The Shortest Path to Customer Trust 💙

Toronto, Ontario
“our products are so premium that we are going to use real humans” tiktok.com/@mollyhoulihann/v…
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Social platforms are allowed to be useful without being endless. That may be the real line in the Meta teen safety settlement. Time limits, night blocks, school-hour notification limits, age checks, social-comparison controls, audits. For companies built on the social web, this can’t just be “Meta’s issue.” Healthier networks are better infrastructure.
BREAKING: Meta, $META, has agreed to an $18 billion settlement with 48 states over child-safety claims and will create new safeguards for users under 18
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The real overlap is that everyone claims to hate the category, then quietly asks “who’s good?” when the stakes are real. Bad influencers feel like spam. Good ones feel like borrowed trust. instagram.com/p/Db4dULcMd3N/…
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The next useful AI feature in visual commerce is not “make me another image.” It is looking at a real customer photo and answering the boring questions: which products are visible which variants are likely where the hotspot should go what confidence is high enough what still needs a human where can it be published For fashion and furniture, that is where the work is.
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Of course he did 😂
Zuckerberg directed META to create prediction markets app - NYT. $META
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The problem with suites is not that they do too much. It’s that the feature you bought them for can become a sidebar the minute the contract is signed.
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Fun to see former Candid customer J.M. Smucker having a strong day. Consumer staples are easy to underestimate from the outside. Coffee, pet food, frozen handhelds, spreads. Not flashy categories. But the customer content is incredibly real: freezer drawers lunchboxes pantry shelves backseat snacks dog treats after a walk coffee before the house wakes up That is where a lot of brand trust actually lives. Not in the campaign. In the routine.
$SJM Smucker atop the S&P 500 today
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The internet keeps trying to automate authenticity. Then a few real vacation photos show up and casually do 780K views. No hook. No framework. No “wait until the end.” No cinematic AI polish. Just a human moment people believe. That is still the signal brands are chasing.
just what i needed 🌺🦎 Mahalo, Hawaii ✨
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Confidential S-1 season is a good reminder that every platform eventually has two products: 1. the thing customers use 2. the ecosystem that discovers what the platform should absorb next
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Same primitive. Very different market. In 2015, Like2Buy and the early link-in-bio visionaries helped brands turn Instagram attention into ecommerce traffic. We had great success with similar flows at Candid: social post → mapped destination → product/content page. Useful, but enterprise-shaped. Stan pointed the pattern at creators selling digital products. Not “visit the PDP.” “Buy from me.” One capability shift, 10 years in between. Completely different GTM. Completely different outcome. The category was never about links. It was always about converting social attention into intent. Huge respect to the Stan team. Toronto keeps cooking.
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This is the platform partner bargain. The partner ecosystem is R&D for the platform. It fans out, finds pockets of demand, proves workflows, and teaches the platform what should eventually become core. Then the useful pieces get absorbed into business.facebook.com, Shopify admin, Ads Manager, etc. Bad for easy IPO dreams. Still a fun business if you like useful work, sharp customers, and a permanently moving floor.
they are trying to kill cursor and lovable… and every startup and application — as I’ve warned Infrastructure companies eventually try to win the platform game, then they learn and take out all their partners on the app layer
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Shopify turning 20 is a good reminder that ecommerce infrastructure gets valuable by surviving boring things. API changes. Theme changes. Pixel changes. Mobile shifts. Social platform chaos. AI waves. Another “this changes everything” every six months. The flashy layer changes constantly. The useful layer keeps working.
Shopify launched to the public 20 years ago today
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“AI UGC” is such a funny phrase. It can imitate the format. It can imitate the camera angle. It can imitate the awkward pause before the hook. What it can’t imitate is the actual endorsement: a real person choosing to be publicly associated with the product. That’s the scarce part.
