Limited Supply

Most founders think launching a brand is about logos, packaging, and a Shopify theme. But the ACTUAL hard part? Figuring out why anyone should buy in the first place. In this solo episode, Nik breaks down the bootstrapped zero-to-one playbook for getting a brand off the ground without wasting money on the wrong agencies, bloated tech stacks, or unnecessary complexity. He walks through the real sequence that matters, starting with finding your wedge in a crowded category, then moving into website strategy, landing pages, tech stack, email and SMS, and more. Nik explains how to think about each part of the business in a lean, practical way so you can move faster, learn faster, and avoid expensive mistakes early. If you’re starting a brand from scratch - or trying to figure out why your early setup still feels messier and slower than it should - this episode is for you. --- What’s Instant? It's the secret weapon to triple your email revenue with AI-powered flows and campaigns.Instead of sending the same cart reminders to everyone, Instant gives every shopper a personalized email experience: Copy, products, and offers that adapt to your shopper’s behavior and purchase history in real time. Emails sent at the exact moment each shopper is most likely to buy. 11+ abandonment flows and smart multi-step campaigns live in minutes. Built for DTC marketers. Made for revenue growth. See why brands are replacing their ESP with Instant: instant.one/sharma. --- Want more DTC advice? Check out the Limited Supply YouTube page for more insider tips. Check out the Nik’s DTC newsletter: https://bit.ly/3mOUJMJ And if you’re looking for an instant stream of on-demand DTC gold, check out the Limited Supply Slack Channel for Nik’s most unfiltered, uncensored thoughts. Follow Nik: Twitter: https://www.twitter.com/mrsharma

Most people are still talking about AI. Nik is building with it.In this solo episode, Nik does a live walkthrough of setting up his own ClawBot from scratch and explains why AI has already moved past the “nice productivity tool” phase into something much bigger. He breaks down how to think about bots as second brains, why every operator should be creating separate AI systems for different functions, and how tools like Claude, Telegram, Google APIs, and Fireflies can all work together to create real leverage. Nik shows exactly how he sets up a new bot, why he keeps accounts and permissions separate, and what kinds of tasks these bots can actually handle across content, reporting, research, creative, and operations. If you’ve been hearing people talk about AI agents but still haven’t built one yourself, this episode gives you a practical look at what the setup actually looks like…and why getting started now matters more than waiting for the tools to get even easier. --- Roku pioneered streaming on TV. We connect users to the content they love, enable content publishers to build and monetize large audiences, and provide advertisers with unique capabilities to engage consumers. Learn more at ⁠⁠⁠⁠⁠⁠⁠⁠⁠advertising.roku.com/limitedsupply⁠⁠⁠⁠. ⁠⁠ --- Want more DTC advice? Check out the Limited Supply YouTube page for more insider tips. Check out the Nik’s DTC newsletter: https://bit.ly/3mOUJMJ And if you’re looking for an instant stream of on-demand DTC gold, check out the Limited Supply Slack Channel for Nik’s most unfiltered, uncensored thoughts. Follow Nik: Twitter: https://www.twitter.com/mrsharma

Most marketers think of Roku as just another ad platform, but the real opportunity is understanding how streaming is changing the entire media mix. In this episode, Nik sits down with Jeff Katz from Roku to break down what’s actually happening inside one of the biggest platforms in media, how connected TV has evolved, and why more performance brands should be paying attention. Jeff gets into how TV buying has changed from big creative bets and slow measurement cycles to a more flexible, measurable, self-serve world. Nik and Jeff unpack what DSPs actually do, how streaming fits alongside search and social, and what kinds of products tend to win on the biggest screen in the house. If you’ve ever wondered when TV should enter the mix, how Roku actually works, or what the next layer of growth looks like after Meta and Google, this episode is for you. --- Roku pioneered streaming on TV. We connect users to the content they love, enable content publishers to build and monetize large audiences, and provide advertisers with unique capabilities to engage consumers. Learn more at ⁠⁠⁠⁠⁠⁠⁠⁠advertising.roku.com/limitedsupply⁠⁠⁠⁠. ⁠ --- Want more DTC advice? Check out the Limited Supply YouTube page for more insider tips. Check out the Nik’s DTC newsletter: https://bit.ly/3mOUJMJ And if you’re looking for an instant stream of on-demand DTC gold, check out the Limited Supply Slack Channel for Nik’s most unfiltered, uncensored thoughts. Follow Nik: Twitter: https://www.twitter.com/mrsharma

Most people are still treating AI like a tool. The real opportunity is treating it like an employee. In this solo episode, Nik goes deep on how AI has evolved over the past few months and why the gap between people experimenting with it and people fully adopting it is about to get massive. He breaks down: - The difference between AI models and wrappers - How tools like Claude and ChatGPT are becoming second brains - Why learning to prompt with context is the new operating skill for marketers and operators Nik also shares how he’s personally building and running AI agents, connecting them to emails, Slack, calendars, and call transcripts to automate daily workflows. If you’re building a brand in 2026 and beyond, this episode is a blueprint for staying lean, fast, and culturally relevant in a world where everyone has access to the same tools. --- Roku pioneered streaming on TV. We connect users to the content they love, enable content publishers to build and monetize large audiences, and provide advertisers with unique capabilities to engage consumers. Learn more at ⁠⁠⁠⁠⁠⁠⁠advertising.roku.com/limitedsupply⁠⁠⁠⁠. ⁠ --- Want more DTC advice? Check out the⁠ Limited Supply YouTube page⁠ for more insider tips. Check out the Nik’s DTC newsletter:⁠ https://bit.ly/3mOUJMJ And if you’re looking for an instant stream of on-demand DTC gold, check out the⁠ Limited Supply Slack Channel⁠ for Nik’s most unfiltered, uncensored thoughts. Follow Nik: Twitter:⁠ https://www.twitter.com/mrsharma⁠

