Alex Brecher

@joe_schick @StateDept_NEA Not bad! I paid $2550 for a one way with two stop overs!!

@StateDept_NEA Flights were not at a discount or below El Al's cost. My son's one way ticket cost $1720.

State Department Partners with El Al Airlines to Return Americans to the United States state.gov/releases/offic…

@StateDept_NEA I’m sorry but this is total BS! I received this message at 3:52pm today!!

@Polymarket That’s not enough!

JUST IN: U.S. rolls out rule forcing travelers from 50 countries to post a $15K bond before receiving visas.

@kmichaelhall Respect to the Shopify developers who built the ecosystem over the last decade. But merchants are sick of paying big fees and rev shares for apps that are easier than ever to build. If it can be copied that easily, maybe the moat was never that real.

If cheap AI copycats continue to be approved in the Shopify App Store, merchants will no longer be able to trust the App Store. Helium has been building Shopify apps for 12 years, but Shopify will approve new apps that are carbon copies of our apps, and what recourse do we have?

@mrfeldmanSEM @SchroedsBiz Google Ads has also migrated large accounts from cc to ACH.

@SchroedsBiz None if you run Google Ads and push spend there

How much revenue from Visa, Mastercard and AMEX is about to get wiped from this meta change?

We have 30+ people in the Philippines. Ten years ago they were my call center. Today they run our back office, AP/AR, and accounting, plus marketing, design, and dev. AI didn’t make them useless, it made them faster and better. If you’re looking for who gets hit first, I’d worry less about the Philippines and more about expensive US roles doing copy-paste work.

Philippines in such a rough spot: 7,000 islands , 6,900 of them getting internet for the first time via Starlink only to discover that AI super intelligence has now made all their call center and data entry skills basically worthless.

Imagine hating Jews so much that you start defending a regime that jails dissidents, funds terror, and murders its own people.

@ShopifyEng Very cool, but can store owners or developers tap into this directly, or is this really just Shopify making its native search and recommendation stack smarter under the hood?

Our team built a generative recommender that reads the full buyer journey and predicts what comes next, based on billions of real commerce events, millions of products, and the infrastructure to learn from it in real time. Fast enough to serve at scale, nuanced enough to read between the clicks.

@THETAMINER_ @himshouse The CEO is ultimately responsible. She’s just the one taking the hit.

@himshouse This was the retard responsible for that reckless move. She is a legal counsel for compliance who should've prevented the stupid move. Good riddance.

🚨 BREAKING: $HIMS VP OF COMPLIANCE, ASHLEE FOLTZ, DEPARTS AFTER 4+ YEARS

@gaetano_nyc Cancelling as soon as our two year contact is up.

Down 70% and growing revenue at 20% year over year. This selloff is wild.

@0x15f @ShinghiD @RobertFreundLaw @tobi From my understanding @Shopify does comply. It’s a one step process to cancel native Shopify subscriptions help.shopify.com/en/manual/prod…

@ShinghiD @RobertFreundLaw @tobi Highly doubt it

Do you sell subscription-based products or services to people located in Colorado? Starting February 16, 2026, under Colorado's new auto-renewal law, you will need to provide a "one-step online cancellation link" for your Colorado customers. Notably, CO's law applies to B2B subscriptions too, not just consumers.

I’m interpreting this to mean the online cancellation process needs to be free of any required extra steps like phone calls, chats, surveys, retention screens, or waiting periods that slow or block cancellation. @OisinO It may be worth giving Recharge customers a setting to disable retention screens for Colorado customers.

@moizali It’s following their NPS score. Hardly any happy customers left.

Klaviyo stock. is down 57% in the past 12 months. What is going on?

@Polymarket @FoodBank4NYC I give this idea max 72 hours.

After months of planning, we're excited to announce 'The Polymarket' is coming to New York City. New York's first free grocery store. We signed the lease. And we donated $1 million to Food Bank For NYC — an organization that changes how our city responds to hunger. 🧵

@HistoricRecord @curatorWH No. He’s 94.

