Guest
Kevin Simonson
1 indexed appearance on the show — Finance & Exits, Product Development, Marketplaces, Brand Strategy, AI
Appearances
Takes from the episode
Extracted from the full conversation — a take may be the cowboys’ or the guest’s. The clip link settles it.
2026-04-28 Finance & Exits
Adidas dramatically underpriced its hyped $500 super shoe and could have charged much more.
500 per pair, which I think they could totally get away with. I mean, having done this, they could probably get away with 700.
▶ 9:45 2026-04-28 Marketplaces
24/7 TikTok Shop live streaming isn't meaningfully profitable on its own but earns its keep through brand awareness and retargeting halo effects.
it's like less than like 5% of sales, but you're right. It's just like the the brand awareness, the like you're kind of retargeting
▶ 18:25 2026-04-28 Marketplaces
TikTok Shop's early-mover subsidies will disproportionately benefit scrappier 7-8 figure brands rather than established 9-10 figure brands.
It's probably not going to be like the nine, ten figure brands. It's probably going to be like the scrapier seven, eight figure brands.
▶ 35:45 2026-04-28 Product Development
Not having the new shoe available for purchase for 23 hours after the record-breaking moment was a launch execution miss.
not having the new shoe um available for sale for 23 hours after he crossed the tape is a miss
▶ 9:45 2026-04-28 Brand Strategy
Shopify store owners win by offering a boutique, experiential brand experience that utilitarian marketplaces like Amazon and TikTok Shop can't match.
Shopify stores uniquely are are going to be online boutiques to where people are going to want to shop on an actual Shopify store for the depth of the brand experience
▶ 44:25 2026-04-28 AI
AI is going to make cold outbound sales significantly harder for agencies going forward.
I think that cold outbound is going to get a lot harder.
▶ 1:01:45