Snap Specs vs. Anduril | Pat McAfee Invests in Jams | Mythos Hacks the NSA

Snap Specs vs. Anduril Glasses kicks off the AR wars, Anthropic reportedly rips into nearly all NSA classified systems, T-Pain and DoorDash launch a new World Cup social play, and Pat McAfee invests in Jams. Plus Joe Fox on building ShotPay, vertical BNPL for the firearms and tactical category mainstream processors won't touch, and Jamil Bhuya on his project-based Shopify Plus agency Otherhalf Studio after nearly losing it all in food.ON TODAY'S EPISODE OF ECOMM COWBOYJoe Fox (Founder and CEO, ShotPay) — Australian-turned-Austin partnerships operator with stops at Fast (pre-Affirm acquisition), Reviews.io/Clearer.io, and Growave as President and Chairman serving Sony, Lego, Crocs, and Logitech. In 2025 he launched ShotPay, vertical Pay-in-4, Layaway, and payment processing exclusively for the Shooting, Hunting, Outdoor, and Tactical category — payments Affirm and Klarna refuse. We dig into what he saw in that "no" from mainstream BNPL that looked like an opening, what serving firearms merchants actually requires operationally, the first move a "high-risk" merchant should make before reapplying, and whether every underserved category gets its own vertical payments rail in five years.Jamil Bhuya (Co-Founder and Head of Growth, Otherhalf Studio) — Toronto operator who built Burgers n' Fries Forever (BFF) into a 25+ location halal fast-casual chain doing $25M+ lifetime revenue before nearly going bankrupt in 2022 and exiting in 2024. Co-founded Yellow Beauty with his wife Jaz Fenton — a turmeric skincare brand that grew from a $1,000 investment into 300+ Anthropologie and Urban Outfitters doors. Now runs Otherhalf Studio with Jaz, a senior-only, project-based Shopify Plus agency for $3M–$50M brands — grew to $500K in contracts via referrals before the website ever launched, shipped ~40 projects in year one. We dig into what near-bankruptcy gives him with a founder that a polished pitch never could, why he rejected the retainer model every Shopify agency chases.ALSO ON THE SHOW- Wow of the Week: Backstory on Kat Cole, CEO of AG1- Launch more products- Corgi cafe review- Back-to-school deals are already here- Google and A24- Watch and react: AI ads- Watch and react: YouTuber buys storage unit of unreleased Adidas product- Gov of Utah helps Freddy get to Canada- Instagram TV is coming- Figma x Dinner Service merch collab- Moment of zen: $100M Offers type shit__________________________Welcome to DTC's daily—what's now/next in ecommerce so founders, marketers, and operators can survive and thrive.Weekly newsletter: https://newsletter.ecommcowboy.com/Made possible by: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+CowboyAxon by AppLovin - https://axon.ai/en/ecommcowboyROKT 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://podcasts.apple.com/us/podcast/ecomm-cowboy/id1761749693