@curatorWH Has he died ?

Isadore Sharp, a Jewish Canadian businessman, founded Four Seasons Hotels in 1960. He reshaped hospitality by putting luxury and service at the forefront. He is known for his strong, long standing support for Israel and Jewish causes worldwide.

@curatorWH @harleyf has a great podcast with Issy Sharp bigshot.show/issy-sharp-par…

@eric_seufert That’s actually quite fair! I’m more than happy to give OpenAI 4% of every customer purchase they send our way.

Two days ago, OpenAI clarified the transaction fee it will charge Shopify merchants with its Instant Checkout product: 4%. This reinforces my argument that (independent) agentic commerce is a mirage: many Shopify merchants run on incredibly thin margins (3-8% net) and simply may not be able to support this. Further, they aren't in control of it: if ChatGPT's Instant Checkout affiliate link system overwhelms or front-runs their existing organic discovery, it could be disastrous for their businesses. Compare this to an on-platform shopping agent like Amazon's Rufus or Walmart's Sparky, which benefits in a number of ways when a customer purchases through their platform, obviating the need for the agent to charge a direct transaction fee. This transaction fee stacks on top of the existing merchant and payment processing fees that retailers pay. For CPG retailers with fixed COGS, an additional, obligatory 4% fee on an unpredictable volume of sales could fundamentally compromise the durability of their business. It also highlights the value of advertising relative to Instant Checkout's affiliate model: advertisers control the margin they forfeit through advertising with their bid and can optimally price it. For many retailers, 4% may be unmanageable as a transaction fee, but some lower relative amount could be feasible in the form of a bid. This is the difference between endogenous pricing and an exogenous imposition of friction.

@nikitabier E-commerce

Over the last few months, we scoured the world for the top posters in every niche & country We've compiled them into a new tool called Starterpacks: to help new users find the best accounts—big or small—for their interests ⬇️ Reply below with a topic you're most interested in We'll be rolling out to everyone in the coming weeks.

@oliverwhudson Persona

Kind Patches are running 3,000+ live ads right now. And not a single one is relying on a hero SKU or one-size-fits-all message. We just broke down the funnel of one of the most deliberately segmented brands we’ve seen. → Every SKU positioned around a pain point → Every angle tailored to a specific outcome → Every ad mapped to a unique persona This is persona-led growth, done properly. Not “here’s our sleep patch” → but “here’s how you solve Sunday night scaries without melatonin.” We’ve broken down the ads of 10 of their personas - For those who want better skin and hair - For those who want less stress - For those who want better sleep - For those who want more energy - For those who want more focus - For those who want support with weight goals - For women who want hormone support - For those who want better intimacy - For those who travel often - For men who want to take it to the next level The breadth of products and persona variations feeds Meta’s Andromeda system with high-volume, diverse signals, improving delivery efficiency and incremental reach. Want to see our breakdown? Retweet this post Comment “persona” and I’ll DM you.

@ZachCPG LowAcidCoffee.com

One of the biggest missed opportunities in consumer is acid reflux. 825M people globally deal with GERD. roughly 10–14% of the planet. 60M bottles of Tums are sold in the US every year. many CPG founders are under 30 so it is not hitting them or their peers yet. (likely why it is getting ignored by entrepreneurs?). high intake of sparkling and carbonated beverages pushes it even further. Booze is coming back too (see last post). For the e-com world, imagine all the insane creative around a brand like this. for retail, crazy point of differentiation to get on on shelf. (yes, there are players like Fody and smaller low acid coffee brands, it is not completely untapped). still, no brand has cracked it the right, vibey/coded way: The winning brand will be built on food / drinks / snacks that are materially EASIER on reflux. (so, not a prescription for it). this category is sitting wide open for 2026 and beyond.