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Shein

3 statements across 2 episodes · 2 bullish · 1 bearish · 2 people on the record · first statement May 24, 2022 by Ryan Petersen · said 12 times in 6 episodes since 2022 · across every show →

Mentions by year

brought up most by Jason Calacanis (5), Ryan Petersen (4), Claire Cormier Thielke (2), Cyan Banister (1)

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0032642022202320242025episodesmentions per episode
2025 4 mentions in 4 episodes 1 per episode
2024 2 mentions in 1 episode
2022 6 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Shein, oldest first

May 24, 2022 bullish
Assertion Not checkable as stated
Petersen: Shein launches 1,000 AI-generated SKUs per day
“They're launching a thousand SKUs a day. A thousand new SKUs a day. All like AI generated, and then if people order enough, they produce it, and it's like a really incredible company.”
Ryan Petersen May 24, 2022 ▶ 41:07 E82: All-In Summit: Claire Cormier Thielke on China + Q&A with Flexport's Ryan Petersen
May 24, 2022 bullish
Prediction Held up
Petersen: Shein will generate $20B in revenue in 2022
“Yeah, I mean, actually, China's got, one of the companies to watch is Shein S-H-E-I-N. It's this Chinese kind of like the new Zara that is taking over the world. I think they're gonna do twenty billion dollars in revenue this year.”
Ryan Petersen May 24, 2022 ▶ 40:52 E82: All-In Summit: Claire Cormier Thielke on China + Q&A with Flexport's Ryan Petersen
Mar 22, 2025 negative
Assertion Partly supported
Cyan Banister: Shein and Temu prices have increased by 27%
“If you look at Sheehan and Timo before this podcast, I went and looked up that their prices are up by 27% or something like that, and so when you used to be able to get a garment for 18 dollars, you're now paying 37 dollars, and Zara is like 75 for an equivale…”
Cyan Banister Mar 22, 2025 ▶ 1:09:04 White House BTS, Google buys Wiz, Treasury vs Fed, Space Rescue
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