Podcasts about gmv

Rafay and Graeme are the founders of The UpTik, an education and mentorship platform that helps eCommerce brands and entrepreneurs scale through TikTok. With over a decade of experience in eCommerce and short-form video, they've helped thousands of businesses grow on platforms like TikTok, Shopify, and Amazon using proven frameworks that drive real results. Their approach bridges the gap between traditional eCommerce and the creator economy—turning social media attention into anti-fragile revenue. They've worked with everyone from early-stage founders to billion-dollar brands, and their new book, Scroll to Sold, breaks down exactly how to turn TikTok attention into sales.Highlight Bullets> Here's a glimpse of what you would learn…. Importance of understanding TikTok Shop fundamentals for e-commerce success.Common mistakes brands make when entering TikTok Shop.Strategies for analyzing competitors and historical data to inform TikTok strategies.The significance of content volume and consistency in driving engagement and sales.Building strong relationships with creators and treating them as integral team members.The role of creator training and support in enhancing content quality and brand representation.The impact of TikTok's algorithm on content virality and engagement metrics.The necessity of viewing TikTok as a top-of-funnel awareness tool rather than just a direct sales channel.The importance of long-term commitment and strategic investment in TikTok Shop for sustainable growth.Examples of successful brands leveraging TikTok for awareness and sales, including their approaches to creator partnerships.In this episode of the Ecomm Breakthrough Podcast, host Josh Hadley interviews Rafay and Graeme, founders of Uptik and authors of From Scroll to Sold. They share expert strategies for e-commerce brands to succeed on TikTok Shop, emphasizing the importance of benchmarking competitors, producing high volumes of content, and building strong, supportive relationships with creators. The discussion covers actionable tips, common pitfalls, and the evolving role of social commerce, offering listeners a roadmap to drive sales and brand growth through TikTok's unique ecosystem.Here are the 3 action items that Josh identified from this episode:Benchmark Like a ProReverse-engineer the early moves of brands that recently won on TikTok Shop. Use tools like Killer Data to study their creator volume, posting cadence, and offers—then outperform their output.Out-Create EveryoneCommit to a relentless content engine: 30–100+ posts per week across brand and creator channels. Test formats fast, double down on what gets full watches, and treat content as your primary growth lever.Build a Creator Sales ForceOnboard creators personally, support them with weekly check-ins, and gamify performance. A trained, motivated affiliate army will drive scalable GMV far beyond what your brand channel alone can do.Resources mentioned in this episode:Josh Hadley on LinkedIneComm Breakthrough ConsultingeComm Breakthrough PodcastEmail Josh Hadley: Josh@eCommBreakthrough.comTikTok ShopAmazonShopifyDiscordDouyinKalodataWispr Flow

TikTok Shop sales are booming. Will Amazon surpass Walmart? Plus, a major Helium 10 announcement. Get the latest buzzing e-commerce news on this Weekly Buzz episode! We're back with another episode of the Weekly Buzz with Helium 10's Principal Brand Evangelist, Carrie Miller. Every week, we cover the latest breaking news in the Amazon, TikTok Shop, Walmart, and E-commerce space, talk about Helium 10's newest features, and provide a training tip for the week for serious sellers of any level.   TikTok Shop U.S. GMV grew 68% to reach US$15.1B in 2025 https://thelowdown.momentum.asia/new-report-tiktok-shop-u-s-gmv-grew-68-to-reach-us15-1b-in-2025/ TikTok Shop buyers expect 4x faster response than on Amazon https://channelx.world/2026/02/tiktok-shop-buyers-expect-4x-faster-response-than-on-amazon/ New Feature Alerts: Helium 10 just launched for the Diamond plan. This new feature, called Insight Alert, instantly flags SKUs at risk of Amazon low-inventory and long-term storage fees, so you can sort by risk and fix restocks before you get charged.   Plus, Elite members can now set a specific time window for “Request a Review” automations in Follow-Up, letting you choose exactly when review requests are sent instead of leaving timing to Amazon. Amazon set to pass Walmart in annual revenue for the first time after hitting $700 billion in sales https://www.modernretail.co/operations/amazon-set-to-pass-walmart-in-annual-revenue-for-the-first-time-after-hitting-700-billion-in-sales/ Amazon Seller Central: New Sell Globally feature simplifies international expansion https://sellercentral.amazon.com/seller-news/articles/QVRWUERLSUtYMERFUiNHR0EyRFpaQ1ZSWDdWRTZV Helium 10 is bringing back its old-school, high-level strategy webinars with a major educational session hosted by Leo Sgovio and Bradley Sutton, packed with “behind-closed-doors” tactics tailored for selling in 2026. It airs February 23 at 10 am PST — register now at https://h10.me/bigweb226 In episode 496 of the AM/PM Podcast and Weekly Buzz, Carrie talks about: 00:40 - TikTok US Sales 03:53 - TikTok Buyer Expectations 06:09 - Low Inventory Fee Alert 08:30 - Review Request Delivery 10:23 - Amazon vs Walmart 12:18 - AI Bid Rules Strategy 16:01 - Sell Globally Feature 17:23 - Big Announcement

Join your Watson Weekly Weekend Edition hosts, Rick Watson and Jessica Lesesky, as they break down the biggest shifts in tech, retail, and e-commerce. From Pinterest's AI pivot to Starbucks' massive loyalty shakeup, we're diving deep into the news moving the needle this week.

去年抵禦酷澎入侵台灣的電商龍頭momo，成績揭曉：2025年營收年減3.46%，前三季稅後淨利年減12%。momo首戰打贏了嗎？ 文：王一芝 製作團隊：樂祈 ＊閱讀零時差，點這看全文

Send us a textMiguel Armaza sits down with Nikolay Seleznev, Co-Founder of Uzum, Uzbekistan's first tech unicorn rewriting the playbook for e-commerce and fintech in Central Asia. From Moscow to Tashkent, Nikolay Seleznev brings global banking experience and entrepreneurial grit to a country leapfrogging straight into the digital economy.In this episode, Nikolay Seleznev shares the origin story of Uzum and how a simple, subpar online shopping experience sparked the vision for a super app serving millions. He dives into the challenges of building next-day delivery and financial services from scratch—without warehouses, 3PL infrastructure, or widespread digital adoption. Discover how Uzum managed to issue 4 million debit cards in a single year, reach 20 million monthly active users, and outperform their first-year GMV forecast by 4x, all while driving massive change in a historically cash-based society.Timestamped Overview00:00 Intro & Nikolay's Background05:45 Building a Super App Ecosystem08:05 Time as the ultimate resource10:51 Uzbekistan's rapid transformation15:13 Commerce and Fintech Ecosystem Overview20:12 Building trust through products23:15 Uzbekistan's first unicorn funding26:57 Scaling success and adaptation28:22 Super app strategy adjustments32:02 Super Apps and Local Adaptation35:41 Self-focused entrepreneurial perspectiveWant more podcast episodes? Join me and follow Fintech Leaders today on Apple, Spotify, or your favorite podcast app for weekly conversations with today's global leaders that will dominate the 21st century in fintech, business, and beyond.Do you prefer a written summary? Check out the Fintech Leaders newsletter and join ~85,000+ readers and listeners worldwide!Miguel Armaza is Co-Founder and General Partner of Gilgamesh Ventures, a seed-stage investment fund focused on fintech in the Americas. He also hosts and writes the Fintech Leaders podcast and newsletter.Miguel on LinkedIn: https://bit.ly/3nKha4ZMiguel on Twitter: https://bit.ly/2Jb5oBcFintech Leaders Newsletter: https://bit.ly/3jWIpqp

Allison Yazdian took over as CEO of Uscreen in June 2025, as the video SaaS platform entered a new growth phase. Founder PJ Taei moved into an executive chairman role, and a December chief-of-staff job ad confirmed the company's “fully remote, bootstrapped, and profitable” setup. Uscreen reports 13,000 creators, nearly $1 billion in GMV, and over 8 billion minutes streamed.Looking for Remote Work?Click here remoteworklife.io to access a private beta list of remote jobs in sales, marketing, and strategy — plus get podcasts, real-world tips and business insights from founders, CEOs, and remote leaders. subscribe to my free newsletter Connect on LinkedIn

The Bradery, cinq ans après : retour sur une trajectoire fulgurante dans la mode et la vente événementielle.En 2018, Édouard Caraco et Timothée Linyer lançaient The Bradery avec une idée simple : réinventer la vente privée pour une génération plus jeune, plus exigeante, plus connectée.Depuis, l'entreprise a changé d'échelle : plus de 3 millions de commandes, plus de 100M€ de GMV annuel, près de 70 collaborateurs, et une communauté d'un million de followers sur Instagram.Dans cet épisode, enregistré quelques semaines après le rachat des parts de Showroomprivé par ses fondateurs, Édouard revient avec une grande lucidité sur :• la mutation profonde du marché de la mode, entre surstocks, banalisation de la promotion et ultra fast fashion• la construction d'un modèle événementiel fondé sur la désirabilité, la sélection et la rigueur opérationnelle• les coulisses très humaines d'un deal capitalistique, entre négociations, charge mentale et nouvelle paternité• la stratégie produit de The Bradery, centrée sur l'app, la rétention et l'IA• les ambitions de croissance et d'internationalisation pour les prochaines annéesUn épisode dense, sincère, et particulièrement éclairant sur ce que signifie entreprendre dans un marché devenu impitoyable, où “le moyen bon ne suffit plus”.Bonne écoute, toujours sans coupure !Pour suivre Les Digital Doers :LinkedIn | Insta | Facebook | Tiktok | WhatsApp | Site webHébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

Welcome back to the EUVC Podcast, where we bring you the people and perspectives shaping European venture.This week, Andreas Munk Holm is joined by Max Schertel, co-founder & CEO of finmid, and Tim Rehder, General Partner at Earlybird, to unpack the rise of embedded lending infrastructure for B2B platforms.From food delivery and PSPs to ride-hailing and fleet platforms, finmid lets marketplaces offer financing directly to their merchants – with a single integration, across 30+ European markets. Together, they break down why embedded lending is often new capital, not just smoother UX; how better data lets you underwrite the “invisible” SME segment; and what it really takes to scale regulated infra across a fragmented Europe.Here's what's covered:01:03 – What finmid does: One integration for platforms to offer any financing product to business users across Europe02:02 – Why embedded wins: Tim on data access, risk scoring, and turning platforms into “banks in all but the balance sheet”04:05 – Owning infra, not capital: Regulation, operations and data engine vs outsourcing pure funding to institutions06:43 – Economics & margins: Market size, 60%+ gross margins, and why net income beats headline spread10:47 – Customer examples: How Wolt Cash works, proactive offers in the merchant dashboard, and +80% retention uplift12:32 – Impact on the market: New capital for underserved SMEs vs just smoothing the bank journey17:57 – Ticket sizes & duration: Typical loans of €10–20k, up to ~12 months, 85% renewal and the path to larger, longer credit21:15 – AI & risk: Using generative and agentic AI in ops (adverse media) and data science (millions of data points, daily model iteration)29:20 – Scaling to 30 countries: U27 + UK, CH, IS – regulation, payments rails and why “ugly detail work” is the real moat40:17 – Partner alignment: Making financing core to platform metrics (GMV & retention) and hard-won lessons on incentives

