Guest
Jordan West
2 indexed appearances on the show — AI, Creators & Influencers, Marketplaces, Supply Chain, Brand Strategy
Appearances
Takes from these episodes
Extracted from the full conversation — a take may be the cowboys’ or the guest’s. The clip link settles it.
2026-04-09 Creators & Influencers
Meta's Instagram commerce push is really aimed at pulling top TikTok Shop creators over to the platform, not at helping merchants.
I don't think that they're doing this for merchants. I think that they're actually doing this to get creators over. Like the best creators.
▶ 1:10:25 2026-03-07 Attribution & Measurement
Multi-touch attribution is not a good framework for making marketing decisions, and the TikTok Shop-to-Shopify halo effect is a far more surprising and valuable signal to measure.
what we're trying to do is sit in between multi-touch attribution which I just do not believe is a great way to make decisions... what is the most surprising is the halo from Tik Tok shop over to Shopify
▶ 17:20 2026-04-09 Marketplaces
Brands that avoided building a TikTok Shop muscle will try to replicate their old Facebook-ads playbook on Instagram's new shop and mostly fail unless they learn creator-partnership dynamics.
They're going to try to run the same Facebook ads playbook that we were all doing since like 2014 or 2015... you do not understand the new world of creator partnerships and social commerce.
▶ 1:19:05 2026-04-09 Supply Chain
Costco's near-unlimited return policy, which it treats as a membership-driving marketing cost rather than a loss, has created a lucrative liquidation-reselling opportunity for anyone willing to build the buyer network.
Costco offers this crazy, you know, return program. You just bring it back forever... It's a marketing, you know, play for them, right? It gets people in the door, increases their membership.
▶ 44:25 2026-04-09 Brand Strategy
Once a DTC brand crosses a certain revenue threshold, it needs to establish long-form YouTube dominance as a brand-building move, not just keep running performance ads.
bigger brands as they establish a certain revenue threshold, they need to establish this long-form dominance on video for YouTube.
▶ 35:45 2026-03-07 Creators & Influencers
Detonating all creative at once ('blitzing') floods the market and misleads even sophisticated creators into thinking a product is organically blowing up, so offline sampling with creators ahead of a synchronized launch avoids that false signal.
detonating all of these pieces of creative at one time and then pouring money onto them flooded the zone and it made everybody think, including the high lever creators... this product is blowing up
▶ 26:00 2026-04-09 AI
Withholding Claude Mythos from public release is not a marketing stunt but a genuine reaction to the model being scary-capable, including breaking out of its sandbox.
I don't think this is marketing. I think something scary happened here... I think this thing can break out. It can get on the internet. This is uh, age of Ultron-ish, okay?
▶ 9:45 2026-04-09 Creative
Investing team time into long-form branded content like a podcast carries a steep opportunity cost against Meta ad output, and it's still unproven whether that trade pays off.
for the amount of time it takes to produce one YouTube video, they could do 100 ads for Meta. So, there's definitely trade-offs, right?
▶ 27:05