People, every show

Claire Cormier Thielke

Global Head of Product Development, Prologis. On 1 show, 1 appearance. The Shows tab opens the full record on each.

executiveinvestoracademic@clairethielke ↗prologis.com ↗

Claire Cormier Thielke leads product development and previously served as Chief Investment Officer for Asia at industrial real estate giant Prologis. Prior to Prologis, she spent over a decade at Hines and serves as an adjunct lecturer on real estate and urban development at Stanford University.

What they said10 Shows1

Everything Claire Cormier Thielke said on any show that made the record, most notable first. Each card names its show and opens the statement there.

ALL-IN Assertion Supported

Thielke: Hong Kong professionals need 20 years of salary for housing

“Where the average white collar young person, it takes them 20 years of salary to be able to buy an apartment.”

Claire Cormier Thielke May 24, 2022 ▶ 1:49 E82: All-In Summit: Claire Cormier Thielke on China + Q&A with Flexport's Ryan Petersen

ALL-IN Assertion Supported

Thielke: China's urbanization level is equivalent to the US in 1950

“China's only as urbanized as the U.S. Was in about 1950.”

Claire Cormier Thielke May 24, 2022 ▶ 27:43 E82: All-In Summit: Claire Cormier Thielke on China + Q&A with Flexport's Ryan Petersen

ALL-IN Assertion Not checkable as stated

Thielke: There is effectively no difference between Douyin and TikTok

“There's effectively no difference between Doyun and TikTok.”

Claire Cormier Thielke May 24, 2022 ▶ 20:24 E82: All-In Summit: Claire Cormier Thielke on China + Q&A with Flexport's Ryan Petersen

ALL-IN Assertion Supported

Thielke: Real estate and construction comprise 27% of China's economy

“The built environment, the construction, and the real estate industries, if you combine that all together, you've got about 27% of the economy.”

Claire Cormier Thielke May 24, 2022 ▶ 24:38 E82: All-In Summit: Claire Cormier Thielke on China + Q&A with Flexport's Ryan Petersen

ALL-IN Assertion Supported

Thielke: China has one-quarter of US per-capita cold storage capacity

“China only has a quarter Of the cold storage capacity per capita that the US does.”

Claire Cormier Thielke May 24, 2022 ▶ 6:08 E82: All-In Summit: Claire Cormier Thielke on China + Q&A with Flexport's Ryan Petersen

ALL-IN Assertion Supported

Thielke: DJI produces 70% of the world's drones

“DJI, which makes 70% of the world's drones, ah, they call this area home.”

Claire Cormier Thielke May 24, 2022 ▶ 9:49 E82: All-In Summit: Claire Cormier Thielke on China + Q&A with Flexport's Ryan Petersen

ALL-IN Prediction Open · timeframe May 2027

Thielke: China's high-speed rail network will soon reach 40,000 miles

“And that number will soon be 40,000 as they continue to build”

Claire Cormier Thielke May 24, 2022 ▶ 12:22 E82: All-In Summit: Claire Cormier Thielke on China + Q&A with Flexport's Ryan Petersen

ALL-IN Assertion Supported

Thielke: E-commerce makes up 25% of retail in China versus 14% in US

“China's e-commerce percentage is about 25% of their overall retail. Here it's about 14%.”

Claire Cormier Thielke May 24, 2022 ▶ 14:52 E82: All-In Summit: Claire Cormier Thielke on China + Q&A with Flexport's Ryan Petersen

ALL-IN Assertion Supported

Thielke: Mobile transactions reach 85% in China versus under 30% in US

“In China, about Eighty-five-ish percent their transactions are mobile. Here that's barely 30%.”

Claire Cormier Thielke May 24, 2022 ▶ 15:10 E82: All-In Summit: Claire Cormier Thielke on China + Q&A with Flexport's Ryan Petersen

ALL-IN Assertion Partly supported

Thielke: Pinduoduo grew to over 800M users since 2015

“So, you know, like in China, Pinduoduo didn't exist in 2015. Now, eight hundred million plus, right, users, but it was technology that broke it open.”

Claire Cormier Thielke May 24, 2022 ▶ 40:40 E82: All-In Summit: Claire Cormier Thielke on China + Q&A with Flexport's Ryan Petersen

One line per show, most statements first. The link opens Claire's full record on that show: the calibration, argument clarity, speaking style and every statement made there.

Show	Role there	Eps	Statements	Record
ALL-INLEDGER	Global Head of Product Development, Prologis	1	10	88% 7/8	full record on All-In →