inventory is not, so any shift in the business model that favors “more variable” levers like ad spend gives you more agility.\n\nAs a fun aside, inverting this is why it's very tough to make a price decrease work. 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It's important to realize you’re not running a SaaS company with sticky enterprise clients, insane margins and three-year contracts.\n\nYou’re selling to Becky in Ohio who isn’t buying today because rent went up, credit card APR spiked, and gas is at all time highs. \n\nConsumer is fickle and hard to predict. \n\nHere’s an example…\n\nYou’re launching a new product. You think it’ll fly. So you buy inventory aggressively...\n\n10,000 units at $20 = $200,000.\n\nYou don’t have the cash on-hand, so you use debt to fund the inventory purchase.\n\nBut you miss forecast...\n\n Now you’ve got 3,000 units collecting dust.\n\nYou discount to drive revenue. You make back $35K on $60K of product. You just lit $25,000 on fire.\n\nThen your luck changes suddenly, a product does better than expected. You’re going to sell out…\n\nOops, time to rush a reorder. You text your suppliers on WeChat…\n\nLead time = 40 days\n\nFreight = 25 days\n\nThen customs decides to inspect your container. Bolt on another 4 days and get slapped with tons of fees.\n\nBy the time product lands, you are out of the seasonally strong period in your business, oops.\n\nWhat's the fix? Building your business in a way that allows you to aggressively acquire customers when times are good, and can survive poor macro conditions long enough to crack new products or channels.\n\nEveryone talks about fixed vs variable costs. It’s a helpful lens, but not enough.\n\nThink every cost as being on a spectrum. Inventory is technically variable. But it’s not fast variable. You can tweak ad spend in 10 minutes. 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They can work, but they make the business harder to run.\n\nIf you’re trying to build a more profitable, resilient consumer business, we’d love to help. We invest capital, roll up our sleeves, and go deep. Whether you’re solving for short-term cash flow or long-term scale, we can unlock value and reduce risk. 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@IstvanicMarin @MrYoniLevy https://t.co/Sww8gyNU91","in_reply_to_user_id_str":"1223348701466451968","in_reply_to_status_id_str":"1980700761668698180","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-23","value":15688,"startTime":1761091200000,"endTime":1761177600000,"tweets":[{"bookmarked":false,"display_text_range":[0,186],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1980801902305812591","view_count":456,"bookmark_count":1,"created_at":1761094949000,"favorite_count":4,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"950375407387230208","conversation_id_str":"1980801902305812591","full_text":"\"The Perfect Factory\" has two occupants at any one time.\n\nA man and a dog.\n\nThe man is there to feed the dog.\n\nThe dog is there to bite the man if he tries to touch any of the machinery.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1980660421968482347","quoted_status_permalink":{"url":"https://t.co/ON7qPTZgMt","expanded":"https://twitter.com/andrewjfaris/status/1980660421968482347","display":"x.com/andrewjfaris/s…"},"retweeted":false,"fact_check":null,"id":"1981053255498289309","view_count":8584,"bookmark_count":17,"created_at":1761154876000,"favorite_count":32,"quote_count":0,"reply_count":0,"retweet_count":2,"user_id_str":"950375407387230208","conversation_id_str":"1981053255498289309","full_text":"The craziest thing about Sunil is how tactical he is despite the size of his business. He’s literally in a media buying WhatsApp group I put together and comments all the time. I’ve seen him attend tons of conferences to learn the latest tactics etc. Extremely knowledgeable and helpful too. Has gone way out of his way to help us with a few things etc!","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,278],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1981070038611480975","view_count":6078,"bookmark_count":20,"created_at":1761158878000,"favorite_count":48,"quote_count":0,"reply_count":4,"retweet_count":0,"user_id_str":"950375407387230208","conversation_id_str":"1981070038611480975","full_text":"I do not believe equity as part of compensation packages is a good idea for most consumer businesses.\n\n1. Average cash comp is MUCH lower in consumer VS tech. IMO nobody cares about equity until they are making over ~$250k - $400k a year. People prefer cash because the cash has WAY more utility for most people.\n\n2. Exits are smaller in consumer compared to tech. It’s ok to own a tiny slice of Uber because it’s gigantic. A tiny slice of a co that sells for $100m is not worth much.\n\n3. There are no markups that frequently occur run by 3rd parties. In tech, if you’re VC backed, you have a markup every few years as you’re always raising capital. Employees aren’t going to get excited if its just their boss telling them that their equity is worth more lol.\n\n4. No liquidity. Very common for some form of liquidity to be offered to employees well before IPO in tech. Not really a thing in consumer as VC is uncommon. Even with VC backed companies…WAY less likely. You also reach liquidity much much faster in tech.\n\nAll that said, we have given some people on our team equity, but only after they’ve done something exceptional and have made it clear they are in it for the long haul. At the VP/C level, and usually run with very tight terms.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,234],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"625733783","name":"Sam Parr","screen_name":"thesamparr","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"thesamparr","lang":"en","retweeted":false,"fact_check":null,"id":"1981071131953291409","view_count":250,"bookmark_count":0,"created_at":1761159139000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"950375407387230208","conversation_id_str":"1981062082104562131","full_text":"@thesamparr It's a dumb thing to fixate on when everyone's general standard of living is much better than ever > before.