marketing @northbeam • start-up advisor

Joined November 2013
2,601 Photos and videos
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There’s no better poverty killer than capitalism. It’s not the problem, it’s the solution.
Call me a hater but I think living in a world where both trillionaires and global poverty coexist is a sign humanity has failed as a species
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Matthew Kobach retweeted
“Meta is really good where a click happens.” “All these platforms are less good at determining whether a view matters. And a view is what starts the customer journey.” Matthew Kobach (@mkobach), VP @northbeam, on why view-through attribution has become less demonized: “Meta ads that people are just watching and never clicking on, but they eventually do a Google search, maybe they convert on TikTok - you realize these ads look horrible on the platform.” “I’m turning them off when really they’re the impetus to kicking off the customer journey.”
Meta ad volume is a hot topic lately, so we pulled active Meta ad counts across 10 verticals: 💍 Accessories/Jewelry 🍼 Baby/Kids 💄 Beauty 👗 Fashion/Apparel 🥤 Food/Beverage 💊 Health/Supplements 🛋️ Home/Furniture 🍳 Kitchen/Cookware 🐾 Pets ⛺ Sporting Goods/Outdoor
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I’ve been in eCom for ~15 years now. The next 5 years will be crazy A lot of change is coming Thanks for having me on Austin
For 13 years, getting on Shopify was the obvious first move for any DTC brand. But @RomanEcom recently had two separate conversations that changed how he he's thinking about the future of Shopify. Two young founders showed him a supplement brand they'd spun up. Fast site. Multilingual. Fully localized to every market. He asked how they pulled it off so quickly — completely off Shopify. Then a week later, a 26-year-old founder doing $40-45 million in revenue also built entirely without the platform. Their reasoning wasn't cost. It was about agility and control. Full ownership of the checkout and post-purchase flow. Spinning up 100 PDPs a month with an AI-first approach. Shopify was built for humans first — the back end, the whole stack — which makes a truly AI-native org hard to build on top of it. The whole take is worth watching 👇
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I’ll be in NYC on Saturday Where should I watch the Knicks game?
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Matthew Kobach retweeted
"I can say that it is very clear. If you are a top spender and you're a top revenue company, things are looking really good." Matthew Kobach (@mkobach), @northbeam VP of Marketing, says the K-shaped economy is hitting ecom: "It's like the smaller you are, the harder that K is going down." Under $50K/month in Meta spend = the bottom of the K. $250K = the top.
This is the “K-Shaped” performance phenomenon. Smaller spending brands with smaller AOV are losing ground.
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Matthew Kobach retweeted
Haters gonna hate but Meta ads improved in the last week of May. First June data drops tomorrow. @northbeam
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Matthew Kobach retweeted
TODAY’S SHOW // 6.10.26 @mkobach — 12:40pm CT @instajee — 1:45pm CT News & Views Stars Honey hits $50M, raises $24M Pizza Hut’s reading program Lavazza’s single-serve espresso tablet Reese’s C4 Whey Protein exists Nike goes all-in on World Cup StockX jumps into live shopping
Europe Discovers Buc-ee's | StockX Launches Live Shopping | 2026 Seguno Discount Report x.com/i/broadcasts/1pJdRRPkW…
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His voice is SPOT ON

