Limited Supply

Nik Sharma

So many DTC brands think nice PR is more important than honesty. But that’s not us. I'm Nik, and I'm tired of all the hot air in our industry. This podcast is the behind-the-scenes conversation that gets to the heart of what DTC is really like. Nik Sharma founded Sharma Brands - and has no reason not to call people out, and share his spicy takes. Joined by the most experienced names in the industry, these are the conversations you won’t hear anywhere else. We’ll be diving deep into industry moves, autopsies on failed brands, and why we’re investing in certain companies. Episodes drop every Wednesday. Make sure to subscribe wherever you get your podcasts.

  1. −1 h

    S17 S2: The Creative Supply Chain Every Brand Needs (And Most Don't Have)

    A billion-dollar ad budget sounds like it solves everything. It doesn't. Nik shares a recent experience he had sitting in on a CMO offsite for one of the largest consumer brands in the world, expecting the conversation to be light-years beyond anything a $10M or $50M brand deals with. Instead, he found the exact same problems: slow creative production, personalization that doesn't scale, and attribution that never tells the full story. In this solo episode, Nik breaks down why more resources at a big company often means more dependencies, not more speed, and uses the "telephone game" as the perfect analogy for what happens when a single test has to pass through strategy, brand, legal, and five other teams before it ever runs. He also gets into: Why lean, scrappy brands often move faster than teams with 10x the budget The real cost of approval bottlenecks on how fast you can learn Why deliberate angle testing beats "spray and pray" every time A first look at the "creative supply chain," the framework Nik's been using with clients to source, produce, and test content on repeat If you've ever wondered why growth feels harder the bigger your team gets, this episode is for you! --- Tatari helps brands run TV like a modern performance channel. Unlike most platforms that focus only on programmatic CTV, Tatari gives marketers access to all of TV - linear, streaming, programmatic CTV, and direct publisher inventory - in one platform. By combining premium inventory with transparent reporting and outcome-based measurement, Tatari lets growth teams evaluate TV the same way they evaluate paid search or paid social. The result: more control, better reach, and TV spend that can actually be tied back to business results. Learn more at tatari.tv/limitedsupply. Want more DTC advice? Check out the⁠⁠⁠⁠⁠ Limited Supply YouTube page⁠⁠⁠⁠⁠ for more insider tips. 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. Check out the Nik’s ⁠⁠⁠⁠⁠⁠DTC newsletter⁠⁠⁠⁠⁠⁠ Follow Nik on Twitter:⁠⁠⁠⁠⁠⁠⁠ https://www.twitter.com/mrsharma

  2. 8 juli

    S17 E1: Founder Mode: Building a Second Brain to Supercharge Execution (Live from Ecom AI Summit)

    Most founders are still stuck living in a chat window…and it's quietly costing them hours every day. In this episode, Nik shares his recent keynote from the 2026 Ecom AI Summit in NYC, breaking down exactly how he built "Jet Damon," his personal AI chief of staff, and the second brain system now running nearly every part of his business. Listen as Nik walks through the three stages most operators get stuck in on the way to real AI leverage, then goes step-by-step into how a Mac Mini running Hermes powers 20+ specialized agents, from copywriters to an e-commerce ops manager, each paired with a "senior" agent that reviews their work before anything ships. Nik prompts a full advertorial from scratch in real time, and shares the exact prompt he uses to onboard a brand-new agent in under two minutes, plus how his daily "cockpit" report flags revenue dips, rising CAC, and competitor moves before he's even out of bed. If you're ready to stop checking five dashboards a day and start building a system that runs itself, this is the actual blueprint. And if you want to follow along with Nik's full slide deck, head over to https://jet.nik.co/ --- Want more DTC advice? Check out the⁠⁠⁠⁠⁠ Limited Supply YouTube page⁠⁠⁠⁠⁠ for more insider tips. 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. Check out the Nik’s ⁠⁠⁠⁠⁠⁠DTC newsletter⁠⁠⁠⁠⁠⁠ Follow Nik on Twitter:⁠⁠⁠⁠⁠⁠⁠ https://www.twitter.com/mrsharma

