Given the current climate of geopolitical tensions, it can... make sense for Chinese entities to lay low, they just want to do business. This is something that they don't want to have to deal with. And so I don't think we can blame Shein for taking that option.

Matthew Brennan

Over time, music for TikTok will become less important but certainly today it's very important.

Matthew Brennan

technology

They're just so far ahead in terms of user experience, they mix together media and entertainment into the experience, and user-generated content and reviews.

Matthew Brennan

I see so many similarities, it was viewed as something that was just for Gen Z. It was sort of viewed as frivolous entertainment... I think the competitors were looking at it similarly, and not taking it as seriously as they should have. And I'm sure that platforms like YouTube and Instagram much regret that now.

Matthew Brennan