Welcome to the Moast newsletter. We spend the week collecting news, trends, and other content that we think would be interesting to e-commerce founders and CMOs. Our goal is to provide value without sounding like a promo for our app. Helpful wether you use Moast or not.

Prediction markets are pricing Elon Musk as a near-certain trillionaire — over 90% odds on Kalshi and Polymarket before 2027. The catalyst is SpaceX's upcoming IPO, targeting a $1.75 trillion valuation, which would push his combined Tesla and SpaceX holdings past the $1 trillion mark for the first time in history. No one in human history has ever been worth a trillion dollars. Musk controls 85% of SpaceX voting power. He's not just the richest person on earth — he's about to be in a category of one.

Here's what else caught our attention this week 👇

1/ DTC Headlines

Everlane's founder launches a new brand — no VC, no PE

-> Preysman found out about the Shein sale the same time everyone else did, and was "appalled."

-> His response: stillradical.com — same sustainability principles, new approach, no outside capital.

-> 4,000+ email signups in 24 hours. The audience didn't leave — it just needs somewhere new to go.

Why Everlane's founder is starting over →

Dick's Sporting Goods launches an AI coach inside its app

-> Coach by Dick's gives product recs and training tips based on your sport and skill level.

-> Built on Adobe Brand Concierge, rolling out in the Dick's mobile app this June.

-> Extend in-store expertise digitally, personalize at scale, compete on knowledge not price.

What Dick's AI coach says about the future of sport retail →

OpenAI is rolling out conversion ads for ChatGPT in early June

-> A "Conversions" objective joins Reach and Clicks — accounts set up by June 1 get access June 5.

-> ChatGPT shifts from brand awareness to a full performance marketing platform.

-> The early-mover window is closing fast. This is the moment to test it.

What ChatGPT's conversion ads mean for your ad strategy →

Meta quietly launches Forum — a Reddit-style app built on Facebook Groups

-> No press release — just an iOS app with an AI "Ask" feature that surfaces answers across groups.

-> Reddit stock dropped 6%. Meta has 3 billion users already logged in through Facebook.

-> Zuckerberg told employees AI efficiency means Meta can now ship more apps than ever.

What Meta's Forum app means for community-driven commerce →

e.l.f. Beauty is reversing its tariff price hikes — customers were "suffering"

-> After a 5-point unit volume drop in Q4, prices are coming down to reinforce e.l.f.'s value position.

-> Context: gas near $4.50/gallon, a $49.4M net loss, $58.5M in tariff refunds pending.

-> A useful case study in recalibrating pricing when macro headwinds hit your core customer.

How e.l.f. is navigating the tension between pricing and volume →

Google launches Ask Advisor — one AI agent across Ads, Analytics, and Merchant Center

-> Ask Advisor connects Google Ads, Analytics, Merchant Center, and DV360 into one interface.

-> Ask it to "find new customers for my brand" — it pulls data, builds campaigns, no tab switching.

-> In beta for English accounts now. The fragmentation of Google's stack finally has a fix.

What Google's Ask Advisor means for how brands manage campaigns →

David Protein launches canned Atlantic cod — and the macros are absurd

-> "Cod 2" — wild-caught North Atlantic cod, two ingredients, 18g protein, 70 calories, $39/four cans.

-> Every product launch reinforces the same single idea: most protein per calorie, full stop.

-> Whether you buy it or not, this is a masterclass in brand coherence.

Why David Protein's canned cod is a case study in brand extension →

Warby Parker launches AI smart glasses with Google and Samsung

-> Intelligent Eyewear runs Gemini and Android XR — navigation, voice queries, tasks, hands-free.

-> Launching this fall in optical and sunglass styles that support prescriptions.

-> The shot at Meta Ray-Bans: frames people want to wear, with Google's AI underneath.

Why Warby Parker's Google collab could finally make smart glasses mainstream →

2/ Shopify

Shopify is agent-agnostic — whichever AI merchants prefer, Shopify will be there

-> New connector apps let merchants run their store from inside ChatGPT or Claude — no code, no tab switching.

-> Harley Finkelstein: "Whichever agent a merchant prefers, Shopify should be there."

-> Not picking a winner in the AI race — building connectors for all of them.

Harley Finkelstein on why Shopify is meeting merchants where their AI already is →

3/ What We Found Interesting

Actually, Everlane and Shein might make sense together

-> Retail Dive's take: Everlane had been drifting toward fast fashion for years before this deal.

-> For Shein: higher-end portfolio diversity ahead of an IPO. For Everlane: the lifeline it needed.

-> "The deal likely saves Everlane. But that salvation comes at a price." — Neil Saunders, GlobalData.

The case for why the Shein/Everlane deal isn't as surprising as it looks →

Lowe's AI shopping assistant is driving 3x online conversion rates

-> Mylow handles 1M+ customer inquiries/month. Users convert at 3x the rate of non-users.

-> In-store version Mylow Companion drives a 2% lift in customer satisfaction scores.

-> Net sales up 10.3% in Q1. AI assistance is translating directly into purchase behavior.

What Lowe's 3x conversion lift says about AI-powered shopping →

4/ What We Found Helpful

Check out this video. What do you notice?

-> Frank from @frankyecom breaks down a high-converting content format most brands are sleeping on.

-> There's a specific pattern in the structure that consistently outperforms — and it's replicable.

-> Worth watching if content is part of your growth strategy right now.

Watch the video →