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Giddy up @ecommcowboy
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Also, asking for a cut of the box office is like pouring concrete for a new construction. Then the house gets sold. And then the person who bought the house puts twice as much money into it and sells it again at a massive profit. And now the person who originally poured the cement wants a cut of that second sale. That’s the economics of what is being asked here.
One thing missing from the “they should pay the Obsession crew bonuses” conversation: The reality is that it’s a “sexy” industry. More people want to work in the film industry than there are jobs available. That’s not good or bad, it’s just the reality. And when that’s the reality, the supply (aka workers) outweighs the demand (aka jobs). This is true for any other “sexy” industry (eg professional sports, fashion, music, etc). They are also — for the most part — bad businesses. If indie filmmaking was a money maker, there would be more indie blockbusters. But the reality is that most lose money. A $300m windfall covers the costs for all the other films that lost money. Would it be nice if the entire crew got a bonus because of the films success? Sure. But who would even pay that? It was a $750k budget, then sold for $15 million to Focus Features. Should the crew get part of that $15m even though they didn’t risk anything? The investors took the risk, the crew took the job. And they took a job that likely hundreds of other people also wanted. Should Focus Features pay the crew a bonus? Why? They didn’t make the film. Their responsibility was marketing and distribution. They took a $15m gamble ( probably another $15m marketing it). It feels “unfair” when something’s a smash success like this and not everyone gets to share in the success. But the reality is that’s how “sexy” industries — that are also bad businesses btw — like this work. If you want to work in a wildly competitive industry, don’t be surprised when it’s cutthroat.
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One thing missing from the “they should pay the Obsession crew bonuses” conversation: The reality is that it’s a “sexy” industry. More people want to work in the film industry than there are jobs available. That’s not good or bad, it’s just the reality. And when that’s the reality, the supply (aka workers) outweighs the demand (aka jobs). This is true for any other “sexy” industry (eg professional sports, fashion, music, etc). They are also — for the most part — bad businesses. If indie filmmaking was a money maker, there would be more indie blockbusters. But the reality is that most lose money. A $300m windfall covers the costs for all the other films that lost money. Would it be nice if the entire crew got a bonus because of the films success? Sure. But who would even pay that? It was a $750k budget, then sold for $15 million to Focus Features. Should the crew get part of that $15m even though they didn’t risk anything? The investors took the risk, the crew took the job. And they took a job that likely hundreds of other people also wanted. Should Focus Features pay the crew a bonus? Why? They didn’t make the film. Their responsibility was marketing and distribution. They took a $15m gamble ( probably another $15m marketing it). It feels “unfair” when something’s a smash success like this and not everyone gets to share in the success. But the reality is that’s how “sexy” industries — that are also bad businesses btw — like this work. If you want to work in a wildly competitive industry, don’t be surprised when it’s cutthroat.
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One of the most underrated aspects of living in Atlanta is the proximity to parks. I have 4 within a few blocks of my house, and all my friends do too. Atlanta is less like a city, and more like a collection of suburbs. Granted, driving from one “suburb” to another means dealing with the traffic. But if you do a little bit of research before buying a house, it means you’re within walking distance of coffee shops, restaurants, and a handful of parks.
Most major cities are concrete jungles, meanwhile Atlanta
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Matthew Kobach retweeted
It’s a beautiful day to give your haters something new to complain about while you keep building.
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When AI can build anything… Sales, marketing, and distribution become the moat
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Humans: “Chat, generate the weirdest possible photo you can” ChatGPT: “Ok, here’s a weird photo.” Humans: “OMG, I can’t believe this photo is so weird, what’s wrong with you chat?”
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He’s a natural here. @elonmusk, make sure he’s getting paid for his posts.
Replying to @aaronjames619
I see your profile picture. That’s Johnny Cash. My hero too. Arrested seven times. Smuggled 668 amphetamines across the Mexican border in 1965. Took every drug there was and drank like I did. Cheated on his first wife. Slept with more woman than I ever did. Hit bottom in a cave in Tennessee in 1968 trying to crawl off and die. And then he got up. He got clean. He spent the rest of his life singing for prisoners and addicts and the people the country threw away because he knew he was one of them. That was the whole point of the Man in Black. He wore it for the poor and the beaten down. He wore it for the prisoner who has long paid for his crime. He wore it for the ones who never heard a word of Jesus. He wore it for the addicted and the dying. He wore it as a standing witness that no one is past saving. You picked his picture. You did not pick his message. Try listening to the words.
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This tweet deserves more eyeballs. If your CFO isn’t praying that the CMO is asking to spend more money you either have: 1. A bad CFO 2. A bad system for measuring the impact of your marketing
We went through 3 CFOs. Every single one told us the same thing: "Cut marketing." They were all wrong. The question should have never been: "How do we spend less?" The question should have been: "How do we spend as much as humanly possible" So we cut everything else: $500k/month in OPEX improved product margins tech spend vendors that weren't delivering And spent 3x more on marketing. The result? Growth exploded. Profitability nearly doubled. The customer acquisition flywheel came back to life. One of the most dangerous things a founder can do is hire smart people and assume they're right...especially CFO's who are bouncing from brand to brand... People from great companies often know their business. Not yours.
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Every drug has a therapeutic window; too little and you get no benefit, too much and the side effects outweigh the cure. That's why doctors aim for the "minimum viable dose", the smallest amount that delivers the full benefit while keeping side effects as low as possible. Incrementality testing works the exact same way. The "drug" is your holdout, the audience you withhold ads from to measure true causal lift. The benefit? Clean data on what's actually driving revenue. The side effect? Lost revenue from the customers you didn't advertise to. Most incrementality tests overdose. They withhold spend from chunks of your audience, and the "side effect" eats into your bottom line. That's not what we do at Northbeam. NB Incrementality is the minimum viable dose. We calibrate the smallest holdout that still gives you statistically valid results, so you get the full diagnostic benefit while minimizing the revenue left on the table.
The word of the year in ecom is “incrementality.” But what is it? How do you test for it? And when does it go wrong? @Seanfrank and @KatyMimari gave away the insider playbook w/ @MAustinHarrison (Co-Founder, @northbeam) … - 50M threshold; MTA 10M - Ridge’s testing workflow - How to avoid false results - “Run longer tests” is wrong - What’s working right now
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I brought a backpack
Question to the ‘walkable city’ advocates who hate cars: If you go to the grocery store and have eight bags (or even four bags) of groceries, how do you get them home? You push around a little cart or something? Sounds bad.
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If any of you have ever had an elderly family member that doesn’t want to give up their driving freedom, this is life changing. This will become mainstream for the elderly.

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