Miami, FL / San Francisco, CA
Joined March 2008
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Proud @netalico was featured in @Shopify's new piece on AI + enterprise migration 🚀
Here's the truth from years of running these (and a stint in @NASA 's enterprise IT group): the AI isn't the hard part. The strategy is.
🗑️ Garbage in, slop out, just faster
✨ Gold in, real shine
Strategy's the gold mine. AI's just the execution.
shopify.com/enterprise/blog/…
Icon.com was peak DTC AI VC hype garbage. Good riddance. Brings some doubts to @icon's claim that they're "profitable"... xitter.cf/kennandavison/status/1…
Thanks @Forbes for the feature. It's been a long road from IT work at @HPE and consulting at @NASA to building @netalico into what it is today.
Wouldn't trade any of it. Lots more to come!
councils.forbes.com/success-…
Politics aside…. This is a HUGE boon for e-commerce. Our clients are going to be rejoicing in the streets. Wonder how they’ll process all those $170b in refunds they owe American businesses… with interest! And compensate the businesses that went under because of this insanity we all had to go through the past year.
usatoday.com/story/news/poli…
Forgot to post this on Twitter, buf you're interested in the recording signup here: go.fabric.inc/protocols-webi…
🍕Mark William Lewis retweeted
Woah, surprising difference
Execs are usually higher on AI than their staff, but this is kind of stunning. 40% of workers say AI doesn't save them any time at all, while nearly 20% of C-Suite says it saves them more than 12 hours a week. buff.ly/PK4r7nu
💀 SaaS is dead. Most people just do not know it yet.
The model only worked because building software was harder than buying it. That is no longer true. ❌
🛠️ Dave Clark, former CEO of Worldwide Consumer at Amazon, built a custom CRM in a night and a morning. Not a prototype. A real system.
💸 I have replaced six-figure annual contracts this year with tools built in days. They work better because they do exactly what we need and nothing else.
🚨 SaaS companies know this is coming. That is why every contract is multi-year now. That is why cancellation requires a hostage negotiation.
🔐 They are not competing on product anymore. They are competing on lock-in.
⏳ That is not a moat. That is a countdown.
carryon.capital/p/the-saas-m…
Every brand "waiting to see" on AI commerce is going to learn an expensive lesson.
760% traffic increase. 54% higher conversion. 4x growth gap between optimized merchants and everyone else.
The prospectors showed up in 1848. You're packing your bags in 1850.
AI agents are already recommending and buying products. Product data is the new competitive edge.
With #NRF2026 around the corner, this is the commerce conversation to pay attention to!
Read the guest blog by Mark Lewis, Founder & CEO of Netalico 👉 fabric.inc/blog/commerce/ris…
Hot take: Half of today's "successful" e-commerce brands will be irrelevant and invisible by 2027. 🔥
Not struggling. Irrelevant.
My new Forbes article explains why.
The shift everyone underestimated:
🚨 44% of consumers prefer AI search over Google
🚨 25% decline in traditional search predicted by 2026
🚨 $750B flowing through AI search by 2028
But 84% of brands aren't even tracking it.
When someone asks ChatGPT "what's the best X under $Y" there's no page 1 vs page 2.
There's a shortlist of 3-5 brands. That's it.
You're either on it or you're invisible. ☠️
The compounding effect means whoever gets cited first becomes the permanent default. Your competitor establishes authority in Q1, by Q4 they own the category.
You're not competing for traffic anymore.
You're competing for algorithmic position.
And most brands don't even know the game changed.
6 months. That's the window.
After that, the landscape is locked. The leaders are set. And catching up becomes nearly impossible.
Sleep on this at your own risk. 💀
Link In the Comments 👇
Michael Burry is calling Big Tech's server depreciation "one of the more common frauds of the modern era."
But that's not even the scary part.
The scary part is $125 billion in AI infrastructure debt issued in 2025 alone. That's 8x the 2024 level. 📈
@Oracle now carries $108 billion in debt to build capacity for @OpenAI, a company that has never been profitable. Their Q2 earnings just showed negative $10 billion in free cash flow. The stock dropped 11%.
@CoreWeave has $9 billion in loans backed by GPUs that have already dropped 60-70% in rental value. Their two largest customers (77% of revenue) are also their biggest competitors.
When @amazon reversed its depreciation schedule for AI servers in February, it was an admission: these assets are dying faster than the accounting suggests. ⚠️
The five layers of compounding risk:
1️⃣ Depreciation manipulation: $13B+ in artificial annual earnings across hyperscalers
2️⃣ Debt financing surge: $125B in 2025, projections of $750B in private credit through 2028
3️⃣ Collateral degradation: GPU-backed debt exceeding $20B on rapidly depreciating assets
4️⃣ Counterparty concentration: Oracle's biggest customer is unprofitable
5️⃣ Securitization proliferation: Data center ABS has grown 9x in five years
This looks less like the dot-com bubble and more like the telecom overbuild of 2000.
The hyperscalers will survive. The question is whether the second and third tier of infrastructure providers can bridge the gap between investment and AI monetization.
That's the trillion dollar question. 💰
carryon.capital/p/the-trilli…