Dipli (ex-Agoraplace) décortiqué par son CEO Reynold Simonnet : comment passer d'un « Magic Recycle » à l'operating system de la seconde main électronique. Du test qualité au pricing en passant par le SAV et la revente, Dipli huile toute la machine — au point d'alimenter Orange pour la reprise en boutique et en ligne. Modèle PaaS, data-driven, statut ESS, et cap franchi des 100 M€ de GMV : ambition oui, mais réalisme rentable.Le tournant ? Covid : 95 % du CA s'évapore, pivot immédiat et diversification amont/aval. Stratégie des lighthouse customers (Econocom, puis Orange) pour faire grandir le produit par paliers, sans se perdre en « custom ». Prochaines batailles : scaler hors UE (US en ligne de mire), éduquer le marché, et obtenir une régulation adaptée au reconditionné (écotaxe, copie privée). Morale d'entrepreneur : rentable tôt, étape par étape, transformer l'océan rouge en océan bleu.[00:00:00] Introduction[00:02:00] Les débuts du reconditionné : Magic Recycle et la naissance d'un marché[00:07:00] L'échec fondateur et la création de Dipli, “l'OS du reconditionné”[00:14:00] Orange, le client phare : comment Dipli gère toute la chaîne de valeur[00:20:00] Passer de 0 à 100 M€ de GMV : le modèle rentable, data-driven et ESS[00:26:00] Les défis réglementaires : écotaxe, copie privée, et bataille européenne[00:34:00] Le pivot du Covid : 95 % du CA perdu, nouvelle vision gagnante[00:41:00] Les 3 clés du succès selon Reynold : rentabilité, phares clients et réalisme[00:46:00] Conclusion — Transformer l'océan rouge du reconditionné en océan bleuHébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

Spain is often seen as a price-driven market. In reality, it's a speed-driven one. In this episode of Let's Talk Marketplace, Ingrid talks to Romain Aymeric (The Agent) about why fashion brands struggle in Spain not because they're too expensive, but because they're too slow. They discuss very honestly why trend speed matters more than discounts, how Spanish consumers react extremely fast to new styles, and why players like Shein win through timing rather than price alone. The episode also looks at why local grounding is essential, how Zalando had to recalibrate its approach, and why El Corte Inglés remains a strategic gatekeeper - making Spain a market that consistently rewards speed, relevance, and local strategy.Note from the sponsor Kaufland Global Marketplace:Maybe one of your good resolutions for 2026 is to finally expand internationally. With Kaufland Marketplace, you can sell quickly and easily in seven countries and scale your business. Kaufland removes multiple hurdles at once - with an integrated EPR service, professional translation tools, and the Kaufland Shipment Solution. And your software? Whether it's PlentyONE, JTL, or Billbee - all major providers are already integrated. The workflows are in place. All of this - and much more - is available starting at a base fee of €39.95 per month. And the best part? If you use the promo code MP-UNI2026 when registering, new sellers can sell for three months without paying the base fee- but only until March 31. So register right now here on Kaufland Global Marketplace!Note from the sponsor Octopia:Marketplace growth is anything but easy: How can marketplaces quickly find suitable merchants? Who can assist with onboarding and logistics? This is where Octopia can assist, a fully integrated marketplace services suite. With 20+ years of know-how, over €2 billion GMV, 450 specialists and 10,000 vetted sellers, Octopia focuses on what matters most: acquiring sellers, onboarding them fast, and driving their performance so marketplaces can scale without complexity. Want to know why platforms like Rakuten, Allegro, CDON or FNAC Darty rely on Octopia? Listen to our podcast in two weeks, where OnBuy shares how it uses Octopia to support its European expansion - or check out our company portrait!

Florian Hoppe, Partner at Bain, joins Jeremy Au to unpack insights from the Bain Southeast Asia Digital Economy Report 2025 and explain why the region's digital economy keeps growing despite global uncertainty and negative headlines. They explore the long-term forces behind this resilience, including consumer adoption, payments and logistics infrastructure, and sustained middle-class demand. The conversation covers the expansion from ASEAN six to ASEAN ten, how regional scale really works for founders, and why competition from China and global players continues to fuel innovation. Florian also explains why AI and data centers should be seen as foundational utilities, how local AI solutions create real value in healthcare and education, and what investors, policymakers, and parents should focus on as Southeast Asia enters its next digital decade. 03:03 Adoption drives resilience: Smartphone penetration, payments, logistics, and trust infrastructure enabled durable digital behavior over time. 05:52 ASEAN expanded from six to ten countries: New markets added population and long-term upside, even with limited short-term GMV impact. 08:51 Regional strategy depends on product depth: High-end offerings cluster in major cities, while mass-market products still scale across ASEAN. 14:18 AI growth starts with infrastructure: Data centers and talent form the base layer before real business value emerges. 15:52 AI in Southeast Asia prioritizes quality and access: Lower labor costs shift focus from cost cutting to better healthcare and education outcomes. 22:17 Digital economy reached policy relevance: It now represents a meaningful share of GDP and employs tens of millions across the region.  29:50 Preparing the next generation for an AI economy: Florian argues parents should train curiosity, abstract thinking, and learning ability, rather than over-optimizing for specific technical skills too early. Watch, listen or read the full insight at https://www.bravesea.com/blog/florian-hoppe-compounding-southeast-asia WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea Spotify English: https://open.spotify.com/show/4TnqkaWpTT181lMA8xNu0T Bahasa Indonesia: https://open.spotify.com/show/2Vs8t6qPo0eFb4o6zOmiVZ Chinese: https://open.spotify.com/show/20AGbzHhzFDWyRTbHTVDJR Vietnamese: https://open.spotify.com/show/0yqd3Jj0I19NhN0h8lWrK1 YouTube English: https://www.youtube.com/@JeremyAu?sub_confirmation=1 Apple Podcast English: https://podcasts.apple.com/sg/podcast/brave-southeast-asia-tech-singapore-indonesia-vietnam/id1506890464 #SoutheastAsiaTech #DigitalEconomy #AIinAsia #StartupEcosystem #VentureCapital #ASEAN #FutureOfWork #DataCenters #TechTrends #BRAVEpodcast

Nesta edição especial de Ano Novo, a primeira de 2026, fazemos o balanço de 2025 como o ano da "resiliência" e projetamos 2026 como o ano da "execução". Analisamos como o varejista deve sair do planejamento para a prática, enfrentando o início dos testes da Reforma Tributária e a escalada da Inteligência Artificial Agêntica, que deixa de apenas falar para começar a agir.Discutimos também o sucesso das vendas de fim de ano, onde o varejo online e os setores de itens essenciais lideraram a preferência de um consumidor racional.Entre os destaques:

Hidden listing keywords. An Amazon & TikTok Shop reality show. And a tool that exposes the Amazon influencers hyping your competitors' products. Special edition Weekly Buzz today. Let's go!   We're back with another episode of the Weekly Buzz with Helium 10's VP of Education and Strategy, Bradley Sutton, and Helium 10's Principal Brand Evangelist, Carrie Miller. Every week, we cover the latest breaking news in the Amazon, TikTok Shop, Walmart, and E-commerce space, talk about Helium 10's newest features, and provide a training tip for the week for serious sellers of any level. 1️⃣ Listing Builder combines 8 tools into one, integrating keyword research and listing creation so you can find, analyze, and optimize Amazon listings in one place. 2️⃣ Helium 10's Scale Stories YouTube series follows real sellers at different stages, with expert mentors guiding beginners and stuck sellers step by step to grow. 3️⃣ TikTok Product Finder helps sellers discover winning TikTok Shop products using filters like category, price, sales, GMV, affiliates, and influencers. 4️⃣ Helium 10's Chrome extension now supports Amazon Saudi Arabia, letting sellers analyze sales and opportunities in this fast-growing market. 5️⃣ TikTok Hot Videos shows top-performing TikTok Shop videos by keyword, category, and timeframe, helping sellers and influencers replicate high-converting content. 6️⃣ Amazon Influencer Finder helps sellers discover, analyze, and contact Amazon influencers making product videos, making it easy to recruit proven creators for listings. 7️⃣ TikTok Shop Ads tool lets sellers analyze GMV Max ads by platform, product, and video to spot top-performing creatives and improve ROI. 8️⃣ Helium 10 Share of Voice shows how much page-one visibility your brand owns across organic, sponsored, and video placements, revealing true share of shelf beyond rankings. 9️⃣ Keyword Tracker now includes built-in translation, letting sellers instantly understand and analyze foreign-language keywords across global Amazon marketplaces.

In this episode, Jordan West sits down with Bora, co-founder of Reacher, one of the leading TikTok Shop affiliate platforms, to break down what's really happening inside social commerce right now.They uncover why only 1.4% of creators on TikTok Shop generate meaningful GMV, why creator outreach conversion rates are collapsing, and what brands must do differently to win in an increasingly competitive market.The conversation dives deep into:Creator scarcity vs creator volumeWhy mass outreach is dyingThe future of brand-owned contentWhy AI content is being suppressed on TikTokHow top brands are building moats through creator relationshipsWhy loyalty, training, and community matter more than everIf you're a brand, agency, founder, or operator trying to scale on TikTok Shop, this episode reveals the uncomfortable truths most people ignore — and the strategies that actually work going into the next phase of social commerce.===============================

