The Current Thing: Santa Cruz Paleo: $4M a Month, Zero Ads?
Monday, November 2. We’re live. Watch now.

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Guest host Chris Orzechowski of Orzy Media is in the chair today, and at 12:45 CT we sit down with Sam Ross, Co-Founder and CEO of Numeral, fresh off a $100M Series C.

TOP STORIES

Cork flagged Santa Cruz Paleo, the electrolytes, protein and beef tallow brand, as reportedly doing around $4M a month with zero ads running (Cork on X).

We’re pulling up the brand’s Meta Ad Library page live to see what’s actually there, and digging into how a supplement brand gets to that size on organic demand alone (Meta Ad Library, santacruzpaleo.com).

Today’s Guests: Guest host Chris Orzechowski, Sam Ross at 12:45 CT.
Stories of the Day: Out on the Range

1. Drew Fallon: “I’ve Spent $500M on Meta” Is No Pitch

Iris CEO Drew Fallon called media buyers who sell themselves on lifetime ad spend “the dumbest shit literally ever.” Dollars spent say nothing about whether those dollars made money. Results and judgment are the pitch, not the size of the budget you burned (Drew Fallon on X).

2. Starbucks Called Out Over “Surveillance Pricing”

More Perfect Union and Zephyr Teachout are going after Starbucks over surveillance pricing, where what you pay depends on data about you. Personalized pricing is a growing flashpoint, and the backlash shows how fast it turns into a trust problem (More Perfect Union on X, Zephyr Teachout on X).

3. YC Backs $1.3M Subvocal Glasses

A startup raised $1.3M from Y Combinator for glasses built so “you never have to type or speak again.” If input moves off keyboards and voice, the way shoppers search and buy moves with it (Aarush Yadav on X).

Today’s Featured Sponsor: OuterSignal
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Stop marketing to lists. Start marketing to humans.

Great Finds
Pokémon x Fender Red Version Stratocaster and Green Version Telecaster

> Pokémon x Fender

Pokémon announced a collab with Fender. A licensed drop aimed squarely at collectors on both sides, pairing one of the biggest entertainment brands in the world with an instrument maker people already collect (Pokémon on X).

> Liquid Death x Rumpl

Liquid Death teamed up with outdoor-blanket brand Rumpl. Two brands with loyal, merch-hungry fans make for a natural crossover, and a blanket is a product people actually keep around and show off (LinkedIn).

> GTA VI x Nike x Travis Scott Air Force 1s

The triple collab reportedly drops Nov. 19 at $130. A game launch, a sneaker giant and a celebrity drop stacked into one shoe, priced at the normal end of the AF1 range rather than the hype end (Kurrco on X).

> McDonald’s Franchisee Defends the $8 Quarter Pounder Meal

On launch day, a McDonald’s franchisee pushed back on “that’s insane” replies, pointing to today’s beef and wage prices and asking “where else are you going?” Value is now the argument fast food has to win in public (McDonald’s franchisee on X).

The Partner Corral

POSTSCRIPT
The SMS partner focused on one thing: making SMS your biggest revenue channel. postscript.io

INTELLIGEMS
AI-powered testing that finds the changes worth making. Get a free store audit. intelligems.io/audit

ROKT AFTERSELL
Post-purchase upsells and premium offers that add profit to every order. aftersell.com/offers

SEGUNO
The only marketing suite built inside Shopify. Email, popups and reviews on live data. seguno.com/cowboy

TIE
Identify up to 70% of your site traffic and push shoppers into your existing flows. meettie.com/cowboy

NORTHBEAM
Measurement built from real orders, clicks and verified views, not platform guesses. northbeam.io

RICHPANEL
AI helpdesk that automates 70–80% of tickets. Ridge cut cost per ticket by 70%. richpanel.com

PROPPEL
Performance-based recruiting for ecom brands and agencies. 10% off your first hire. weareproppel.com

TRENDTRACK
Every ad and email any brand runs, refreshed every 24 hours. See what’s scaling. trendtrack.io

See you at noon. The Ecomm Cowboy Show, weekdays 12PM CT