@celispji
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Recording of my talk in Toronto on how to scale to 500K merchants on the app store.
I share how we think about our strategy and how we build an organisation to deliver it.
youtube.com/watch?v=h57aq8op…
This is VERY impressive for a government initiative.
Chief Design Officer @jgebbia officially unveils America.gov, the new online home for the United States of America
Update on @judgeme Email app:
MCP is live. You can now create, edit and schedule campaigns and edit flows via MCP.
BUT: You can only edit default flows for now, custom flows coming soon.
On Klaviyo import: Importing lists is coming soon, very likely this week. After that we’ll work on importing Klaviyo templates and flows.
Thanks for all the feedback on our @judgeme Email app launch. Sat with the product team today and our priorities for September are:
1. MCP/API every endpoint
Highest priority. 100% coverage as a target. An agent should be able to do anything the app can do.
2. More features
Feature requests prioritized by requests and impact. This expands complexity of merchant setups that can switch over and what our MCP/API can do.
3. Klaviyo import
After we have a few more features rolled out, have support trained in switching Klaviyo users over manually. Then automate that process into a middlelayer and when ready, expose it for self-service.
Let's gooooo 🚀
In large markets with uniform demand, shared economies of scale is the best business model possible.
Truly helps the client, inspiring mission for the team, simplifies marketing, builds a moat, makes you last mover if you stay the course and it outperforms the index too.
More startup entrepreneurs should study Costco. There’s a reason Charlie Munger loved the Costco model. And if it’s good enough for Charlie, it’s good enough for me!
Replying to @itsdevdaniel @celispj
Thanks for all the feedback on our @judgeme Email app launch. Sat with the product team today and our priorities for September are:
1. MCP/API every endpoint
Highest priority. 100% coverage as a target. An agent should be able to do anything the app can do.
2. More features
Feature requests prioritized by requests and impact. This expands complexity of merchant setups that can switch over and what our MCP/API can do.
3. Klaviyo import
After we have a few more features rolled out, have support trained in switching Klaviyo users over manually. Then automate that process into a middlelayer and when ready, expose it for self-service.
Let's gooooo 🚀
After 12 years of being focused on just reviews, we're adding a second product: @judgeme Email.
Priced super low: 0-15 USD / month for features, 15K emails per month for free, then 15 cents per 1000 emails.
That's 10x cheaper than the competition. Even compared to Shopify's own Email app, we're 85% cheaper.
The product is in early stages, but we're adding features constantly. The price will never go up as we add value, as we optimize for market share, not profit.
After you install the app, you'll be able to request a call with our team to go over your email marketing needs and your setup.
Very excited to have this app live, and if you're a Shopify merchant, hope to see you soon!
apps.shopify.com/judgeme-ema…
Klaviyo pushed for a deep partnership and co-marketing a few years ago then announced their own review app right after.
Then all their competitors copied them and added reviews too.
So we had to respond.
We have no plans to enter other spaces as we haven’t been fucked over like this by anybody else.
After 12 years of being focused on just reviews, we're adding a second product: @judgeme Email.
Priced super low: 0-15 USD / month for features, 15K emails per month for free, then 15 cents per 1000 emails.
That's 10x cheaper than the competition. Even compared to Shopify's own Email app, we're 85% cheaper.
The product is in early stages, but we're adding features constantly. The price will never go up as we add value, as we optimize for market share, not profit.
After you install the app, you'll be able to request a call with our team to go over your email marketing needs and your setup.
Very excited to have this app live, and if you're a Shopify merchant, hope to see you soon!
apps.shopify.com/judgeme-ema…
Dear Shopify merchants,
A review app is not worth 1560 USD per month.
Switch to @judgeme at 15 USD / month and send me a picture with the Porsche 911 you're leasing with the 99%+ savings.
If you run 11 stores like @ecomstreur you can make that a Ferrari.
Good thread.
In 2026, you need to price your Saas close to marginal cost.
Even better when at scale you can lower your marginal cost and then pass that savings onto the client.
