James Avery

My son Max is raising funds for 2026 Millbrook Baseball and would love your support. You can click here to make your donation - thank you! app.schoolfundr.org/fund/millbrook…

@elonmusk my friend @bennyguez thinks he has the worst Tesla safety score of all time - can you confirm?

"Everything is an ad platform." "You won’t match Amazon with something off the shelf." @averyj CEO of @kevelapi, predicted the rise of APIs + retail media before it was cool. We went deep on the future of commerce media—and why differentiation still wins.

New Definition of ARR: today's revenue x 365

@velvetpunch @jwmares @_jacksmith Pretty good! I mean not a candy bar disguised as a protein bar but we like them

@averyj @jwmares @_jacksmith I got targeted with their ads lol after saying that. How do they taste?

Now, a *different* RXBAR founder has started a new company using EPG (a refined seed oil) as a core ingredient. How fun 🤡

@velvetpunch @jwmares @_jacksmith Prima

@jwmares @_jacksmith Who's gonna make a protein bar that's healthy? Made with animal fats

@jmmohr They used to give a shit then they added sucralose to their recipe

It’s like nobody gives a shit anymore

@jeffblankenburg Oh - and there are sets coming out every other week now. It’s had to keep up

Some other interesting 2024 Topps statistics to consider: Elly de la Cruz has 264 different rookie cards. Aaron Judge has 44 cards stamped 1/1. Shohei Ohtani has 52 cards stamped 1/1. ...in just this one set.

When I was a kid, there were 792 unique cards in a set of baseball cards. That number is burned into my brain. Today, I just (finally) put together the complete list of every card that was in the 2024 Topps Baseball set, and it blew my mind. 43,568 unique cards. Mindblowing. @CardPurchaser @yanxchick @LilDingers @BonkersCards

I am too

Check out my latest article: Making the decision to acquire linkedin.com/pulse/making-d… via @LinkedIn

📢 We’re thrilled to announce that Kevel has acquired @Nextaio This partnership brings together two leaders in retail media to deliver unmatched innovation. With Kevel’s API-based ad server and Nexta’s self-serve platform for on-site and off-site ads, our customers can now access the most comprehensive and customizable retail media solution available. 💡 Kevel Customers: Enjoy expanded off-site advertising capabilities and AI-powered tools. 💡 Nexta Customers: Gain access to Kevel’s Retail Media Cloud™ and its advanced API infrastructure. 💡 Future Customers: A fully unified retail media solution for on-site and off-site where you’re in control. This is more than just an acquisition—it’s an investment in delivering the tools retailers need to innovate, differentiate, and grow. We’re excited about the journey ahead! Learn more here ➡️ url-shortener.newsdirect.com/BtwJYJgS

Why has interest in Amazon businesses collapsed? 1- the overall Ecom market has collapsed. Almost no deals are being done, and those deals are at 50% of what they would trade for in 2021. Solo stove was worth 2 billion dollars at one point. It’s worth under 100 million right now. That sums up investor interest. 2- sales are stagnant. Amazon marketplace sales are drowning single digits. That means the average merchant isn’t growing all that much. No growth story, even LESS interest. 3- all the big buyers went bankrupt It was a bubble driven by 4 mega buyers and 6 mid buyers. I have more money than thrasio. They aren’t buying LUNCH anytime soon. 4- the fees continue to rise. Even if your revenue has doubled since 2021, your EBITDA is most likely flat or down. Doing more work, more risk, more working capital for the same or LESS PROFIT. Amazon has a team of 200 MBAs dedicated to inventing new fees to fuck you. You have to literally pay for customer service jfc 5- platform risk. You can be banned tomorrow as an error. No clear path to be unbanned or correct it. You are fighting an ai chat bot for your life and your business. 6- no network effects. On Shopify, if someone buys a gunmetal ridge wallet, I can sell them a gunmetal keycase. Then a matching luggage and ring. Because of this, my Shopify LTV is literally 500% higher every year. On Amazon you can’t do anything and you don’t even know your customers name.

A seed fund that only invests in pivots would outperform.

It’s about time - huge opportunity and it’s been a shit ad product for a long time

Everything is an Ad Network. (Duolingo is building an advertising product)

I was listening to an episode of @myfirstmilpod with my daughter and she asked: “Should I take this with a grain of salt?” Me: “Yes, you should always be skeptical” Her: “What about @AcquiredFM?” Me: “Oh no, you can trust them”

@marshal Welcome to Raleigh!

Here she is! Exterior renderings of the house we’re building in Raleigh, NC. It’s been almost a year of design.

@natsturner Sticker autos are a travesty in general

Putting a sticker auto on a 1/1 card should be mandatory jail time

@zachweinberg There are some very successful non-profit insurance companies, just like hospitals it can be an effective approach.