Eager to tap into a huge potential customer base, industry players are accelerating their push into the artificial intelligence-driven toys market, hoping to unlock new growth as supportive policies inject fresh momentum into the sector.为挖掘庞大的潜在客户群体，行业参与者正加速进军人工智能驱动的玩具市场，期待借政策支持为该领域注入新动能，从而开启新的增长空间。Experts and business leaders noted that AI toys, created to provide emotional support and companionship, are well-positioned to spark the next wave of consumer trends by using advanced technologies to foster emotional connections with consumers.专家和商业领袖指出，人工智能玩具旨在提供情感支持与陪伴，凭借先进技术与消费者建立情感纽带，有望引领下一波消费潮流。"Young consumers are increasingly paying for emotional value, and AI companionship is emerging as a key early-use case," said Sun Zhaozhi, founder and CEO of Shanghai-based AI-driven toy startup Robopoet.上海人工智能玩具初创企业珞博智能科技有限公司创始人兼首席执行官孙兆治表示：“年轻消费者越来越愿意为情感价值买单，而人工智能陪伴正成为关键的早期应用场景。”"This is attracting more companies, including major firms, into the field," Sun said.孙兆治表示：“这正吸引着更多企业，包括大型企业，进入该领域。”According to data from the Ministry of Industry and Information Technology, China's AI toy market was valued at 24.6 billion yuan ($3.49 billion) in 2024, and is expected to be worth 29 billion yuan this year.根据工业和信息化部的数据显示，2024年中国人工智能玩具市场规模达246亿元（约合34.9亿美元），预计今年将达到290亿元。The growth momentum is backed by an action plan released by the Ministry of Industry and Information Technology, the National Development and Reform Commission, the Ministry of Commerce, the Ministry of Culture and Tourism, the People's Bank of China and the State Administration for Market Regulation last month, where collectible toys were listed as a priority support consumption category for the first time, making it one of 10 consumer segments targeted to exceed the 100 billion yuan mark by 2027.增长势头得益于上月由工业和信息化部、国家发展和改革委员会、商务部、文化和旅游部、中国人民银行及国家市场监督管理总局联合发布的行动方案。该方案首次将收藏玩具列为重点扶持消费品类，使其成为十个目标消费领域之一，力争到2027年实现规模突破千亿人民币大关。"The deep integration of AI with traditional toy manufacturing is reshaping product forms and value chains, making AI toys a new engine for high-quality industrial development," said He Yaqiong, head of the consumer products industry department at the Ministry of Industry and Information Technology.工业和信息化部消费品司司长何亚琼表示：“人工智能与传统玩具制造的深度融合，正在重塑产品形态和价值链，使智能玩具成为高质量产业发展的全新引擎。”Priced at 399 yuan, Robopoet's flagship AI plush toy Fuzozo, which talks to and makes eye contact with users, sold over 1,000 units in the first 10 minutes of the "618" shopping festival presale and ranked No 1 in AI toy sales on both JD and Tmall during this year's Double 11 shopping festival, Sun said.珞博智能旗下旗舰AI毛绒玩具“芙崽”售价399元，具备与用户对话及眼神交流功能。据孙兆治透露，该产品在“618”购物节预售阶段开售10分钟内销量突破千台，并在今年双11购物节期间同时荣登京东、天猫两大平台AI玩具销量榜首。The senior executive added that the product has sold about 100,000 units so far this year and targets 1 million next year, aiming for 400-500 million yuan in gross merchandise value.孙兆治补充道，该产品今年迄今已售出约10万台，明年目标为100万台，力争实现4亿至5亿元人民币的商品交易总额。As consumer demand grows more diverse, more companies are shifting their focus toward AI-powered pet companions.随着消费者需求日益多元化，越来越多的企业正将目光转向人工智能驱动的宠物伴侣。"Unlike typical robots designed to serve humans, our product simulates a live pet that needs care. The process of caring offers users a sense of healing, helping them to cope with anxiety and loneliness," said He Jiabin, co-founder and CEO of AI robot pet manufacturer Ropet.人工智能宠物机器人Ropet的联合创始人兼首席执行官何嘉斌表示：“与传统服务型机器人不同，我们的产品模拟了需要照料的活体宠物。照料过程能为用户带来治愈感，帮助他们缓解焦虑与孤独。”He added that AI-powered robot pets better suit the lifestyles of young people today, as challenges such as allergies, time constraints and a training process are not present.何嘉斌补充道，人工智能驱动的机器人宠物更适合当今年轻人的生活方式，因为它们避免了过敏、时间限制和训练过程等难题。Supported by an emotional large language model and behavioral learning, Ropet can continuously adapt to users' habits and gradually develop distinctive traits, allowing it to interact more like a personalized pet, the executive said.何嘉斌表示，在情感化大型语言模型和行为学习技术的支持下，Ropet能够持续适应用户习惯并逐步形成独特个性，使其互动体验更接近于个性化宠物。Following its domestic debut on JD in late October, the AI pet product quickly made its way into the platform's top three ranking in the robot category by sales volume during the Double 11 shopping festival.这款人工智能宠物产品于十月下旬在京东平台国内首发后，在双十一购物节期间迅速跻身该平台机器人品类销量前三名。"Our business logic is straightforward: first create an appealing hardware product, then use high usage rates to accumulate behavioral data, and finally leverage this data to deliver true intelligence," He said.他说道：“我们的商业逻辑很简单：先打造一款吸引人的硬件产品，再通过高使用率积累行为数据，最后利用这些数据实现真正的智能化。”As domestic momentum builds, Chinese AI toys are also finding strong traction abroad.随着国内势头增强，中国的人工智能玩具在海外市场也获得了强劲的牵引力。In 2024, China's domestic toy retail market was worth 97.85 billion yuan, up 25.5 percent from 2020, while toy exports totaled $39.87 billion, rising 19.1 percent from 2020, Ministry of Industry and Information Technology said.工业和信息化部数据显示：2024年中国国内玩具零售市场规模达978.5亿元，较2020年增长25.5%；玩具出口总额达398.7亿美元，较2020年增长19.1%。"Consumers in the United States and Europe have shown high acceptance of AI robots with visual understanding and personalized interaction. Many describe our products as 'little desktop creatures', 'AI pets' or an 'emotional charging station'," said Yi Qi, marketing manager at Shenzhen-based AI hardware company TangibleFuture.深圳可触未来智能硬件有限公司的市场经理陈怡琦表示：“美国和欧洲消费者对具备视觉理解和个性化交互功能的人工智能机器人表现出高度接受度。许多人将我们的产品称为‘桌面小精灵'、‘人工智能宠物'或‘情感充电站'。”The company's LOOI Robot, priced at around $150, differs from typical companion robots with its phone-dock form factor. Once a smartphone is placed on it, the device activates intelligent interaction and obstacle detection functions.该公司推出的LOOI机器人售价约150美元，其手机底座造型设计区别于传统伴侣机器人。当智能手机放置于底座后，设备即刻激活智能交互与障碍物检测功能。Since mass production began in November 2024, more than 10,000 units have been shipped, with 90 percent sold overseas. The product even received a social media endorsement from Tesla CEO Elon Musk.自2024年11月启动量产以来，LOOI机器人已交付逾万台，其中90%销往海外市场。该产品甚至获得了特斯拉首席执行官埃隆·马斯克在社交媒体上的推荐。"Boasting the world's most complete toy industry chain, strong manufacturing capabilities and a highly skilled labor force, China is now able to offer more high-quality and well-priced toys to global consumers," said He Ya qiong, from the Ministry of Industry and Information Technology.工业和信息化部部长何亚琼表示：“中国拥有全球最完整的玩具产业链、强大的制造能力和高素质的劳动力队伍，如今能够为全球消费者提供更多高品质、高性价比的玩具。”gross merchandise value(GMV)商品交易总额tractionn.[ˈtrækʃn]吸引力

Youtube launched Shopping in India in October 2024, and within a year, 40% of eligible creators adopted it. The platform is betting on high-intent audiences who research before buying—unlike Instagram's impulse-driven model. By building shopping infrastructure in-house and partnering with Flipkart and Myntra, Youtube offers creators high commissions.The shift is democratizing income for micro-creators, while affiliate GMV exploded from Rs 10 crore to Rs 300 crore in two years. Youtube isn't trying to beat Instagram at its game—it's doubling down on what it does best.Tune in.Daybreak is produced from the newsroom of The Ken, India's first subscriber-only business news platform. Subscribe for more exclusive, deeply-reported, and analytical business stories.

The EU will abolish the €150 de-minimis threshold in early 2026 - but will this really slow down Temu, Shein or AliExpress? In this episode, Ingrid talks with China-commerce expert Björn Ognibeni about why the impact will be far smaller than many hope. They explore how Chinese platforms easily absorb new duties, why Europe's true vulnerability lies in AI-driven sourcing and product development, and how Alibaba.com already uses agentic AI to cut sourcing cycles from months to days. Björn also explains how brutal price transparency will expose many Western brands - and why Europe's biggest weakness is that it has no serious low-price competition of its own. A concise, eye-opening look at the China wave reshaping Europe's commerce landscape.Note from the sponsor ChannableThinking about selling to Switzerland - but still convinced it's too complicated? Channable just published a deep-dive interview with Tobias Weyermann from Digitec Galaxus, Switzerland's marketplace champion with 3.2 billion CHF in annual sales. And he also got some interesting things to say for cross-border sellers who want to target the Swiss market. Because with the Galaxus EU-Hub, sellers from the EU can tap into the Swiss market with zero onboarding fees - and even without a Swiss VAT registration. And tools like Channable help merchants meet those Swiss data standards effortlessly. Curious how onboarding really works - and whether Switzerland might be your next growth market? Then don't miss the full interview on the Channable blog!Note from the sponsor Octopia:Many marketplace operators ask themselves:: How do I get strong, high quality sellers for my platform? That's where our new partner Octopia can help. It's the first fully integrated suite of marketplace services developed by an actual marketplace operator - the French generalist Cdiscount. With 20+ years of experience, over 2 billion GMV, 450 specialists, and 10,000 vetted sellers, Octopia's mission is clear: they acquire sellers for you, onboard them fast, and drive their performance - so your marketplace can scale without complexity. Octopia stands out with its operational strength: targeted seller sourcing, onboarding in just 3-5 days, paneuropean fulfillment, sponsored product solutions, and access to 100+ marketplaces. With 150 business developers, churn below 1%, and double-digit GMV uplift often within weeks, Octopia delivers fast, scalable growth that's proven across markets. If you want to know why platforms like Rakuten, Allegro, CDON or FNAC Darty trust Octopia, take a look at our company portrait!

In this episode of Seceret to Scaling your Ecommerce Brand, Jordan West and Zohaib from Refundle break down exactly how brands can scale from 0 to 7 figures on TikTok Shop using creators, content strategy, CPM arbitrage, and whitelisting.We cover the real reasons TikTok Shop works, how to build creator communities, how to repurpose UGC across every platform, and why attribution is broken in 2025. You'll learn how to reach out to affiliates, how many samples you should send, how to increase GMV from live shopping, and the exact playbook top-performing brands are using right now.If you want to grow your TikTok Shop, lower CPMs, and scale organic + paid through creators, this episode gives you the full blueprint.===============================

Fresh out of the studio, we commemorated the 10th anniversary of the e-Conomy SEA [Southeast Asia] Report with Sapna Chadha from Google, Florian Hoppe from Bain & Company, and Cassie Wu from Temasek, celebrating a decade of tracking Southeast Asia's digital transformation. The panel reflected on the region's remarkable achievement of reaching $300 billion in GMV—exceeding the original $200 billion goal by 1.5x—alongside revenue growth of 11x over the past decade. The panellists examined pivotal themes including Southeast Asia's position as the world's most AI-curious region with three times more interest than elsewhere, the explosive rise of video commerce and the maturation of digital financial services. The conversation explored the expansion from SEA-6 to 10 ASEAN countries, the ecosystem's resilience through multiple crisis cycles, and the shift from growth-at-all-costs to sustainable profitability. The episode concludes with each panellist sharing their vision for 2030, emphasizing building trust in AI adoption, creating an inclusive AI economy that benefits SMEs alongside large platforms, and navigating the AI transition gracefully to unlock innovation while addressing employment challenges—underscoring Southeast Asia's evolution from digital catch-up player to global innovation leader rewriting the playbook for digital adoption."We set this audacious goal of 200 billion by 2025. People told us we were crazy. In 2016 when we put that ambition out there, we've actually reached 1.5x that and we've hit 300 billion. And so it's just reflective of this incredible economy." - Sapna Chadha"Indonesia e-commerce still I think is larger or about the same size as all of India e-commerce. And yet the attention tends to be a little bit veering away from Southeast Asia, but this is actually a real economic powerhouse I think for all of Asia Pacific." - Florian Hoppe"Southeast Asia as a region, as we think about digital economy adoption, we are not playing catch up anymore. In many ways we're leading the digital adoption. We're writing how digital economy, how digital adoption could look like for a population and demographic like us." - Cassie WuProfiles: Sapna Chadha, Vice President Southeast Asia and South Asia Frontier, Google Asia PacificFlorian Hoppe, Partner at Bain & CompanyCassie Wu, Director, Southeast Asia at Temaseke-Conomy SEA 2025: https://economysea.withgoogle.com/Episode Highlights:[00:00] Quote of the Day by Sapna Chadha, Florian Hoppe & Cassie Wu[01:17] 10th anniversary of e-Conomy SEA Report[03:00] Digital economy hits 300 billion, exceeding goals[04:09] Ecosystem resilience through multiple crisis cycles[06:10] Report expands from SEA-6 to ASEAN-10[08:13] Southeast Asia most underappreciated AI opportunity[09:31] Indonesia e-commerce matches all of India[10:04] Region leading digital adoption, not catching up[12:13] Cash no longer king, payments fully inverted[13:00] Revenue growth 11x over past decade[15:00] 300 billion GMV despite headwinds and tariffs[16:00] Video commerce grew 5x in three years[19:03] Digital payments north of 60% of transactions[23:32] Super apps unique to Southeast Asia ecosystem[25:45] Data center capacity growing faster than anywhere[27:01] Lower labor costs delayed AI adoption initially[31:00] Ecosystem healthier than ever before[33:08] Talent is the critical AI bottleneck[35:19] Digital infrastructure must align with green economy[39:00] Southeast Asia remains globally underappreciated[40:39] Can Southeast Asia leapfrog into AI era[43:00] ClosingPodcast Information: Bernard Leong hosts and produces the show. The proper credits for the intro and end music are "Energetic Sports Drive." G. Thomas Craig mixed and edited the episode in both video and audio format.