  3. 24 juni

    S16 E13: Shopify's AI Revolution: What You Need to Know

    Shopify just dropped its biggest update of the year — and if you're in ecom, this one actually matters. In this latest episode of Limited Supply, Nik breaks down the five Shopify announcements that are going to change how brands build, sell, and scale in the age of AI commerce. From making your entire product catalog readable by LLMs to a massive affiliate play that could reshape the publisher ecosystem, Shopify isn't just keeping up with AI — they're betting the whole roadmap on it. Nik covers the vibe coding integration that finally makes one-shot landing pages a reality inside your main Shopify store, why Sidekick is actually worth your attention now, and how the Shop app is positioning itself to become the default shopping agent across every AI surface you use. Plus: the smaller updates that quietly matter — A/B testing on live themes, scheduled go-lives, WhatsApp as a native marketing channel, and what checkout intelligence actually means for conversion. If you've been watching the agentic commerce wave from the sidelines, this is your signal to start paying attention. --- 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. 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. Check out the Nik’s ⁠⁠⁠⁠⁠⁠DTC newsletter⁠⁠⁠⁠⁠⁠ Follow Nik on Twitter:⁠⁠⁠⁠⁠⁠⁠ https://www.twitter.com/mrsharma

    S16 E13: Shopify's AI Revolution: What You Need to Know
  4. 17 juni

    S16 E12: The Anatomy of a High-Converting Listicle

    Most brands spend thousands driving traffic but send visitors to the wrong pages. In this solo episode, Nik breaks down his complete process for creating high-converting landing pages and listicles that turn paid traffic into customers. From research and copywriting to UX, design, and testing, Nik shares the exact framework he uses to build pages that consistently outperform traditional product pages and homepages. You'll learn: Why AI can sometimes hurt the research process How to uncover customer insights that actually matter How to structure landing pages that keep visitors engaged from click to conversion Whether you're running paid social, optimizing conversion rates, or building your next campaign, this episode is packed with practical strategies you can implement immediately. And be sure to check out the links below to see the listicle examples Nik shares during the episode Bioroot labs listicle - nik.co/pod-lp-1Bioroot labs PDP - nik.co/pod-lp-2Hydroh listicle - nik.co/pod-lp-3Hydroh PDP - nik.co/pod-lp-4Koriderm listicle - nik.co/pod-lp-5Purestrike listicle - nik.co/pod-lp-6IM8 8 Reasons Why - nik.co/pod-lp-7Gruns collab - nik.co/pod-lp-8Gruns 7 reasons - nik.co/pod-lp-9Gruns 6 reasons - nik.co/pod-lp-10 --- 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. 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. Check out the Nik’s ⁠⁠⁠⁠⁠⁠⁠DTC newsletter⁠⁠⁠⁠⁠⁠⁠ Follow Nik on Twitter:⁠⁠⁠⁠⁠⁠⁠⁠ https://www.twitter.com/mrsharma

    S16 E12: The Anatomy of a High-Converting Listicle
  5. 10 juni

    S16 E11: How AI Is Revolutionizing Landing Pages

    Your landing page is good…but AI can make it great! In this latest episode of Limited Supply, Nik explores the transformative impact of AI on landing pages, creative content, and e-commerce strategies. Listen as ne discusses how AI accelerates page creation, enhances ad creative, and enables hyper-targeted merchandising, while also warning about potential pitfalls of AI-generated garbage if not managed properly. Nik also talks about: The explosion of ad creative and its impact on marketing AI shopping agents transforming consumer discovery Landing pages as AI merchandising tools Whether you're an AI skeptic or a seasoned DTC pro looking to make some improvements, this solo episode is packed with ideas you can use today. --- 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. 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. Check out the Nik’s ⁠⁠⁠⁠⁠⁠DTC newsletter⁠⁠⁠⁠⁠⁠ Follow Nik on Twitter:⁠⁠⁠⁠⁠⁠⁠ https://www.twitter.com/mrsharma

