Tony H Ferman @tony_hferman
Brand operator & investor | @omniscale_io @PatternBrands @AttentiveHQ @WarbyParker @jet.com @BlackRock @DukeU | Son of wartime refugees from Central America linkedin.com/in/tonyhernand… NYC & Texas Joined August 2011-
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Tony H Ferman retweeted
Jensen Huang on the goal of winning
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Tony H Ferman retweeted
Bytedance just made more money than Meta for the first time in history.
Tony H Ferman retweeted
What's the difference between a $1M brand and a $10M dollar brand? We broke down 1 billion dollars in ad spend between $1M brands and $10M brands. The differences are shocking. Let's take a look 👇
Tony H Ferman retweeted
"Shopify 2022: 11,600 employees Shopify 2025: Revenue Up 91% ... and 8,100 employees Tobi went into beast mode. And it worked" with @rodriscoll + @HarryStebbings + me
Tony H Ferman retweeted
¡PARA TATUARSE ESTE MOMENTO!😍🇸🇻 ¡NUESTRO HIMNO SUENA EN CHENGDÚ!🥹🇸🇻
Tony H Ferman retweeted
Now we doin central planning
Tony H Ferman retweeted
Here’s a list of a few large Companies that are closing stores! 1. Walmart closing stores in Penn,Ohio & GA 2. Macys closing 66 stores now & 150 by 2026 3. Panera some franchises are closing no exact number yet 4. CVS closing 900 stores over 3 yrs 5.Rite aid closing all
Tony H Ferman retweeted
Replit CEO: “companies were subsidizing the cost of AI, paying more money to Anthropic and OpenAI than they were making” Host: “Is that was you were doing?” “Uh… on v1 no, on v2 yes, bc our pricing was (is?) out of whack” (so yes). Conversations abt AI startups “eating the…
Tony H Ferman retweeted
Shopify really smashed. Here's what stood out to me: - Net profit +430% YoY 🤯 - Revenue growth rate accelerating (50% higher YoY) - Revenue breaks out as: ✔️ 75% merchant solutions (+37% YoY) ✔️ 25% subscription solutions (+17% YoY) Shopify Payments likely makes up the…
Shopify really smashed. Here's what stood out to me: - Net profit +430% YoY 🤯 - Revenue growth rate accelerating (50% higher YoY) - Revenue breaks out as: ✔️ 75% merchant solutions (+37% YoY) ✔️ 25% subscription solutions (+17% YoY) Shopify Payments likely makes up the…
Tony H Ferman retweeted
Congrats @sama @OpenAI on today’s launch of gpt-oss! @AMD is proud to be a Day 0 partner enabling these models to run everywhere - across cloud, edge and clients. The power of open models is clear… and this is a big step forward.
Tony H Ferman retweeted
A protein brand cracked the code on something everyone else missed. They stopped calling it “protein” Instead: “This shake helps your hair grow faster.” Suddenly, it wasn’t competing with 47 other fitness brands. It was solving a beauty problem. Here’s what they figured out:…
Tony H Ferman retweeted
---If you're in marketing, watch and read, THIS IS GETTING WILD.--- To make this a year ago would have cost six figures at least. It would have also required countless meetings, planning, production, days of shooting, and editing. This took me ~2 hours, and cost me maybe $100…
Tony H Ferman retweeted
If you're building an AI agent to automate some job, like a payroll specialist, the hardcore move is to just go get that job and do it for a while. We call this "going undercover", and we're seeing more of the top founders do it. It's the best way to learn what to build.
Tony H Ferman retweeted
💥 Who knew reactivating brand IP could be so lucrative? Beauty incubator The Center acquired the IP of DTC fragrance startup PHLUR for a nominal sum in 2021. Fast forward 3 years: → Sales have surpassed $100M+ → Fragrance bestsellers (Missing Person, Vanilla Skin) have gone…
Tony H Ferman retweeted
$META good lord cash is down to $12B from $44B in just 2Qs and this guys wants to spend $100B+ in capex next year ☠️
Tony H Ferman retweeted
software 🤝 service Tools are only as valuable as the carpenter. At the end of the day whether it’s incrementality, agents, creative or accounting brands want outcomes and they want someone to deliver them not be given another job to do.
Tony H Ferman retweeted
Breaking: New Trump Executive Order ends de minimis shipping from any country in the world effective August 29th, 2025.
Tony H Ferman retweeted
Taylor Holiday just sold Common Thread Collective to private equity after 12 years of building what became one of the most respected agencies (and personal brands) in the ecommerce space. But the path there was brutal. At one point, @TaylorHoliday spent every day of Christmas…
Tony H Ferman retweeted
LAB GOLF ACQUIRED BY L-CATTERTON FOR OVER $200M L.A.B Golf was founded in 2018, and spent nearly a decade as a lesser known brand in the sports equipment space, now its getting acquired for 'over $200m' by L-Catterton. What happened? Well, a little over a month ago all of…
Tony H Ferman retweeted
Here’s a big list of things that don’t seem to work, based on the last 20 years of running Tiny: • Giving an advisor or advisory board free equity to advise a CEO without putting any real skin in the game and investing their own money (they usually go “thanks for the free…
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