The TikTokization of Everything

digitalnative.substack.com digitalnative.substack.com

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Shein: The TikTok of Ecommerce

Packy McCormick notboring.co

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Shein shows one way this can go - it’s built a smartphone-only fast fashion brand that appears to be bigger than H&M and Zara combined in the USA. Part of the Shein story is the pace of inventory and the use of data (it claims to add 8-10k new SKUs every single day) but the other is that it has built this business with cheap shipping and (like ... See more

Benedict Evans • TV, merchant media and the unbundling of advertising — Benedict Evans

sari added

5 Lessons from China's Internet Companies

Rex Woodbury digitalnative.substack.com

sari added

-AI may be the solution to serendipity. AI-driven feeds untether the social graph from our offline connections: instead of hanging out online with the people you went to college with, you can forge new friendships and uncover new content creators. Bytedance’s suite of AI products—including TikTok outside of China—are the most successful AI-powered ... See more

Rex Woodbury • 5 Lessons from China's Internet Companies

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Fast, Cheap, and Out of Control: Inside Shein’s Sudden Rise

Vauhini Vara Backchannel wired.com

Jilber Najem and added

Generative AI’s Act Two

Sonya Huang sequoiacap.com

Darren LI and added

Combine that with Shein’s huge volume of 1st party data through its app from around the globe and software-human teams that scour competitors’ sites, and Shein understands what clothes consumers want now better than anyone with the possible exception of Amazon.

Shein feeds that data to its massive in-house design and prototyping team who can g

Anvika Anvika added

Netflix, Shein and MrBeast

Benedict Evans ben-evans.com

Zach Kirshner and added