Aug 2

DEEP Robotics, Galbot, and Booster Robotics Have Compelling Use Cases (291)

This week’s podcast is about rising robot companies that I have found compelling. That have clear use cases that scale. And that have indications of competitive advantages. They are:AgiBot (discussed in last podcast)GalbotBooster RoboticsDEEP RoboticsYou can listen to this podcas ... Show More

49m 6s

Jul 26

Why I Like AgiBot Robotics (290)

This week’s podcast is about AgiBot, a fast rising full stack robot business in Shanghai.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to ... Show More

1h 4m

Jul 21

My 4 Take-Aways from WAIC 2026 (289)

This week’s podcast is about my visit to WAIC 2026 in Shanghai.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours.Take-Aways: ... Show More

41m 52s

Dec 2021

Fast fashion’s new superpower: Shein

Read a transcript of this episode on FT.com<a href="https://www.ft.com/content/99bcfb02-6de4-4658-9d7f-c210db884fdf" rel="noopener noreferrer" target="_blank">https://www.ft.com/content/99bcfb02-6de4-4658-9d7f-c210db884fdf</a> The cost of flyi ... Show More

10m 2s

Feb 2022

What Next: TBD | Tech, power, and the future - The Rise of a Fast Fashion Juggernaut

In just a few short years, the Chinese fast fashion company Shein upended the way countless young women shop online. It’s approach could soon shape the way everyone else shops, too. Guest: Louise Matsakis, freelance technology reporterHost: Lizzie O’Leary Hosted on Acast. See aca ... Show More

15m 56s

Apr 2022

The Debrief: Why Shein Is Valued at $100 Billion

Fast fashion upstart Shein set the industry ablaze this month after reports it was seeking to <a href= "https://www.businessoffashion.com/news/retail/shein-raising-funds-at-100-billion-value/"> raise $1 billion in funding</a> at a $100 billion valuation, according to Bloom ... Show More

18m 39s

Dec 2024

Fast Five Shorts | SHEIN And Temu Are Making Inroads On The Toy Market

In the latest edition of Omni Talk’s Retail Fast Five, sponsored by the A&M Consumer and Retail Group, Avalara, Mirakl, Ownit AI, and Ocampo Capital Chris Walton and Anne Mezzenga discuss SHEIN And Temu Making Inroads On The Toy MarketFor the full episode head here: https://youtu ... Show More

5m 27s

Dec 2023

Shein wants to go public

The Chinese apparel company Shein, a favorite of Gen Z shoppers and the latest frontier in US-China tensions, has indicated it plans to go public in 2024. In an episode we first released earlier this year, Vogue Business editor Hilary Milnes explains all the drama surrounding the ... Show More

26m 6s

Nov 2024

Fast Fashion’s Unknowns

Even if you don’t shop on Shein, the fast-fashion retailer may have changed online shopping for you. The site offers necklaces for under $2, hoodies under $11, and sneakers for less than $20. But, how is the company offering prices that low? Timothy McLaughlin is a contributing ... Show More

27m 31s

Nov 2022

You Might Think Twice Before Buying Those New Jeans

Shein is one of the biggest fast-fashion brands in the world. Young women and girls film their “Shein hauls” for TikTok — showing off piles of trendy, cheap clothes they bought from the Chinese company. It’s on track this year for sales around $8 billion in the US alone. But a ne ... Show More

23m 34s

Shein vs. the Ecommerce Giants: Why Cros...