Operators

That’s not a green screen … it’s @CurtisMatsko’s 280,000 sqft manufacturing facility that he built from the ground up to support Portland Leather Goods. He joined @mikebeckhamsm (CEO, Simple Modern) and @mbertulli (CEO, Pela) to share why + how: - Garage → 1,400 employees - Manufacturing feeds marketing - Product molds kill agility - Soft goods = infinite pivots - Supply meets sudden demand To sum up the entire episode in Curtis’ own words: “This manufacturing that’s a pain in the a** 10x’d my business.”

PAVOI is the #1 jewelry brand on TikTok Shop. And Hannah Samlin (Director of Merchandising) is leaning hard into AI. - Internal “Tinder” for trends - Automated intel on competitors - Catalog data, queryable in Slack She joins @BenFlohrOG, @FoldesCraig + Rob Snowden (Head of Supply Chain, Caraway Home) to share details. “I’m not a technical person. I’m just a curious person.” Plus ↓ iPhone + Gemini/Claude 00:04:24 Meta’s Shopping Agent 00:06:01 CVR +1.5x from UGC 00:10:18 32x AI Token Usage 00:14:36 Meet Hannah (PAVOI) 00:18:42 “Tinder” for Trends 00:25:00 Getting Team Buy-In 00:34:04 Meet Rob (Caraway) 00:39:33 Model Fulfillment w/ AI 00:44:05 Which AI for Which Job? 00:55:31

.@KatyMimari + @CurtisMatsko think you should launch more products. Why? “Marketing’s job gets a lot easier when they have new products to sell.”

@AaronOrendorff @JasonPanzer @mbertulli @KatyMimari @jakepanzer32 @Meta Was this sponsored by Morton’s Steakhouse? New ads unlocked?

Not only the most exclusive dinner at Meta’s Summit … HIGHEST EBITDA TABLE IN SAN JOSE 🤑 Last night was a vibe. Freaking love these (inappropriate) tycoons!

@Seanfrank Check out the full episode … YouTube: 9ops.co/4x0rb9 Spotify: 9ops.co/nb4ux3 Apple: 9ops.co/4qtbk8 youtube.com/watch?v=nSyVI_…

GLP-1 is a $72B industry. And these categories are a ticking time bomb. - Plus-size apparel - Impulse snacks - Diabetic socks - “Guilt-free” alternatives JPMorgan projects $30B wiped from food and beverage sales by 2030. As @Seanfrank says, “The problem can’t be weight loss, because that problem has been fully taken off the board.” On the newest episode of 9Ops (with @mbertulli) … - GLP-1’s third-order effects - The DTC vs. retail debate - Why “better for you” loses - Be a luxury or commodity - Where $30B spend goes next

Every negotiation with suppliers: “Hey we want to add an extra zipper, how much would that be?” “Zippers? Prices have been going up. It will be $2 dollars to get another zipper on here” “Oh okay, let’s skip it and let’s actually remove the one we have then to save $2 on cogs” “What? Zippers are cheap. Removing the zipper might only save you 10 cents. Best to keep it”

Meta says consolidate … - One pixel - One CVR event @couuor (CMO, Ridge) tried that. The result? 40% of revenue attributed to travel ads came from non-travel products (vs. a baseline of 6%). In other words: Meta took “credit for purchases of orders that we didn’t really want to be generating with those ads and those ad dollars.” This episode of MOps is your playbook on signal engineering — à la @codyplof (CEO, Jones Road) + @connorrolain (Head of Growth, HexClad): - Conditional vs. standard pixel - Geo-tests vs. conversion lift - Purchase vs. non-purchase - iAttribution vs. lowest cost - Creative quality vs. quantity

HEALTH & WELLNESS MEGA TRENDS EP TOMORROW! Sean does weighted pull-ups throughout every ad read Matt takes GLP-1 infused whisky shots for every “Fulfil” mention

@Youngdesigner21 @Seanfrank @CurtisMatsko 👀

@9operators @Seanfrank @CurtisMatsko check inbox 📥

According to @Seanfrank (CEO, Ridge), the worst culture fits at Ridge have been traditional finance people. While they build a three-year projection, Sean does “whatever’s best in the moment right now to make the most amount of money.” Same for @CurtisMatsko (Founder, Portland Leather Goods) + @mbertulli (CEO, Pela + Lomi) … “Everyone thinks I look ahead five, ten years. I don’t. I look ahead one year.”

We’ll be live podcasting. @couuor’s shirt is better. That man won’t be on stage. @codyplof x @connorrolain ↑ attire still … loading

@MillPrue @Seanfrank @sarablakely @mikebeckhamsm @itshudsonblake @SwimZip BLUSHING!

IMO, based on who I follow in eCom... Most real: @Seanfrank Most humble: @sarablakely & @mikebeckhamsm Most impressive $$: @itshudsonblake Most killer all around: Jay Hunter Most Amazon-smart: Alex Chiru Lean Queen: Betsy @SwimZip Fave pod: @9operators Biggest Ego: many..🫢

Should your brand take outside capital? According to @CurtisMatsko (Founder, Portland Leather Goods), @mbertulli (CEO, Pela + Lomi), + @Seanfrank (CEO, Ridge) … Probably not. (But if you do, you better understand incentives + covenants)

@fulfilio Definitely worth tuning into @MattOrlic’s episode too! YouTube: 9ops.co/xcnwb0  Spotify: 9ops.co/2onab8  Apple: 9ops.co/eu2xjp  youtube.com/watch?v=LJimqU…

Qure Skincare grew 200% year over year, selling across Shopify, Amazon, and TikTok Shop, with warehouses in the US, UK, and China. After switching to Fulfil, Qure: → Replaced half-day spreadsheet workflows with a few clicks → Connected Amazon and TikTok Shop directly to their ERP, eliminating daily sync failures → Gained the flexibility to reconfigure bundles up to 3x a day to stay in stock → Replaced exports and VLOOKUPs with conversational queries via Fulfil's Claude integration Learn more about their experience from Qure's Supply Chain Manager ↓

@PostscriptIO LETS GOOOOO 😂

One must spiritually prepare to be on @9operators

How does a 150-year-old, 2B vacuum company pivot from 0% Claude to 85% in just a few months? “We were very aggressive in giving employees access to the tools that they needed to experiment.” That’s @matthew_kruer (CIO, Bissell), joining @FoldesCraig (Founder, ChatWalrus) + @BenFlohrOG (Co-Founder, Scale) to share his playbook for training over 1,000 employees on AI. Plus … Agent nukes database 00:02:55 60 Salesforce MCP tools 00:07:56 213 ads scraped in 1hr 00:15:00 Stripe’s 2T bet 00:20:03 700B in AI CapEx 00:24:14 Meet Matt Kruer 00:30:06 0% to 85% adoption 00:33:03 The pit of disillusionment 00:34:31 Building consumer brain 00:37:30 “Will AI take my job?” 00:44:10 AI ads fooled everyone 00:47:53 Base vs. reasoning model 00:52:25

@Seanfrank Then why won’t you be there next week?

San Jose is the best run city in California. It is clean, safe, convenient That hasn’t always been the case. It had a bunch of problems just 5 years ago. Matt Mahan has done a wonderful job getting San Jose back on track. He is the most qualified person to be governor of CA.

Highly reccomend tuning in to hear what @andrewjfaris said to give me this reaction