\n\nIE better to live now than be some billionaire in the 40s that dies of a completely curable cancer in 2025...","in_reply_to_user_id_str":"625733783","in_reply_to_status_id_str":"1981062082104562131","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,137],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"182878490","name":"Andrew Faris","screen_name":"andrewjfaris","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"andrewjfaris","lang":"en","retweeted":false,"fact_check":null,"id":"1981134122421801145","view_count":132,"bookmark_count":0,"created_at":1761174157000,"favorite_count":3,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"950375407387230208","conversation_id_str":"1980660421968482347","full_text":"@andrewjfaris Everyone in ECF loves him, and he’s very underrated, can’t wait to listen to this episode. I have learned so much from him.","in_reply_to_user_id_str":"182878490","in_reply_to_status_id_str":"1980660421968482347","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,45],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1430300420249894916","name":"Dylan Ander | CRO & SplitTesting","screen_name":"DylanAnder","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"DylanAnder","lang":"en","retweeted":false,"fact_check":null,"id":"1981118338538623047","view_count":188,"bookmark_count":0,"created_at":1761170393000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"950375407387230208","conversation_id_str":"1981027798354387256","full_text":"@DylanAnder Sir, your toes are out of control","in_reply_to_user_id_str":"1430300420249894916","in_reply_to_status_id_str":"1981027798354387256","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-24","value":4224,"startTime":1761177600000,"endTime":1761264000000,"tweets":[{"bookmarked":false,"display_text_range":[0,273],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1981446483489804761","view_count":3018,"bookmark_count":18,"created_at":1761248629000,"favorite_count":25,"quote_count":0,"reply_count":3,"retweet_count":0,"user_id_str":"950375407387230208","conversation_id_str":"1981446483489804761","full_text":"Obliterating forecasting risk is very important for running a sustainable DTC brand. It's important to realize you’re not running a SaaS company with sticky enterprise clients, insane margins and three-year contracts.\n\nYou’re selling to Becky in Ohio who isn’t buying today because rent went up, credit card APR spiked, and gas is at all time highs. \n\nConsumer is fickle and hard to predict. \n\nHere’s an example…\n\nYou’re launching a new product. You think it’ll fly. So you buy inventory aggressively...\n\n10,000 units at $20 = $200,000.\n\nYou don’t have the cash on-hand, so you use debt to fund the inventory purchase.\n\nBut you miss forecast...\n\n Now you’ve got 3,000 units collecting dust.\n\nYou discount to drive revenue. You make back $35K on $60K of product. You just lit $25,000 on fire.\n\nThen your luck changes suddenly, a product does better than expected. You’re going to sell out…\n\nOops, time to rush a reorder. You text your suppliers on WeChat…\n\nLead time = 40 days\n\nFreight = 25 days\n\nThen customs decides to inspect your container. Bolt on another 4 days and get slapped with tons of fees.\n\nBy the time product lands, you are out of the seasonally strong period in your business, oops.\n\nWhat's the fix? Building your business in a way that allows you to aggressively acquire customers when times are good, and can survive poor macro conditions long enough to crack new products or channels.\n\nEveryone talks about fixed vs variable costs. It’s a helpful lens, but not enough.\n\nThink every cost as being on a spectrum. Inventory is technically variable. But it’s not fast variable. You can tweak ad spend in 10 minutes. You can’t tweak inventory in 10 minutes.\n\nShift your business toward levers that move fast when you need them to.\n\nTo keep things simple, let’s assume you run a business where an increase in price yields a commensurate increase in customer acquisition costs.\n\nRaising prices as much as possible until this relationship breaks is a massive win for your business because it obliterates inventory risk.\n\nRaising prices + higher CAC = same profit, but...\nCOGS as % of revenue drops → lower inventory requirement per $ of revenue.\n\nThat means you can afford to be less precise with forecasting, because the penalty for being wrong (overstocking or understocking) is reduced.\n\nAd spend is extremely flexible, inventory is not, so any shift in the business model that favors “more variable” levers like ad spend gives you more agility.\n\nAs a fun aside, inverting this is why it's very tough to make a price decrease work. 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At least he’s consistent: buy followers, buy hype, rinse and repeat.","win":"Connor’s biggest win is orchestrating Tembo’s highly anticipated launch with viral giveaways that successfully harnessed massive attention and buzz across social platforms, positioning the company for a strong market entry."},"created":1763196753766,"type":"the entrepreneur","id":"connormpaton"},{"user":{"id":"3411544828","name":"Antoine Lescun","description":"⚡️⚡️⚡️ Building @lakehousegrp\nMaximizing the Full Potential of Your Shopify Store\n🇨🇦🇫🇷","followers_count":117,"friends_count":308,"statuses_count":196,"profile_image_url_https":"https://pbs.twimg.com/profile_images/1474368253854208005/PISzX-4n_normal.jpg","screen_name":"AntoineLescun","location":"Montreal, Canada","entities":{"description":{"urls":[]},"url":{"urls":[{"display_url":"linktr.ee/toniolakehouse…","expanded_url":"https://linktr.ee/toniolakehousegrp","url":"https://t.co/ttB5ff3dR5","indices":[0,23]}]}}},"details":{"type":"The Entrepreneur","description":"Antoine Lescun is a passionate builder focused on unlocking the full potential of Shopify stores through his work at @lakehousegrp. With a bold and direct approach, he's unafraid to tackle real-world problems in the ecommerce space, often weaving a bit of humor and personal touch into his online presence. His tweets mix business insights, frustrations with service providers, and relatable personal moments, making his profile a blend of commerce and candid personality.","purpose":"To empower online merchants to maximize their ecommerce success by building innovative and efficient Shopify solutions while fostering an authentic community around these endeavors.","beliefs":"Antoine believes that true progress comes from action and creation rather than just advice, valuing hands-on problem-solving and honest communication with both clients and the wider community.","facts":"Fun fact: Antoine once waited three weeks and got the silent treatment from Klarna support, yet he still keeps pushing forward looking for better app solutions for his clients.","strength":"His entrepreneurial mindset drives relentless pursuit of solutions for real ecommerce challenges, combined with a transparent and relatable presence that builds trust with his audience.","weakness":"Antoine’s directness and focus on problem-solving can sometimes come off as frustration, potentially limiting positive engagement or missing out on deeper community connections.","roast":"Antoine’s idea of engaging with customers seems to be retweeting angry rants about delivery companies — who knew the key to ecommerce was just waiting for packages and complaining loudly? Hang tight, you might get that Klarna answer any century now!","win":"Antoine’s retweet about ‘We need more makers, less coaches’ went viral with over 250 retweets and nearly 270,000 views, positioning him as a candid voice resonating with the maker community.","recommendation":"To grow his audience on X, Antoine should balance his direct, problem-focused content with more proactive thought leadership showing behind-the-scenes creation, success stories, and actionable tips, while engaging more actively in conversations to build stronger connections with followers."