We talk about complexity all the time — but few founders have weaponized it like these four did.In markets where infrastructure is fragmented, regulation changes by the month, and operational chaos is the norm, most founders either give up or try to export Silicon Valley playbooks that don't translate.Daniel Vogel, Caique Carvalho, Tiago Dalvi, and Piero Contezini did something different.They didn't build despite the complexity. They built because of it.Daniel turned Mexico's regulatory maze into Bitso's $2.2 billion moat — Latin America's first crypto unicorn. Caique orchestrated Brazil's fragmented DMV infrastructure into Gringo's $200 million exit to Corpay. Tiago called every investor to return their money, then pivoted Olist into a $10 billion GMV platform. And Piero turned Brazil's Byzantine tax system into Asaas's 37 revenue streams and a path to a U.S. listing.This isn't a recap episode. It's a strategic debrief.Every few months, I step back to look at the patterns — the decisions, frameworks, and inflection points that separate companies that scale from those that stall. This quarter, one theme cut through everything: in emerging markets, the very friction that makes these markets "too hard" is what makes them defensible once you figure them out.What I cover:The infrastructure decision — When to build from scratch vs. orchestrate what exists, and why control beats features in volatile markets.The contrarian bet that won Mexico — How Bitso ignored the entire crypto industry's narrative about replacing fiat and built the bridge instead.The tattoo marketplace that failed — What Caique learned about the difference between problems people tolerate and problems they'll pay to eliminate.The pivot that required courage — Why Tiago offered to return investor money, and what that decision revealed about founder clarity.Distribution as product design — Why Gringo built for WhatsApp first, and the three questions every founder should ask before building any feature.The four-layer playbook — How Asaas went from "help SMBs get paid" to 37 revenue streams by solving sequential, interconnected problems.The M&A playbook that just works — Olist's four-step integration strategy that turned acquisitions into product strategy, not just consolidation.Why 2,600 hours on taxes = $185M raised — The value of inefficiency, and why vertical SaaS works differently in Latin America than anywhere else.This is a masterclass in seeing opportunity where others see impossibility.Join The J Curve Community:⁠⁠⁠⁠⁠⁠Newsletter⁠⁠⁠⁠⁠⁠: Weekly deep dives into LATAM's hottest deals, emerging trends, and market intelligence⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠: Daily market insights and exclusive founder updates⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠: Behind-the-scenes podcast moments and quick industry takes⁠⁠⁠⁠⁠⁠Hit subscribe⁠⁠⁠⁠⁠⁠ and share this episode with fellow entrepreneurs and investors

The AI rollup transforming property managementThis week on Riding Unicorns, we sit down with Dan Lifshits, Co-Founder & COO of Dwelly — the AI-first lettings and property management platform reinventing how landlords, tenants, and agents interact.Dwelly is on a mission to modernise the UK rental market by acquiring traditional letting agencies and rebuilding them with technology at their core. The business is growing fast, backed by General Catalyst and other leading investors, combining the operational rigour of real estate with the scalability of AI.Before founding Dwelly, Dan was one of the youngest associates at McKinsey, then helped scale Gett (the ride-hailing company) from early stage to over $1bn in GMV and 1,000+ employees — experience that now shapes Dwelly's operational DNA.In this episode, we dive into: 

Join a community of ambitious CEOs who are looking to build market-leading companies without sacrificing health and happiness. Check outhttps://limitless.ceo/What does it take to survive, then thrive, as a public e-commerce CEO? In this episode of Start Up CEO, I sit down with Ghassan Halazon, co-founder and CEO of Emerge Commerce, who has spent 15-plus years buying, building, and turning around brands that together have generated more than one billion dollars in GMV.We go deep on the shift from a wide roll-up to a focused portfolio in grocery and golf, the reality of timing acquisitions during the pandemic, and how Ghassan led a dramatic debt reduction while getting back to profitable growth. He shares how to handle competitor outreach, how to think about LTV to CAC, and what public market life actually feels like when the cycle turns.If you are scaling an e-commerce company or considering acquisitions, this is a playbook on focus, discipline, and resilience.Ghassan Halazon

Surprise! It's a Two-Sided bonus episode! Sjoerd sat down with Constantine Anastasakis, CEO of Dribbble, to discuss their transition from an online design community to a lead-generation marketplace. The shift sparked a loud social-media backlash, but, as you'll hear in the episode, the comments mostly missed what was actually happening on the platform.We discuss:The pivot timeline and rationale: Constantine explains why the change occurred now and how it was introduced step-by-step to the community.Finding out who your power-users are and what they want: There were several assumptions, both internally and externally, about what Dribbble was, who it served, and who its power users were. But when Constantine had several conversations with uers, and combined the insights from there with the data, it became clear that agencies were the true power users, which helped shape the direction of the changes.The aftermath and the metrics: Despite the initial uproar online, the team soon realized that the loudest comments didn't come from the power users. In fact, within three months, the team saw the GMV triple.All in all, a very thoughtful conversation, that offers several practical lessons on turning attention into reliable revenue, without breaking your community. A must-listen for anyone building a service marketplace! 

"If I had taken investment in the early years, it would've wrecked me. I wouldn't have been able to deal with investors breathing down my neck."George Sullivan turned his obsession with trainers into The Sole Supplier, a business driving £50 million GMV annually - without a single investor. His biggest insight? Bootstrapping isn't just about keeping control; it's about growing at a pace that matches your capacity as a founder.In today's episode, I'm joined by George Sullivan, founder and CEO of The Sole Supplier, Europe's leading sneaker marketplace. After discovering parkour at 13 and building various side hustles, George launched Sole Supplier at 22 and has grown it over 12 years to work with the world's biggest brands, building a team of 30 and generating billions in content views. His journey includes navigating untreated ADHD, rejecting the toxic hustle culture narrative, and proving that sustainable growth beats venture-backed chaos.Together we unpack:Why taking investment would have destroyed his business in the early yearsHow ADHD can be both a superpower and a liability in fast-growth environmentsThe danger of being bamboozled by credentials and investor pressure when you're youngWhy quality beats quantity and hustle culture is destructive for motivated foundersHow to validate spending decisions when bootstrapping with limited resources

Send us a textMiguel Armaza sits down with Santiago Suárez, Co-Founder & CEO of Addi, one of Colombia's fastest-growing fintech and commerce platforms. With a background that spans global finance and a track record of driving innovation in Latin America, Santiago shares a candid, in-depth look at lessons from scaling Addi to over $1.3 billion in annualized GMV, serving 2.5 million customers, and achieving industry-leading gross margins above 55%.In this episode, Santiago and Miguel dive deep into Addi's unique approach to board management—treating every board meeting as a “dirty laundry” session to maximize transparency, trust, and tangible input from world-class investors like Andreessen Horowitz, GIC, and Union Square Ventures. Santiago also unpacks the company's relentless focus on operational excellence, from shifting to a North Star-driven management style to building a contentious yet high-performing executive team with global talent from Amazon, Capital One, and PayTM.Timestamped Overview00:00 Intro03:57 Monthly updates streamline meetings09:00 Building Success Amid Challenges13:02 Seamless commerce and finance ecosystem14:20 Persistent Networking Pays Off18:49 Marketplace built on consumer demand21:43 Scaling globally through self-funding24:00 Show Your Work The Why27:30 Empowered Customer Service Equity31:30 AI Agents Powering Transactions34:10 AI Data and Deployment Nuances38:30 Building success through early funding41:30 CEO weekly field day

In this episode of Next in Media, Mike Shields sits down with Michael Komasinski, CEO of Criteo, to unpack how one of ad tech's best-known companies has reinvented itself for a privacy-first world. Once synonymous with retargeting, Criteo has successfully evolved into a powerhouse in retail media, supporting more than 230 retailers and $160 billion in GMV.Michael shares how the company's early investments in addressability technology and diversification under Megan Clarkin laid the foundation for long-term resilience. He also discusses the industry's next big shifts from the end of “easy money” in retail media to the rise of agentic workflows, AI-powered ad optimization, and Criteo's surprising new partnership with Google. Key Highlights:

Work with Jordan personally at ⁠⁠www.ecommerceos.co⁠⁠Work with social commerce club at ⁠⁠www.socialcommerceclub.com⁠⁠Get 27 strategies in 27 days at ⁠⁠https://socialcommerceclub.com/pages/27-strategies⁠⁠Join Tiktok shop elites mastermind at ⁠⁠https://www.skool.com/tiktokshopelite/aboutWorking with high GMV creators can make or break your TikTok Shop success—but most brands are doing it wrong. In this episode, I break down the biggest mistakes brands make when approaching top creators and how to avoid them. From weak outreach strategies to low commissions and poor communication, I'll share exactly what turns creators off—and what gets them excited to work with your brand.I'm Jordan West—former BC Ambulance paramedic turned entrepreneur. I've built 8 brands, 2 agencies, a software company, and a restaurant. Today, I help eCommerce brands unlock social commerce growth through TikTok Shop, YouTube Shopping, and beyond.In this episode of eCommerce Entrepreneurs with Jordan West, you'll learn:✅ The #1 mistake brands make when pitching high GMV creators✅ Why commission structure matters more than you think✅ How to build long-term creator partnerships that actually drive sales✅ The quick win brands can implement today to get creators saying “yes”

En esta tertulia compartimos una conversación muy completa sobre emprendimiento, startups y tecnología. Pau Sabria, nuestro invitado especial, relata su experiencia tras vender una empresa por 130 millones de dólares, el duro proceso de burnout que vivió y cómo encontró un nuevo rumbo con Remotely.works, un marketplace de talento remoto que conecta desarrolladores de software de Latinoamérica con empresas de Estados Unidos. También hablamos de lo que significa un exit en una startup, cómo afrontarlo y la importancia de los socios en la creación de nuevos proyectos.Durante el episodio profundizamos en temas como la gestión del talento remoto, y cómo escalar un negocio SaaS o marketplace en un mercado competitivo. Pau explica con detalle los retos legales, culturales y humanos de trabajar entre distintos países, y cómo acompañar a clientes y developers para que las relaciones laborales sean sostenibles en el tiempo. Una charla llena de aprendizajes prácticos para fundadores, emprendedores y profesionales del sector tech.Pero no todo se queda en los negocios: también reflexionamos sobre el impacto de la inteligencia artificial (IA) en el futuro del trabajo, la creciente polarización política y cómo afecta a grandes empresas. Además, compartimos experiencias sobre la vida en Nueva York vs. Barcelona, el complicado sistema de visas en Estados Unidos, y cómo la globalización cambia nuestra forma de trabajar y relacionarnos. Una tertulia cercana, entretenida y llena de ideas para cualquiera interesado en el mundo startup, innovación y trabajo remoto.