    S16 E11: How AI Is Revolutionizing Landing Pages
  6. 3 juni

    S16 E10: Practical AI for Brands

    AI is everywhere…but what's actually working for brands today? In this latest episode of Limited Supply, we're jumping into a panel discussion from last year's Ecom AI Summit, featuring leaders from DTC powerhouses like Unilever, True Classic, Jones Road Beauty, and Athena. This session cuts through the hype and shares how these market leaders are putting AI tools to work across marketing, ecommerce, customer experience, operations, and search. From AI-powered personalization and creative testing to AI search optimization, autonomous agents, and team-wide AI adoption, this conversation explores the practical applications brands are implementing right now and where the technology is heading next. Whether you're overwhelmed by the pace of AI innovation or looking for actionable ideas you can bring back to your team, this episode is packed with real-world insights from operators on the front lines. And don't miss your chance to sign up for this year’s Ecom AI Summit, taking place on June 25 at Webster Hall in NYC: https://ecomfounders.com/pages/ai-summit 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. 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. Check out the Nik’s ⁠⁠⁠⁠⁠DTC newsletter⁠⁠⁠⁠⁠ Follow Nik on Twitter:⁠⁠⁠⁠⁠⁠ https://www.twitter.com/mrsharma

    S16 E10: Practical AI for Brands
  7. 27 maj

    S16 E9: Why DTC Brands Need AI-Driven Personalization (with Liam Millward, Co-founder and CEO at Instant)

    AI is shifting ecommerce from manual, broad marketing to fully autonomous, hyper-personalized systems…and if you don’t get onboard soon, you could be left behind. Liam Millward, co-founder and CEO at Instant, returns to Limited Supply for a deep dive into how AI is completely reshaping ecommerce, retention marketing, and the way modern brands operate. Nik and Liam break down how brands are moving from generic flows and static campaigns to fully dynamic, individualized experiences where every shopper receives a unique email, message, and buying journey. They also discuss: Why AI-first brands are moving faster than legacy companies The evolution from ChatGPT interfaces to autonomous agents How retention marketing is becoming as important as acquisition This episode is packed with practical insights for founders, marketers, ecommerce operators, and anyone trying to understand where AI is taking business next.--- 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. 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. Check out the Nik’s ⁠⁠⁠⁠⁠DTC newsletter⁠⁠⁠⁠⁠ Follow Nik on Twitter:⁠⁠⁠⁠⁠ https://www.twitter.com/mrsharma⁠⁠⁠

    S16 E9: Why DTC Brands Need AI-Driven Personalization (with Liam Millward, Co-founder and CEO at Instant)
  8. 20 maj

    S16 E8: Your Retention Strategy Is Probably Broken

    What actually keeps customers coming back? In this episode of Limited Supply, Nik sits down with retention expert Joseph Siegel from Boring Ecom (https://www.boringecom.com/) to break down the systems behind high-retention ecommerce brands. From his time leading growth and retention at Feastables to building retention programs for some of the fastest-growing supplement brands in the world, Joseph shares how modern retention goes far beyond email marketing. They dive into onboarding flows, product inserts, gifting strategies, subscriber psychology, and why the best brands obsess over customer experience at every touchpoint. They also explore how AI is changing ecommerce operations from CRO systems and generative email workflows to building smarter customer insights with tools like Claude, Manus, Fireflies, and OpenAI voice models. If you run a subscription brand, consumable product, or ecommerce company focused on long-term growth, this episode is packed with actionable retention strategies. --- 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. --- Connect with Joseph on LinkedIn: https://www.linkedin.com/in/joseph--siegel/ Check out Boring Ecom: ⁠https://www.boringecom.com/⁠⁠⁠⁠⁠ --- Want more DTC advice? Check out the⁠⁠⁠ Limited Supply YouTube page⁠⁠⁠ for more insider tips. 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. Check out the Nik’s ⁠⁠⁠⁠DTC newsletter⁠⁠⁠⁠ Follow Nik on Twitter:⁠⁠⁠⁠⁠ https://www.twitter.com/mrsharma

    S16 E8: Your Retention Strategy Is Probably Broken
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So many DTC brands think nice PR is more important than honesty. But that’s not us. I'm Nik, and I'm tired of all the hot air in our industry. This podcast is the behind-the-scenes conversation that gets to the heart of what DTC is really like. Nik Sharma founded Sharma Brands - and has no reason not to call people out, and share his spicy takes. Joined by the most experienced names in the industry, these are the conversations you won’t hear anywhere else. We’ll be diving deep into industry moves, autopsies on failed brands, and why we’re investing in certain companies. Episodes drop every Wednesday. Make sure to subscribe wherever you get your podcasts.

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