},"created":1763196611010,"type":"the entrepreneur","id":"antoinelescun"},{"user":{"id":"1095296092260970496","name":"Arthur","description":"Makemoneyonline.exe 🧙♂️- @wizards_podcast🎙 Co-founder https://t.co/XBashCEbeg 🦊 & https://t.co/eHrw4ZDb2h 🦉50k+ abonnés cumulés sur YouTube","followers_count":4444,"friends_count":463,"statuses_count":3674,"profile_image_url_https":"https://pbs.twimg.com/profile_images/1951379742755540992/wReyQtlk_normal.jpg","screen_name":"ZalidanTV","location":"Formation gratuite VDL ➜","entities":{"description":{"urls":[{"display_url":"lucide.ai","expanded_url":"http://lucide.ai","url":"https://t.co/XBashCEbeg","indices":[55,78]},{"display_url":"wisewand.ai","expanded_url":"https://wisewand.ai","url":"https://t.co/eHrw4ZDb2h","indices":[83,106]}]},"url":{"urls":[{"display_url":"leswizards.com/cadeau/arthur","expanded_url":"https://leswizards.com/cadeau/arthur","url":"https://t.co/O9adskiVBQ","indices":[0,23]}]}}},"details":{"type":"The Entrepreneur","description":"Arthur is a dynamic online money-making wizard and co-founder of multiple projects, with a strong presence on YouTube and social media. 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He values innovation, practical problem-solving, and community engagement as foundational principles of success.","facts":"Fun fact: Arthur doesn’t just talk about AI; he uses it like a turbo boost—he recently replaced Jasper with ChatGPT to cut costs and supercharge his productivity!","strength":"Arthur's key strengths include his entrepreneurial mindset, ability to adapt fast to new tech, strong content creation skills, and genuine engagement with his audience. His knack for simplifying complex topics like SEO and AI makes him a trusted resource.","weakness":"His intense focus on tech and growth might lead to occasional tunnel vision, potentially overlooking broader audience needs or more varied content approaches. 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Known for his hands-on approach and late-night hustles, he shares engaging updates and interactive design content that sparks conversations. Vladys effortlessly blends creativity with business savvy, making him a go-to voice for fellow builders and travelers alike.","purpose":"To create innovative, user-friendly software solutions that empower others to solve real problems, all while inspiring and connecting with a community of ambitious creators and wanderers.","beliefs":"Vladys believes in the power of perseverance, community engagement, and iterative design. He values transparency in sharing his journey and understands that meaningful progress often involves late nights, feedback loops, and bold experimentation.","facts":"Fun fact: Vladys’s most popular tweet, showing a late-night startup grind moment, garnered nearly 30k views and close to 1,000 likes, proving that entrepreneurs working the midnight oil truly resonate with the Twitter crowd.","strength":"His biggest strength lies in his authentic storytelling combined with compelling visual content, making complex product design insights accessible and engaging. He's also adept at fostering community input, using interactive questions and polls to boost engagement.","weakness":"At times, his high activity level (with over 1600 tweets) might overwhelm new followers who prefer more focused content or deeper insights. 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With a sharp focus on actionable advice and real-world hacks, they embody the grind and hustle of startup life in a down-to-earth, relatable voice. Their content strikes a balance between motivational insights and technical know-how, perfect for those ready to turn ideas into thriving businesses.","purpose":"To empower and support entrepreneurs by providing the tools, knowledge, and motivation needed to successfully navigate and grow their eCommerce ventures, making selling easier and more profitable through smart app integrations and savvy business strategies.","beliefs":"They believe in the power of execution over just ideas, that selling is more about the transformation you bring to your customers than the product itself, and that entrepreneurship is a challenging but rewarding journey requiring resourcefulness and resilience.","facts":"Fun fact: Despite their strong advice on focused selling and business growth, they openly joke about the humble startup life struggles—like being 'homeless' or broke while chasing product-market fit—showing their genuine connection to the entrepreneurial hustle.","strength":"Strengths include a deep understanding of eCommerce pain points, consistent and high-frequency content generation, and a knack for combining humor with practical advice to engage and retain a niche audience.","weakness":"A potential weakness is the follower-to-following ratio, which suggests they may be over-following in the hopes of reciprocal follows rather than cultivating a highly targeted, engaged community. Also, their engagement metrics indicate there's room to boost influence beyond just posting frequently.","recommendation":"To grow their audience on X, Effective Apps should leverage more interactive content like polls, Q&A sessions, and success stories that encourage retweets and replies. Collaborating with micro-influencers in the Shopify and entrepreneurship niche could amplify reach, and dialing back on following to focus on follower quality will improve social proof and credibility.","roast":"You tweet like you’re trying to corner the eCommerce market one hack at a time—but with the amount you follow back, it looks like you’re just trying to win a LinkedIn Connection Contest. Pro tip: You can’t hustle your way out of a follower drought if they don’t stick around past the 4th tip tweet.","win":"Effectively building a consistent and trusted platform that delivers daily actionable eCommerce and Shopify advice, helping countless entrepreneurs improve their store navigation and sales strategies."