Temu, every mention
31 scenes · ← back to Temu
tap a year for its mentions
every year anyone John Coogan 39Jordi Hays 9Jordy (Geordie) 1Jordan Schneider 1Connor Lovett 1
Verbatim, from the transcripts: the passages where Temu 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? 3 times in the scene
Bezos' $100B AI Plan, Nvida Chip Smuggling, The Mansion Section | Diet TBPN
- ▶ 7:42 unnamed speaker And then also he's seen attacks from Timu and Shein and Alibaba and Aliexpress and a whole bunch of direct from manufacturing plant to customer.
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
Netflix Lost. Now What?
- ▶ 13:05 unnamed speaker They're calling you Timu Batman. 3 times in the scene
Super Bowl Ad Reactions, ChatGPT launches ads, Jordi vs France | Diet TBPN
- ▶ 8:40 Jordi Hays My first time seeing a Timu ad was crazy.
- ▶ 20:05 John Coogan Like, I think that Timu ad was not a Super Bowl spot.
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.
Weekly Recap: Taylor Swift Gets Engaged, SpaceX Launches Falcon 9, Dr. Drew
- ▶ 1:38:11 John Coogan Clearly a beneficiary of the social media boom of TikTok, of the unboxing culture, Timu culture, live shopping culture, flex culture.
How LABUBU made BILLIONS
- ▶ 4:13 John Coogan The, yeah, so Laboo clearly, uh, clearly a beneficiary of the social media boom of TikTok, of the unboxing culture, Timu culture, live shop culture, flex culture.
Weekly Recap - Elon Vs Trump, Ukraine's Drone Attack, Cluely Update & OpenAI CRO
- ▶ 10:22 Connor Lovett and they thought they were getting their four dollar team orders.
Jordan Schneider (ChinaTalk) On the US-China Power Struggle
- ▶ 8:10 Jordan Schneider So, um, you know, working at places like ByteDance and, um, you know, uh, uh, the company that turned out to make Timu all were the sort of interesting jobs for foreigners because you were totally right.
Flexport's New AI Products and the Future of Port Automation
- ▶ 10:17 unnamed speaker So that Mexico thing that you just mentioned, that's separate from the Timu de minimis change that's going on.
REVIEW: HIMS Super Bowl Ad (Controversy)
- ▶ 12:42 John Coogan It's pretty clear that the compounding, like, I don't know, it's not even a loophole, but like the compounding pharmacy regulations were written for, hey, your town might have a local pharmacist, and in a shortage, you should be able to…
The BEST Super Bowl Commercial (Saquon Barkley)
- ▶ 25:08 Jordy (Geordie) And that's why Timu, it does like a meaningful amount of Amazon's, you know, uh, net income, you know, profit from the retail business, despite being a fraction of the size.
- ▶ 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!)
- ▶ 0:03 unnamed speaker Timu, we got cut off earlier, but we got a solid hour to break down Timu for you. 10 times in the scene
- ▶ 7:41 unnamed speaker And brings Colin, the Timu founder. 2 times in the scene
- ▶ 15:05 unnamed speaker I mean, the, the, the Amazon versus Timu or PDD comparison is crazy. 8 times in the scene
- ▶ 20:40 unnamed speaker It's TAMU, right? 8 times in the scene
- ▶ 32:32 unnamed speaker Uh, the parent company now PDD Holdings launches Timu, a discount shopping app targeting overseas markets, because it's specifically taking advantage of that tariff loophole. 22 times in the scene
- ▶ 47:49 unnamed speaker Well, Timu's low prices and viral marketing have captured significant international market share. 3 times in the scene
- ▶ 53:18 unnamed speaker Thanks everyone for sticking around for our Timu deep dive.
The Truth About Chinese Manufacturing (De Minimis)
- ▶ 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. 6 times in the scene
- ▶ 4:17 Jordi Hays Oh, uh, Tech, Tech Brothers do, uh, Timu Succession, and I was like, yes, this is Timu Succession. 6 times in the scene
- ▶ 6:23 John Coogan And so, uh, Timu is owned by PDD Holdings, a company that I'm sure we'll do a deep dev on soon. 8 times in the scene
- ▶ 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.
- ▶ 13:26 John Coogan So we need a Timu competitor within the Amazon ecosystem. 5 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
DeepSeek Update, Market Crash, Timeline in Turmoil, Is VC Cooked, Zero Cope Policy
- ▶ 55:52 Jordi Hays It's like, hey, we don't have to worry about building consumer products because every Chinese app feels like a Timu. 2 times in the scene
How to WIN in 2025? (INSANE Predictions List)
- ▶ 1:20:34 John Coogan I don't know if you can find a watch, maybe on Timu.