Jeremy Horowitz | Buying $10-100m eCom Brands

CEO @ Coco AI (WhatsApp marketing for Shopify) | Weekly newsletter: Let's Buy a Biz! | Building and buying e-commerce brands | Host @LetsBuyABiz

[Jeremy Horowitz | Buying $10-100m eCom Brands @Jeremy_Horowitz]

Agentic Procurement will be $15T by '28.

BigCommerce built 80% of the features

But will be taken private and stripped for parts first.

SAP would pay $1B for this. It's going for $258m.

Subscribe for Full turnaound: https://t.co/7IrTUgd8ZT

[Jeremy Horowitz | Buying $10-100m eCom Brands @Jeremy_Horowitz]

BigCommerce ($CMRC): $342M revenue. $258M market cap.

It's trading below its own ARR.

Inside this "dying" company: 80% of the stack for a $15T agentic procurement market.

This week's LBAB breaks down the 3-move turnaround 👇

https://t.co/7IrTUgd8ZT

[Jeremy Horowitz | Buying $10-100m eCom Brands @Jeremy_Horowitz]

@AdamKitchen_co @RomanEcom @RomanEcom happy to help. We have plenty of big Jewelry, Fashion/Apparel, and Health Wellness brands in EU.

We've set up custom phone numbers by countries for Adam's brands. Drop me an email jeremy(at)my-coco(.)ai.

[Jeremy Horowitz | Buying $10-100m eCom Brands @Jeremy_Horowitz]

@AlandSharei @RomanEcom @LinjerCo This is a 50/50 shot Meta will ban the number with this strategy.

[Jeremy Horowitz | Buying $10-100m eCom Brands @Jeremy_Horowitz]

@LeverCRO @Seanfrank I really wish there was a laugh reaction.

[Jeremy Horowitz | Buying $10-100m eCom Brands @Jeremy_Horowitz]

@Seanfrank You'll probably spend that 5-15% on AI tools budget and AI nerds to run them.

[Jeremy Horowitz | Buying $10-100m eCom Brands @Jeremy_Horowitz]

@TaylorHoliday @CurtisRummel @BillDA Sure but they had they feature pre-AI wave.

[Jeremy Horowitz | Buying $10-100m eCom Brands @Jeremy_Horowitz]

@TaylorHoliday @CurtisRummel @BillDA But free calendar booking links are included in your Gsuite bundle.

[Jeremy Horowitz | Buying $10-100m eCom Brands @Jeremy_Horowitz]

@moizali She's right Apple should have never run those TV ads.

[Jeremy Horowitz | Buying $10-100m eCom Brands @Jeremy_Horowitz]

@drewfallon12 This is a fascinating dilemma that every role is facing.

All of my engineers are saying the same thing. How much are you vibe coding that at this point you don't understand?

We either have to have faith the agents are actually smarter then us or stop using them.

[Jeremy Horowitz | Buying $10-100m eCom Brands @Jeremy_Horowitz]

@zachmstuck Congrats Zach. Awesome to see. And great group to be joining.

[Jeremy Horowitz | Buying $10-100m eCom Brands @Jeremy_Horowitz]

@RomanEcom Why build a CRM when you can build a system of Agents?

Also don't think they all suck. You haven't given Coco a chance yet.

[Jeremy Horowitz | Buying $10-100m eCom Brands @Jeremy_Horowitz]

@Seanfrank As someone actively looking to buy eCom brands forward looking Rev/earnings won't happen. And while SaaS has gotten hit the $$$ went to AI winners/ cash.

With wars, tarriffs, inflation Consumer (Esp SMB/MM) is still considered a huge risk and PE/real money is waiting it out.

[Jeremy Horowitz | Buying $10-100m eCom Brands @Jeremy_Horowitz]

@stuartchaney Preach for all the normies groaning in the back.

[Jeremy Horowitz | Buying $10-100m eCom Brands @Jeremy_Horowitz]

@drewfallon12 But what if you don't work anymore and Claude Browser does everything for you?

[Jeremy Horowitz | Buying $10-100m eCom Brands @Jeremy_Horowitz]

@OisinO Especially in the public markets.

[Jeremy Horowitz | Buying $10-100m eCom Brands @Jeremy_Horowitz]

@c_gro They don't need to leave their jobs to do this.

As an employer I'd rather see how they're using it at their current job.

[Jeremy Horowitz | Buying $10-100m eCom Brands @Jeremy_Horowitz]

@BillDA @nateliason But my mission control looks so sick! I cloned Linear's UI!!

[Jeremy Horowitz | Buying $10-100m eCom Brands @Jeremy_Horowitz]

@codyplof @TaylorHoliday This is an "and" answer. The entire team should be able to build to solve their problems and scale themselves.

You'll need a new version of an Ops role that will be responsible for building, maintaining and scaling infra for everyone so you don't have 100 diff set ups.

[Jeremy Horowitz | Buying $10-100m eCom Brands @Jeremy_Horowitz]

The through-line this week?

AI tools crossing from "interesting" to "how I operate."

If you're still treating these as experiments, you're already behind.

Follow for the weekly DTC Twitter pulse ⚡

[Jeremy Horowitz | Buying $10-100m eCom Brands @Jeremy_Horowitz]

5 posts from DTC Twitter this week that every brand operator needs to see.

1/ Bill's "TikTok/Reels are weapons-grade dopamine hijacks that will break your brain over time" is the perfect description.

https://t.co/fA6UotC3Cr

[Bill D'Alessandro @BillDA]

TikTok/Reels are weapons-grade dopamine hijacks that will break your brain over time

I say this as someone who’s spent $10M+ on ads

There is a formula and everyone is just running it

[Jeremy Horowitz | Buying $10-100m eCom Brands @Jeremy_Horowitz]

5/ Davie's debate on what a talent moat means in the age of AI.

https://t.co/XXfZHWCKMj

[Davie Fogarty @daviefogarty]

I have a friend who runs a very successful company and he said “Davie, I don’t care about hiring for talent anymore, I’m just hiring AI people”

He thinks that with AI, talent isn't the true moat anymore.

I am not totally sure I agree, but he could be right.

By the end of 2027, a $20M ecom brand built from scratch could realistically have zero employees.

Look at Openclaw. Literal proof of concept.

Nobody's going to be manually structuring campaigns because it's going to be an interface where you approve creative angles, formats, and the AI executes.

For customer service, you'll spend 30 minutes approving high-risk tickets the AI flagged and that's it.

Influencer outreach will just be an agent that contacts 20 creators, sends proposals, and handles responses. You will just approve.

A $100M company might just need one CMO, COO, CTO who can handle what used to take an entire team.

This sounds like doom but there’s actually opportunity in there too.

The founders who build from a foundational AI level now (custom interactive systems, not just N8N automations) will have a structural cost advantage that's impossible to compete with.

Talent is still the moat, because it's the talent that is going to create the edge within these tools.

There will be new roles we can't even predict.

You just need to build from the foundation up and be prepared for whatever comes your way.