Monday March 2nd: War is On, Claude is Down | Burger King’s “All Seeing AI” War is On iWar is On, Claude is Down | Burger King's "All-Seeing" AIs On, Claude is Down | Burger King's "All-Seeing" AIWar is On,
Guests: Andrew Faris (AJF Growth) , Ryan Dreyer ( Maple Boost)
We are kicking off with absolute chaos in the AI world — Claude goes down and the internet panics. What happens when your leverage depends on tools you don’t own? ARe we entering the ear of AI Infrastructure wars?
Growth, AI Margins, and the Media Buyer Question
Andrew Faris joins the show — arguably every growth marketer’s favorite growth marketer. We break down some major moves happening inside AJF Growth, including why Andrew brought Patrick Coddou in as a partner. The conversation goes deep into where AI is actually changing the economics of ecommerce
Also Covered
Ryan Dreyer, a 6× Ironman and founder of Tribal Training, joins us to talk about building Maple Boost and why the endurance athlete mindset might be the ultimate founder advantage
Casey's might look like a gas station — but it’s quietly one of the largest pizza chains in America
Burger King is experimenting with AI that scores employee friendliness
Gen Z is bringing print books back — and Coach turned the trend into culture
“The Last Year of Meaningful Work” — are we entering an era of superhuman leverage or human irrelevance?
A WhatNot + TikTok Shop reseller running out of a storage unit — scrappy genius or fragile arbitrage?
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Tuesday March 3rd: OpenAI “Airpods” DO Exist | Meta’s New Invoicing: Verified OpenAI "Airpods" DO Exist | Meta's New Invoicing: Verified
Guests: Andrew Gazdecki (acquire.com) , Noah Friedman (Outer Signal)
The Internet is Buzzing About a Possible OpenAI Hardware Play
Today we’re breaking down the biggest stories shaping ecommerce, AI, and digital ownership — and bringing in some of the sharpest operators in the game to make sense of it all. If AI becomes ambient — always in your ear — does it become the new operating system?
We break down the speculation around AI wearables and what it could mean for Apple, apps, and the future of computing.
Brand Strategy Breakdown: Burger King vs McDonald’s
Two fast- food giants are taking very different approaches to leadership and brand strategy. McDonald’s focuses on operational excellence — efficiency, consistency and scale— which continues to drive strong perfromance globally. Meanwhile, Burger King, leaning into bold marketing and cultural relevance through it’s “Reclaim the Flame” strategy.
Also Covered
Meta billing confusion and advertiser invoicing chaos
Threads rolling out ads globally as it passes 400M users — is there early arbitrage for brands?
Reese's toothpaste — brilliant brand extension or marketing gimmick?
A three-way sneaker collaboration that shows how hype cycles still dominate culture
All you can eat baseball tickets — the sports version of subscription economics.
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Wednesday March 4th: Macbook Neo, Nothingburger? | Meta Employees Are Literally Watching You
Guest: Cody Schneider (graphed.com)
"AI is Rewritting the Marketing Playbook
Cody Schneider talk about one of the most important shifts happening inside marketing teams right now. Operators are increasingly using tools like Claude to build new workflows that were impossible just a year ago.
Using AI to analyze ad performance faster
Generating and iterating creative concepts
Building internal marketing agents
And designing entirely new AI‑assisted go‑to‑market systems
The takeaway: The biggest advantage isn’t AI tools themselves — it’s operators learning how to build systems around them.
We also unpack several interesting stories shaping the broader commerce landscape
Meta’s AI glasses and the growing debate around content moderation and wearable AI
Whether viral McDOnald’s CEO content getting dragged online is actually intentional marketing
Why livestream commerce platform Whatnot is now experimenting with selling fresh food
Ross Stores beating expectations as consumers hunt for value
And why grocery prices could rise again in 2026
Thursday March 5th: 2026 State of Angencies Report | Netflix + Amazon Data ($30 CPMs)
Guests: Sean Stone (Spillover Commerce) · Jason Levin (Memelord.com)
The future of Agencies | Amazon Brands Moving to Shopify | Meme Marketing
We are unpacking some of the biggest shifts happening across agencies, ecommerce strategy, and AI- driven Marketing. First, we dive into teh State of the Agency Report as AI reshapes marketing workflows, the report raises a critical questions: are agencies actually growing or simply wokring harder for the same margins? Automation is increasing output, but many agencies are still struggling to translate that efficiency into higher profitability.