},"created":1763196381016,"type":"the entrepreneur","id":"effectiveappshq"},{"user":{"id":"1020457376","name":"Austin Hughes","description":"Co-founder & CEO @unifygtm","followers_count":3470,"friends_count":1138,"statuses_count":1050,"profile_image_url_https":"https://pbs.twimg.com/profile_images/1615372213921763331/qjKiWni0_normal.jpg","screen_name":"austinh___","location":"San Francisco, CA","entities":{"description":{"urls":[]},"url":{"urls":[{"display_url":"unifygtm.com","expanded_url":"http://www.unifygtm.com","url":"https://t.co/TgktGQP0zF","indices":[0,23]}]}}},"details":{"type":"The Entrepreneur","description":"Austin Hughes is a dynamic startup co-founder and CEO who thrives on transforming growth into a science with his venture, Unify. 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Austin values transparency in growth metrics, thoughtful integration of technology like AI, and recognizes the critical contributions of often unsung team members, including remote contractors.","facts":"Fun fact: Despite leading a futuristic AI-driven startup, Austin openly acknowledges the essential role of ‘4 contractors in the Philippines’ quietly holding many startups together, showing he's grounded and values every contributor.","strength":"Austin’s strengths lie in visionary leadership, strategic fundraising (quickly closing a $40M Series B), and his deep understanding of growth mechanics through AI-native tools and smart organizational design.","weakness":"His weakness might be over-relying on structured pods or a heavy focus on growth metrics, which could sometimes risk sidelining creative spontaneity or lead to burnout if team members feel overly pressured to deliver velocity constantly.","recommendation":"To grow his audience on X, Austin should leverage more interactive content such as AMAs or Twitter Spaces to engage directly with followers, showcasing his human side while sharing high-value startup growth secrets. Sharing personal anecdotes or lessons learned during fundraising can also boost relatability and reach.","roast":"Austin’s got that startup CEO vibe — smart, driven, and just the right amount of ‘I left one big name to build an even bigger dream’ energy. Just be careful, Austin, your pods might be so organized that innovation files a missing persons report for spontaneity!","win":"Austin’s biggest win is leading Unify through rapid funding success, securing $40M in Series B only nine months after Series A, while positioning the company as a key player in AI-powered growth solutions favored by top tech firms."},"created":1763196340460,"type":"the entrepreneur","id":"austinh___"},{"user":{"id":"1268669761879191552","name":"Jacob Klug","description":"Co-founder @ https://t.co/qvqQeSj3My. 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His tweets reveal a confident voice eager to inspire others to level up fast and embrace AI-driven innovation.","purpose":"Jacob’s life purpose is to revolutionize software development by leveraging AI, democratizing tech entrepreneurship, and empowering a new generation to hustle smart and innovate faster.","beliefs":"He believes in hard work, relentless hustle, and the power of AI to break traditional boundaries. He values transparency in sharing knowledge and believes that success comes from speed, smart strategies, and taking bold action early.","facts":"Fun fact: Jacob built an entire AI-powered website in under 12 hours and documented every step in a playbook he generously shares with his community.","strength":"His strengths lie in rapid execution, deep understanding of AI’s potential in software, and strong engagement strategies like actionable playbooks that build community trust and drive follower interaction.","weakness":"A potential weakness is his somewhat blunt and provocative tone, which can alienate some of his audience or create unnecessary controversy. Also, his focus on hustle could risk burnout or overlook deeper relationship-building.","roast":"Jacob’s all about that hustle, making $3M at 22—because nothing says success like bragging about out-working your peers while simultaneously alienating them in 280 characters or less.","win":"His biggest win: generating $250K in two months from AI-built apps and creating widely-shared, practical playbooks that fast-track others’ success in the AI software space.","recommendation":"To grow on X, Jacob should balance his bold hustle messaging with more community engagement and empathy. Sharing more behind-the-scenes stories and celebrating follower milestones could convert his audience into a loyal tribe eager to amplify his vision."},"created":1763196306720,"type":"the entrepreneur","id":"jacobsklug"}],"activities":{"nreplies":[{"label":"2025-10-17","value":15,"startTime":1760572800000,"endTime":1760659200000,"tweets":[{"bookmarked":false,"display_text_range":[0,79],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1978909136944251131","view_count":17252,"bookmark_count":20,"created_at":1760643679000,"favorite_count":39,"quote_count":2,"reply_count":10,"retweet_count":0,"user_id_str":"950375407387230208","conversation_id_str":"1978909136944251131","full_text":"If people understood how bonus depreciation works, there would be a revolt lol.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,95],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1978918137128194206","view_count":1094,"bookmark_count":0,"created_at":1760645825000,"favorite_count":7,"quote_count":0,"reply_count":5,"retweet_count":0,"user_id_str":"950375407387230208","conversation_id_str":"1978918137128194206","full_text":"What's the best way to find/hire an editor for a book? And someone to do the