That way your app is cheaper than vibe coding, even when the cost of intelligence goes to zero.
The SaaS recession of 2026 and what my dad told me about it in the 1990s...
I'm a second generation founder, my dad sold commercial real estate for a firm he founded.
Every few years he'd give me the same speech from the driver's seat:
"When the market's hot, everybody becomes a realtor."
I think software just entered its first version of that cycle. Here's what I mean (🧵):
The bull case on data center investments and how it will increase cost of capital for everyone else.
The theory is this:
There are two world class businesses left.
Ads and data centers.
Google, meta, Amazon, Microsoft each spit off tens of billions of free cash a quarter.
They can use that free cash to build more data centers, selling more computer to the highest bidder
As ai gets more capable, people are willing to spend more for the compute.
(Companies pay web developers more than customer service managers, ai will be the same)
As the price of compute gets more valuable, the hyper scalers want to build even MORE data centers.
They exhaust their free cash, so they move to debt.
But as long as the ai gets better, people will keep paying more for it.
What’s the limit?
If the cost of compute is doubling, because demand is tripling every year, when does debt become too expensive?
Meta can borrow at 7% right now.
But what if the return on compute is 100% a year?
They would borrow as much as humanly possible, at like 30% rates.
And if the largest, most cash rich businesses on earth can pay 10, 15, 20% for debt, backed by a physical asset, why would you loan anyone else money?
Not just companies, but governments.
If ai is TOO GOOD of an investment, it sucks in every possible dollar, because the returns are there
It’s a credit crunch.
Every dollar flows to the highest bidder, and the highest bidder has a better business model to support it.
Why take on more risk, at lower rates, lending to Walmart?
dwarkesh’s latest pod covers this
Near 100% margin ads businesses building out 80% margin data centers, which you can model right now to a 3 year payback (and shrinking)
The greatest businesses of all time might bankrupt foreign governments
So 150% annual growth rate 5 years in a row just to raise VC.
Presumably a bunch of VC as you can lose 110% of revenues and still hit Rule of 40.
Alternatively: Simply bootstrap a business and grow it 40% per year. Own all of the equity value you create without preferred above you in the stack to worry about.
But to each their own.
Ok how fast do you >really< have to be growing today for VC capital?
Is T3D2 dead?
My simplification: You need to go from $1m to $100m ARR in 5 years or less to raise venture capital today.
Faster is better ;) And it's more or less fine if it takes you a while to get to $1m ARR, early capital is patient.
But the end goal today to IPO is $500m+ ARR growing 50%+. For a strong IPO, where the math pencils out for VCs today. At the valuations founders raise at ... today
To get there, and to get there in time, you really do need to go from $1m to $100m ARR in 5 years. Or less.
Imagine the healing in our economy and culture if we went back to sound money 😍
It's almost impossible to overestimate the impact of the monetary system.
Britain restored the gold standard in 1821, pegging sterling at £3 17s 10½d per troy ounce, and the following decades gave you one of the most instructive experiments in monetary history: falling prices coexisting with explosive real growth.
Prices fell. Roughly 50% between 1820 and 1850 by some price indices. The textile mills of Manchester kept expanding. Railway track mileage in Britain jumped from virtually zero in 1820 to over 6,000 miles by 1850. Real wages climbed. The orthodox panic about deflation, the kind you still hear from central bankers today, would have predicted stagnation. Instead you got the industrial revolution, accelerating.
The mechanism is simple once you strip away the Keynesian fog. Deflation under a gold standard reflects genuine productivity gains: producers squeeze more output from the same inputs, and prices fall because goods become cheaper to make. This is healthy deflation, not demand collapse. The cotton spinners of Lancashire caused falling yarn prices through innovation.
Sound money advocates have always stressed this distinction. Falling prices from productivity growth reward savers, keep capital costs honest, and force businesses to earn their profits through efficiency rather than inflating their way to margins.
The British experience between 1821 and 1850 is an inconvenient data point that modern central bankers quietly ignore: a hard currency, shrinking prices, and the fastest sustained economic expansion the world had yet seen. Simultaneously.