Joe

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Joe

@ReallyJustJoe

Selling the best cotton candy you’ve ever had on TikTok Shop

Austin, TX Katılım Ekim 2012
259 Takip Edilen499 Takipçiler
Joe
Joe@ReallyJustJoe·
All-In has been talking about the need for more responsible rhetoric around the capabilities of these models so I'm really glad to see Anthropic finally take this to heart by naming the model Capybara It may cause 20% unemployment but at least it has a cute name
Chris@chatgpt21

Anthropic has never used the word “dramatically higher” when referring to frontier capabilities over their last model. This must be a serious upgrade. And Anthropic released Opus 4.6 which is an extraordinary coding model last month & yet again one month later they now have something that is already “dramatically” better in software coding, academic reasoning and cybersecurity! I’m tearing up🥹

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Joe
Joe@ReallyJustJoe·
@Seanfrank Are they focusing on any verticals specifically or sticking to adjacent categories to their main brand/experience?
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Sean Frank
Sean Frank@Seanfrank·
every founder I know is launching as many brands as possible right now every doomer I know is talking about how AI is ruining the world seems like a great time to get rich, just saying
Mike Beckham@mikebeckhamsm

A new brand is born

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Joe
Joe@ReallyJustJoe·
@Seanfrank Elon quote about bitcoin just being a immutable measure of energy is going to age like fine wine
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Sean Frank
Sean Frank@Seanfrank·
the tokens pay for the robots and the robots are going to do all the work and we will pay them with tokens but here is the kicker, we can just make more tokens with energy and we just make the robots make the energy
Sean Frank tweet media
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Joe
Joe@ReallyJustJoe·
@jacob_posel Bookmarking this for later thx
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Zain
Zain@NotZainAgain·
@willnitze I thought mcf fees were so high it didn’t make sense for D2C orders
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Will Nitze
Will Nitze@willnitze·
Amazon Multi-Channel Fulfillment (MCF)... Anyone push a ton of DTC volume to MCF right now? They're making a big push here and I'm hoping to speak to someone who ships a lot with them.
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Joe retweetledi
Mike Zaccardi, CFA, CMT 🍖
Mike Zaccardi, CFA, CMT 🍖@MikeZaccardi·
Tech now trades at a lower forward PE than Discretionary, Industrials, and Staples BofA
Mike Zaccardi, CFA, CMT 🍖 tweet media
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Joe
Joe@ReallyJustJoe·
@Seanfrank All of that is true but there’s a good chance the stock continues to suffer in spite of the near perfect execution “Multiple compression is a bitch”
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Sean Frank
Sean Frank@Seanfrank·
Ai will disrupt a lot of legacy software. It WILL NOT disrupt Shopify. It will accelerate a deflationary trend we have seen for 5+ years. VC backed saas comes out with a great new feature and charge like hell for it. Then, a bootstrapped competitor comes out and one shots you. Wunderkind was charging me 20k a month. Now TIE does it for 5k a month OR LESS! Yopto saw what happened and lowered prices. Rivo and Richpanel are in the shadows, waiting to drink the blood of VC unicorns. But no one will ever disrupt Shopify. It is my customer database. My product database. My data from 10+ years. It’s my entire website, my front end, my back end, my livelihood. It’s my payment processor, it’s my marketing arm (with shop app) If ai drives value to the incumbents, Shopify will win. If ai drives value to the users and customers, Shopify will win. Founder writing code, canceling meetings, and the GMV is growing like hell. Shopify will win.
Jason ✨👾SaaStr.Ai✨ Lemkin@jasonlk