Work with Jordan personally at ⁠⁠www.ecommerceos.co⁠⁠Work with social commerce club at ⁠⁠www.socialcommerceclub.com⁠⁠Get 27 strategies in 27 days at ⁠⁠https://socialcommerceclub.com/pages/27-strategies⁠⁠Join Tiktok shop elites mastermind at ⁠⁠https://www.skool.com/tiktokshopelite/aboutWorking with high GMV creators is the ultimate cheat code for TikTok Shop brands. But how do you find them, stand out in their crowded inbox, and build long-term partnerships that actually drive sales?In this episode, I sit down with Anna Casey Turner—ex-insurance broker turned high GMV creator and Social Commerce Club partner—to break it all down. Anna Casey consistently drives six figures in GMV per month and coaches other creators on how to do the same. Together, we unpack what really makes creators say “yes” to brands, and what instantly turns them off.I'm Jordan West—former BC Ambulance paramedic turned entrepreneur. I've built 8 brands, 2 agencies, a software company, and a restaurant. Today, I help eCommerce brands unlock social commerce growth through TikTok Shop, YouTube Shopping, and beyond.In this episode of eCommerce Entrepreneurs with Jordan West, you'll learn:✅ What defines a true high GMV creator (and why most brands get this wrong)✅ How to stand out in a creator's crowded inbox with the right outreach strategy✅ Why free shipping can make or break your TikTok Shop performance✅ The commission sweet spot that gets top creators posting again and again✅ How to work with creators to generate 5+ videos per sampleIf you're serious about scaling on TikTok Shop, this episode will save you months of trial and error.

Work with Jordan personally at ⁠⁠www.ecommerceos.co⁠⁠Work with social commerce club at ⁠⁠www.socialcommerceclub.com⁠⁠Get 27 strategies in 27 days at ⁠⁠https://socialcommerceclub.com/pages/27-strategies⁠⁠Join Tiktok shop elites mastermind at ⁠⁠https://www.skool.com/tiktokshopelite/aboutTired of guessing which TikTok creators actually drive sales? In this video, Jordan West reveals the exact spy tool he uses to pull competitor shops, extract winning creators, and build outreach lists that generate real GMV.Jordan is the CEO of Social Commerce Club, one of North America's top TikTok Shop agencies. After running multiple 7-figure brands, he knows the difference between vanity metrics and actual sales data. Today, he's showing you the only tool he trusts to find creators who move product.

Northrop Grumman's Cygnus XL spacecraft delays docking with the International Space Station (ISS). PLD Space has been selected by the European Space Research and Technology Centre, part of the European Space Agency (ESA), for its first Guidance, Navigation and Control (GNC) contract. The Space Data Association (SDA) has selected GMV to develop its next generation safety of flight system, and more. Remember to leave us a 5-star rating and review in your favorite podcast app. Be sure to follow T-Minus on LinkedIn and Instagram. T-Minus Guest Torsten Kriening and Yvette Gonzalez from SpaceWatch.Global share the latest from World Space Business Week in Paris. Selected Reading NASA, Northrop Grumman Assessing Cygnus XL Engine Burn Plan PLD Space secures its first GNC contract with ESA to develop a new hybrid navigation system SDA Selects GMV to Deliver Next Generation Safety of Spaceflight System BlackSky Wins NGA Luno A Delivery Order for AI-Enabled Change Detection Anduril and Impulse Space Expand Partnership to Conduct RPO Mission Demonstration in GEO Russia developing Starlink rival at 'rapid pace,' space chief says- Reuters Astro Digital Signs Power Purchase Agreement with Star Catcher to “Plug Into” Space's First Power Grid Maxar Partners with Ecopia AI to Launch Vivid Features, Powering Dynamic Vector Maps of Every Place on Earth IonQ Completes Acquisition of Oxford Ionics, Rapidly Accelerating Its Quantum Computing Roadmap IonQ Announces Intent to Acquire Vector Atomic, Expanding Into Quantum Sensing and Strengthening Its Quantum Technology Portfolio Share your feedback. What do you think about T-Minus Space Daily? Please take a few minutes to share your thoughts with us by completing our brief listener survey. Thank you for helping us continue to improve our show.  Want to hear your company in the show? You too can reach the most influential leaders and operators in the industry. Here's our media kit. Contact us at space@n2k.com to request more info. Want to join us for an interview? Please send your pitch to space-editor@n2k.com and include your name, affiliation, and topic proposal. T-Minus is a production of N2K Networks, your source for strategic workforce intelligence. © N2K Networks, Inc. Learn more about your ad choices. Visit megaphone.fm/adchoices

En este episodio hablamos con Alexandre Soncini, cofundador de VTEX, la plataforma de e-commerce enterprise que opera en modelo SaaS multi-tenant. Hablamos de su rol en la expansión internacional (EE. UU., México, Europa y Asia) y de cómo VTEX impulsa a retailers globales con storefront, catálogo, checkout y un Order Management System que se integra con ERP y WMS para orquestar inventario, envíos y promesas de entrega. También comparamos su propuesta con alternativas como Shopify u opciones on-premise tradicionales, y por qué los clientes con operaciones complejas acaban optando por una solución más completa y ágil. Entramos al detalle técnico del producto: arquitectura de microservicios con 20–30 despliegues al día, plataforma multi-tenant con actualizaciones continuas y extensibilidad “low-code” vía VTEX IO para personalizar sin bifurcar versiones. Repasamos su pricing híbrido (fijo + variable sobre GMV) y compartimos métricas recientes: ~$4,8B de GMV trimestral, ~$230M de ingresos LTM, 3000+ clientes, crecimiento en el rango 10–15% anual y varios trimestres rentables. Además, Alexandre cuenta la historia: los inicios en 2000, el punto de inflexión con Walmart Brasil en 2007, la decisión de apostar únicamente por SaaS en un mundo acostumbrado al on-premise y el refactor de dos años con ~200 ingenieros para soportar el modelo marketplace. Menciona verticales y casos de clientes enterprise, y por qué muchas compañías que internalizaron su e-commerce hace años ahora migran a plataformas SaaS por coste total, seguridad, velocidad y capacidad de personalización.

Here's the thing. Payments only look simple from the outside. In this Tech Talks Daily episode, I sit down with Roberto “Reks” Kafati, CEO and co-founder of DEUNA, to unpack how a scrappy one-click checkout idea grew into an intelligent payments infrastructure that now touches a large slice of Mexico's online economy.  Reks explains why Latin America's high decline rates aren't just an inconvenience but a growth killer, and how DEUNA's early focus on orchestration and checkout opened the door to something bigger. When a region routinely sees more than four out of ten online transactions knocked back, the bar for reliability sits in a different place. That practical problem set the stage for what came next. Athena, Real-Time Decisions, and 638 Signals per Transaction DEUNA's pivot point came when merchants asked a fair question. With all this payment data flying through the system, what should we do with it? The answer is Athena, DEUNA's AI-powered layer that watches every transaction and feeds merchants real-time insight, routing choices, and suggested actions. It is not another dashboard you promise to check and then ignore by Friday. It is a reasoning engine that sits on top of 638 data points per transaction and turns mess into movement. That is how you recover revenue without punishing good customers with extra friction, how you avoid surprise fees from networks, and how you protect recurring revenue when a processor wobbles. Reks walks us through results that speak plainly. Ramped merchants saw conversion lift from the original one-click experience. The infrastructure tier recovers meaningful GMV and trims fees. Enterprise clients report double-digit ROI and stick around for the compounding effect. Building Through Adversity and Betting on the Right Layer What resonated most was the human story behind the metrics. DEUNA was born in the first months of the pandemic, shaped by the shock that hit real-world businesses when revenue fell off a cliff and marketplaces became a lifeline with strings attached. Reks shares an unvarnished look at a tough 2023, the kind of year founders rarely talk about on record. Revenues dipped, deals went sideways, life got complicated. The team chose resilience and doubled down on a two-year vision. That bet is paying off. Over the past twenty-four months the company has grown at a pace that would bend a chart, and the focus has shifted from commoditizing orchestration to productizing intelligence. Put simply, earn trust at checkout, then make the data work for the merchant in real time. Agentic Commerce, US Expansion, and What Comes Next We also look forward. If chat interfaces begin to mediate more buying decisions, merchants will need infrastructure that can think, not just connect endpoints. That is the territory DEUNA calls intelligent infrastructure, and it is where Athena operates every day.  The company is now in active conversations with major US retailers, confident after winning head-to-head enterprise evaluations. Reks frames the opportunity without hype. If you can see acceptance trends by processor, by country, by card type, and act in the moment, you keep customers, protect margins, and avoid death by a thousand false declines. If you cannot, competitors will gladly welcome your frustrated shoppers. If you care about the real mechanics of growth, this conversation is for you. We talk conversion lift, recovered revenue, and the gritty bits of building a payments company that merchants actually rely on. We also talk about the days that test your resolve and the tenth day that reminds you why you started.

A story about turning impatience into competitive advantage.This episode is for SaaS founders tired of building "professional" products nobody remembers—and anyone wondering if controversy beats convention.Most SaaS companies fail because they try to please everyone.They play it safe with every decision.Joao Marques, CEO of Oscar, took a different path.He quit his job, built the app in four months, then raised 70K euros to start acquiring customers. Created an on-demand home services marketplace that sends marketing messages designed to provoke action. Became Portugal's market leader in two years—by deliberately risking cancellation with every campaign.And this inspired me to invite Joao to my podcast. We explore how strategic controversy creates memorable brands faster than perfect products. Joao shares hard truths about focus, growth over features, and why being hated by some customers beats being ignored by all. You'll discover why having your entire company obsess over one metric beats any complex strategy.We also zoom in on two of the 10 traits that define remarkable software companies: – Focus on the essence – Master the art of creating momentumJoao's story is proof that market leadership often starts by doing what makes others uncomfortable.Here's one of Joao's quotes that captures his philosophy:"Just having one goal. My focus, for example, right now, is acquisition and then GMV, so volume in my app. I'm refreshing the dashboard every 10 minutes. Every decision that we make is based on that. Every goal is based on that. Everyone in my team, and we are, like, 50 people, from customer support to senior management, everyone knows GMV on a daily basis.”By listening to this episode, you'll learn:Why building features before growth is startup suicideWhat happens when you do the unscalable things competitors avoidWhen being annoying drives better retention than being niceWhy one metric beats ten strategiesFor more information about the guest from this week: Guest: Joao Marques, CEO OscarWebsite: oscarapp.com

How do brands actually find (and win) high-GMV creators on TikTok Shop? In this live workshop, Jordan sits down with Bora from Reacher to demo an AI-powered search workflow, smart filters that actually matter, and outreach that cuts through crowded inboxes. We also stack FastMoss on top to reverse-engineer competitor partnerships and spot the tiny % of creators driving the majority of sales.You'll learn:The GMV tiers to target for cold-start brands (why 50–1K GMV is the sweet spot) and when to mix in ultra-high GMV creatorsThe exact filters (category, GMV, post rate, email on file) that shrink 2.2M creators to a laser-focused listHow Reacher's AI vision surfaces creators by what's in their videos (not just bios)A simple community funnel: on-platform → Discord/WhatsApp → contests + retainersComp & pricing benchmarks: when flat fees ($250–$450/video+), retainers, or high organic commissions (think 30–50%) make senseFastMoss workflow to pull top competitor affiliates, analyze their winning videos, and brief your creators to replicate the structure

