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Vishu Bheda

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Medialย โ€ขย 6m

Nah man, that โ€œChina only has a few big companiesโ€ take is way off. China has 300+ unicorns as of 2024 โ€” second only to the US โ€” and many scale faster than anyone in SV. Shein went from nothing to beating Zara worldwide in under 5 years. Temu hit 100M+ US downloads in under 2 years โ€” faster than Amazon ever did. SVโ€™s โ€œnew founders and exciting ideasโ€ are real, but donโ€™t mistake media coverage for reality. Chinese startups donโ€™t market to you, so you only notice them when theyโ€™re already huge. TikTok? Most people didnโ€™t even know ByteDance until it was already bigger than Facebook in watch time. And letโ€™s be real โ€” SV is also ruled by a few giants buying smaller players. China plays the same game, just faster and at a bigger scale. Thinking SV is โ€œway betterโ€ is basically seeing the world through a Palo Alto bubble.

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