design/formatting?","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,49],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/O1zb8Fb8oU","expanded_url":"https://x.com/MehtabKarta/status/1978946349568507989/photo/1","id_str":"1978946292446351360","indices":[50,73],"media_key":"3_1978946292446351360","media_url_https":"https://pbs.twimg.com/media/G3ahKwbXUAAbrGE.jpg","type":"photo","url":"https://t.co/O1zb8Fb8oU","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":2048,"w":1268,"resize":"fit"},"medium":{"h":1200,"w":743,"resize":"fit"},"small":{"h":680,"w":421,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":2048,"width":1268,"focus_rects":[{"x":0,"y":208,"w":1268,"h":710},{"x":0,"y":0,"w":1268,"h":1268},{"x":0,"y":0,"w":1268,"h":1446},{"x":122,"y":0,"w":1024,"h":2048},{"x":0,"y":0,"w":1268,"h":2048}]},"media_results":{"result":{"media_key":"3_1978946292446351360"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"extended_entities":{"media":[{"display_url":"pic.x.com/O1zb8Fb8oU","expanded_url":"https://x.com/MehtabKarta/status/1978946349568507989/photo/1","id_str":"1978946292446351360","indices":[50,73],"media_key":"3_1978946292446351360","media_url_https":"https://pbs.twimg.com/media/G3ahKwbXUAAbrGE.jpg","type":"photo","url":"https://t.co/O1zb8Fb8oU","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":2048,"w":1268,"resize":"fit"},"medium":{"h":1200,"w":743,"resize":"fit"},"small":{"h":680,"w":421,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":2048,"width":1268,"focus_rects":[{"x":0,"y":208,"w":1268,"h":710},{"x":0,"y":0,"w":1268,"h":1268},{"x":0,"y":0,"w":1268,"h":1446},{"x":122,"y":0,"w":1024,"h":2048},{"x":0,"y":0,"w":1268,"h":2048}]},"media_results":{"result":{"media_key":"3_1978946292446351360"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1978946349568507989","view_count":26,"bookmark_count":0,"created_at":1760652551000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"950375407387230208","conversation_id_str":"1978946349568507989","full_text":"I love that Costco just sends giant text emails 😂 https://t.co/O1zb8Fb8oU","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-18","value":2,"startTime":1760659200000,"endTime":1760745600000,"tweets":[{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1978915230035161581","quoted_status_permalink":{"url":"https://t.co/pi3dUxc3kY","expanded":"https://twitter.com/MehtabKarta/status/1978915230035161581","display":"x.com/MehtabKarta/st…"},"retweeted":false,"fact_check":null,"id":"1979306904099918192","view_count":1065,"bookmark_count":5,"created_at":1760738514000,"favorite_count":5,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"950375407387230208","conversation_id_str":"1979306904099918192","full_text":"I thought this was fairly well known but I guess not. It's a major reason someone that owns a relatively \"small\" business can NET an insane amount of money over even a short period of time. They can basically wipe tax liabilities in a way someone earning money conventionally can not.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[17,41],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1374105783453896714","name":"Jordan West","screen_name":"jordantwestecom","indices":[0,16]}]},"favorited":false,"in_reply_to_screen_name":"jordantwestecom","lang":"en","retweeted":false,"fact_check":null,"id":"1979278405217718542","view_count":1577,"bookmark_count":0,"created_at":1760731719000,"favorite_count":15,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"950375407387230208","conversation_id_str":"1979275655696257407","full_text":"@jordantwestecom Thx for doing this guys.","in_reply_to_user_id_str":"1374105783453896714","in_reply_to_status_id_str":"1979275655696257407","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,288],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1611031208799911936","name":"Jacob","screen_name":"jforjacob","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"jforjacob","lang":"en","retweeted":false,"fact_check":null,"id":"1979255528565149812","view_count":159,"bookmark_count":0,"created_at":1760726265000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"950375407387230208","conversation_id_str":"1978500748976545987","full_text":"The tilt between spending more on product/customer experience VS acquisition kind of depends on the product. My friend had a home improvement/building products co he sold for $$$. He ran with very low marketing spend but the product was basically overbuilt + came with a lot of cool freebies. Can rip for a space with good word of mouth behavior.","in_reply_to_user_id_str":"1611031208799911936","in_reply_to_status_id_str":"1978500748976545987","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-19","value":1,"startTime":1760745600000,"endTime":1760832000000,"tweets":[{"bookmarked":false,"display_text_range":[0,148],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1979422021428875583","view_count":855,"bookmark_count":0,"created_at":1760765960000,"favorite_count":8,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"950375407387230208","conversation_id_str":"1979422021428875583","full_text":"Had to get family Christmas pics in mid October because BFCM madness in Nov and EOY offsites in Dec but at least now I have a wholesome profile pic.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,147],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1367733614880825344","name":"Sean Frank","screen_name":"SeanEcom","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"SeanEcom","lang":"en","retweeted":false,"fact_check":null,"id":"1979696110840222177","view_count":727,"bookmark_count":0,"created_at":1760831308000,"favorite_count":7,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"950375407387230208","conversation_id_str":"1979559994979999960","full_text":"@SeanEcom My favorite example is Stanley. Flat revenue for a looooong time. 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It's important to realize you’re not running a SaaS company with sticky enterprise clients, insane margins and three-year contracts.\n\nYou’re selling to Becky in Ohio who isn’t buying today because rent went up, credit card APR spiked, and gas is at all time highs. \n\nConsumer is fickle and hard to predict. \n\nHere’s an example…\n\nYou’re launching a new product. You think it’ll fly. So you buy inventory aggressively...\n\n10,000 units at $20 = $200,000.\n\nYou don’t have the cash on-hand, so you use debt to fund the inventory purchase.\n\nBut you miss forecast...\n\n Now you’ve got 3,000 units collecting dust.\n\nYou discount to drive revenue. You make back $35K on $60K of product. You just lit $25,000 on fire.\n\nThen your luck changes suddenly, a product does better than expected. You’re going to sell out…\n\nOops, time to rush a reorder. You text your suppliers on WeChat…\n\nLead time = 40 days\n\nFreight = 25 days\n\nThen customs decides to inspect your container. Bolt on another 4 days and get slapped with tons of fees.\n\nBy the time product lands, you are out of the seasonally strong period in your business, oops.\n\nWhat's the fix? Building your business in a way that allows you to aggressively acquire customers when times are good, and can survive poor macro conditions long enough to crack new products or channels.\n\nEveryone talks about fixed vs variable costs. It’s a helpful lens, but not enough.