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Candid retweeted
Today Instagram had this massive exploit where hackers were just stealing rare handles left and right. Hundreds of accounts gone. People losing handles they’ve owned since 2010, some worth hundreds of thousands. I own a few rare ones so I was actually stressed watching this happen in real time, which I haven’t been in years. Obama White House account got hit. These aren’t some random new accounts, these are verified, locked down accounts and they still got compromised. The thing is the exploit is so simple it’s almost funny. Attacker goes to Forgot Password, says their account is hacked, turns on a VPN to match the target’s location (which now you can find on the about section of the page). Instagram’s AI support flow asks them to verify with a selfie. They grab a photo from the target’s profile, run it through an AI video generator to make an animation of the person’s face moving around, upload that to Meta’s AI as proof. And Meta’s AI just accepts it because it can’t tell the difference between a real selfie and an AI-generated video of someone’s face . Once verified they change the email to theirs. Password reset link goes to their email. They own it now. 2FA gets bypassed somehow in the process but honestly I don’t know exactly how, just that it did. Point is even locked down accounts went down. Then you try to recover your account and you’re talking to a chatbot that has zero ability to help. You can’t escalate to a human. You’re just stuck. Your asset is gone and there’s no one to call. The whole thing just highlighted how stupid it is to automate account security without any human in the loop. One AI fooling another AI while there’s literally no person anywhere to catch it. Meta took hours to even acknowledge it while accounts were getting stolen every minute. Now thankfully it’s patched but I don’t think it will be the last one. Stay safe!
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Yep. A great app feature is often just one messy workflow disappearing. Auto-mapping and publishing content for brands with high-volume owned posts or paid influencer output is a good example. Sounds boring on paper. Eyes light up when you see it work.
Interviewed a founder who charges $299/month for a single Shopify app feature. Merchants pay without blinking. That one feature saves them 8 hours a week. If you can quantify the time your app saves, you can charge more than you think.
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ROAS discourse is funny because half the timeline is debating attribution models while the product page is still saying: one studio photo three bullet points no context trust me bro
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Public customer content is becoming scarcer, not less valuable. Meta is still creating more content volume than ever: Reels, AI tools, Edits, recommendations, translation, advertisers. But casual public posting is moving away from the old feed model and into lower-pressure surfaces: Stories, Close Friends, Notes, DMs, trial reels. That changes the job for brands. The value is no longer “put a feed gallery on the homepage.” The value is capturing the shrinking share of public customer endorsement, clearing rights, mapping it to products, and reusing it wherever buying decisions happen. Scarcity increases the value of the signal.
META's Q1 earnings call a few hours ago was important (i listened to the whole hour) The headline was not the $56.3B revenue or 33% growth. The bigger signal is that Meta raised 2026 capex guidance again to $125-145B from a prior $115-135B... and drove a $107 billion step-up in contractual commitments through multi-year cloud deals and infrastructure purchase agreements in a single quarter. Management's key line, on Q&A: "we have continued to underestimate our compute needs, even as we have been ramping capacity significantly." That was paired with explicit commentary that "most of that [capex increase] is due to higher component costs, particularly memory pricing." The implication: capex tightness is not just a $META story. It is a regime signal. Memory is the binding constraint of 2026, and hyperscalers are pre-paying for capacity years out because they cannot otherwise secure it. Other signals from the call: - Q1 capex was light at $19.8B.. well below the ~$32-36B/quarter pace implied by the FY guide. The ramp is back-half-loaded, with direct implications for H2 prints from AVGO, ANET, VRT, ETN. - Custom silicon hit gigawatt scale: "more than one gigawatt of our own custom silicon that we're developing with Broadcom," alongside "significant amount of AMD chips to complement the new NVIDIA systems." AVGO is now a structural recipient of capex flow; AMD is a confirmed second source on merchant accelerators. - May layoffs disclosed on the call: "We plan to reduce the size of our employee base in May." Meta is cutting opex to fund capex. That is a multi-year commitment, not a one-quarter narrative. The bear case is execution: $125-145B capex absorption, FCF compression, and margin pressure if memory prices don't normalize.
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Most UGC programs do not fail at the gallery. They fail at intake. The content exists. The problem is everything around it: Who submitted it? What product is it tied to? Do we have rights? Which project/customer/location is it from? Can legal use it? Can ecommerce use it? Can email use it? Is it approved, expired, localized, tagged, archived? A social CMS is not just a pretty display layer. It is the system that turns messy community content into usable website content.
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Both AI. One was told to look perfect. One was told to feel candid. That distinction matters. Studio AI optimizes for polish: clean light, clean skin, clean product, clean everything. Candid AI optimizes for believability: a little movement, a little imperfection, a little “someone might have actually posted this.” Same technology. Different intention. And real customer content is still the far end of that spectrum: no prompt no art direction no brand approval before the moment happened Just someone choosing to be seen with the product.
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The point is not “AI bad, real good.” The point is that commercial perfection and social believability are different creative goals. A product image can be flawless and still feel empty. A community signal works because it carries context: taste, identity, popularity, and public association.
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