Subscribe to DTC Newsletter - https://dtcnews.link/signupIn this episode of the DTC Podcast, we sit down with Ash Melwani, co-founder and CMO of Obvi, to unpack how the brand rebuilt its Meta ad infrastructure after being flagged under Meta's health and wellness restrictions—crippling performance overnight.Ash shares how Obvi reversed the damage, restored performance using server-side tracking, and evolved their media buying playbook to align with Meta's new Andromeda AI update.Whether you're running ads in the health space—or just looking to future-proof your Meta setup—this episode breaks down the tactics and tools you need to know.Key Insights:Meta Pixel Poisoning & Health Flagging Why Obvi's ad performance collapsed on New Year's Day, despite clean creative and strong landing pages.Outbound Click to LP View Ratio Decline A key diagnostic metric: How a drop from 85% to 50% signaled serious algorithmic deprioritization.Fixing the Pixel: Server-Side Tracking with Upstack Why basic Shopify–Meta integrations aren't enough anymore—and how Upstack helped restore ad performance within 7 days.Creative Testing in the Age of Andromeda Why fewer exclusions, broader creative variation, and campaign consolidation outperform previous testing methods.CAC Management via AOV Uplift How bundling top products into a kit helped boost AOV from $65 to $100—improving spend efficiency under higher CAC conditions.TikTok Shop GTM Strategy Why Obvi launched Discord-based creator communities, performance-based incentives (yes, even Teslas), and GMV-max ad programs.Retail Expansion Mindset With Obvi in 20K+ doors including Walmart and Dollar General, Ash shares why 2025 is the time to shift from DTC-first to mass awareness and in-store velocity.Timestamps:00:00 – Meta account flagged and overnight performance drop02:00 – Pixel health and the dangers of poor data tracking04:00 – Creative strategy shift post-Andromeda update06:00 – Why brands must show up on TikTok to stay relevant08:00 – Meta deprioritization signals and pixel troubleshooting10:00 – Ad testing framework for 2025 and campaign structure14:00 – How to improve landing pages and lift performance18:00 – Proxima, lookalikes, and AI-built audience targeting22:00 – TikTok Shop strategy with creator incentives and Discord28:00 – Retail expansion strategy and shift toward brand marketing34:00 – Building omnipresence in retail and mass marketingHashtags:#DTCMarketing #MetaAds #TikTokShop #PerformanceMarketing #CreativeStrategy #RetailMarketing #EcommerceGrowth #MediaBuying #PixelHealth #CollagenBrand Subscribe to DTC Newsletter - https://dtcnews.link/signupAdvertise on DTC - https://dtcnews.link/advertiseWork with Pilothouse - https://dtcnews.link/pilothouseFollow us on Instagram & Twitter - @dtcnewsletterWatch this interview on YouTube - https://dtcnews.link/video

Send us a textTired of slow, quiet TikTok Shop launches that fizzle out before they even begin?You're not alone.So many brands enter TikTok Shop thinking they can “test the waters”—only to be met with low visibility, lukewarm sales, and no real momentum.But what if you could flip the script?In this video I'm pulling back the curtain on the exact 4-step TikTok Shop launch strategy we've used to help brands explode on day one.One of our clients generated $250,000 in GMV within 24 hours—and we didn't spend a dollar on paid ads for that launch.Yes, it's real. And yes, I'll show you exactly how it works.Here's what you'll learn:How to seed 200 high-performing creators—fastWe show you how to build your dream launch roster by identifying the micro and mid-tier creators who actually move product—not just followers.The power of a 48-hour Creator BlitzDiscover why coordinating your entire creator network to post in a synchronized window is the secret to triggering TikTok's algorithm for massive organic reach.Why WhatsApp + gamification = creator FOMOWe break down the psychology of creator momentum. Get our real-world tactics for building hype, incentivizing performance, and creating a wave of content that drives instant velocity.How to stack spark ads for exponential growthLearn how to spark the right content at the right moment—and how to layer paid ads on top of your blitz to keep the momentum rolling well beyond launch weekend.This is the exact system we use inside:TikTok Shop OS Plus – Our done-with-you program that gives your team the tools, strategy, and support to execute like pros.Full-Service Brand Launches – For brands ready to hand it off and let us execute every step.Either way, we bring the strategy and the team.Whether you're launching your first product or scaling your 10th...TikTok Shop is the single biggest opportunity for product brands right now—and this video will help you skip the guesswork and go straight to what works.Watch the video and take notes.Then book a call if you're ready to apply this strategy with us.Links & Next Steps

Episode 78 of the Space Industry podcast by satsearch is a conversation with Isolina Pérez Donnelly, Sales Director at satsearch Trusted Supplier Alén Space, about the evolving nature of the nanosatellite market.Alén Space, based in Spain and part of the GMV group, specializes in the design, manufacturing, and operation of small satellites. It offers cutting-edge technology for nanosatellites and microsatellites, as well as end-to-end mission development services.In this podcast episode, Isolina and satsearch COO Narayan Prasad Nagendra discuss the evolving NewSpace market from a nanosatellite manufacturer's perspective including:How the CubeSat market has evolved over the last decadeThe nature of customers that exist in the market todayFactors influencing architectures of nanosatellite platforms, and the importance of reliable service from spaceMissions Alén Space is involved, both in the realm of technology demos and commercial missions.You can find out more about Alén Space here on their satsearch supplier hub.And if you would like to learn more about the space industry and our work at satsearch building the global marketplace for space, please take a look at our blog here.[Music from Uppbeat (free for Creators!): https://uppbeat.io/t/all-good-folks/when-we-get-there License code: Y4KZEAESHXDHNYRA] 

欢迎收听雪球出品的财经有深度，雪球，国内领先的集投资交流交易一体的综合财富管理平台，聪明的投资者都在这里。今天分享的内容叫美团阿里开始豪赌未来，来自王智远同学。7月5号，阿里淘宝闪购突然发起一场名为“淮海战役”的补贴大战，目标很明确：每周六集中火力冲单量。阿里为什么要主动发起这样一场战役？战略意图是什么？01我觉得，阿里真正想赢的，是淘宝未来。为什么这么说？因为淘宝这套传统货架模式的增长已经接近天花板，年增长率不到10%，明显放缓；而另一边，即时零售——也就是外卖+快消品——仍在以超过20%的速度增长。这说明，人们越来越习惯“马上要、立刻有”的消费方式。阿里在思考：如果我能把用户从“一个月逛几次淘宝”，变成“一周点好几单外卖”，那不就等于给淘宝装上了一个新的发动机？而且，这个发动机很猛。外卖是高频行为，每天都要吃饭、喝咖啡、买零食。一旦用户习惯了通过淘宝闪购点外卖，就会开始顺手买点别的东西。比如：7月5日当天，淘宝闪购的粮油、母婴、家电等品类订单同比增长超100%。用户开始像“双11囤货”一样，囤起了即时消费品。再来看一组数据：截至7月5日22时54分，淘宝闪购非餐饮类订单已达1300万单，相比一年前翻了6倍；美团同期也有约2000万单是非餐饮交易。这说明，两个平台都在试图用外卖带动零售，谁先养成就用户习惯，谁就能赢得主动权。阿里还有一个别人难以复制的优势：流量太大。QuestMobile数据显示，2025年1至5月，淘宝App日活用户增长至4.1亿，美团外卖日均支付订单维持在9000万以上。7月5日那天阿里直接将所有App开屏广告全换成橙色促销，一下触达了几亿人；这种打法，美团根本接不住。更狠的是，阿里还把饿了么和支付宝深度绑定。你点个外卖，顺便就把支付宝用了；如果你是88VIP会员，还能直接送你一个饿了么会员。这种生态联动，让整个消费路径变得更顺畅，也更容易留住用户。当然，美团也不是没有反击能力。它同样能靠补贴冲单量，1亿单的规模随时可以做到；但问题在于，美团不像阿里那样拥有庞大的流量池，也没有那么多可补的零售品类支撑这场战争。还有一个关键时间窗口，阿里必须抢在前面出手。因为美团也在悄悄打造自己的“零售版淘宝”，它的闪购业务已占GMV的15%，涵盖超市、便利、数码家电等多个品类。换句话说，它不只是要做外卖，还想做更多。但目前，它的商品丰富度尚未完全上来，尤其在生鲜、母婴等高毛利品类上。这时，阿里突然出手，就像在美团盖楼之前，先把脚下的地基给挖松了。如果你仔细看淘宝闪购公布的数据，会发现一个有意思的细节：粮油米面、冷冻食品、家清、母婴、个护等品类的订单增速最快。这说明，阿里正在借助外卖打开用户的生活圈，所以回过头看这场战役，智远主观分析认为，阿里的战略目的有三：一，改造淘宝，用外卖的高频需求激活用户活跃度；二，拖住美团，逼它在补贴战中持续消耗现金流；三，抢占心智，让“30分钟送达”成为淘宝的新标签。换句话说，阿里想借外卖的风，把淘宝吹向一个新阶段。02不过，美团也不是没有反击能力。它只用12个小时，就把订单量从日常的9000万单提升到1.2亿单，直接冲上历史峰值。这波操作可以说是“闪电反击”，也再次展示了美团在外卖战场上的硬实力，它靠一套真刀真枪打磨出来的配送系统。它手里握着全国最大的即时配送网络，700万骑手中，日均活跃的有336万，占整个中国即时配送市场的60%以上。换句话说，全国每10个送外卖的人里，就有6个是美团的。除了自有运力，它还有麦芽田和青云两大聚合平台，这两个系统可以整合大量第三方配送公司，单日最高调度能力超过1000万单。更关键的是，它的动态定价机制。高峰期时，骑手每单奖励能飙到10元，但美团仍基本保证了餐品按时送达。听起来是不是很稳？但这场比赛也暴露了一个问题：系统虽然强大，也有自己的天花板。比如，7月5日晚高峰时，订单突然暴涨，导致美团旗下麦芽田服务器一度崩溃，部分订单延迟了1到2小时；这种事在日常可能还能扛得住，但在极限对战中，就容易出问题。而且别忘了，光为了维持这个系统的运转，美团每天就要烧掉两亿多的补贴成本。你说这能撑多久？再来看另一个角度：美团在非餐饮品类布局远超竞对。它有自己的前置仓体系，加上3万多加盟闪电仓，在北京望京区域，三公里范围内就能覆盖20万个SKU，而传统超市如沃尔玛，通常只有3万个左右。什么概念？它真的能做到“你要什么我都能送”，但背后的问题也很明显：模式太重，利润太薄。美团2024年全年经营利润为368亿元，其中外卖贡献约325亿元；但今年的补贴支出将在去年基础上新增至少100亿元，如果下半年竞争加剧，还可能增加150亿到200亿元。同时，美团闪购是重资产路线，毛利率仅为20%-25%，客单价65元，履约成本却高达8元，虽然这一差距相比外卖业务正在缩小，但整体压力依然不小。再加上3万多家加盟闪电仓和自营前置仓，每天的维护成本都超过千万。相比之下，阿里那500亿补贴分摊到12个月，平均每天不到1.4亿，和美团日常营销支出已相当接近。这就像一场耐力赛，看谁更能耗。最危险的信号出现在哪里？是美团开始发放“用户自提免单券”，这是它在用一种损害用户体验的方式去止损。已有用户反馈说“缺货”或“覆盖范围有限”，说明这套模式仍在探索阶段。你看，运力已经快到极限了，但它还不能停。所以回过头看这场“1.2亿单反击战”，你会发现：美团的护城河确实很深，短期内没人能轻易撼动；但它维护这座护城河的成本太高，就像一边建城墙，一边还要不停往里面灌水泥；它现在面对一个带着生态打法来的超级平台。03这场仗打得越狠，就越有人在替平台“买单”，真正承受代价的，还有商家、骑手，甚至整个行业的生态平衡。智远了解到，不少连锁品牌接到通知时已经是下午：“今天要冲单量，你们得配合。”听起来像是临时加戏，但对商家来说，这是一场突如其来的“硬仗”。人力成本飙升，他们不得不临时高薪请人打包，甚至找兼职帮忙。如果真爆单了还好，一旦没爆单，牛奶、水果等原料只能白白浪费。再来看平台这边。以美团1.2亿单为例：每天光是直接补贴就得花掉12亿元，还有大量隐性支出——服务器扩容、投诉赔偿、骑手保险……这些账单藏在后台，没人看见，却一样都不能少。换句话说，这是一次对整个运营系统的极限测试。再看一个容易被忽略的群体：小商户和区域品牌。在这场战斗中，受益最多的还是头部连锁品牌。像一些大型连锁奶茶店，接到通知后能立刻调动IT团队做系统调整，临时加派人手打包出餐，还能与平台谈判争取配送保底。他们不仅接得住这波流量，打完仗之后还可能获得平台的流量倾斜。可小商户呢？很多人连消息都没接到就被卷进去了。有的直到订单突然暴涨才发现系统根本扛不住，配送费涨了不敢拒绝，抽成也比平时高了不少，但又不得不接。最惨的是，因为履约慢，平台还可能降权，下一轮流量红利就彻底没他们的份了；所以，这场仗表面上是平台在烧钱，实际上压力最大的，是那些没有议价能力的小玩家。当然，也不能忘记消费者。“0元奶茶”让你高频打开App，提升日活；你授权了地理位置权限，平台借此掌握你的消费轨迹；你还慢慢接受了动态定价机制，一杯奶茶涨价几块钱，也开始觉得“好像也没那么离谱”。我自己就有体会：第一天喝肯悦咖啡才4块多，第二天涨到了6块多，到现在几乎恢复原价了。我还特意问了一个不太常点外卖的朋友，他的日常价也才6块多。所以，看似微不足道的变化，在悄悄改写你的消费习惯。而且历史经验告诉我们，低价红利一旦结束，用户流失速度也快得惊人；还记得网约车大战吗？当时订单量暴涨，但补贴一停，用户留存率不到很低。虽然我没有明确数据，说明外卖大战用户留存情况，但一个大家都默认的事实是：平台砸钱换来的增长，往往只是短暂的幻觉。因此，表面上看，这是阿里和美团之间的一场补贴大战；实际上，真正承受代价的，是商家、骑手、消费者，甚至是整个行业的生态平衡。04那么，这场“淮海战役”打到最后，即时零售行业会迎来新大陆吗？短期来看，未来6到12个月是一场拉锯战。阿里的打法很明确，每周末都来一次“7月5日”的翻版，目标是让“超级星期六”变成用户的生活习惯。听起来很美好，但也有风险：用户会不会慢慢疲了？淘宝流量转化率会不会递减？非餐饮品类如生鲜、母婴，履约成本更高，阿里能不能扛得住？美团当然不会坐以待毙。被迫跟进补贴，会不会玩得更精细，比如：在阿里重点城市上线“神枪手”低价专区；用闪电仓密集覆盖高潜力社区，降低最后一公里配送成本？所以，智远认为，双方现在就像两个赌徒，赌谁先停。中期来看，谁先撑不住，谁就出局，到了这个阶段，拼的就是谁能活得更久。这里有三个绕不过去的坎儿：第一个是毛利率陷阱。外卖业务本身毛利还能做到30%左右，但一旦涉及生鲜、冷链这些品类，毛利率直接掉到15%-20%，甚至更低。第二个是运力成本刚性，骑手每单的成本从原来的6-8元涨到了10-12元，而消费者实付却从9-11元降到了0-3元。这不是做生意。第三个是资本耐心见底，美团股价已经比高峰时跌了60%多，市场对亏损的容忍度越来越低；阿里虽然现金流充足，但电商主业也在承压，不可能无限输血。还有一个关键临界点：当单日订单常态化突破1.5亿单时，每增加1000万单，可能就意味着每天多亏2亿元，这已经不是增长，而是出血。那未来的终局是什么样？智远觉得有几个可能性：第一种：垂直分化，美团继续主导餐饮加便利店这类高频需求，阿里掌控生鲜、母婴等高毛利品类；京东聚焦3C数码等高客单价即时配送。第二种：资本合并，美团和阿里成立合资公司，各自划分区域运营；前提是反垄断政策松动，但现在看概率非常低。第三种就是生态重构了，黑天鹅事件，即时零售和社区团购融合，或者无人配送技术突破，直接降低60%的运力成本。所以，即时零售既是绞肉机，也是新大陆，只不过，要先流血，才能看到绿洲。短期内，阿里需要一场“斯大林格勒战役”式的胜利，美团则要避免被拖入消耗战；中期内，谁现金流更稳，谁就能活得更久。目前来看，阿里 账上6137 亿元，美团大概 2000 亿元储备，差距明显；长期来看，30分钟送达将成为像水电煤一样的基础设施，但赢家可能不超过两家。如果拼多多再进来呢？所以，别看现在打得热闹，真正的淘汰赛，才刚刚开始；也许再过一年，当我们站在新起点回看这一切时会发现：如今这场混战，不过是通往未来的第一站。

