ByteDance, every mention
16 scenes · ← back to ByteDance
tap a year for its mentions
every year anyone David Rosenthal 14Brad Gerstner 1Ben Gilbert 1
Verbatim, from the transcripts: the passages where ByteDance comes up
Google Part III: The AI Company. Google is amazingly well-positioned... will they win in AI? (Audio) · Acquired
- ▶ 43:12 David Rosenthal I think it's not that much of a leap to say that the cat paper led to probably hundreds of billions of dollars of revenue generated by Google and Facebook and ByteDance over the next decade.
- ▶ 46:22 David Rosenthal It's just in the YouTube feed, and then Facebook borrows it, and they hire Jan LeCun, and they start Facebook AI research, and then they bring it into Instagram, and then TikTok and ByteDance take it, and then it goes back to Facebook and…
Meta (Audio) · Acquired
- ▶ 4:23:20 David Rosenthal But interestingly, TikTok and ByteDance, its parent company, as you point out, Ben, was so completely orthogonal to everything that Facebook had learned over the past 15 years.
- ▶ 4:26:21 David Rosenthal Came out of ByteDance.
- ▶ 4:26:22 David Rosenthal Well, it was an acquisition of Musical.ly by ByteDance, and then ByteDance turned it into TikTok.
- ▶ 4:26:26 David Rosenthal ByteDance had Totiao before having TikTok.
- ▶ 4:26:30 David Rosenthal ByteDance is an AI company.
- ▶ 4:26:32 David Rosenthal ByteDance is not a product company.
- ▶ 4:26:35 David Rosenthal And the core product that ByteDance makes is its AI, along with all sorts of other stuff.
- ▶ 4:26:57 David Rosenthal And so like organizationally, the way ByteDance is set up is there are these centers of excellence within the company where the algorithms, the AI, that is controlled by a centralized team within the company.
- ▶ 4:27:31 David Rosenthal There are centers of excellence across the company, same way that I was just talking about ByteDance.
- ▶ 4:28:28 David Rosenthal And I think there's a lot of ByteDance influence in that.
- ▶ 5:41:28 David Rosenthal And so, like, there is a very, very large minimum barrier to entry there that keeps going higher as ByteDance and Meta keep investing in it.
Nvidia Part III: The Dawn of the AI Era (2022-2023) (Audio) · Acquired
- ▶ 19:24 David Rosenthal Having to sell themselves to ByteDance and becoming TikTok and going to the Chinese.
The Playbook: Lessons from 200+ Company Stories · Acquired
- ▶ 15:48 Ben Gilbert So, of course, this trend led Sequoia to go on to invest in Google, WhatsApp, Airbnb, Meituan, ByteDance, global markets.
Altimeter (with Brad Gerstner) · Acquired
- ▶ 1:08:40 Brad Gerstner ByteDance we invested in at ten billion dollars, ok?