Shein, every mention
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every year anyone Benedict Evans 115Toni Cowan-Brown 28Lillian Li 1
Verbatim, from the transcripts: the passages where Shein comes up
Ai eats the world
- ▶ 8:12 Benedict Evans Shein is the world's largest apparel retailer.
Tiktok, Apple and Temu
- ▶ 26:25 Benedict Evans Meanwhile, there's a, um, there's another sort of strand we should drop here, which is, um, just, I'm mentioning Timu and Shin, 13 times in the scene
- ▶ 32:38 Benedict Evans And so a whole bunch of these manufacturers went to Shein and then went to Timu. 3 times in the scene
- ▶ 34:07 Benedict Evans Um, I just think it's interesting to throw all of these different things around and match them up with Timu and Sheehan and TikTok.
What's your AI strategy?
- ▶ 31:45 Benedict Evans Can I go to Shein and ask for X and Y and it will give me 10 options and I pick one and that just arrives tomorrow and it didn't exist until I picked it?
AI and Everything Else
- ▶ 34:28 Benedict Evans The same thing for Sheehan. 2 times in the scene
The right questions to ask about TikTok
- ▶ 11:45 Benedict Evans You know, somebody pointed out a couple of, a week or two ago that like four of the top five free apps on the iOS app store were Chinese, and so it's TikTok, but it's also Shein and Temu and CapCut from memory, and so, okay, TikTok has got… 2 times in the scene
Generative search
- ▶ 23:13 Benedict Evans I mean, it might apply to Shein. 4 times in the scene
All the other things happening in tech part 1.
- ▶ 2:41 Benedict Evans And, you know, you could, you could actually situate Sheehan somewhere in that story, although Sheehan is basically, doesn't have its own plants. 5 times in the scene
- ▶ 7:46 Benedict Evans Um, that's, here is Shein,
- ▶ 29:50 Benedict Evans And Cheyenne, and it gets you all of these other things that happen as a consequence of that.
The FTX face-palm
- ▶ 4:26 Benedict Evans As for Shein, there's no software questions.
Wondering about generative AI
- ▶ 27:41 Benedict Evans Um, but now of course with Shein adding five to 10,000, what is it?
TV after software
- ▶ 23:04 Benedict Evans And so I think that, and you can see this, I mean, the other company we I've talked, we talked about a fair bit is Shein, which is, which is a sort of, you know, would be the Netflix paradigm in the clothing fast fashion. 4 times in the scene
Remember AI?
- ▶ 12:31 Benedict Evans I got somebody to tell me how to pronounce Sheehan, um, and now it's Dali. 2 times in the scene
What's next for advertising?
- ▶ 22:15 Benedict Evans But that's also what TikTok, in a sense, when we were talking the other day about Shein TikTok intersections, 6 times in the scene
Shein, TikTok and Netflix - thinking about limits
- ▶ 3:38 Benedict Evans Um, so, so where we ended up was with Xin.
- ▶ 3:48 Benedict Evans TikTok actually had, like, a name that you don't, that's easy for foreigners to pronounce, but Shein, S-H-E-I-N, I'm pretty sure it's pronounced Shein. 8 times in the scene
- ▶ 7:44 Toni Cowan-Brown And Sheehan feels very normal. 6 times in the scene
- ▶ 9:50 Benedict Evans Here, so here's a statistic, you know, one of the ways that I got interested in, in, in Shin, and this is sort of 18 months ago, which was, you know, when it was really taking off, was, I wish I'd written something about it explicitly, or… 6 times in the scene
- ▶ 15:17 Benedict Evans There are people posting their TikTok, posting their Sheehan holes on TikTok. 3 times in the scene
- ▶ 17:08 Toni Cowan-Brown It was interesting thinking about, like, would Shein have been as successful as it is in moving the amount of inventory that it's moving and in getting, you know, the purchasing trends right without the help of TikTok? 6 times in the scene
- ▶ 24:41 Benedict Evans Um, and for Shein, for the, for, well, for TikTok or Instagram, it's all the users collectively clicking like, or tapping like, or swiping up and down. 5 times in the scene
- ▶ 27:46 Benedict Evans So if it goes into, um, TikTok hashtags, Sheehan Hall has 5.3 billion views, which it sounds like a lot to me. 5 times in the scene
- ▶ 30:47 Benedict Evans Um, there hasn't been a, there hasn't been a Xi in panic yet, actually, even though it's another Chinese thing that every American teenager is using. 6 times in the scene
Are you a seal?
- ▶ 16:31 Benedict Evans And Sheehan raised this week at a hundred billion dollars, which 10 times in the scene
The Evolution of networks
- ▶ 34:47 Benedict Evans Maybe that's Shein. 2 times in the scene
The retail reset
- ▶ 0:03 Toni Cowan-Brown Last week we briefly spoke about Shein, and it felt like the perfect opportunity and maybe potential segue to talk a little bit about what people are calling the new retail reset, and maybe the DTC brands that are popping up left, right,…
- ▶ 6:20 Benedict Evans Topically, and we mentioned Sheehan, there's obviously, there's what the brand wants to tell you, and what they want to say about what this is.
- ▶ 15:39 Toni Cowan-Brown And it's interesting when you think about, we briefly mentioned Shein and it, for me, what was interesting is I didn't see anywhere and still have not seen anywhere, any pure traditional advertising for Shein. 8 times in the scene
Asking the dumb questions
- ▶ 14:27 Benedict Evans Um, I think Sheehan is fascinating here
- ▶ 15:35 Benedict Evans Um, and so that gets you Netflix and Shein and insurance and Uber and Airbnb.
- ▶ 26:00 Benedict Evans Um, and I think the same point with Sheehan. 3 times in the scene
How to think about tech
- ▶ 6:52 Benedict Evans You know, what is Shein? 2 times in the scene
- ▶ 13:24 Benedict Evans Um, and so that sense of that, that sequencing, and that, of course, I think, gets you to a way of thinking about something like Shein. 5 times in the scene
- ▶ 15:30 Benedict Evans And that's what Shein, it's just everyone is now willing to buy fast fashion online. 6 times in the scene
- ▶ 18:20 Benedict Evans Yeah, and you got that with TikTok, and you got that exactly to your point with Shin, and suddenly you see it on the App Store chart, and you're like, what is that thing there, and why is it a bit, why is it ahead of Amazon in the App…
- ▶ 32:42 Benedict Evans Apple isn't going to build a fast, then Apple isn't going to compete with Shein.
'Digital transformation' - beyond the silly slogan
- ▶ 28:46 Toni Cowan-Brown Because the whole world is trying to catch up and figure out how, and I had this the other day with us, um, on TikTok and I had this, there was a whole debate about pronunciation again, and it was about pronouncing Shein, which is the big… 7 times in the scene
Tech in china, from inside and outside
- ▶ 37:40 Lillian Li And also, you know, companies like, uh, Cider that just recently raised, you know, they were, they're saying they're kind of doing the Gen Z version of Shen and Italics to a certain degree as well, right?