Oasis App Controversy | Meta CPCs + CVRs Falling | Oisin O'Connor x Aidan Thibodeaux

TODAY'S EPISODE OF ECOMM COWBOY

Oisin 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, ran the company to $32M ARR and $4B in payments processed without spending a dollar on marketing, ads, or a sales team. We get into what the first real conversation between the two of them looked like, how they're building trust between companies that were actively trying to take customers from each other, what combining the two datasets unlocks for merchants, what conversational and real-time subscription commerce actually looks like six months from now, and the first benchmark report from $20B+ in GMV that's going to embarrass the industry.

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. We dig into what bootstrapping forced him to build that VC money would have broken, the next problem in affiliate that nobody is solving correctly yet, the actual incentive structure that makes a referral program convert (and why "refer your boyfriend, we'll send you a Starbucks gift card" is legendary), how smart brands are using TikTok Shop when the customer data is so thin, the "manufacturing virality" playbook for Monday morning, the army-of-creators future and the Hudson Method.

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. We get into the "Frankenstein Stack" — why most B2C marketing stacks are stitched-together B2B hand-me-downs that don't actually fit — what specifically the ad platforms are doing that brands need to wake up to, how AI image generation is actually showing up in PDP and ad-creative work right now, what Shopify Premier Partner status actually requires, the Bulletproof rebrand as a case study in retiring the 2015 DTC positioning playbook, and whether the future of the Shopify store is an AI conversation, a thousand PDPs, or both.

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/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/?utm_source=Ecomm+Cowboy+Show&utm_medium=Show&utm_campaign=Ad+Read&utm_id=Ecomm+Cowboy

Seguno - https://www.seguno.com/?utm_source=Ecomm+Cowboy+Show&utm_medium=Show&utm_campaign=Ad+Read&utm_id=Ecomm+Cowboy

Insense - https://hubs.la/Q0477FkN0

Axon by AppLovin - https://axon.ai/en/ecommcowboy

ROKT Aftersell - https://www.aftersell.com/offers?utm_source=Ecomm+Cowboy+Show&utm_medium=Show&utm_campaign=Ad+Read&utm_id=Ecomm+Cowboy

Proxima AI - https://www.proxima.ai/?utm_source=Ecomm+Cowboy+Show&utm_medium=Show&utm_campaign=Ad+Read&utm_id=Ecomm+Cowboy

Northbeam: http://northbeam.io/?utm_source=Ecomm+Cowboy+Show&utm_medium=Show&utm_campaign=Ad+Read&utm_id=Ecomm+Cowboy

Universal Ads - https://www.universalads.com/?utm_source=Ecomm+Cowboy+Show&utm_medium=Show&utm_campaign=Ad+Read&utm_id=Ecomm+Cowboy

Follow Ecomm Cowboy:
https://x.com/ecommcowboy
https://www.linkedin.com/company/ecommcowboy
https://www.instagram.com/ecommcowboy/
https://www.tiktok.com/@ecommcowboy
https://open.spotify.com/show/0q1Pp0rW8j6cehXToNTeJc
https://podcasts.apple.com/us/podcast/ecomm-cowboy/id1761749693

Видео Oasis App Controversy | Meta CPCs + CVRs Falling | Oisin O'Connor x Aidan Thibodeaux канала Ecomm Cowboy