Don

this is how abundance mindset is making me a millionaire and possibly a billionaire in the future this is going to be a very long 🧵, so bear with me i don’t come from money, my mom. died from cancer when i was 2, my dad committed suicide but, ..

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@varkundra Rokt

@nicktheriot_ can you elaborate

One of the stupidest takes I’ve ever had is sub avatars It’s just getting clearer on who your actual avatar is lol

@Ajain112 i don’t know if bid caps are the same as cost caps but RTO% rose from 5 to 10%, not sure if it is scale or audience quality because we also scaled 3x

honest question when running bid cap campaigns, r u looking at rto% spiking? if yes how much? My prepaid ratio has not changed after shifting a lot of spend to bidcap.

tried >royal air maroc >singapore airlines sg was top tier i think the only airline left is qatar and oman maybe, anything else thats superb?

@chircles @varkundra @spencepawliw @shauneng i recognise u chris this is new york

@varkundra @spencepawliw @shauneng I recognize that villa 👀

Just left the Evolve mastermind in Marrakech, and I have to say what @spencepawliw @shauneng have built is f*cking incredible! Average age in the room was early 20s. I met a 18 year old doing a couple 100K a month These kids are printing money. Running 8-9 figure brands, cracked at creative, masters of direct response Probably some of the most dialled in marketers in the world right now. Would genuinely not be surprised if a few billionaires come out of this community a couple years down the line. We sponsored the event through @AfterSell, and our agency partner @EcomNizar gave away a Rolex on stage. Yes, an actual Rolex. The energy was insane lol. Best part was meeting so many of our merchants IRL for the first time. You learn so much more about your customers in person. We got tons of love for the product and tons of constructive feedback 🙏 If this is what Evolve looks like now, I can’t imagine what it’ll look like in a few years. Bet on this community early!

same in India, if you look at D2C exits, they are usually 10x of revenue even with single digit ebitda positive numbers. look at minimalist, they exited for $300Mn with less than $30Mn annual revenue. many such examples, its mostly big conglomerates like Unilever trying to stay relevant

I feel like the D2C ecosystems in the US and Europe are operating in completely different universes. Two observations that keep coming up—I’d love to be proven wrong or get more data points from locals in Europe: 1. Non-recurring revenue D2C companies in Europe get sold for roughly 1.5x the multiples of their US counterparts once they pass ~$50M in revenue. Example: A cookware brand doing $75M a year, 10% EBIT, growing 20% p.a. → US: likely 4-5x EBIT → Europe: 8x EBIT feels normal All driven by a European PE market that’s willing to pay significantly more for these assets (for whatever reason, not sure if I know or understand why) 2. There seem to be a lot of 9-figure D2C exits in Europe. I personally know a handful that have sold for 9 figures over the last few years, and I’m not even that well connected in the European D2C community. Europeans are also much less active on X, so the real number is probably higher. Does anyone have solid exit data or a good overview? It really makes me wonder whether I should be taking some of my stronger US assets—especially the ones with >20% of sales already coming from Europe and proven local PMF—and exploring exiting to European PEs. What am I missing? I'd love to here from local founders on the ground who are plugged in.

@jforjacob @vartx1 are you watching closely?

@vartx1 Yes Inception and Prestige are v good The Prestige is one of my all time favourites

Honestly feel like this generation doesn’t know what a good movie is Like I watched Interstellar for the first time a couple days ago because my girlfriend said it was “one of the best movies ever” It was ok

> a sick display setup is extremely high roi > here is my setup, i call it job-eater > 2 keyboards and mice so i can switch context without overload >my adhd brain thanks me everyday p.s. it’s called job eater because the right screen is connected to a mac mini running 9 agents

@codyplof my prospecting campaign only brings in new audience.

Does anyone have experience splitting things out on Meta to reach new audiences successfully? Whether it's new ad accounts, pixels, or custom conversions. I would love to talk to people who seen success with this that is proven. I have the theory Meta sucks at reaching new audiences when one environment has a lot of data on one audience but haven't been able to prove it out. DMs very open.

>bought helium and search volume on Sunday for brand keyword was 10k ffs 10k searches in a day. how much money did i lose by not doing amazon so far? lol

started amazon 4 days ago >first day was 10k >second 40k >third 1L >4th 1.2L unoptimised shit listings no reviews didn’t even have the buy box for first 2 days lol the amount of money i leave on the table is just stupid >no amazon ads only spillover >post op target is 5L

@DtcMamun what kind of budget inflation do u use in cost caps? say you want to spend 10k daily, will you keep the budget at $100k or even more?

I get a lot of DMs asking about my new product testing strategy. So here’s a quick story from a baby clothing brand I worked with. We tested a new product with a simple structure: • 1 CBO campaign per product • 10–15 angles • 100+ ads in total • 10–15 ads per ad set For bidding, I use Cost Cap. Then I do something most people struggle with: I leave the campaign untouched for 7 days. The only time I step in is when an ad spends 4x+ CPA with zero sales — then I turn it off. Result from this test 👇 ~$9.5k spend → ~$17.7k revenue 342 purchases. The funny part? With this structure, most products eventually find a winning ad. But only if two things are done right: 1️⃣ Creatives come from real customer research 2️⃣ The product page speaks directly to the customer Do those right, and testing becomes much easier.

@kunal_ex you want to do email for me?

@dond2c what are your biggest channels retention wise?

getting all these people in the door next step is retaining them ai sales agent goes live soon, will update how it goes :))

i have an ad thats performing great buy every 2 hours i see it gets switched off on its own any clue wtf is going on here?

@dtcprophet @TaylorHoliday i’m having my openclaw read data from my system user token. cause for concern?

@TaylorHoliday Is this why everyone's profile is getting disabled?

Do not do this. You have to have an approved app. You will get banned. Meta is enacting the Manus protection plan ;)

is this happening to people who are using the system user token for read only data as well?

@itsjustandreib @0x_ultra this is fire bro

@0x_ultra How you rating the packaging on this? Can I be a partner or an influencer of this platform? Lmao Gonna be there for the next 4-5 months

i miss iphone homebrew