Google form here: docs.google.com/forms/d/e/1F…

Why I think it is a GREAT time to be in ecommerce: - new platform shift legacy to agentic anytime there is a platform shift (retail to online, online to amazon) there is the chance for new brands to make it - meta on the offensive when meta ships, we win reels was the biggest boon to my business since stories totally undid all the damage of ios14 now they have another breakout app, but this time it has credit cards and purchase data and it is 100% theirs golden era of digital ads coming - new SEO, but this time, tied to spend LLMs like things that are popular. meta will like people who spend with them established brands are going to have a leg up of they play their cards like a brand with 10 million customers will just be more likely to be suggested, and if meta is taking a cut of sales (directly or indirectly) they will be sending people to the greatest hits --- its a beautiful new day my friends. show up and build something.

221-Day Update on Quince Logistics: Revenue metrics: •⁠ ⁠$458.4M ARR in total qualified pipeline •⁠ ⁠$166.3m ARR won (signed order forms) •⁠ ⁠+$42.8M pipeline since last update (~$2.14M / day) Ops metrics: •⁠ ⁠Total shipments: 114,350 •⁠ ⁠MoM growth +78.5% •⁠ ⁠P50 -> 3.32 calendar days •⁠ ⁠P90 -> 5.24 calendar days Other notes: •⁠ ⁠International fulfillment now live •⁠ ⁠Countries: US, UK, Germany, Italy, France, Spain, Canada, AU, NZ

There’s a new way to design stores on Shopify Introducing Canvas See your whole store at once. Click any detail to edit or tell Sidekick what you want to build.

This is my Ted Talk. youtu.be/PsL2hXoDVCw

it’s ok sarah muse is thinking about you too

Charlie Munger was 31 years old. He was divorced, broke, and watching his nine-year-old son die of leukemia. He died at 99 worth $2.6 billion. In 1953 he went through a divorce at 29. His wife got the house and most of what he had. He moved into a room and drove a beat-up yellow Pontiac. When someone asked why he kept the car, he said it was to discourage gold diggers. He was making $275 a month as a lawyer at Wright & Garrett in Los Angeles. Then his son Teddy was diagnosed with leukemia. There was no treatment. The survival rate was close to zero. Munger had no health insurance. His friend Rick Guerin said Munger would go to the hospital, hold his son for a while, then walk the streets of Pasadena crying. Teddy died in 1955. Munger was 31. He never let it destroy him. He said envy, resentment, revenge, and self-pity are disastrous modes of thought. Self-pity gets pretty close to paranoia. He said whenever you think some situation or some person is ruining your life, it is actually you who are ruining your life. He rebuilt everything. He did real estate deals that made him $1.4 million. He started an investment partnership that returned 19.8 percent annually for 13 years. He became vice chairman of Berkshire Hathaway in 1978. His advice to young people was three rules. Do not sell anything you would not buy yourself. Do not work for anyone you do not respect and admire. Work only with people you enjoy. And one line that held everything together. The safest way to get what you want is to try to deserve what you want. He gave away so many Berkshire shares that his fortune would have been over $10 billion. He kept $2.6 billion. He did not need the rest. The man who walked the streets crying at 31 spent the next 68 years proving that you do not overcome tragedy. You outlast it.

The RxBar founder Peter Rahal’ Medici Brands, which owns David protein bars and better-for-you candy HallPass, raised $250 million at a $2.25 billion valuation in the biggest food deal of the year. Read more: forbes.com/sites/chloesorvin… 📸: Aleksandr Karnyukhin for Forbes

Muse is Zuck’s Metaverse redemption

The reason money motivated people make for bad venture backed founders is precisely because they have not actually internalized this truth about the nature of venture. Failure does not mean walking with nothing, it means taking the $30,$50 or $100MM personal liquid stake you have in hand and betting double or nothing on it over and over to have a slim chance at it becoming $10bn. It’s a bet no person who’s in it to be rich would take. It’s only those who are in it for status, glory and power.