Shein files for IPO
I have followed closely with Shein in the last few years due to their unique go-to-market strategy. However, I’m surprised with their approach to IPOs having in mind China’s government actions to de-list and de-risk its main companies from the NYSE. LINK That being said, let’s see what makes Shein so unique: Ultra-fast supply chain. Shein’s […]
Who killed the metaverse?
Who killed the metaverse? I’d say that it didn’t have the chance to take off. Instead, LLMs (Chat GPT & co) and top Chinese apps are the new winners. Temu was the most downloaded app in the USA, Shein is going to a $100 bn market valuation and TikTok will reach the “$1 trillion club” […]