David x HallPass: $2.2B Valuation | YouTube & Amazon Partnership | Zuck’s AI Warpath

Medici lands a $2.2B valuation, YouTube creators can now tag Amazon products, Meta's Muse voice transcription undercuts the market at $0.18/hr, and colleges are about to start running out of students. It's the consumer's daily show — Ecomm Cowboy — where we break down the stories moving retail and DTC, then sit down with the operators building through it. Today guest host Nate Lagos (Founder, Shootin' Doubles) joins Chris Hall and Colin Dougherty.ON TODAY'S EPISODESteve Rekuc — Director of Data, Common Thread CollectiveWe dig into the quantitative backbone behind CTC's growth claims — geo-holdout incrementality testing productized for mid-market brands, the gap between platform-reported ROAS and actual incrementality (AppLovin averaging 171% across 18 tests), the Spend/aMER model that told an apparel brand to cut spend from $2.14M to $1.06M a month, the internal fight when the data says spend less, and the new Prophit Engine forecasting revenue within 3% across $3B in GMV.Erika Lee — Head of Brand, CorgiWe dig into building a community brand on a commoditized product — the AI-insurance startup (YC S24, ~$630M valuation) betting on a 24/7 FiDi cafe, branded buses, and an in-house newspaper over billboards, the local-TV-news-to-startup storytelling path, landing the job via a cold X DM, and why the Corgi Cafe doesn't need to make money on coffee.ALSO ON THE SHOW- AfterSell unboxing- Calvin Klein x Sadie Sink- Farmer Bill's steak sticks- An 1847 Oregon Trail sourdough starter that's still alive- Quince's first sample sale sold out 6 hours early- TikTok Shop as liquidation, not growth- Koast.ai: Facebook ads without a Facebook account-------------------------------------Daily newsletter: https://newsletter.ecommcowboy.com/Made possible by:Proppel - https://www.weareproppel.com/ecomm-cowboy-proppelTie - https://meettie.com/TrendTrack - https://www.trendtrack.io/Sathi - https://www.mysathi.io/champions/ecomm-cowboySlash - https://www.slash.com/Richpanel - https://www.richpanel.com/?utm_source=Ecomm+Cowboy+Show&utm_medium=Show&utm_campaign=Ad+Read&utm_id=Ecomm+CowboyPostscript - https://postscript.io/?utm_source=Ecomm+Cowboy+Show&utm_medium=Show&utm_campaign=Ad+Read&utm_id=Ecomm+CowboySeguno - https://www.seguno.com/?utm_source=Ecomm+Cowboy+Show&utm_medium=Show&utm_campaign=Ad+Read&utm_id=Ecomm+CowboyIntelligems - https://www.intelligems.io/?utm_source=Ecomm+Cowboy+Show&utm_medium=Show&utm_campaign=Ad+Read&utm_id=Ecomm+CowboyROKT Aftersell - https://www.aftersell.com/offers?utm_source=Ecomm+Cowboy+Show&utm_medium=Show&utm_campaign=Ad+Read&utm_id=Ecomm+CowboyProxima AI - https://www.proxima.ai/?utm_source=Ecomm+Cowboy+Show&utm_medium=Show&utm_campaign=Ad+Read&utm_id=Ecomm+CowboyNorthbeam: http://northbeam.io/?utm_source=Ecomm+Cowboy+Show&utm_medium=Show&utm_campaign=Ad+Read&utm_id=Ecomm+CowboyUniversal Ads - https://www.universalads.com/?utm_source=Ecomm+Cowboy+Show&utm_medium=Show&utm_campaign=Ad+Read&utm_id=Ecomm+CowboyFollow Ecomm Cowboy:https://x.com/ecommcowboyhttps://www.linkedin.com/company/ecommcowboyhttps://www.instagram.com/ecommcowboy/https://www.tiktok.com/@ecommcowboyhttps://open.spotify.com/show/0q1Pp0rW8j6cehXToNTeJchttps://podcasts.apple.com/us/podcast/ecomm-cowboy/id1761749693