\n\nThink every cost as being on a spectrum. Inventory is technically variable. But it’s not fast variable. You can tweak ad spend in 10 minutes. 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They can work, but they make the business harder to run.\n\nIf you’re trying to build a more profitable, resilient consumer business, we’d love to help. We invest capital, roll up our sleeves, and go deep. Whether you’re solving for short-term cash flow or long-term scale, we can unlock value and reduce risk. 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@IstvanicMarin @MrYoniLevy https://t.co/Sww8gyNU91","in_reply_to_user_id_str":"1223348701466451968","in_reply_to_status_id_str":"1980700761668698180","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-23","value":2,"startTime":1761091200000,"endTime":1761177600000,"tweets":[{"bookmarked":false,"display_text_range":[0,186],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1980801902305812591","view_count":456,"bookmark_count":1,"created_at":1761094949000,"favorite_count":4,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"950375407387230208","conversation_id_str":"1980801902305812591","full_text":"\"The Perfect Factory\" has two occupants at any one time.\n\nA man and a dog.\n\nThe man is there to feed the dog.\n\nThe dog is there to bite the man if he tries to touch any of the machinery.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1980660421968482347","quoted_status_permalink":{"url":"https://t.co/ON7qPTZgMt","expanded":"https://twitter.com/andrewjfaris/status/1980660421968482347","display":"x.com/andrewjfaris/s…"},"retweeted":false,"fact_check":null,"id":"1981053255498289309","view_count":8584,"bookmark_count":17,"created_at":1761154876000,"favorite_count":32,"quote_count":0,"reply_count":0,"retweet_count":2,"user_id_str":"950375407387230208","conversation_id_str":"1981053255498289309","full_text":"The craziest thing about Sunil is how tactical he is despite the size of his business. He’s literally in a media buying WhatsApp group I put together and comments all the time. I’ve seen him attend tons of conferences to learn the latest tactics etc. Extremely knowledgeable and helpful too. Has gone way out of his way to help us with a few things etc!","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,278],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1981070038611480975","view_count":6078,"bookmark_count":20,"created_at":1761158878000,"favorite_count":48,"quote_count":0,"reply_count":4,"retweet_count":0,"user_id_str":"950375407387230208","conversation_id_str":"1981070038611480975","full_text":"I do not believe equity as part of compensation packages is a good idea for most consumer businesses.\n\n1. Average cash comp is MUCH lower in consumer VS tech. IMO nobody cares about equity until they are making over ~$250k - $400k a year. People prefer cash because the cash has WAY more utility for most people.\n\n2. Exits are smaller in consumer compared to tech. It’s ok to own a tiny slice of Uber because it’s gigantic. A tiny slice of a co that sells for $100m is not worth much.\n\n3. There are no markups that frequently occur run by 3rd parties. In tech, if you’re VC backed, you have a markup every few years as you’re always raising capital. Employees aren’t going to get excited if its just their boss telling them that their equity is worth more lol.\n\n4. No liquidity. Very common for some form of liquidity to be offered to employees well before IPO in tech. Not really a thing in consumer as VC is uncommon. Even with VC backed companies…WAY less likely. You also reach liquidity much much faster in tech.\n\nAll that said, we have given some people on our team equity, but only after they’ve done something exceptional and have made it clear they are in it for the long haul. At the VP/C level, and usually run with very tight terms.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,234],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"625733783","name":"Sam Parr","screen_name":"thesamparr","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"thesamparr","lang":"en","retweeted":false,"fact_check":null,"id":"1981071131953291409","view_count":250,"bookmark_count":0,"created_at":1761159139000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"950375407387230208","conversation_id_str":"1981062082104562131","full_text":"@thesamparr It's a dumb thing to fixate on when everyone's general standard of living is much better than ever > before.\n\nIE better to live now than be some billionaire in the 40s that dies of a completely curable cancer in 2025...","in_reply_to_user_id_str":"625733783","in_reply_to_status_id_str":"1981062082104562131","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,137],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"182878490","name":"Andrew Faris","screen_name":"andrewjfaris","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"andrewjfaris","lang":"en","retweeted":false,"fact_check":null,"id":"1981134122421801145","view_count":132,"bookmark_count":0,"created_at":1761174157000,"favorite_count":3,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"950375407387230208","conversation_id_str":"1980660421968482347","full_text":"@andrewjfaris Everyone in ECF loves him, and he’s very underrated, can’t wait to listen to this episode. I have learned so much from him.","in_reply_to_user_id_str":"182878490","in_reply_to_status_id_str":"1980660421968482347","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,45],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1430300420249894916","name":"Dylan Ander | CRO & SplitTesting","screen_name":"DylanAnder","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"DylanAnder","lang":"en","retweeted":false,"fact_check":null,"id":"1981118338538623047","view_count":188,"bookmark_count":0,"created_at":1761170393000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"950375407387230208","conversation_id_str":"1981027798354387256","full_text":"@DylanAnder Sir, your toes are out of control","in_reply_to_user_id_str":"1430300420249894916","in_reply_to_status_id_str":"1981027798354387256","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-24","value":0,"startTime":1761177600000,"endTime":1761264000000,"tweets":[{"bookmarked":false,"display_text_range":[0,273],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1981446483489804761","view_count":3018,"bookmark_count":18,"created_at":1761248629000,"favorite_count":25,"quote_count":0,"reply_count":3,"retweet_count":0,"user_id_str":"950375407387230208","conversation_id_str":"1981446483489804761","full_text":"Obliterating forecasting risk is very important for running a sustainable DTC brand. It's important to realize you’re not running a SaaS company with sticky enterprise clients, insane margins and three-year contracts.