132: TV Is Over. TikTok Is the Store. Brands Need to Adapt Fast

This week, we break down the brand and media power shift that’s happening in real time — and why legacy players are losing ground fast.

We unpack why Lululemon feels increasingly irrelevant, how TikTok Shop is now outperforming Sephora and Ulta combined, and why creators with equity (not ad deals) are becoming the most powerful distribution channel in the market. We also dive into the collapse of traditional TV as Instagram launches on smart TVs, YouTube takes over the Oscars, and Netflix moves into podcast-driven sports culture.

Plus: heritage branding’s unexpected comeback, why gorp-core is becoming luxury, what brands can learn from Trump’s media strategy (whether you like it or not), and why rewarding your core audience matters more than chasing mass appeal.

If you’re a founder, brand builder, or operator trying to understand where attention, influence, and revenue are actually moving — this episode is required listening.