» Produced by Hack You Media: pioneering a new category of content at the intersection of health performance, entrepreneurship & cognitive optimisation.Instagram: https://www.instagram.com/hackyoumedia/Website: https://hackyou.media/Cameron Zoub and Steven Zhang, co-founders of Whop join the show to discuss the mechanics of building a high-growth startup from the ground up. Whop has quietly become one of the most efficient digital marketplaces online, doing over $100M in GMV without relying on paid ads or loud marketing.We talk about the early days of building out of hacker houses, the decision to focus deeply on product before anything else, and the operational challenges that came with rapid scale. They also reflect on leadership, team dynamics, and what most founders underestimate when trying to build in public.00:00 Introduction02:00 Meeting at age 13 and bonding over sneaker reselling04:05 Building their first sneaker bot app and selling it on Facebook06:40 Dropping out of school and going all-in on internet startups07:55 Pivoting into websites for Twitch streamers during COVID10:29 Early experiments, failed apps, and lessons in product-market fit14:20 How WAP solved problems they faced as software sellers18:18 Expanding from software to Discord access and digital memberships20:17 Payments infrastructure and why it's central to their platform25:28 Chasing shiny objects like NFTs and learning to refocus30:42 Co-founder dynamic, intense pressure, and emotional moments36:01 Competitors, cyberattacks, and the cost of success39:31 Staying out of the spotlight despite massive revenue44:30 Taking investment from figures like Peter Thiel and Tinder's founder49:11 Making WAP the internet's go-to for work and income54:25 Rethinking creator monetisation beyond courses or content» Escape the 9-5 & build your dream life - https://www.digitalplaybook.net/» Transform your physique - https://www.thrstapp.com/» My clothing brand, THRST - https://thrstofficial.com» Custom Bioniq supplements: https://www.bioniq.com/mikethurston• 40% off your first month of Bioniq GO• 20% off your first month of Bioniq PRO» Join our newsletter for actionable insights from every episode: https://thrst-letter.beehiiv.com/» Join WHOOP and get your first month for free - join.whoop.com/FirstThingsThrst» Follow Whop«Instagram: https://www.instagram.com/whop/?hl=enWebsite: https://whop.com/

欢迎收听雪球出品的财经有深度，雪球，国内领先的集投资交流交易一体的综合财富管理平台，聪明的投资者都在这里。今天分享的内容叫淘宝闪购，摸着美团和京东过河，来自25号观察员。美团和京东证明可行的路，都可以走。淘宝闪购，其实有后发者的优势。京东、美团在外卖和闪购的探索，给淘宝蹚出了不少可以借鉴的路子，加之淘宝团队还是有能力，憋了这么几年，终于可以一展身手。所以日单量在短短一个月间，就从2000多万突破了4000万，按现在的趋势，5000万已经不远。值得探讨的是，美团、京东摸着石头过河后，给淘宝证明了“外卖+闪购”的业务有利可图，且过河的姿势都给了答案。一、补贴是有效的对于外卖配送业务，单量规模是核心指标。因为只有单量上来，才能优化配送效率、降低单均成本，在保持竞争力的情况下实现盈利。日单量2000万是个盈亏平衡的门槛，美团2019年突破2000万，此后一路增长到2024年的6000多万，盈利能力也持续提升。饿了么这么多年一直困在2000万左右，去年才勉强不亏钱。结果京东不讲武德，一上来先声夺人，日单量很快突破2000万，虽然靠着补贴一单要亏接近10块。判断补贴降下来后单量剩多少，现在还为时过早。但京东证明了，补贴是有效的，有了单量规模再去谈效率优化。这是淘宝学到的第一条经验。二、外卖可以给主站引流如果京东只是证明靠补贴能拉动单量，淘宝不至于大动干戈。关键是京东还证明了外卖可以给主站引流，甚至可以作为电商的营销费用，账算得过来。在一季度的业绩会上，京东管理层说：除了用户的拉新和活跃度提升，已经初步看到外卖用户的跨品类购买行为，现阶段主要在商超生活服务品类。我们要看外卖和京东现有业务的协同价值，不要单独看外卖。这是淘宝学到的第二条经验。传统电商平台其实是个流量生意，过去阿里投资控股的很多公司，主要是为了流量：电商平台的流量增长是有限的，那就必须持续从外部获取流量。饿了么之前没有和淘宝、支付宝打通，很重要的原因，也是被当做电商主业的流量来源，而不能分走电商流量。现在攻守易势，外卖反而可以给电商带来流量，这直接推动“闪购”进入了淘宝的一级入口，支付宝的一级入口也已测试。饿了么从集团的边缘业务，一跃成为香饽饽。三、闪购是电商的增量美团闪购2024年GMV在2700亿左右，虽然绝对值相比电商不大，但过去三年的复合增速在30%左右，未来三年还能做到20%以上。而电商整个行业过去三年的复合增速在7%左右，未来三年大概率会降速。关键是增速。这是淘宝要大力做闪购的重要原因。还有一点，闪购的单价比外卖高，盈利能力更强。一般闪购单价是外卖的2倍，想想你点一单外卖30-40元，拼好饭只要20多，但是闪购的日用品、电子产品单价高很多，一单100块很常见。这意味着在同样佣金率、配送成本下，闪购是更容易挣钱的。美团的即时零售去年日单量不到1000万，已经不亏钱了。京东的达达去年日单量800万左右，总共亏了10亿，单均只亏几毛钱。相比于外卖，闪购是一个增速更快、盈利能力更强的业务。这是淘宝学到的第三条经验。现在的淘宝需要一场战斗，外卖+闪购就是最好的战场。

Send us a textTikTok Shop isn't just a sales channel — it's the engine behind your entire content and performance strategy. In this breakdown, Jordan West pulls back the curtain on how 7-figure eCommerce brands are turning creator content into a full-funnel growth machine. From seeding strategies to landing page hacks, he explains how brands are winning across TikTok Shop, Amazon, DTC, YouTube, and Meta — all with one unified system.What you'll learn in this video:How to find your top-performing creators using the 80/20 seeding rule — without wasting time or inventory.How to build a scalable creator community that consistently drives $250K+ in GMV each month.When and how to use VSAs (Video Sales Agents) and co-branded landing pages to maximize conversions and track ROI.How to unify your marketing funnel so your TikTok Shop strategy also fuels Meta ads, YouTube content, and Amazon listings — leading to a 4x ROAS across channels.This is the unfiltered, actionable playbook that top brands are using to dominate TikTok Shop in 2025 and beyond.Timestamps:00:05 – Why TikTok Shop creator content powers the whole funnel02:30 – The new rules of creator-led growth04:00 – Seeding strategy: how to find your unicorn creators07:10 – When to use VSAs vs GMV Max14:10 – Creator community building with Reacher + Retainers21:00 – Why unification is your next growth edge25:00 – How to repurpose TikTok content across Amazon & D2C30:00 – The TikTok Shop landing page hackSubscribe for weekly content on TikTok Shop, UGC, and eCom scaling strategies.