Why Amazon Brands are Building Shopify Store
We sit down with Sean Stone of Spillover Commerce to discuss a major trend happening behind the scenes. More successful Amazon-native brands are now investing in Shopify storefronts to build direct relationships with customers.
The strategy unlocks several advantages: Better customer data ownership, Higher long‑term margins And the ability to run **Meta ads that create a “halo effect” across both Amazon and DTC channels.
But the shift also introduces risk: brands must balance the efficiency of Amazon’s marketplace with the complexity of running their own storefront.
Why Memes are One of the Most Powerful Marketing Channels
Jason Levin to talk about one of the most underrated marketing tactics on the internet: memes. Memes often outperform polished brand campaigns because they feel native to the internet. Instead of interrupting culture, they participate in it.
Jason explains how meme marketing has helped open doors to some of the biggest companies in tech, politics, and startups — proving that sometimes the most powerful distribution strategy doesn’t look like marketing at all.Lovin rolled out new "Discovery" campaigns aimed at true net-new customer acquisition. This could be one of the first credible alternatives to Meta for brands looking to diversify paid channels. Worth testing immediately.
Also Covered
Netflix partnering with Amazon to bring shopping data into streaming ads
New research on Gen Z entering the workforce and how it may reshape hiring and workplace culture
Why some founders believe certain startup ideas are simply “early” — not wrong
Robinhood entering the credit card market
And a growing trend of AI + brand collaborations emerging across major companies
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Friday March 6th: Hot Jobs | Nike Burns $300M
Guests: Jordan West (Social Commerce Club), Matt Mullenax (Huron)
TikTok Shop Strategy | The AI- Powered Marketer
A This week we’re breaking down some of the biggest shifts happening across eCommerce, marketing teams, and platform strategy. From the rapid rise of TikTok Shop to changing economics inside growth teams, the playbook for operators is evolving fast. To make sense of it all, we’re joined by three operators who are deep in the trenches of modern commerce.
Winning on TikTok Shop
According to Jordan West, many brands fail on TikTok Shop because they treat it like traditional ecommerce — focusing on product listings instead of content velocity. The brands that win are the ones producing large volumes of short‑form content, testing constantly, and letting the platform’s algorithm find winners. On TikTok Shop, distribution doesn’t come from ads first — it comes from content momentum.
Founders Lesson from Huron
Matt Mullenax, founder of Huron, to unpack the early lessons that helped build the brand. Huron launched with just three SKUs, focusing on simplicity and product clarity before expanding the line. Later, the team introduced build‑your‑own bundles, which increased average order value by over 100% — proving that small merchandising tweaks can dramatically change unit economics.
Hot Jobs This Week
AI Native Software Engineer at Growth Capital
Product Marketing Manager at Chewy
Marketing Lead at ElevenLabs - ElevenCreatives
Director of Ecommerce at Nuuds
Senior Director of Customer Service at BRUNT
Warning: using AI on your resume might get you auto-rejected
Also Covered
Why Quince is reportedly raising at a $10B valuation
Nike’s $300M brand reset and what it signals about performance vs. storytelling
UPS offering buyouts to 100,000 drivers as it unwinds part of its Amazon relationship
And why the structure of traditional growth teams may be disappearing
The Through-Line This Week
AI is compressing leverage. Smaller teams are doing more with better systems — from AI- powered marketing workflows and viral content strategies to operators running entire growth engines with tools like Claude. At the same time, platforms are shifting fast :TikTok Shop is rewriting ecommerce distribution, Amazon brands are moving to Shopify to own their customers, and companies like Apple, Meta, and Nike are making major strategic bets. The operators who win in this environment won’t just execute better — they’ll build smarter systems.
Keep riding, keep building, and we will see you on the next one.
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See you on the trail,
The Ecomm Cowboy Team
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