Temu
3 statements across 1 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Feb 12, 2024 by Thomas Plantenga · said 12 times in 5 episodes since 2024 · across every show →
Mentions by year
brought up most by Harry Stebbings (10), Thomas Plantenga (1)
tap a year for its mentions
2025 2 mentions in 2 episodes 1 per episode
2024 10 mentions in 3 episodes 3 per episode
- Thomas Plantenga & Alex Taussig: Vinted CEO's Ultimate Guide to Scaling Marketplaces | E1114 · 20VC with Harry Stebbings
- Joe Lonsdale: The Future of TikTok; Is it a Danger to US National Security? | E1125 · 20VC with Harry Stebbings
- Justin Ishbia: The Three Traits Required to Succeed in Private Equity | E1119 · 20VC with Harry Stebbings
- every mention in 2024, scene by scene →
Everything said about Temu, oldest first
Feb 12, 2024 bullish
Plantenga: Temu and Shein ad spending does not hurt Vinted's growth
“Timo Shine are spending money to attract buyers, and every Timo Shine buyer can become a vintage seller, and we're spending money to attract sellers of second-hand clothing. So for us, we're kind of like, just out of that storm. Like, so, so that storm just pa…”
Feb 12, 2024 neutral
Plantenga: Shipping efficiency drives fashion industry transformation over marketing
“When you look at the fundamentals that completely changed the fashion industry over, let's say the last hundred years, then it's actually the people who consistently found new levels of efficiency in production and shipping. So the non-obvious is that shipping…”