TikTok, every mention
61 scenes · ← back to TikTok
tap a year for its mentions
every year anyone Ben Gilbert 28David Rosenthal 25Doug DeMuro 3Ben Thompson 2David Senra 1
Verbatim, from the transcripts: the passages where TikTok comes up
10 Years of Acquired (with Michael Lewis) · Acquired
- ▶ 2:18:25 Ben Gilbert I don't think come from like platform disruption, like, oh, TikTok's going to make it so people want short form instead of acquired.
Google Part III: The AI Company. Google is amazingly well-positioned... will they win in AI? (Audio) · Acquired
- ▶ 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…
- ▶ 2:14:47 David Rosenthal Obviously your own site, that's always been true, but now with Shopify you can easily sell on Instagram, YouTube, TikTok, Roblox, Roku, ChatGPT, Perplexity, anywhere.
Google Part II: Alphabet (Audio) · Acquired
- ▶ 58:43 David Rosenthal And Facebook and Meta and TikTok and et cetera.
- ▶ 1:17:08 Ben Gilbert It's a beautiful thing on mobile that you can sort of say, I've got something to recommend to you, and obviously short form vertical video like TikTok and YouTube shorts and all that these days is bad on steroids.
- ▶ 1:27:52 David Rosenthal Now that, you know, Meta and TikTok exist.
- ▶ 1:28:13 Ben Gilbert With Instagram, and you look at Instagram's most used thing Reels, or you look at TikTok, and what do you see?
Meta (Audio) · Acquired
- ▶ 4:20:58 Ben Gilbert I do want to jump forward to TikTok.
- ▶ 4:21:04 Ben Gilbert In the mid-twenty teens here, there's a bunch of other stuff that we gotta get to, but TikTok is particularly interesting because it kind of blindsided Facebook.
- ▶ 4:21:48 Ben Gilbert The magic of TikTok was AI suddenly, in the late-twenty teens, became sufficiently advanced that it could show you the optimal thing created by anyone in the world.
- ▶ 4:22:21 Ben Gilbert And so if someone is a great competitor like TikTok who is incredibly well-funded, very good at strategically buying ads, has created their own growth function that is, they're just a very different animal, and they're a very…
- ▶ 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.
- ▶ 4:23:52 David Rosenthal Doesn't matter who your friends are on TikTok.
- ▶ 4:24:44 Ben Gilbert So the job to be done by TikTok is now done by a thing that you already have habit around.
- ▶ 4:26:05 David Rosenthal Okay, so that I think is dimension one that TikTok is completely orthogonal to Facebook.
- ▶ 4:26:16 David Rosenthal So TikTok, as we chronicled on our episode about it a couple years ago,
- ▶ 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.
- ▶ 4:26:43 David Rosenthal TikTok is like the product vector, one of many, and the biggest.
- ▶ 4:28:38 Ben Gilbert Alright, so all this talk of TikTok, them being an AI-first company, clearly Meta today is an AI-obsessed company.
- ▶ 4:39:59 David Rosenthal And then three, they had no way of seeing this at the time, but FAIR and AI actually becomes the way that they can catch up and re-architect to compete with TikTok via Reels.
- ▶ 4:40:14 Ben Gilbert If not for FAIR, TikTok could have disrupted Facebook.
- ▶ 4:40:40 Ben Gilbert I mean, it is magic how the Reels and TikTok algorithms work, and now YouTube was short, that
- ▶ 5:07:36 Ben Gilbert TikTok is also really, really peaking.
- ▶ 5:07:39 Ben Gilbert So it has some marginal users kind of using the app less because they're moving to TikTok, and Facebook is reacting to TikTok and trying to put reels in.
- ▶ 5:08:00 Ben Gilbert There's ATT, there's TikTok competition, and they're, they're making
- ▶ 5:08:50 Ben Gilbert The biggest of those three threats was TikTok stealing users.
- ▶ 5:09:09 Ben Gilbert So the actual real existential threat is TikTok.
- ▶ 5:09:22 Ben Gilbert This decision to make these product changes to respond to the TikTok threat in the face of ATT to do these at the same time is a founder-led decision.