\n\nYou’re selling to Becky in Ohio who isn’t buying today because rent went up, credit card APR spiked, and gas is at all time highs. \n\nConsumer is fickle and hard to predict. \n\nHere’s an example…\n\nYou’re launching a new product. You think it’ll fly. So you buy inventory aggressively...\n\n10,000 units at $20 = $200,000.\n\nYou don’t have the cash on-hand, so you use debt to fund the inventory purchase.\n\nBut you miss forecast...\n\n Now you’ve got 3,000 units collecting dust.\n\nYou discount to drive revenue. You make back $35K on $60K of product. You just lit $25,000 on fire.\n\nThen your luck changes suddenly, a product does better than expected. You’re going to sell out…\n\nOops, time to rush a reorder. You text your suppliers on WeChat…\n\nLead time = 40 days\n\nFreight = 25 days\n\nThen customs decides to inspect your container. Bolt on another 4 days and get slapped with tons of fees.\n\nBy the time product lands, you are out of the seasonally strong period in your business, oops.\n\nWhat's the fix? Building your business in a way that allows you to aggressively acquire customers when times are good, and can survive poor macro conditions long enough to crack new products or channels.\n\nEveryone talks about fixed vs variable costs. It’s a helpful lens, but not enough.\n\nThink every cost as being on a spectrum. Inventory is technically variable. But it’s not fast variable. You can tweak ad spend in 10 minutes. You can’t tweak inventory in 10 minutes.\n\nShift your business toward levers that move fast when you need them to.\n\nTo keep things simple, let’s assume you run a business where an increase in price yields a commensurate increase in customer acquisition costs.\n\nRaising prices as much as possible until this relationship breaks is a massive win for your business because it obliterates inventory risk.\n\nRaising prices + higher CAC = same profit, but...\nCOGS as % of revenue drops → lower inventory requirement per $ of revenue.\n\nThat means you can afford to be less precise with forecasting, because the penalty for being wrong (overstocking or understocking) is reduced.\n\nAd spend is extremely flexible, inventory is not, so any shift in the business model that favors “more variable” levers like ad spend gives you more agility.\n\nAs a fun aside, inverting this is why it's very tough to make a price decrease work. 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It's important to realize you’re not running a SaaS company with sticky enterprise clients, insane margins and three-year contracts.\n\nYou’re selling to Becky in Ohio who isn’t buying today because rent went up, credit card APR spiked, and gas is at all time highs. \n\nConsumer is fickle and hard to predict. \n\nHere’s an example…\n\nYou’re launching a new product. You think it’ll fly. So you buy inventory aggressively...\n\n10,000 units at $20 = $200,000.\n\nYou don’t have the cash on-hand, so you use debt to fund the inventory purchase.\n\nBut you miss forecast...\n\n Now you’ve got 3,000 units collecting dust.\n\nYou discount to drive revenue. You make back $35K on $60K of product. You just lit $25,000 on fire.\n\nThen your luck changes suddenly, a product does better than expected. You’re going to sell out…\n\nOops, time to rush a reorder. You text your suppliers on WeChat…\n\nLead time = 40 days\n\nFreight = 25 days\n\nThen customs decides to inspect your container. Bolt on another 4 days and get slapped with tons of fees.\n\nBy the time product lands, you are out of the seasonally strong period in your business, oops.\n\nWhat's the fix? Building your business in a way that allows you to aggressively acquire customers when times are good, and can survive poor macro conditions long enough to crack new products or channels.\n\nEveryone talks about fixed vs variable costs. It’s a helpful lens, but not enough.\n\nThink every cost as being on a spectrum. Inventory is technically variable. But it’s not fast variable. You can tweak ad spend in 10 minutes. 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They can work, but they make the business harder to run.\n\nIf you’re trying to build a more profitable, resilient consumer business, we’d love to help. We invest capital, roll up our sleeves, and go deep. Whether you’re solving for short-term cash flow or long-term scale, we can unlock value and reduce risk. 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@IstvanicMarin @MrYoniLevy https://t.co/Sww8gyNU91","in_reply_to_user_id_str":"1223348701466451968","in_reply_to_status_id_str":"1980700761668698180","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-23","value":15688,"startTime":1761091200000,"endTime":1761177600000,"tweets":[{"bookmarked":false,"display_text_range":[0,186],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1980801902305812591","view_count":456,"bookmark_count":1,"created_at":1761094949000,"favorite_count":4,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"950375407387230208","conversation_id_str":"1980801902305812591","full_text":"\"The Perfect Factory\" has two occupants at any one time.\n\nA man and a dog.\n\nThe man is there to feed the dog.\n\nThe dog is there to bite the man if he tries to touch any of the machinery.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1980660421968482347","quoted_status_permalink":{"url":"https://t.co/ON7qPTZgMt","expanded":"https://twitter.com/andrewjfaris/status/1980660421968482347","display":"x.com/andrewjfaris/s…"},"retweeted":false,"fact_check":null,"id":"1981053255498289309","view_count":8584,"bookmark_count":17,"created_at":1761154876000,"favorite_count":32,"quote_count":0,"reply_count":0,"retweet_count":2,"user_id_str":"950375407387230208","conversation_id_str":"1981053255498289309","full_text":"The craziest thing about Sunil is how tactical he is despite the size of his business. He’s literally in a media buying WhatsApp group I put together and comments all the time. I’ve seen him attend tons of conferences to learn the latest tactics etc. Extremely knowledgeable and helpful too. Has gone way out of his way to help us with a few things etc!","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,278],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1981070038611480975","view_count":6078,"bookmark_count":20,"created_at":1761158878000,"favorite_count":48,"quote_count":0,"reply_count":4,"retweet_count":0,"user_id_str":"950375407387230208","conversation_id_str":"1981070038611480975","full_text":"I do not believe equity as part of compensation packages is a good idea for most consumer businesses.