John Lee Quigley

Bali-Based. DTC Ecom Focused.

[John Lee Quigley @bitcoinnomadic]

@conortrains Also interested to know how you structure a graveyard campaign. Is it literally just taking losing ads from different campaigns and consolidating them together into a new one to give it another test?

[John Lee Quigley @bitcoinnomadic]

@jawwwn_ Anything over 2 minutes probably puts you in the top 1%. 5 minutes is wild.

[John Lee Quigley @bitcoinnomadic]

@conortrains Congrats! I started DTC roughly 4 months ago and this series has been a huge help. I would definitely tune into a $1m to $10m series.

[John Lee Quigley @bitcoinnomadic]

@iamchrisxco @shauneng Check out @conortrains $0 to $1m series on YT. Also articles of @CarlWeische. Sauce in both.

[John Lee Quigley @bitcoinnomadic]

@jforjacob Scar Tissue has to be one of the best autobiographies of all time. What a wild story!

[John Lee Quigley @bitcoinnomadic]

@JiujitsuOtter Pulling guard against someone with a 2.5x weight advantage is crazy

[John Lee Quigley @bitcoinnomadic]

@psypharmacopeia This might help mate https://t.co/RboVGvZg8E

[John Lee Quigley @bitcoinnomadic]

@CarlWeische After reading your Product Images Article as a mini-PDP in and of itself. A lot of visitors seem to just go through the Carousel and make their decision based on that.

[John Lee Quigley @bitcoinnomadic]

@CarlWeische Do you have any KPIs for pre-sell pages such as page bounce rate or page view to ATC%?

[John Lee Quigley @bitcoinnomadic]

@CarlWeische Point 3 is 🔥

[John Lee Quigley @bitcoinnomadic]

@CarlWeische Bit of a separate topic but do you have any KPIs for listicles like bounce rate, listicle view to ATC %, etc.?

[John Lee Quigley @bitcoinnomadic]

@CarlWeische Great article, immediately adjusted my pricing after reading this. If they reject the first DS, do you go straight to second DS?

[John Lee Quigley @bitcoinnomadic]

@zarazhangrui Such a good idea

[John Lee Quigley @bitcoinnomadic]

@nic_carter Lets not forget the ribs.

[Lukas Pakter @LukasPakter]

$1M -> $9M -> $60M+

I own the fastest growing activewear brand in the country and this is our exact strategy for growth.

No BS or story telling this time, just sauce.

TikTok Shop -> Trybe -> Meta

Tiktok is our recruiter. We seed 300-400 samples / week and invite these creators into our tiktok discord.

In our discord we offer weekly coaching calls to get our creators better at content and better at speaking about our products.

Tiktok shop makes up 15-20% of our revenue, the rest of our website.

We take the top creators from tiktok shop, the top 2% and onboard to Trybe.

3000+ creators on tiktok, only 60 or so on Trybe.

Those 60 (more like the top 20 though) drive 80% of our businesses revenue.

Tiktok is the outreach / recruitment platform. Trybe is where we turn our top creators into sales monsters.

These 60 are all-in on our brand and make us 3000+ ads per month. All of which are insanely high quality.

These top core creators are all whitelisted and get access to all of our best ads in real time via Trybe.

Whenever one creator makes an ad that rips, the other 59 copy it and iterate, making it better.

Trybe automates the payouts, tracking, analytics, etc so my main focus is simply on making them better salesmen and helping them make better content.

My CAC has gone from $89 at $170k / month to $30 at $4M / month right now. We’ll be doing $10M+ / month by year end.

Your number one priority should be helping your creators make more money. If you do, you’ll win.

Good luck!

[mete @VaderResearch]

TLDR on @rewkang’s podcast w/ @APompliano

FIGURE🦿
Andrew came across @Figure_robot deal in 2023

Had no experience investing in Robotics

So asked VC friends for advice

Most were skeptical and told him to pass

VC robotics bets hadn’t produced many winners

US🇺🇸 VS CHINA🇨🇳
Andrew evaluates robotics firms in 3 categories:
1. Manufacturing
2. Hardware design
3. AI capabilities

China is the clear winner in manufacturing

China is leading in hardware design too

US only has Figure/Tesla

China has 100s of diff specialized hardware designs

US has an edge over AI capabilities

AI capabilities are critical cause without brains

Robots are useless

Andrew thinks tech produced ≠ market cap

BYD sells more cars than Tesla

But BYD mcap is 10th of Tesla

US robotics companies offer higher mcap potential

HUMANOIDS VS SPECIALIZED ROBOTS 🤖
Andrew agrees specialized robots are more effective

And their adoption will be earlier than humanoids

Argues that humanoids can be mass produced cheaper

The world is not static so flexibility will be valuable

ROBOTICS TRAINING DATA 🕶️
World models have changed the game

They are trained on internet video data

Despite not as good as teleops/egocentric/sim

They are still very valuable

And there are loads of them online for free

There is still need for egocentric data of specific tasks

But the scale of data needed to be collected is

Lower than expected compared to 9 months ago

JOB DISPLACEMENT 👨‍🔧

Andrew thinks job displacement is real

Cognitive jobs will be displaced by digital AI

Physical jobs will be displaced by physical AI

UBI is not optional but necessary

ROBOSTRATEGY $BOT

OpenAI and Anthropic went nuts in a few years

If you had invested in top AI companies few years ago

You would have outperformed the best seed funds

Same vertical takeoff will happen for robotics

Robostrategy is a publicly trading closed ended VC fund

It is currently trading at a premium to NAV

NAV premium allows them to raise more capital

Via issuing more shares accretively to shareholders

[John Lee Quigley @bitcoinnomadic]

@VaderResearch @Rewkang @APompliano @Figure_robot The issuing more shares at NAV premiums is an interesting financial concept

[John Lee Quigley @bitcoinnomadic]

@lucaspatiri_ UGC

[John Lee Quigley @bitcoinnomadic]

@Rewkang @RoboStrategy Kudos Andrew, Godspeed