Devin Keer

Co-sleeping with children can help regulate the nervous system, teaching the brain to handle stress more effectively and supporting emotional resilience and secure attachment throughout life.

Shopify changing people’s checkout automatically “Pay as guest” or “pay and save my info” How do we disable this? It’s absolutely obliterating mine and your CVR’s

Had dinner with some sharp D2C founders the other night. One dropped a fascinating bear case on $SHOP: He previously built + sold his own D2C brand. Now he’s rapidly testing a bunch of new ones — all built with Claude + a custom-coded checkout from a Scandinavia-based payments company. CRs are higher and oddly $META CPMs are lower on the non Shopify store. His co-founder is technical, so he can execute on this without worrying too much. I wouldn’t have the guts yet… but with AI moving this fast, maybe in 3-6 months I will. Curious if anyone else is seeing similar custom vs. Shopify gaps. In particular for $META CPMs

There's actually a really obvious thing you're missing and that's just the pure economics. Typical GLP-1 company goes negative 2-4 months acquiring each customer. So any "copycat" needs a giant war chest to come in and acquire enough customers, at enough of a loss, for enough months, that those rebills kick in and you're cash-flowing acquisition at scale. Next is retention. It only works if you've got really good retention. Typical GLP-1 telemed biz that has no idea what they're doing is at a 50% churn. It's very hard to get churn down to 20% or lower (I know, for our telemed company we got it down to 13.6% and that was only through obsessive focus). Third, Medvi is mostly running through the affiliate model. There are pros and cons to this. Cons include what you're seeing on social media about some of the ads using fake doctors etc. Matt very well may not have known those were being run, but still increases liability. The pro is that a ton of affiliates all running to your offer in the hottest DTC space in the world = a lot of money. But this itself is actually a moat because affiliates are group animals. If they're running a GLP-1 offer at scale, they're getting paid quickly for their sales, and metrics are good, they are very reticent to switch. AND...on top of that, because of the aforementioned massive head start Medvi has each month due to all the recurring revenue, they can pay those affiliates more than nearly any newcomer can. This is addition to whatever his AI tech stack is, which likely increases efficiency, gross margin, and all that good stuff.