Temu

“If you're worried about a Chinese app that could have access to device on the phone, then you either just ban all Chinese apps, or you try for a systemic, scalable solution across, like, well, you have privacy laws, you have rules that all apps have to follow,…”

“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”

“There is a rule in the US that for orders of a value of less than 800 dollars, there's no import taxes or different, much less, or different import taxes. And so if you were running a store in the U.S. And shipping a shipping container full of garments to Amer…”

“10% of revenue, five percent of revenue growth. And so that's about four billion dollars, and so apparently half of that was Temu, and well, presumably quite a lot of the rest was Shein.”