Ryan Petersen

All of that, we're finding huge opportunity to just use AI to like ask questions in natural language, generate reports on the fly, like stuff that you used to take. You'd have some analysts on your team. It would take them three days to generate the report. You get it in an instant.

All of that, we're finding huge opportunity to just use AI to like ask questions in natural language, generate reports on the fly, like stuff that you used to take. You'd have some analysts on your team. It would take them three days to generate the report. You get it in an instant.

All of that, we're finding huge opportunity to just use AI to like ask questions in natural language, generate reports on the fly, like stuff that you used to take. You'd have some analysts on your team. It would take them three days to generate the report. You get it in an instant.

Obviously, May 2nd is the key for them that their business model, as it stands right now, gets turned upside down. So they have to start paying duties May 2nd or shift their manufacturing. I think you'll see a bit of both. They're going to pay duties. They're going to see what consumers are willing to do. They can still import the goods.

Obviously, May 2nd is the key for them that their business model, as it stands right now, gets turned upside down. So they have to start paying duties May 2nd or shift their manufacturing. I think you'll see a bit of both. They're going to pay duties. They're going to see what consumers are willing to do. They can still import the goods.

Obviously, May 2nd is the key for them that their business model, as it stands right now, gets turned upside down. So they have to start paying duties May 2nd or shift their manufacturing. I think you'll see a bit of both. They're going to pay duties. They're going to see what consumers are willing to do. They can still import the goods.

By the way, they still have a cost of goods sold advantage system. over you and your buddies, because they're just built in China, made to source things cheaper. They have some big advantages there.

By the way, they still have a cost of goods sold advantage system. over you and your buddies, because they're just built in China, made to source things cheaper. They have some big advantages there.

By the way, they still have a cost of goods sold advantage system. over you and your buddies, because they're just built in China, made to source things cheaper. They have some big advantages there.

Exactly. Their cost is lower already, so exactly. So their cost advantage is still there. They're paying for air freight, where Ralph Lauren's probably paying for ocean freight. So that's much cheaper. But they're not paying for U.S. warehousing, which is much more expensive. Their final mile cost is lower.

Exactly. Their cost is lower already, so exactly. So their cost advantage is still there. They're paying for air freight, where Ralph Lauren's probably paying for ocean freight. So that's much cheaper. But they're not paying for U.S. warehousing, which is much more expensive. Their final mile cost is lower.

Exactly. Their cost is lower already, so exactly. So their cost advantage is still there. They're paying for air freight, where Ralph Lauren's probably paying for ocean freight. So that's much cheaper. But they're not paying for U.S. warehousing, which is much more expensive. Their final mile cost is lower.

They have less working capital of just products sitting on the warehouse and sitting on the water for months at a time. It's much more just-in-time production. So... I think net like the tariffs will cost having to pay duties will cost, you know, hurt them versus their current model. But I think they still have a big advantage over other kind of companies that they would compete with.

They have less working capital of just products sitting on the warehouse and sitting on the water for months at a time. It's much more just-in-time production. So... I think net like the tariffs will cost having to pay duties will cost, you know, hurt them versus their current model. But I think they still have a big advantage over other kind of companies that they would compete with.

They have less working capital of just products sitting on the warehouse and sitting on the water for months at a time. It's much more just-in-time production. So... I think net like the tariffs will cost having to pay duties will cost, you know, hurt them versus their current model. But I think they still have a big advantage over other kind of companies that they would compete with.

So probably their sales go down, but but they might their market share might go up. It's hard to say. I think that I don't think it's going to be the death of Timu and Sheen. I think you're going to see that unless there's some other like very possible Trump administration puts in some kind of company specific deal. regulation to kill these guys.

So probably their sales go down, but but they might their market share might go up. It's hard to say. I think that I don't think it's going to be the death of Timu and Sheen. I think you're going to see that unless there's some other like very possible Trump administration puts in some kind of company specific deal. regulation to kill these guys.

So probably their sales go down, but but they might their market share might go up. It's hard to say. I think that I don't think it's going to be the death of Timu and Sheen. I think you're going to see that unless there's some other like very possible Trump administration puts in some kind of company specific deal. regulation to kill these guys.

It's, you know, nothing's outside the range of possibility, but, um, I think you're still, I think they'll still be okay. Probably.

It's, you know, nothing's outside the range of possibility, but, um, I think you're still, I think they'll still be okay. Probably.