欢迎收听雪球出品的财经有深度，雪球，国内领先的集投资交流交易一体的综合财富管理平台，聪明的投资者都在这里。今天分享的内容叫拼多多与5000亿美元的好市多只差一条腿，来自figolin。5月28日，拼多多发布的2025年第一季度财报，实现营收956.7亿元，同比增长10%，但净利润同比下滑47%至147.4亿元。拼多多怎么了？拼不动了？我不认为拼多多拼不动了，相反，我对拼多多的长期却非常看好！注意，我这里说的长期是指五年以上，不是明天，也不是指今年。在阐述我的理由之前，我先要简单地介绍一下，拼多多是怎么拼到今天的。2015年，创始人黄峥做出一个决定：避开竞争激烈的北上广市场，转向长期被忽略的县城市场，从卖水果起步。他巧妙地利用微信拼团的社交裂变模式，以低成本快速获取了大量用户，迅速打开了沉默且庞大的下沉市场。能快速获取大量用户的原因，当然不是因为微信的社交裂变，这个只是拼多多当时营销的手段。能获取用户的原因只有一个，使用户能够留下来，那只能是用户收到的水果真的便宜。所以，我们这里要问的是，拼多多的水果为什么能便宜？当时，像水果这种容易变质腐烂的东西，不太适合用传统的电商方式销售，因为那样效率太低了，所以这也是被当时的传统电商忽略的市场。拼多多采取的方式“农产品直供+社交拼团”，所以效率要比传统电商高很多，这里的效率高有两个原因，一个是去掉了中间商，另外一个，单位时间内，单个SKU的销售数量会比传统的电商多很多。效率高了，成本就低了。如果东西是一样的，哪个人会不喜欢低价呢？ 所以，拼多多在这个过程中，不单单是把水果卖掉了，更是圈了大量的用户。如果水果可以这么卖，其它的东西就不能也这样卖吗？顺着同样的逻辑，拼多多进入家居日用与服饰类、美妆护肤、小家电直至数码3C...直到做成现在的拼多多。因此，拼多多的性价比源于其极致的效率和极低的成本结构。从商户端来看，从做水果开始，拼多多都没有追求多而全的SKU，而是精简SKU，集中资源打造少数爆款商品。每个爆款SKU动辄达到数十万甚至百万级别的订单量，这种规模效应使商户能够大幅降低了生产和供应链成本，从而保证了在价格竞争中的优势。从平台端来看，拼多多的运营模式同样体现着极致的效率原则。拼多多团队实行扁平化管理，以精简的组织架构和高度数字化决策流程，实现了极高的人效表现。截至2024年，拼多多员工仅2.3万人左右，大约是阿里巴巴团队规模的10%，人均创收却高出同行数倍。这种“双端低成本”策略使拼多多能够以比竞争平台低10%至30%的价格持续运营，并保证了企业本身的盈利能力。所以，拼多多和淘宝具有天生的基因不同。淘宝是流量逻辑，主体是搜索，用户要自己去找商品，所以需要海量SKU来满足长尾需求，这时淘宝需通过千人千面满足每个人的个性化搜索。但也因为这个原因，每个SKU的销量没有足够高，淘宝一直倡导C2B反向定制做不起来。而拼多多是把海量流量集中到有限商品里，有了规模之后再反向定制，从而极大降低成本。就这样，拼多多一不小心，把自己做成了线上版的Costco感觉。我们知道，做零售最核心的东西就是效率。沃尔玛创始人山姆·沃尔顿有说过：“我始终认为，保持低价格和低成本，是让顾客一而再、再而三回来购物的唯一办法。”另外一个零售大王亚马逊贝索斯也有一个类似的名言：“你的利润就是我的机会。” 其实都说了是一个意思，效率是零售业非常重要的护城河。哪个人买东西不喜欢买便宜的呢？如果东西是一样的话。我相信那些在Costco买LV的那些人，一定也是有钱人。我自己也在拼多多买过几次东西，都是买那些电脑、手机呀这些产品，原因也是一样的，便宜啊。所以，拥有效率的拼多多，他过去10年的GMV增长速度远远的超过了京东和淘宝。拼多多也因为它的效率，平台自身得到了超额的回报。2024年财报显示，拼多多实现营收3938.4亿元人民币，归属于普通股股东的净利润1223.44亿元，除拼多多的2.3W员工,每个员工的创收是600W左右，这个数据甚至是腾讯的3倍，可以说相当的炸裂。那么问题的，为什么这个季度利润降了这么多呢？ 它的根本原因是什么呢？ 这是这篇文章要讨论重点。如果拼多多真的是Costco的话，利润应该是要稳定的增长。我稍微查一下Costco过去五年的利润变化情况，Costco的利润是每年持续稳定增长的。所以目前的拼多多只是长得像Costco，还不是Costco。那拼多多缺的是什么呢？我们先看一下拼多多的供给端，在结构性成本优势导向下，拼多多对商家进行简单粗暴的价格赛马竞争。中国的整个供应链本身就是供大于求，这就导致了这些商家在这个平台上面的竞争相当的惨烈，胜出的商家往往也不是那种追求质量，追求创新的商家，而是那些擅长偷工减料打擦边球的商家。这也导致了拼多多的消费端，虽然拼多多希望给顾客留下的是性价比，但我们还没有办法做到闭着眼睛买东西，因为我们买到低质或假货的可能性还很高。一句话，就是拼多多这个平台赚太多钱了，在这个过程中，商家还没有获得足够的利润，真正想做好产品有创造力的商家，还没办法在拼多多这个平台上很好的生存。如果整个生态上，只有平台赚大钱，商家不赚钱，真正好的商家没法脱颖而出，那毫无疑问这个生态是不健康的，也是没法持续的，这个就是拼多多目前存在的问题。换成大白话就是说，“在你上面的那些商家老板都半死不活了，你觉得你每年赚1000亿是可持续的吗？”所以拼多多的CEO才会在电话会议上说，过去这个季度，外部环境的变化给商家带来了新挑战。在这个关键时刻，我们发挥平台企业的社会效能和责任担当，推出了‘千亿扶持'惠商新战略，坚定护航商家穿越周期。” 他还要求公司上下力出一孔，全面投入这一新战略，优先保证用户和商家的利益，努力为商家提供更多确定性，助推产业平稳转型。这是拼多多基于长期价值，必须要补上一课！所以，我标题说的拼多多缺的一条腿，其实就是共赢生态这条腿。很多人判断，这个季度拼多多的利润下降，是因为跟目前的国补政策有关系。拼多多以第三方商家为主，缺乏自营体系，且平台上以白牌商品居多，因此在对接国补政策时处于劣势，导致在承接国家补贴政策方面相较于京东、阿里等自营平台处于劣势。为弥补这一短板，拼多多加大了对商家的补贴力度，增加了平台的营销费用，影响了短期利润表现。是的，这个判断没问题，国补政策肯定的影响了拼多多的利润。但我们要问，拼多多上面的商品为什么都是白牌？其实核心原因就是在拼多多的成长历史中，这些商家没有持续的收益，没有真正的成长起来。所以陈磊在电话会议上说：“在外部环境不确定性加剧，拼多多果断支持消费者和商家，将他们的需求放在平台之前。我们相信这些举措是投资，最终将带来更强大、更高质量的商家生态系统。从长远来看，这些努力可能会在短期甚至相当长的一段时间内对我们的盈利能力产生影响。”对他说的“甚至相当长的一段时间”。我觉得他说的是真话，因为拼多多的野蛮生长的时期结束了，现在要深耕生态建设，这个当然不是短时间可以做成的事情。如果你看过拼多多黄铮的一些演讲和分享，以及了解了拼多多的文化，应该会相信，拼多多过去出现了一些问题，都是公司发展的阶段性问题，有理由相信当拼多多会把共赢生态这条腿把它补上后，我想那时拼多多的市值一定会超过Costco，因为相对于Costco，拼多多的市场更大，中国的供应链更强。

**This is a one-off cross-promotional episode of our new podcast: Sharetribe Founder Stories.**This new podcast features interviews with founders building successful online marketplaces with Sharetribe. Discover how founders identified opportunities, overcame challenges, and scaled their platforms—from their first transaction to millions in GMV. Each episode dives into both the strategies that worked and the mistakes that taught valuable lessons.In this first episode, you can hear the story of Marcel Fairbairn and Gearsource.GearSource is a marketplace that helps rental companies sell professional audio and event production equipment they no longer need. Marcel Fairbairn built the company in 2002, which makes GearSource one of the oldest online marketplaces still in operation, alongside giants like eBay and Amazon.What you'll learn:How a self-funded founder built one of the oldest surviving marketplaces on the internetHow Marcel identified an “invisible inventory problem” that became an idea for a marketplace businessThe critical "aha moment" when Marcel realized his 16-year-old business was actually a marketplace, and how that changed everything in Marcel's approachWhy lowering commission rates accelerated growth and scalabilityThe painful lessons from three platform migrations before finding stability with SharetribeHow to transition from a high-touch service model to an automated marketplaceMarcel's unconventional strategy: "Be aggressive on growing revenue, conservative on growing expenses

Send us a textYou're scaling on TikTok Shop... GMV looks amazing... But somehow your profits are disappearing.In this episode, Jordan breaks down why TikTok Shop sellers are quietly bleeding cash—and how to plug the holes before it's too late. We walk through the real math behind a $100 order, the creator commission trap, fulfillment pitfalls, and platform fees that sneak up on even the most seasoned operators.This isn't just about sales volume. It's about contribution margin—the number that actually keeps the lights on.If you're on TikTok Shop or planning to scale, you can't afford to miss this one.

Niklas Östberg is the Founder and CEO of Delivery Hero, a global juggernaut now present in over 70 countries across four continents. In Q4 2024, the company announced GMV of $49BN with $12.8BN in revenue and $750M in EBITDA. They have made an astonishing 35+ acquisitions including $2BN for Glovo. Before launching Delivery Hero, Niklas co-founded Pizza.nu, leading its expansion across Sweden, Poland, Finland, and Austria. In Today's Episode We Discuss: 04:09 How Skiing Prepared Me For Life As An Entrepreneur 10:12 Losing $200M on Gorillas Investment 17:58 Quick Commerce: Does the Business Model Work? 25:09 How to Master M&A: Lessons from 35 Acquisitions 31:45 Evaluating Acquisitions: The Glovo Example 32:39 Cohort Analysis: Lessons from $49BN in GMV 34:35 Growth Strategies: What Worked? What Did Not Work? 38:27 Competing Against Uber and Doordash 41:40 Is Cash a Weapon in the War for Food Delivery 44:29 Why Are Emerging Markets a Good Investment? 48:21 Why Are European Markets Broken? Are Regulators Killing Europe? 51:57 Quickfire Round: Insights and Reflections