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Temu

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Apr 24, 2025 by Brad Gerstner · said 2 times in 2 episodes since 2024 · across every show →

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brought up most by Brad Gerstner (2)

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Everything said about Temu, oldest first

Apr 24, 2025 neutral
Assertion Not checkable as stated
Gerstner: Meta's ad revenue from Chinese merchants is pure profit
“That's pure profit, right? There's no incremental variable costs against serving those advertisers. So if that just disappears, you know, it's very, very high margin business.”
Brad Gerstner Apr 24, 2025 ▶ 5:38 Tariffs, Free Trade, Export Controls, H20 & Rare Earth Ban | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
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