Shein, every mention
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every year anyone John Coogan 27
Verbatim, from the transcripts: the passages where Shein comes up
Microsoft Takes on Frontier AI with Project Solara, OpenClaw, and More at Build 2026 | Diet TBPN
- ▶ 16:28 unnamed speaker Timu or Shein? 2 times in the scene
The Lean Startup Author on What Ruins Good Companies
- ▶ 33:07 unnamed speaker Everlane was acquired by Sheen.
Bezos' $100B AI Plan, Nvida Chip Smuggling, The Mansion Section | Diet TBPN
Inside Bezos’ Plan to Rebuild U.S. Manufacturing With AI
- ▶ 9:02 unnamed speaker And then also he's seen attacks from Timu and Sheehan and Alibaba and Aliexpress and a whole bunch of direct from
xAI Raises $20B, Anthropic’s $350B Valuation, OpenAI Launches ChatGPT Health | Diet TBPN
- ▶ 9:56 John Coogan I mean, we're supposed to be going into the Timu SAS era, or Sheehan, fast fashion for SAS is what Sam Altman called it.
The BEST Super Bowl Commercial (Saquon Barkley)
- ▶ 40:10 John Coogan And, and so the, the Wall Street Journal highlights, uh, Amazon's competitiveness in the e-commerce business with new rivals such as Timu and Shein. 2 times in the scene
- ▶ 40:23 John Coogan Uh, President Trump suspended a trade exemption known as the de minimis provision that Shein and Timu and other Amazon competitors have used to avoid import duties on low value packages from China. 4 times in the scene
The FULL HISTORY of Temu (Why it's EXPLODING!)
- ▶ 3:26 unnamed speaker Uh, so, uh, the reason this is at the top of everyone's newsfeed right now is because, uh, uh, recently there was a change in tariff structure that could put Timu and Sheen and these, uh, Chinese drop shippers effectively out of business. 2 times in the scene
- ▶ 34:00 unnamed speaker In December, fast fashion rival Sheen initiates legal action against Teemu, marking the start of a high profile legal tussle. 6 times in the scene
The Truth About Chinese Manufacturing (De Minimis)
- ▶ 0:20 John Coogan Take Sheen, the fast fashion sensation, the online retailer founded in China but headquartered in Singapore. 7 times in the scene
- ▶ 1:26 John Coogan And the reason that the de minimis loophole exists, it was not, this is not something that Sheen and Timu lobbied for, and then, oh, they got lucky and they knew that this was going to be a thing.
- ▶ 5:47 John Coogan Then, Sheen and Timu kind of cut out the, the middleman, and just went direct, and so, all of a sudden, it went, like, products come out of the Chinese factory, and they go directly to the door of the American consumer.
- ▶ 6:56 John Coogan Like Sheen,
- ▶ 11:19 John Coogan And so this has been a boon to businesses like Timu and Sheen, which sell Chinese made products to us consumers and then ship them directly.
- ▶ 13:53 John Coogan Sheen and Timu are among sellers that use the provision, which some US politicians and trade groups have criticized as a tariff loophole. 2 times in the scene
- ▶ 17:02 John Coogan And so Timu and Sheen are not responsible for all of Meta's growth. 7 times in the scene