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TEMU doesn't sell those things. They're more expensive than that, but subsidised by VC capital from PDD Holdings, Blackrock, Vanguard, etc. It's a very boring 'spend the VC bucks to get the customers' play, and when they've got the customers they'll jack up the prices and lose the customers again. It's Uber-for-cheap-stuff basically.
They're being subsidized? How do you explain their fat margins, $15.4B of profits on $54.0 of revenue? https://en.wikipedia.org/wiki/Pinduoduo
Maybe there's some loss leader going on, but comparing it to "VC capital" (venture capital... capital?) doesn't make much sense, any more than calling costco's rotisserie chicken and hotdogs "subsidised by VC capital" doesn't make much sense.
I worked as a mailman a while back, most days there would be more packages in grey plastic wrap (from China) than actual mail. And you could tell that the stuff that was inside usually cost less than the shipping would have cost if you paid full price.
Oh? https://imgur.com/a/tjAdSQL
You may choose to ignore that and believe someone is selling you something for $5 but that doesn't make it true.
In the case of Temu, they're selling it for $5 of your money, and $5 of someone else's money, in order to capture you as a customer in the hope that you continue to buy things when they increase the price to $6, then $8, then $10, $15, $30 and so on in the future.
This is the Uber playbook, and if you have a solid product that people want and you can spend VC money long enough to build a trusted brand (or ideally keep prices artificially low until the competition gives up and you have a monopoly) it's very lucrative. I don't see it working for Temu myself. They sell things people don't need so as soon as the prices go up they'll probably fail. That said, Amazon see them as enough of a threat to launch Haul, so what do I know?
Sir, I suggest you use the word "sell" in its usual way, not your own definition of it. If someone takes $5 and gives you in exchange the merchandise and right of ownership on it, then that indeed does mean they "sell it for $5". The fact that something else is going on doesn't make it false.
(*I poked around a bit, and this may be possible, especially in California.)
Same goes for the software. Before AI there were so many buggy, ugly, un-user friendly software. Remember Windows ME? Not all vibe coded software is bad, in fact I’ve vibe coded two projects and use them for free where I previously had to pay 20$ per month for the original one and both projects I vibe coded are working without any issue at all.
Co-worker of mine who was excellent at both system design AND coding and I were chatting about LLMS:
Him: "I guess coding will just be a hobby now"
Me: "Coding def feels that way but software engineering as a profession is still alive and well."
For example, we have a Vornado fan in my house that is probably from the early 2000s. It still works perfectly even though we've left it running 24/7 for weeks in humid or dusty environments (e.g. to help air dry a wet basement). In terms of money paid/hours used, we got an amazing deal on the purchase.
From the manufacturer's perspective, the life time value (LTV) of us as a customer was basically just one fan + the free marketing of folks like myself writing this kind of post. It reminds me of the joke "Did you hear about the company that made lightbulbs that lasted 30 years? They went out of business!"
It makes sense that manufacturers would start to lower quality at a slightly faster rate than they lower the price as this means that folks still feel happy with the purchase. Sure, the fan doesn't last as long due to what is essentially planned obsolescence but the company does get to stay in business.
Temu/Shein etc are just the logical endpoint of this line of reasoning. If you are going to wear a shirt for the one summer where it's in style, why would you spend a large amount of money on it? And in turn, why would the company selling it spend a lot of money making it?
(I should add, this is purely an economical argument and ignores the working conditions/health effects/etc)
Given there's zero barrier to substitution + the TAM for fans and lightbulbs is huge as sibling comment mentioned, there's no reason for the LTV to meaningfully exceed 1 puchase and the value of that free marketing could be higher than the EV of purchase N+1
E.g., if my name-brand turd wears out unreasonably, I don't replace it with the same name-brand turd; instead I replace it with an ephemeral Chinese brand turd which is just as likely to have similar build quality and features.
There’s probably an optimum for maximizing sales/growth that doesn’t land on highest quality products in the real world, with non rational consumers, imperfect information etc… sadly.
Doc Martens, however, are a good example of a brand/business where LTV might literally be 1, 2, maybe 5 purchases if your feet have stopped growing and you buy their Made in England boots (higher quality, but a price point that isn't LVMH territory) and want different colors -- or maybe a lot more if you buy the shitty ones (vegan leather, plastic-coated leathers) and they fall apart after 9 months and you replace them.
Regardless, a higher quality pair bought in 1994 and beat to hell and back still are very wearable in 2026, while at the same time there are junk options available too if you're so inclined for whatever reason.
