We've been heads down building our Marketplace <> Registrar automation, and the results are finally starting to show. Several recent .com sales have fully completed in under an hour. Still more to do, but proud of our engineering, product & ops teams for pushing this forward.

For clarity: each bar represents the STR for that extension for the month (total sold ÷ total listed, premium only).

Sell-through rate is the cleanest measure of momentum. Looking at 2025 sales at https://t.co/qnMkhaXB0b so far: .com had a slight dip in Aug/Sep but seems to have stabilized. .ai is consistently around 4×+ .com (and the gap is widening). .io has surged over the last three

Here's a partial look at one buyer's dashboard. They've already picked up 16 premium names during the Black Friday sale. Happens every year. Founders love keeping a small stash of names for things they might build down the road, and events like this tend to pull them back in.

Conviction is the only real unfair advantage.

With the 1-year .com renewal included, the $10 fee is essentially a wash.

They searched “growth,” “scale,” and “short” on Atom. Found: https://t.co/rHs6VC2bYe That’s what smart discovery is about: matching intent, not just input. $2M+ revenue later, they’re scaling globally. Full case study →

We've made a lot of progress in search and discovery, but we're not close to "done". I'd rate it a 7/10. In the last few days we found several blind-spot opportunities we hadn't noticed before. If you are not challenging your own assumptions, you are already behind.

If you want more liquidity today, add a bit of inventory that aligns with where the momentum is. But don't abandon your long-term bets. Great names outlive cycles, and those cycles always come back around. Domains are one of the few assets where patience isn't a weakness. It's

If your portfolio leans heavily toward lifestyle, beauty, fashion, food, travel, home, pets or traditional SMB categories, the inbound demand right now is naturally lower.

And where capital goes, naming demand follows. Most funded founders today are building systems, not consumer brands, so the domains that move fastest lean toward enterprise, tooling, intelligence layers and automation platforms.

Right now, most of the energy is concentrated in B2B AI. AI infrastructure, agent platforms, workflow automation, dev tools, data orchestration, cybersecurity, vertical SaaS. That's where founders are building and where VCs are writing checks.

If you’re seeing a slowdown in domain sales, it may have nothing to do with pricing or exposure. The buyer demand curve has shifted, and you can feel it in the data. 🧵👇

The future of this industry will be defined by the platforms that open more doors, not close them. Progress comes from joining forces, not guarding boundaries.

AI overviews caused a drop in ad impressions. We noticed it too. Google quietly redesigned search results. There’s a small "Sponsored results" label, but the ads now look almost identical to organic results. It's already working. CTR is spiking again. Behavior may be shifting

Most hard decisions in building something meaningful aren’t black and white. They are about choosing between two imperfect options and owning the outcome.

3 hours. That's the most it should take from a domain purchase to a seller payout. We're improving registrar automation to make it happen. Until we hit it consistently, we're not delivering the experience our customers deserve

Most marketplaces surface results that match the input. Discovery surfaces names that match the vision. That's the gap. That's the opportunity.