EPISODE · May 21, 2026 · 2H 29M
Oasis App Controversy | Meta CPCs + CVRs Falling | Oisin O'Connor x Aidan Thibodeaux
from Ecomm Cowboy · host Chris Hall x Colin Dougherty
TODAY'S EPISODE OF ECOMM COWBOYOisin O'Connor and Aidan Thibodeaux (CEO, Recharge / CEO, Skio — now part of Recharge) — On April 30, 2026, Recharge acquired Skio for $105M cash in what's been called the largest private acquisition in subscription commerce. Skio had raised just $8M total. Combined, the platforms now power 20,000+ merchants and process $20B+ in GMV. Oisin co-founded Recharge in 2014, bootstrapped it, then raised $277M in growth capital from ICONIQ, Bain Capital Ventures, and Summit Partners. Aidan took Skio from COO to CEO.Noah Tucker — Founded Social Snowball in 2020 after being rejected by every VC. The influencer, affiliate, and referral platform now powers programs for 2,000+ brands including Solawave, Obvi, Mid Day Squares, Kizik, and Javy Coffee. Hit $3M revenue in 2024 with a $5M+ run rate. First influencer platform ever to integrate with TikTok Shop. In June 2025, Dotdigital acquired Social Snowball for up to $35M. David Khandrius (Co-Founder, Peachy — Shopify Premier Partner) — NYC-based agency building high-converting ecommerce experiences for DTC brands including Magic Mind, Mars Men, and Maya. Started his first ecommerce business at 14, later grew Exotic Home Expo from $0 to $1M, founded and sold the dev studio Khandy Tech, and is also COO of integrated digital agency JUICE. ALSO ON THE SHOW- The Oasis App controversy- Northbeam data shows Meta CPCs falling — what it means- Cloudflare CEO Matthew Prince on how AI changes everything- Gemini x CapCut launches- Yoni Levy leaves Meta after nine years- Cory Dobbin: ChatGPT's ad performance is very bad- Kroger's new CEO Greg Foran is planning the biggest price cuts in company history- Bush Beans drops a new flavor- Target reports Q1 growth after 3 years of missed sales targets — and warns it may not last- Adults are sucking on pacifiers as stress relievers- An injection that could double a cat's lifespan to 30 years- Hennessy is bringing out dangerously good flavors this summer- Moment of zen: the secret to "do more"_____________________________________Welcome to DTC's daily — what's now and next in ecommerce so founders, marketers, and operators can survive and thrive.Weekly newsletter:https://newsletter.ecommcowboy.com/Made possible by:Postscript https://postscript.io/sms-benchmarks?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+CowboyFollow Ecomm Cowboy:X https://x.com/ecommcowboyLinkedIn https://www.linkedin.com/company/ecommcowboyInstagram https://www.instagram.com/ecommcowboy/TikTok https://www.tiktok.com/@ecommcowboySpotify https://open.spotify.com/show/0q1Pp0rW8j6cehXToNTeJcApple Podcasts https://podcasts.apple.com/us/podcast/ecomm-cowboy/id1761749693
What this episode covers
TODAY'S EPISODE OF ECOMM COWBOYOisin O'Connor and Aidan Thibodeaux (CEO, Recharge / CEO, Skio — now part of Recharge) — On April 30, 2026, Recharge acquired Skio for $105M cash in what's been called the largest private acquisition in subscription commerce. Skio had raised just $8M total. Combined, the platforms now power 20,000+ merchants and process $20B+ in GMV. Oisin co-founded Recharge in 2014, bootstrapped it, then raised $277M in growth capital from ICONIQ, Bain Capital Ventures, and Summit Partners. Aidan took Skio from COO to CEO.Noah Tucker — Founded Social Snowball in 2020 after being rejected by every VC. The influencer, affiliate, and referral platform now powers programs for 2,000+ brands including Solawave, Obvi, Mid Day Squares, Kizik, and Javy Coffee. Hit $3M revenue in 2024 with a $5M+ run rate. First influencer platform ever to integrate with TikTok Shop. In June 2025, Dotdigital acquired Social Snowball for up to $35M. David Khandrius (Co-Founder, Peachy — Shopify Premier Partner) — NYC-based agency building high-converting ecommerce experiences for DTC brands including Magic Mind, Mars Men, and Maya. Started his first ecommerce business at 14, later grew Exotic Home Expo from $0 to $1M, founded and sold the dev studio Khandy Tech, and is also COO of integrated digital agency JUICE. ALSO ON THE SHOW- The Oasis App controversy- Northbeam data shows Meta CPCs falling — what it means- Cloudflare CEO Matthew Prince on how AI changes everything- Gemini x CapCut launches- Yoni Levy leaves Meta after nine years- Cory Dobbin: ChatGPT's ad performance is very bad- Kroger's new CEO Greg Foran is planning the biggest price cuts in company history- Bush Beans drops a new flavor- Target reports Q1 growth after 3 years of missed sales targets — and warns it may not last- Adults are sucking on pacifiers as stress relievers- An injection that could double a cat's lifespan to 30 years- Hennessy is bringing out dangerously good flavors this summer- Moment of zen: the secret to "do more"_____________________________________Welcome to DTC's daily — what's now and next in ecommerce so founders, marketers, and operators can survive and thrive.Weekly newsletter:https://newsletter.ecommcowboy.com/Made possible by:Postscript https://postscript.io/sms-benchmarks?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+CowboyFollow Ecomm Cowboy:X https://x.com/ecommcowboyLinkedIn https://www.linkedin.com/company/ecommcowboyInstagram https://www.instagram.com/ecommcowboy/TikTok https://www.tiktok.com/@ecommcowboySpotify https://open.spotify.com/show/0q1Pp0rW8j6cehXToNTeJcApple Podcasts https://podcasts.apple.com/us/podcast/ecomm-cowboy/id1761749693
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Oasis App Controversy | Meta CPCs + CVRs Falling | Oisin O'Connor x Aidan Thibodeaux
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