\n\n1. Average cash comp is MUCH lower in consumer VS tech. IMO nobody cares about equity until they are making over ~$250k - $400k a year. People prefer cash because the cash has WAY more utility for most people.\n\n2. Exits are smaller in consumer compared to tech. It’s ok to own a tiny slice of Uber because it’s gigantic. A tiny slice of a co that sells for $100m is not worth much.\n\n3. There are no markups that frequently occur run by 3rd parties. In tech, if you’re VC backed, you have a markup every few years as you’re always raising capital. Employees aren’t going to get excited if its just their boss telling them that their equity is worth more lol.\n\n4. No liquidity. Very common for some form of liquidity to be offered to employees well before IPO in tech. Not really a thing in consumer as VC is uncommon. Even with VC backed companies…WAY less likely. You also reach liquidity much much faster in tech.\n\nAll that said, we have given some people on our team equity, but only after they’ve done something exceptional and have made it clear they are in it for the long haul. At the VP/C level, and usually run with very tight terms.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,234],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"625733783","name":"Sam Parr","screen_name":"thesamparr","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"thesamparr","lang":"en","retweeted":false,"fact_check":null,"id":"1981071131953291409","view_count":250,"bookmark_count":0,"created_at":1761159139000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"950375407387230208","conversation_id_str":"1981062082104562131","full_text":"@thesamparr It's a dumb thing to fixate on when everyone's general standard of living is much better than ever > before.\n\nIE better to live now than be some billionaire in the 40s that dies of a completely curable cancer in 2025...","in_reply_to_user_id_str":"625733783","in_reply_to_status_id_str":"1981062082104562131","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,137],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"182878490","name":"Andrew Faris","screen_name":"andrewjfaris","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"andrewjfaris","lang":"en","retweeted":false,"fact_check":null,"id":"1981134122421801145","view_count":132,"bookmark_count":0,"created_at":1761174157000,"favorite_count":3,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"950375407387230208","conversation_id_str":"1980660421968482347","full_text":"@andrewjfaris Everyone in ECF loves him, and he’s very underrated, can’t wait to listen to this episode. I have learned so much from him.","in_reply_to_user_id_str":"182878490","in_reply_to_status_id_str":"1980660421968482347","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,45],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1430300420249894916","name":"Dylan Ander | CRO & SplitTesting","screen_name":"DylanAnder","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"DylanAnder","lang":"en","retweeted":false,"fact_check":null,"id":"1981118338538623047","view_count":188,"bookmark_count":0,"created_at":1761170393000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"950375407387230208","conversation_id_str":"1981027798354387256","full_text":"@DylanAnder Sir, your toes are out of control","in_reply_to_user_id_str":"1430300420249894916","in_reply_to_status_id_str":"1981027798354387256","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-24","value":4224,"startTime":1761177600000,"endTime":1761264000000,"tweets":[{"bookmarked":false,"display_text_range":[0,273],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1981446483489804761","view_count":3018,"bookmark_count":18,"created_at":1761248629000,"favorite_count":25,"quote_count":0,"reply_count":3,"retweet_count":0,"user_id_str":"950375407387230208","conversation_id_str":"1981446483489804761","full_text":"Obliterating forecasting risk is very important for running a sustainable DTC brand. It's important to realize you’re not running a SaaS company with sticky enterprise clients, insane margins and three-year contracts.\n\nYou’re selling to Becky in Ohio who isn’t buying today because rent went up, credit card APR spiked, and gas is at all time highs. \n\nConsumer is fickle and hard to predict. \n\nHere’s an example…\n\nYou’re launching a new product. You think it’ll fly. So you buy inventory aggressively...\n\n10,000 units at $20 = $200,000.\n\nYou don’t have the cash on-hand, so you use debt to fund the inventory purchase.\n\nBut you miss forecast...\n\n Now you’ve got 3,000 units collecting dust.\n\nYou discount to drive revenue. You make back $35K on $60K of product. You just lit $25,000 on fire.\n\nThen your luck changes suddenly, a product does better than expected. You’re going to sell out…\n\nOops, time to rush a reorder. You text your suppliers on WeChat…\n\nLead time = 40 days\n\nFreight = 25 days\n\nThen customs decides to inspect your container. Bolt on another 4 days and get slapped with tons of fees.\n\nBy the time product lands, you are out of the seasonally strong period in your business, oops.\n\nWhat's the fix? Building your business in a way that allows you to aggressively acquire customers when times are good, and can survive poor macro conditions long enough to crack new products or channels.\n\nEveryone talks about fixed vs variable costs. It’s a helpful lens, but not enough.\n\nThink every cost as being on a spectrum. Inventory is technically variable. But it’s not fast variable. You can tweak ad spend in 10 minutes. You can’t tweak inventory in 10 minutes.\n\nShift your business toward levers that move fast when you need them to.\n\nTo keep things simple, let’s assume you run a business where an increase in price yields a commensurate increase in customer acquisition costs.\n\nRaising prices as much as possible until this relationship breaks is a massive win for your business because it obliterates inventory risk.\n\nRaising prices + higher CAC = same profit, but...\nCOGS as % of revenue drops → lower inventory requirement per $ of revenue.\n\nThat means you can afford to be less precise with forecasting, because the penalty for being wrong (overstocking or understocking) is reduced.\n\nAd spend is extremely flexible, inventory is not, so any shift in the business model that favors “more variable” levers like ad spend gives you more agility.\n\nAs a fun aside, inverting this is why it's very tough to make a price decrease work. 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