Shein, every mention
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every year anyone Harry Stebbings 53Donald Tang 4Thomas Plantenga 1Sebastian Siemiatkowski 1Joey Zwillinger 1Jennifer Hyman 1Jeff Wang 1Eugene Wei 1
Verbatim, from the transcripts: the passages where Shein comes up
NVIDIA Crushes Quarter | OpenAI Cuts Off Cursor | Instinct Hits $2.5B Valuation
- ▶ 54:38 Harry Stebbings There's Shein going public at a twenty six billion dollar market cap.
Klarna CEO: SaaS is Dead: Why Systems of Record Will Die in an Agentic World · 20VC with Harry Stebbings
- ▶ 35:16 Sebastian Siemiatkowski I have people in, in China talking to Sheen.
20VC: The Science of Storytelling: Three Steps to Master the Perfect Story | From Near Death Experience to Unicorn Startup: The Untold Story of Omaze with Matt Pohlson
- ▶ 50:47 Harry Stebbings And then Sheen came into London in 1918 and short form went to the moon.
Is DPI The Only Thing That Matters? with Sam Lessin, Jason Lemkin & Rory O’Driscoll · 20VC with Harry Stebbings
- ▶ 1:04:33 Harry Stebbings Shein moving IPO from London to Hong Kong, maybe finally getting that one out.
Airwallex CEO & Co-Founder, Jack Zhang: The Angel That Turned $1M into $1BN · 20VC with Harry Stebbings
Rippling vs. Deel Lawsuit: WTF Happens Now? The Future of the Late Stage Private Market · 20VC with Harry Stebbings
- ▶ 11:14 Harry Stebbings So the one thing I do know is I know the general Atlantic team very well, who also were part of this round, and they also took part in the Sheehan round and landed at a hundred billion dollars. 2 times in the scene
Benchmark GP, Victor Lazarte: The 3 Traits All the Best Founders Have · 20VC with Harry Stebbings
- ▶ 45:26 Harry Stebbings I think they are so strategic and smart in how they've leveraged Shein and Timu as well.
Jeff Wang: Sequoia Capital's $9BN Global Equities Fund on The Future for NVIDIA, Google & Meta|E1212 · 20VC with Harry Stebbings
Donald Tang: How SHEIN Got So Big So Fast - The Fastest Growing Company in History | E1208 · 20VC with Harry Stebbings
- ▶ 0:15 Harry Stebbings You are profitable. 4 times in the scene
- ▶ 7:06 Harry Stebbings How did Shein come to be? 3 times in the scene
- ▶ 11:02 Donald Tang So, therefore, uh, you know, we do a lot more business in the rural areas, villages in UK than London, for example, and Paris, and the like, and America. 2 times in the scene
- ▶ 19:41 Harry Stebbings Do you mind if the summary is made that people choose you because of price? 6 times in the scene
- ▶ 21:17 Harry Stebbings I have to ask, I spoke to my mother before this show, and she said, oh, thank Donald, I bought three dresses from them, and they're wonderful. 3 times in the scene
- ▶ 22:50 Harry Stebbings You have Sheen Halls, um, 3 times in the scene
- ▶ 23:42 Harry Stebbings And it, a lot of people say that you're in the fast fashion business. 6 times in the scene
- ▶ 39:18 Harry Stebbings Your success has been unbelievable, and when we look at natural financial mechanisms to achieve liquidity and the natural progression of the company, I spoke to, you know, some of your investors too, who we mentioned before, and they said… 10 times in the scene
- ▶ 48:26 Harry Stebbings Number one, what is the biggest misnomer that people have about the business? 2 times in the scene
- ▶ 50:03 Donald Tang So if you're saying the obsession of Xi'an is about the consumers, I agree with you.
- ▶ 53:17 Donald Tang That's something I have learned from Xi'an.
Cameron Adams: How Canva Builds Products: Lessons Learned, What Works? What Flopped? | E1179 · 20VC with Harry Stebbings
- ▶ 45:30 Harry Stebbings Do you worry about that economic ripple effect though, which is like, okay, I move away from fast fashion, so I move away from Zara, from Shine, from any of these companies, and I move to actually much more sustainably produced, often more…
Joe Lonsdale: The Future of TikTok; Is it a Danger to US National Security? | E1125 · 20VC with Harry Stebbings
- ▶ 28:19 Harry Stebbings One thing he was very vocal about was his concerns around China, and China's obviously never had such penetration into consumer audiences in America, from TikTok to Shine to Timu.
Justin Ishbia: The Three Traits Required to Succeed in Private Equity | E1119 · 20VC with Harry Stebbings
- ▶ 1:25:40 Harry Stebbings When you look at consumer app stores now, you have Shine, you have Timu, you have TikTok.
Thomas Plantenga & Alex Taussig: Vinted CEO's Ultimate Guide to Scaling Marketplaces | E1114 · 20VC with Harry Stebbings
- ▶ 29:55 Harry Stebbings Uh, I'm worried about Timu and shine. 6 times in the scene
- ▶ 34:22 Harry Stebbings Can I, can I ask you what's the run totally weird and random one, but actually first we talked about like the difference between resale and, you know, what shine and, um, team who do, how do you think about breadth versus depth in each new…
- ▶ 1:15:25 Thomas Plantenga So I think we've seen over the last two decades, we've seen how e-commerce has been optimized by players like Amazon and now Timo and Shine coming in again.
Joey Zwillinger: From $4.1BN to $142M Market Cap;Why Public Markets Have Written Allbirds Off |E1078 · 20VC with Harry Stebbings
- ▶ 47:20 Joey Zwillinger Or sweater from Shein and have no connection between their value orientation around what matters and what they consume.
Jennifer Hyman: Rent The Runway's Journey to $1.7B IPO; Lessons from Beyoncé & Estée Lauder | E1031 · 20VC with Harry Stebbings
- ▶ 36:54 Jennifer Hyman So fast fashion is really everything from a Shein to, you know, an H&M or a Zara, but it's also, like, all of the kind of cheaper items that you might buy on an Amazon fashion or in a Walmart.
20VC: Eugene Wei on "Status as a Service", Why Networks Grow and Stop Growing, The Worst Design Choices Social Media Incumbents Have Made & The Next 10 Years of Media and the Metaverse
- ▶ 28:44 Eugene Wei Anytime there's a new S-One out, anytime there's some hot growth company in China, it's a race to be the first person to put out the tweet storm breaking down, you know, why is Shein so popular?