Temu, every mention
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every year anyone Harry Stebbings 10Thomas Plantenga 1
Verbatim, from the transcripts: the passages where Temu comes up
Will Cursor Kill Figma? Lightspeed Raises $9B & OpenAI’s $1B from Disney & #1 App in App Store · 20VC with Harry Stebbings
- ▶ 15:23 unnamed speaker It's been two years of TikTok, two years of Teemu,
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.
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.