I don't personally understand businesses that treat their products as disposable if the product itself isn't intended to literally be disposable by design. I get "make as much money as possible before the spigot shuts off", "endless growth is the goal", etc, but it also seems like it would create all kinds of headaches and byproducts that make operating a brand or business hell on earth (staffing otherwise-unnecessary customer service, dealing with frequent returns and liquidations, constant rebrand/brand management to deal with or paper over negative public perceptions, endless battle with knockoff competitors because your product has no differentiation in quality or value, on and on).
Temu/Shein/etc on the other hand have a distinct advantage in that they're marketplaces and aggregators of invisible brands; they shield "ghost kitchen" product producers from any kind of liability, blowback, negative attention. They're giants in a foreign land that operate with different rules, goals and incentives.
I don't really have a salient point, just thinking out loud. Ultimately, the article is probably correct in that the default, mainstream firehose of digital detritus will settle somewhere near "ultra-processed content", and that will be just fine for the average consumer. Not much we can really do about it with society and economies structured the way they are today. The knock-on effects of this on culture would be borderline impossible to unwind though, which is sad.
So, it was less of them following a path Amazon had trod and was maintaining, and more like sneaking in a back door and trying to sell you a counterfeit purse.
But if the US and EU had been on their game, it'd of either not happened or would've at least happened much more slowly.
LLMs are the logical conclusion of this scam, until other countries stop gambling on the US stock market with fake $1 trillion corporations.
It works because the whole world's media is captured, owned and censored by US platforms and amplifies the US messaging.
I have never, ever, bought anything on TEMU, because anytime I open the website it gives me a gambling roulette for some supposed discount thing. I hate gambling, so everytime I see the roulette I just close the webpage and go do something else.
Well, the whole cheap-generated content craze feels basically like gambling to me to this point, too. Folks are just randomly generating content: books, videos, articles, even applications, and gambling that something will pay for itself.
So now we have Enshitification, Eemufication and Gamblification of the Human Society. Damn I might write something on Substack about that.
And the thing is, Temu - I was going to buy something from you. I saw an ad or whatever and thought "sure, I'll pay $13 for that keyboard." But then you get pulled into the dopamine labyrinth hell-realm and by the time you're out they've wasted 15 minutes of your time and you don't even remember what you came in for.
All that said, there have been a decent number of things that I bought from them which I've found incredibly useful. Just like, phone stands, ODBII reader, sticky notepads that look like Windows 95 Notepad windows, teeny tiny wireless earbuds I use while sleeping, etc.
Isn't that just true about most things over the past century or so? They left out "staggeringly uglier" though.
Here's an example:
https://news.ycombinator.com/item?id=18442941
Based on what I've seen in industry, I think the answer could be very likely worse. They'll generate bad code at an even faster rate, and very quickly nobody in the company will have any idea how anything works.
What this proves is that "human made" is not automatically good. Better is a complex question. LLMs have a magnifying affect on the quality of human decisions.
> all held together with thousands of flags
> ridden with mysterious macros that one cannot decipher
> needs to understand the values and the effects of 20 different flag
> Sometimes 100s
> only reason why this product is still surviving and still works is due to literally millions of tests
> The fact that this product even works is nothing short of a miracle!
Sorry, but I can't think of any adjective for this mess other than just "bad". That's some truly industrial grade slop, and I hope whoever worked on that got paid handsomely for it.
Codebases degenerate when the authors do not understand the system in which they operate and make changes that degrade the cohesion of the system as a whole. Humans do this all the time; at my company we had a 10k line lua function (within a 250k loc lua service) that grew through ten thousand point modifications. It's bad and humans caused it. Now, it's 15k lines of code and 10k lines of misleading slop comments.
LLMs do not go through the struggle of understanding and don't experience the distress of "wtf am I reading?" and don't experience the drive to make things less horrible for the next person. That suffering loop is how many codebases halt degradation and in the absence of suffering LLMs will pile bugs and rot endlessly.
- 30+ committers on <5K LOC
- software is robust/rock solid but the code is essentially unreadable
- changes take a long time b/c there are no tests
Whenever folks mention that LLMs write buggy code I think of the above.
Simply FINDING good media becomes the problem. I have no interest in AI slop, but it's everywhere.
I don't choose to consume bad media, but finding good media is getting harder and harder.
I still feel bad for what is happening though, it's wrong and anyone with our best interests in mind would agree generated content needs to be firewalled from the human internet.
Log in, pay for premium, and use the like and subscribe buttons liberally. Use the downvote button too. It learns.
My feed is really fantastic. Once a month or so I notice some AI slop (usually with a handful of views - clearly the algo testing something out). Thumbs down, problem solved.