The old DTC playbook is dying. And most brands don’t even realize it yet.In this episode, Nik sits down to talk about how DTC has evolved, why lean and profitable is the new thing, and what the next five years of ecom will actually look like. Nik explains the shift toward what he calls performance branding, where brand and measurable performance work together instead of competing for budget. They break down the real growth ceilings brands hit at $5M, $20M, and beyond - and why performance marketing alone eventually stops working. They also cover tariffs, shipping arbitrage, hidden 3PL fees, inventory risk, app bloat, Shopify’s evolution, and why context and operator skill will matter more than ever. If you’re building a brand in 2026 and beyond, this episode is a blueprint for staying lean, fast, and culturally relevant in a world where everyone has access to the same tools. Roku pioneered streaming on TV. We connect users to the content they love, enable content publishers to build and monetize large audiences, and provide advertisers with unique capabilities to engage consumers. Learn more at ⁠⁠⁠⁠⁠⁠⁠⁠advertising.roku.com/limitedsupply⁠⁠⁠⁠. Want more DTC advice? Check out the Limited Supply YouTube page for more insider tips. Check out the Nik’s DTC newsletter: https://bit.ly/3mOUJMJ And if you’re looking for an instant stream of on-demand DTC gold, check out the Limited Supply Slack Channel for Nik’s most unfiltered, uncensored thoughts. Follow Nik: Twitter: https://www.twitter.com/mrsharma

Some brands don’t have a product problem, they have an execution problem. In this episode, Nik breaks down a pattern he’s seen over and over again this year: brands with incredible products, real social proof, and even professional athlete endorsements…that are completely stuck. He walks through what’s actually holding them back, from lazy packaging and unclear positioning to underbuilt websites, weak subscription strategy, and missed logistics opportunities. Nik also outlines a tactical checklist covering shipping and fulfillment, brand strategy, positioning, email and SMS flows, churn reduction, and LTV expansion. If you want to sharpen your website, improve your PDP experience, or learn from the funnels quietly printing money outside the usual DTC bubble, this episode is for you. Roku pioneered streaming on TV. We connect users to the content they love, enable content publishers to build and monetize large audiences, and provide advertisers with unique capabilities to engage consumers. Learn more at ⁠⁠⁠⁠⁠⁠⁠advertising.roku.com/limitedsupply⁠⁠⁠⁠. Want more DTC advice? Check out the Limited Supply YouTube page for more insider tips. Check out the Nik’s DTC newsletter: https://bit.ly/3mOUJMJ And if you’re looking for an instant stream of on-demand DTC gold, check out the Limited Supply Slack Channel for Nik’s most unfiltered, uncensored thoughts. Follow Nik: Twitter: https://www.twitter.com/mrsharma

Nik picks up where last week left off and breaks down more ecom sites in real time, pulling apart the exact UX, copy, and merchandising decisions that separate high-converting websites from the ones that just look nice. He dives into The Absorption Company and what it gets right about branding, navigation, and trust-building on product pages. He also explores why small details like loading screens, iconography, and collection page structure can quietly compound into real brand equity over time. He breaks down what these brands do better than most modern DTC sites when it comes to readability, upsells, offer framing, quizzes, and conversion-focused storytelling. If you want to sharpen your website, improve your PDP experience, or learn from the funnels quietly printing money outside the usual DTC bubble, this episode is for you. Roku pioneered streaming on TV. We connect users to the content they love, enable content publishers to build and monetize large audiences, and provide advertisers with unique capabilities to engage consumers. Learn more at ⁠⁠⁠⁠⁠⁠advertising.roku.com/limitedsupply⁠⁠⁠⁠. Want more DTC advice? Check out the Limited Supply YouTube page for more insider tips. Check out the Nik’s DTC newsletter: https://bit.ly/3mOUJMJ And if you’re looking for an instant stream of on-demand DTC gold, check out the Limited Supply Slack Channel for Nik’s most unfiltered, uncensored thoughts. Follow Nik: Twitter: https://www.twitter.com/mrsharma

Most brands spend all their time obsessing over ads and creative and completely ignore the website experience that actually converts the traffic. In this solo episode, Nik does a live teardown of multiple ecom websites and breaks down what separates a “nice-looking Shopify site” from a site that actually drives revenue. He walks through the modules, UX decisions, copy, navigation, and merchandising details that most brands overlook, but that make all the difference in conversion. Nik covers why lifestyle photography and positioning matter more than aesthetics, how the best brands use push-and-pull storytelling, and the small micro-copy moments that guide customers toward checkout. He also dives into what high-performing supplement funnels do better than everyone else, including social proof and PDP structure. If you want to build a site that feels premium, converts colder traffic, and actually earns the next click, this episode is for you. Roku pioneered streaming on TV. We connect users to the content they love, enable content publishers to build and monetize large audiences, and provide advertisers with unique capabilities to engage consumers. Learn more at ⁠⁠⁠⁠⁠advertising.roku.com/limitedsupply⁠⁠⁠⁠. Want more DTC advice? Check out the Limited Supply YouTube page for more insider tips. Check out the Nik’s DTC newsletter: https://bit.ly/3mOUJMJ And if you’re looking for an instant stream of on-demand DTC gold, check out the Limited Supply Slack Channel for Nik’s most unfiltered, uncensored thoughts. Follow Nik:Twitter: https://www.twitter.com/mrsharma