x.com/i/article/2023…

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Joe
Joe@ReallyJustJoe·
@theisaacmed Obligatory knowing the right questions to ask the AI is 90% of the battle
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isaac
isaac@theisaacmed·
"I made $100k in 10 days using OpenClaw." All the people I know running very profitable / high roi ai workflows fit this pattern: 1. Not talking about it. 2. Usually internal tools or automation. 3. Lots of agencies using it on grunt work, reporting etc. 4. Lots of brands using ai to do CRO testing, simple coding changes on website, etc. 5. Not talking about it. Seriously.. if you have a huge unfair advantage why would you tell others about it for engagement? All of it is human enabled. Nobody making a lot of money trusts giving ai unfettered access yet, and the ROI for doing so isn't high yet.
isaac tweet media
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Joe
Joe@ReallyJustJoe·
We're currently 2/2 on TikTok Shop AMs being laid off or leaving the company right in the middle of trying to fix some existential problem to staying on the platform My second favorite experience was having an FBT pickup rejected because the person responsible for coordinating with the dock got laid off that morning Never a boring month with TikTok Shop
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Joe
Joe@ReallyJustJoe·
I think your quote and Karri's tweet are making the classic mistake when it comes to AI Everything you've both said is true if we're talking about AI at a certain point in time on the graph, but not if you're focused on the slope of that graph I have no doubt that in 6 months, when the random Meta change happens or something breaks, the next versions of Claude and Codex will already be in agentic loops capable of identifying problems and mitigating them But this may not be an efficient use of capital for the brand/agency, as those models will be consuming hundreds of millions of tokens to operate It will come down to the specific problem the tool is trying to solve and whether that operation requires interfacing with an enterprise that is either closed data or open data, as Bill Gurley puts it Open data apps that are just APIs to APIs will be cheap and easy to in-house; the closed data walled gardens will not be and are what SaaS companies should focus on It's just tough because not many enterprises have even made a decision on where they want to land on closed vs. open data
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Taylor Holiday
Taylor Holiday@TaylorHoliday·
The SEAN movement has almost nothing to do with Vibe coding and the present perceived “ease” of software development. It’s actual the opposite. It’s the collapse of the gross margin of software because of the required human service and accountability layer. Customer success as COGS. Agencies are better relationally positioned to sell in outcomes vs tools. The ability to build impactful tools is still more challenging than most realize.
Karri@karri_tweets

Of course that's your contention. You're a performance marketing agency for top dtc brands like True Classic, Ridge and HexClad. You just got finished scrolling through some X thread about how vibe coding killed Saas, probably. Now you think Motion is just a glorified dashboard on top of the Meta API and your agency can build its own creative analytics tool over a long weekend because you "actually understand the workflow." You're gonna be convinced of that til tomorrow when you fire up Claude code, connect to the Meta Marketing API and realize the docs haven't been updated since 2023. Then you'll ship a demo to your agency Slack, get twelve fire emojis, and tell your partners this is the pivot to software-enabled services. That's gonna last until next month when you discover that the Insights endpoint returns different numbers than Ads Manager and your first three free beta users are already in your DMs asking why their ROAS doesn't match. "Well, as a matter of fact, we won't have that problem because we're not just software, we're SEAN a software-enabled agency. The people and the tools are one..." The people and the tools are one. You got that from listening to @TaylorHoliday talk about software-enabled agencies on some ecom podcast, right? Yeah, I saw that too. You buy software, you're missing the person to make it valuable. You hire a person, they don't come with any tools. You hire a SEAN, you get both. Were you gonna plagiarize the whole CTC pitch for us?!!!! Do you have any thoughts of your own on what happens at month six when Zuck deprecates another endpoint at 2am on a Tuesday and your "software-enabled" agency has zero engineers on payroll? Or... is that your thing? You hear a compelling framework from someone who actually built the org to back it up, you vibe-code a pixel-perfect Motion replica and then pitch it on X as your agency's proprietary stack just to impress some dtc mutuals and embarrass the Motion founders? See the sad thing about a guy like you is in about six months you're gonna start doing some thinking on your own and you're gonna come up with the fact that there are three certainties in ecom Saas. One: sure, the tools that sat on their Series B and stopped shipping absolutely deserve to get killed. No argument there. Two: but the companies that didn't stop have full engineering teams, thousands of customers giving them feedback every single day, and they shipped three features while you were debugging webhook signatures. They're not the ones you're going to disrupt with a Cursor project and a dream. And three: you lost your biggest client because building software felt like crack and you offloaded their ad account to a Filipino VA. You burned your agency's entire Q3 margin on Vercel bandwidth trying to keep up with Meta's breaking changes, your Supabase instance went down on Black Friday because of some "scheduled maintenance" nobody scheduled, and now you're fielding support tickets from the clients who are still left who expected it to actually work. Meanwhile I've got eastern european guys who've been managing bare metal since Y2K running my infra for 2000 customers at the price of your Supabase bill for 10. You could've reached the same conclusion for free. Just buy the subscription.

