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Limited Supply

Limited Supply

By: Nik Sharma
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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.Copyright 2024 Nik Sharma Economics Leadership Management & Leadership Marketing Marketing & Sales
Episodes
  • S15 E11: How TV is Working for DTC Brands (with Jeff Katz, Head of Emerging Sales at Roku)

    S15 E11: How TV is Working for DTC Brands (with Jeff Katz, Head of Emerging Sales at Roku)
    Mar 18 2026
    Most marketers think of Roku as just another ad platform, but the real opportunity is understanding how streaming is changing the entire media mix. In this episode, Nik sits down with Jeff Katz from Roku to break down what’s actually happening inside one of the biggest platforms in media, how connected TV has evolved, and why more performance brands should be paying attention. Jeff gets into how TV buying has changed from big creative bets and slow measurement cycles to a more flexible, measurable, self-serve world. Nik and Jeff unpack what DSPs actually do, how streaming fits alongside search and social, and what kinds of products tend to win on the biggest screen in the house. If you’ve ever wondered when TV should enter the mix, how Roku actually works, or what the next layer of growth looks like after Meta and Google, this episode is for you. --- Roku pioneered streaming on TV. We connect users to the content they love, enable content publishers to build and monetize large audiences, and provide advertisers with unique capabilities to engage consumers. Learn more at ⁠⁠⁠⁠⁠⁠⁠⁠advertising.roku.com/limitedsupply⁠⁠⁠⁠. ⁠ --- Want more DTC advice? Check out the Limited Supply YouTube page for more insider tips. Check out the Nik’s DTC newsletter: https://bit.ly/3mOUJMJ 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. Follow Nik: Twitter: https://www.twitter.com/mrsharma
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    46 mins
  • S15 E10: Why AI Is the Next Industrial Revolution

    S15 E10: Why AI Is the Next Industrial Revolution
    Mar 11 2026
    Most people are still treating AI like a tool. The real opportunity is treating it like an employee. In this solo episode, Nik goes deep on how AI has evolved over the past few months and why the gap between people experimenting with it and people fully adopting it is about to get massive. He breaks down: - The difference between AI models and wrappers - How tools like Claude and ChatGPT are becoming second brains - Why learning to prompt with context is the new operating skill for marketers and operators Nik also shares how he’s personally building and running AI agents, connecting them to emails, Slack, calendars, and call transcripts to automate daily workflows. If you’re building a brand in 2026 and beyond, this episode is a blueprint for staying lean, fast, and culturally relevant in a world where everyone has access to the same tools. --- Roku pioneered streaming on TV. We connect users to the content they love, enable content publishers to build and monetize large audiences, and provide advertisers with unique capabilities to engage consumers. Learn more at ⁠⁠⁠⁠⁠⁠⁠advertising.roku.com/limitedsupply⁠⁠⁠⁠. ⁠ --- Want more DTC advice? Check out the⁠ Limited Supply YouTube page⁠ for more insider tips. Check out the Nik’s DTC newsletter:⁠ https://bit.ly/3mOUJMJ 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. Follow Nik: Twitter:⁠ https://www.twitter.com/mrsharma⁠
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    33 mins
  • S15 E9: The Next Era of DTC

    S15 E9: The Next Era of DTC
    Mar 4 2026
    The old DTC playbook is dying. And most brands don’t even realize it yet.In this episode, Nik sits down to talk about how DTC has evolved, why lean and profitable is the new thing, and what the next five years of ecom will actually look like. Nik explains the shift toward what he calls performance branding, where brand and measurable performance work together instead of competing for budget. They break down the real growth ceilings brands hit at $5M, $20M, and beyond - and why performance marketing alone eventually stops working. They also cover tariffs, shipping arbitrage, hidden 3PL fees, inventory risk, app bloat, Shopify’s evolution, and why context and operator skill will matter more than ever. If you’re building a brand in 2026 and beyond, this episode is a blueprint for staying lean, fast, and culturally relevant in a world where everyone has access to the same tools. Roku pioneered streaming on TV. We connect users to the content they love, enable content publishers to build and monetize large audiences, and provide advertisers with unique capabilities to engage consumers. Learn more at ⁠⁠⁠⁠⁠⁠⁠⁠advertising.roku.com/limitedsupply⁠⁠⁠⁠. Want more DTC advice? Check out the Limited Supply YouTube page for more insider tips. Check out the Nik’s DTC newsletter: https://bit.ly/3mOUJMJ 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. Follow Nik: Twitter: https://www.twitter.com/mrsharma
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    35 mins
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