ByteDance, every mention

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every year anyone Harry Stebbings 38Mitchell Green 21Peter Singlehurst 10Marcelo Claure 3Reid Hoffman 2Brad Gerstner 2Torsten Reil 1Sebastian Kanovich 1Kevin Systrom 1Jerry Murdock 1

Verbatim, from the transcripts: the passages where ByteDance comes up

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The AI Bubble WILL Burst | Should we be fearful of Chinese Open-Source | Jerry Murdock Aug 22, 2026 · 1 mention

  • ▶ 42:18 Jerry Murdock At around, I'll say within 20% of that number, and, ah, one of them was Twitter, and the other one, um, was TikTok, the founder of ByteDance, and founder just, you know, he got advice from, ah, someone called The Coach, who was pretty…

OpenRouter CEO: Why Chinese Open Models Are Beating the US | Why Enterprises Fear OpenAI & Anthropic Aug 9, 2026 · 1 mention

Enterprises Fear Frontier Models | Sam Altman Offers Trump 5% of OpenAI | DeepSeek Builds Own Chips · 20VC with Harry Stebbings Jul 9, 2026 · 2 mentions

  • ▶ 51:55 Harry Stebbings Jason, with the greatest of respects, you've got deep seat raising at fifty billion, a gross discount compared to any Western alternatives, and you've got ByteDance. 2 times in the scene

AppLovin CEO: Why Founders Shouldn't Angel Invest & Why the Best Don't Need Mentorship · 20VC with Harry Stebbings Apr 27, 2026 · 1 mention

  • ▶ 52:07 Harry Stebbings One of my very dear friends has built up a half a billion dollar position in ByteDance, obviously TikTok's parent company, and he said one of the reasons is because he had, they have the most advanced targeting engine in the world.

Mitchell Green: Why 50% of VCs Should Not Exist · 20VC with Harry Stebbings Mar 7, 2026 · 28 mentions

  • ▶ 0:00 Mitchell Green ByteDance is the most advanced AI company in the world. 2 times in the scene
  • ▶ 3:13 Mitchell Green And oh, by the way, you know, you know, Workday does it with serious profits or a company like ByteDance 2 times in the scene
  • ▶ 9:20 Mitchell Green So, um, look, I mean, our view is that ByteDance is the most advanced AI company in the world. 4 times in the scene
  • ▶ 10:11 Harry Stebbings We, we're going to go back to bite dance, but then do you agree with the play the game on the field analogy, or do you actually think there is such
  • ▶ 19:28 Mitchell Green It's like, I would, I guess I'd tell people, like, if you're worried about China invading Taiwan, you really shouldn't worry about your bite dance position.
  • ▶ 24:56 Harry Stebbings We spoke about ByteDance a little bit. 8 times in the scene
  • ▶ 27:10 Mitchell Green So, like, sentiment today on China is a lot better than it was 18 months ago when we were buying, you know, when we were buying, when we were buying ByteDance stock, like, you know, you know, we were, we were buying it at prices, like,… 3 times in the scene
  • ▶ 28:25 Mitchell Green That's why we own a lot of, well, that's why we own a lot of ByteDance. 2 times in the scene
  • ▶ 31:12 Harry Stebbings Can I ask you, going back to the, not specifically on the ByteDance, but I actually really want your advice on the sell side, which is like, when you look at a ByteDance, there's many opportunities to sell in a lot of these names, so not… 5 times in the scene

SpaceX Valued at $800BN & Harvey Raises $160M at an $8BN Price & Netflix Acquires Warner Brothers · 20VC with Harry Stebbings Dec 11, 2025 · 6 mentions

Cerebras CEO, Andrew Feldman on Why Raise $1BN and Delay the IPO & Why NVIDIA’s Worried About Growth · 20VC with Harry Stebbings Oct 6, 2025 · 1 mention

  • ▶ 56:43 Andrew Feldman Uh, before these issues, we, we knew the guys at Didi and ByteDance and, and, and Ali and Baidu extremely well.

