TickerTain
TickerTain
NewsroomShortsPortfolioConvergence
NewsroomShortsPortfolioConvergence
$ANTHROPIC·$MA····$INTC····$BLUE-ORIGIN·$SPCX····$CRWV····$CRM····$MSFT····$NVDA····$ORCL····$CURSOR·$AAPL····$OPENAI·$AMZN····$UBER····$GOOGL····$META····$TSLA····$DATABRICKS·$PERPLEXITY·$LYFT····$NBIS····$TSM····$LITE····$ANDURIL·
$ANTHROPIC·$MA····$INTC····$BLUE-ORIGIN·$SPCX····$CRWV····$CRM····$MSFT····$NVDA····$ORCL····$CURSOR·$AAPL····$OPENAI·$AMZN····$UBER····$GOOGL····$META····$TSLA····$DATABRICKS·$PERPLEXITY·$LYFT····$NBIS····$TSM····$LITE····$ANDURIL·
←

harry rein

T2 · manager / operator

Founder and CEO of ShopMy, a curated creator e-commerce platform that raised $70M at $1.5B valuation, profitable with $80M revenue run rate.

1 call·1 name·100% bull·last heard 11 months ago·The Information
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$SHOPMYShopMyposition

ShopMy CEO sees curated creator commerce as scalable performance marketing category

ShopMy combines authenticity of creator marketing with scalability of performance marketing through automated budget allocation and tracking, targeting high-trust product categories where human taste matters, and is expanding from B2B SaaS to consumer app to capture the full curated commerce loop.

The Information2025-11episode →

most discussed · click a bar to filter

  • $SHOPMY

recurring themes

  • Creator Economy1
1 total
$SHOPMY
ShopMy
HIGHharry rein·The Information·11 months ago·Anthropic’s Cost Advantage, ShopMy's $1.5B Valuation & Wildfire Fighting Drones | Nov 10, 2025· position
ShopMy CEO sees curated creator commerce as scalable performance marketing category
ShopMy combines authenticity of creator marketing with scalability of performance marketing through automated budget allocation and tracking, targeting high-trust product categories where human taste matters, and is expanding from B2B SaaS to consumer app to capture the full curated commerce loop.
"what we've done is taken kind of the best of both worlds, and we're effectively calling creator performance marketing, which allows you to scale at the scale of performance market…"
10:15
7
Creator Economytailwind
ShopMy CEO defines creator performance marketing as scalable fusion of authenticity and performance advertising
Harry Rein argues the creator economy is evolving from unscalable authentic marketing and inauthentic performance ads into a new 'creator performance marketing' category where automated budget allocation and tracking let brands scale creator partnerships like performance channels while maintaining trust-based authenticity.