BREAKING: DoorDash reportedly in advanced talks to acquire Instacart in a deal potentially worth $17,000,000,000.00.

Holy moly... this new paper finds that 88% of VC-backed founders receive zero exit value 🤪🤪🤪

Whop has raised $200M in Series D funding at a $5.1B valuation, backed by @sequoia and @shopify. It really feels like we are barely touching the tip of the iceberg in a market larger than anyone can imagine. We first launched Whop as a better way for us to sell sneaker bots, one of the most niche types of desktop software out there. Total TAM? Probably $20,000 per day. Who cares, tiny market. But, what people discounted is the idea that there were actually 70,000 other markets exactly like that one. Beyond the investment itself, I am especially excited to welcome legendary silicon valley investor @dougleone to our board of directors. Doug and the sequoia team are nothing but a brilliant, resourceful, and principled group of people. My co-founder Cameron and I started building on Shopify when we were 13 years old. Shopify is one of the most impactful all-in-one cloud ecosystems ever created; @tobi has pioneered modern entrepreneurship the way we know it and we are thrilled to have him in our corner. We have a tenet at Whop to be the dumbest in the room and I am very grateful that this has recently become a lot easier. We are focused on markets, scale economies, and progressive media. If that is up your alley, please message me directly. The $200M raised will support our expansion as we build economic infrastructure for the next century, continuing on our mission of delivering everyone an income.

Something is seriously off with Meta traffic right now. We're seeing conversion rates drop by as much as 30–40% across parts of our portfolio over the last 3 weeks. And it's not just e-commerce. DTC, B2B, lead gen. Different industries. Same pattern. Here's the weird part: CPMs? Fine. CTRs? Fine. Add to carts? Fine. Initiated checkouts? Fine. Actual conversions? Falling off a cliff. The brands struggling the most have one thing in common: They're NOT running aggressive promotions. Meanwhile, brands that have been pushing offers through Labor Day, Prime Day, and now Halloween? They're doing just fine. We've seen similar behavior around major shopping events before, but I don't remember seeing it at this scale or for this long. And after speaking with other Tier 1 advertisers, I'm hearing very similar stories. Which makes me think something bigger is happening. Two possibilities: 1. Meta is making significant backend changes, as they frequently do, with very little communication about how those changes affect delivery and traffic quality. 2. We're seeing broader macroeconomic or consumer behavior shifts that are starting to affect even Meta's ability to find high-intent buyers. And that second possibility is particularly interesting. Meta has historically been exceptionally good at finding people who are ready to buy, even when the broader market isn't doing particularly well. But right now, something isn't adding up. I don't know which explanation is right. Could be a combination of both. What I do know is that this isn't isolated to a few underperforming accounts anymore. What are you guys seeing?

I've seen what happened to @danielfazio happen to dozens of operators, especially as they reach their late twenties: - Chad ram work for like 5 years straight - Actively suppress signals from your body in order to power through work - Use stimulants, fasting, etc to maintain sympathetic state - All gas, no brakes - Eventually your body reaches a point where its had enough - Something small takes you out: illness, injury, mold, etc - Think the trigger is the cause but in reality its just the final straw - Nervous system shuts down, body goes into "danger response mode" - Totally lose your spark, feel genuinely unwell (because you are unwell) This is your body beating you into submission. Telling you its had enough. Symptoms are always different but pattern is the same: You crash hard and can't seem to get back to normal. People blame it on the symptom rather than the root problem: Your operating system is all messed up. The solution require a mix of: - Recalibrating your nervous system - Addressing nutrient deficiencies - Using tools to shift your neurological state into recovery mode - Literal rewiring of your brain (using tools and reinforcement practices) - Building a baked-in recovery environment

Intelligems is now a Shopify Certified Technology Partner — one of only ~100 apps in the entire Shopify ecosystem to earn it. We were invited into the program, which comes with a rigorous review. Shopify's team evaluates every app on performance, privacy, and the quality and speed of support, and each partner has to pass an independent third-party security assessment. That bar is how we've always approached building Intelligems. We sweat the details, take data security seriously, and have always prioritized world-class support. It's just nice to have Shopify's stamp of approval on our approach. Proud of this team, and thanks to our friends @Shopify!

it's time it's here what could be a better product category than electrolytes? learn about @jordanmenard's new ecom brand. his first public interview since leaving instant hydration watch now: piped.video/FgyWawo1dp8

The math doesn't math anymore. Ecommerce is a harder game than it's ever been and there's less money for brands than ever. Brands, Agencies, and Service Providers need to change their models.

WE BUILT A VIDEO GAME. Introducing THE SHOWDOWN, the official Ecomm Cowboy 1v1 shooter. Challenge a friend. First to 5 wins. Winner gets bragging rights. We've turned our sponsors, partners, and friends of the show into weapons, power-ups, and Easter eggs throughout the map. Now we need YOU to jump in and test your skills. Play your friends, share your wins on X, and tag us. Might even have to throw a massive knockout tournament to crown the best gunslinger in ecommerce. Game in the comments