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Joe
Joe@ReallyJustJoe·
The Uncrustables trade dress case study is the cockroaches in a nuclear war equivalent for CPG It will never stop being brought up and re-tested, only to fail over and over again by cohorts of brands
alexandra j. roberts@lexlanham

"can this trader joe's copycat skirt copyright law?" well yes, bc copyright law does not protect product names or the shape & appearance of crustless sandwiches, nor is trader joe's getting sued for copyright infringement guys i know the alliteration feels irresistable but pls

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Joe
Joe@ReallyJustJoe·
@Seanfrank That may end up being more of a feature than a bug in the age of AI and robotics For the first time in history those 500 square miles can build a solution that scales rapidly and cheaply to bring the other 90% up to parity
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Sean Frank
Sean Frank@Seanfrank·
A lot of Americans go to China and say shit like- “Look how amazing it is! Look how cheap it is!” But it’s because you are the 1% there. There is 500 square miles in China that is more advanced, more cutting edge than anywhere on earth. Living there costs more than manhattan. Then there’s 5000 square miles that are as good as anywhere in the USA. All tier 1 cities. Living there costs more than living in Los Angeles in REAL TERMS. Apartments are a million usd. Then there’s the rest of the country. It’s still poor. Work is hard. And that’s 90% of the country.
Prakash@8teAPi

Real State of China 🇨🇳 > it’s really bad > friend who has invested in China for over 40 years visited a few months ago > 3rd tier city, not the Shenzhen, Beijing visits that newbies do > 60-70% of homeowners more than 15% underwater on purchase price > wage growth stagnant since Covid > many college graduates working food delivery at US$10-15 per day > layoffs > many workers unpaid for months as governments and companies lack cash to pay > bright spots in tech and robotics yes > but average man on the street is doing badly > shopping malls empty and many stores closed > people milling around aimlessly with little to do > depression level economy > general feeling of the world leaving them behind and of the central government not caring this is the state of the 1 billion people you don’t see in the big cities

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Joe
Joe@ReallyJustJoe·
MrBeast finally discovering Brad Reese's LinkedIn account and using it as a marketing angle is hilarious Brad has been extremely critical of Hershey when he thinks they're making bad decisions for the brand or moving in the wrong direction He's been at this for years and has a whole website dedicated to the effort as well bradreese.com
MrBeast@MrBeast

The grandson of Reese (inventor of Reese Cups) has been publicly attacking Hershey for not using high quality ingredients. FYI this is why Feastables started selling peanut butter cups. We use real peanut butter just like you’d find in a jar.

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Joe
Joe@ReallyJustJoe·
I’d wait for FDA investigators to review records/testing before drawing firm conclusions. But the breadth of the recall (many lot codes over a long distribution window) suggests it may be more than a one off event Either the contamination window is hard to bound (traceability/data gaps) or there’s a broader controls/QA failure
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Drew Fallon
Drew Fallon@drewfallon12·
@thedanielokon is it for sure that 3p testing would have prevented this? I can’t imagine they weren’t testing
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Daniel ⛰️
Daniel ⛰️@thedanielokon·
This is blowing up on DTC twitter. A couple notes: - If you are 3rd party tested, this shouldn’t happen - If you’re selling health products, you need to have a higher standard in every way - Hope the founders can come back from this and learn from this
CDC@CDCgov

Salmonella Outbreak: 7 people sick in 7 states, 3 hospitalized. Do not eat any affected Rosabella brand moringa powder capsules. See the notice for full details: cdc.gov/salmonella/out…

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Joe
Joe@ReallyJustJoe·
@ADHeckmann Feeling grateful today that we exclusively use SQF certified co-mans....
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Joe
Joe@ReallyJustJoe·
In the awkward in-between phase where every brand vibecodes a custom solution to solve the identical problem every other brand has SaaS losers will be the incumbents who spend 12–18 months unwinding headcount and internal infrastructure designed for humans Winners will be the first 1–3 man teams that offer 90% price reductions under a token-plus pricing model Just don’t think about the second- and third-order effects of this prisoner’s dilemma
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Joe
Joe@ReallyJustJoe·
UGC creators and affiliates had a good run but its clearly the beginning of the end They were sacrificed to cold start the AIs who have now reached parity The platforms are wholly unprepared for the creative DDOS that is incoming
ChatCut@chatcutapp

IT FUCKING HAPPENED. Seedance 2.0 now works with the @openclaw agent inside @chatcutapp. This UGC video was generated entirely with Seedance 2.0 after I sent an Amazon link. The agent crawled the page, extracted product info and photos, then fed the right assets into Seedance 2.0 to generate the UGC product video. My brain is literally melting at this point...

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Joe
Joe@ReallyJustJoe·
@NotZainAgain It will be in very short order as they discover Seedance UGC at scale, 24 hours is an eternity to action an account when they're uploading thousands of creatives a day
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Zain
Zain@NotZainAgain·
@ReallyJustJoe Damn it’s getting that widespread?
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Joe
Joe@ReallyJustJoe·
As blackhat affiliate networks surge onto TikTok Shop one glaring hole in the system is the inability for a brand to remove an affiliate in real time Being forced to wait 24 hours to remove an affiliate is not viable when they're on Live giving away free iPhones with every order
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