Great insight on Open AI is the one which did not make ChatGPT accessible in Hong Kong and China and not the Chinese government banning them. The analysis on Shein and Temu are spot on 💯%
@BobLong-i9kАй бұрын
The big surprise for me is that how Temu is strangling their supply chain and also their GMV (with Shein included) is only 10% of where Amazon is.
@NolanLee-y2jАй бұрын
The best analysis on why Temu and Shein are eating Amazon’s lunch in the US. Demonstrates how Chinese companies are competitive against their US counterparts. 👍👍👍
@AnalyseAsiaАй бұрын
Thank you for the feedback. We are glad that you like the episode!
@BobLong-i9kАй бұрын
Just my hunch: Think the US government will throw tariffs at Temu and Shein and their different approaches will see how it lands.
@ricklee9731Ай бұрын
Amazon enables Temu and Shein and now have a bigger problem on their hands in the US.
@ElliotAng-t8mАй бұрын
Whatever it is, Temu and Shein are real upstarts. They defeated the tough guys like Alibaba and JD in China before taking on Amazon.
@wangwu15Ай бұрын
👍👍👍Yeah it feels horrible that I can't use #ChatGPT from Open AI in Hong Kong.