Mitchell Green, Founder @ Lead Edge Capital: Why Traditional VC is Broken · 20VC with Harry Stebbings Mar 26, 2025 · 14 mentions

Peter Singlehurst: Lessons from Turning Down Stripe, Coinbase and Losing Money on Northvalt · 20VC with Harry Stebbings Mar 19, 2025 · 10 mentions

Torsten Reil, Helsing Founder: Raising $828M to Build the Defence Champion of Europe | E1237 · 20VC with Harry Stebbings Dec 11, 2024 · 1 mention

Jeff Wang: Sequoia Capital's $9BN Global Equities Fund on The Future for NVIDIA, Google & Meta|E1212 · 20VC with Harry Stebbings Oct 9, 2024 · 1 mention

  • ▶ 49:30 Jeff Wang What I mean by that, so if you look at what Meta has done is really just take what ByteDance has done, right?

Reid Hoffman: The Future of TikTok and The Inflection AI Deal | E1163 · 20VC with Harry Stebbings Jun 10, 2024 · 8 mentions

  • ▶ 17:05 Reid Hoffman And what's more, if you don't take only a US perspective, you go, well, what about ByteDance, right? 2 times in the scene
  • ▶ 57:02 Harry Stebbings Um, you mentioned ByteDance earlier. 6 times in the scene

David Clark: Lessons from 32 Years of Fund Investing - Why Exits Will Be Larger | E1131 · 20VC with Harry Stebbings Mar 25, 2024 · 1 mention

  • ▶ 19:11 David Clark You know, you look at something like a bite dance in China, which has emerged over the last 10 years, you know, while a lot of these companies were there.

Amjad Masad: How I Founded Replit; Zuck's Famous Saying; Will TikTok be banned? | E987 · 20VC with Harry Stebbings Mar 11, 2023 · 1 mention

  • ▶ 49:56 Amjad Masad Like companies, maybe investors in the U S have to own more of a company than, than by dance.

Kevin Systrom & Mike Krieger: The Founders of Instagram Reveal their New Project "Artifact" | E981 · 20VC with Harry Stebbings Feb 22, 2023 · 1 mention

  • ▶ 39:24 Kevin Systrom And that's the thing that I think TikTok or ByteDance, I guess I would say, unlocked with TikTok.

Spotify CTO Gustav Söderström: TikTok's Music; How Olivia Rodrigo Gamed the Algo | 20VC #936 · 20VC with Harry Stebbings Oct 13, 2022 · 1 mention

  • ▶ 30:30 Gustav Söderström And then later they started licensing, and then they got acquired by ByteDance and, and got more distribution and so forth.

Brad Gerstner: How I Pick Companies; Lessons from Warren Buffet; Chamath vs Gurley | E935 · 20VC with Harry Stebbings Oct 10, 2022 · 2 mentions

dLocal CEO Sebastian Kanovich: The $8BN Company You Might Not Know | 20VC #926 · 20VC with Harry Stebbings Sep 16, 2022 · 1 mention

  • ▶ 21:27 Sebastian Kanovich When we were starting to sell to Chinese merchants, so we, we said for every Facebook, there's going to be a buy dance or TikTok.

20VC: The Two Largest Changes in the Investing Market Today, Why The Scarce Resource in Venture is Access & Why Investors Are Acting Mostly Rational and Upside Scenario Planning Needs To Change with Anton Levy, Co-President @ General Atlantic Oct 5, 2021 · 1 mention

  • ▶ 0:14 Harry Stebbings Anton has led General Atlantic's investments in the likes of Alibaba, CrowdStrike, Facebook, Slack, and Snapchat, and co-led investments in Adyen and ByteDance.

20VC: Marcelo Claure, CEO of Softbank Group International on Lessons From Investing $1BN Per Week with Masa Son, How Softbank Could Have Up To 8 Companies Go Public in LATAM Alone Next Year & How Softbank Analyse Both Deal Pricing and Competition Today Aug 30, 2021 · 3 mentions

20VC: Accel's Dan Levine on The Current State of Seed & Series A, The Rise of Pre-Emptive Rounds, Solo Capitalists and Multi-Stage Funds Entering Seed & Market, People and Product; What To Prioritise? Nov 12, 2020 · 1 mention

  • ▶ 40:30 Daniel Levine It's kind of a very, very popular project that's been adopted by huge companies like Cisco, Uber, Cloudflare, Century, Mux, Instana, Segment, Tencent, ByteDance, et cetera, et cetera, et cetera.
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