- ▶ 5:09:32 Ben Gilbert If you had a professional CEO, the correct thing to do to preserve your job and shareholder value is to wait six, 12 months before you start reacting to TikTok to let the whole ATT thing blow over.
- ▶ 5:09:46 Ben Gilbert I think the right thing to do is react to TikTok now because
- ▶ 5:39:21 David Rosenthal So, while probably, you know, YouTube, to a certain extent, TikTok, perhaps, also have similar strengths here, I doubt there is any other company in the world capable of actually operating privacy, integrity, and security, and within that…
- ▶ 5:40:06 Ben Gilbert Because what we've seen is TikTok showed us there's a way without initial strong network effects to go capture people's attention and thus eventually the ad dollars.
- ▶ 5:57:49 unnamed speaker Snapchat and TikTok.
- ▶ 6:15:38 Ben Gilbert It is the company that has connected the world that will always gear up for the next battle and be whatever they need to be in the next era, and whether it's them defining the next generation of computing or creating all these AI…
Acquired LIVE from Chase Center (with Daniel Ek, Emily Chang, Jensen Huang and Mark Zuckerberg) · Acquired
- ▶ 1:27:22 David Rosenthal Uh, MySpace, Twitter Gen One, um, Instagram, Snapchat, WhatsApp, TikTok,
The Mark Zuckerberg Interview · Acquired
- ▶ 19:12 David Rosenthal Um, Instagram, Snapchat, WhatsApp, TikTok,
Renaissance Technologies (Audio) · Acquired
- ▶ 3:04:33 David Rosenthal It is the class of Palm Beach Instagram and TikTok account.
- ▶ 3:05:14 David Rosenthal And then I got home, and Jenny, my wife, was like, do you not know the class of Palm Beach TikTok account?
- ▶ 3:05:31 David Rosenthal And she goes around, she posts on Instagram and on TikTok, and she just interviews people on the street about what they're wearing, what brands they're wearing, their style.
- ▶ 3:06:04 Ben Gilbert If I used TikTok, I would subscribe.
Hermès (Audio) · Acquired
- ▶ 3:35:33 David Rosenthal I don't think we want to go down this rabbit hole, but there is a whole TikTok and Instagram culture of Hermes sales associate appointments and Birkin appointments and reveals and all that, and like, you know, it's huge.
Doug Demuro on Analyzing the Car Industry, Creator-Led Businesses, and Porsche Follow Up (Raw Video) · Acquired
- ▶ 20:40 Doug DeMuro It is still a place to go for DIY videos and MrBeast is great and blah, blah, blah, but like TikTok has shown up.
- ▶ 20:45 Doug DeMuro TikTok has really had an effect.
- ▶ 1:24:52 Doug DeMuro TikTok is not enough.
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.
Costco (Audio) · Acquired
- ▶ 2:17:46 Ben Gilbert Participant in social media, but they have a massive tailwind from all the Costco TikTokers.
- ▶ 2:39:11 Ben Gilbert Costco has been blowing up on TikTok, as we've talked about.
Spotify CEO Daniel Ek · Acquired
- ▶ 30:57 David Rosenthal We haven't acquired TikTok, we're on YouTube Shorts, we post on Twitter, and like,
- ▶ 31:05 David Rosenthal Like, we've had videos on TikTok get a couple million views, and we don't know if it translated to a single new subscriber.
- ▶ 31:17 Ben Gilbert Welcome both of you from TikTok.
Sessions: David Senra (Founders Podcast) · Acquired
- ▶ 2:15:49 David Senra And then Blake says, you could have, ah, like a TikTok, that has, a TikToker that has, like, ten million followers, yet they can't even get 3000 people to show up somewhere.
- ▶ 2:16:01 Ben Gilbert TikTok, it is almost a zero signal if somebody follows you.
Holiday Special 2022 · Acquired
- ▶ 11:08 Ben Gilbert I think it's TikTok.
- ▶ 11:16 Ben Gilbert The number of new tidbits of information you can consume per minute in Twitter is high and reasonably low in TikTok.
- ▶ 11:25 David Rosenthal All right, well, I don't know how we got from T-Swift to Twitter and TikTok.
Stratechery (with Ben Thompson) · Acquired
- ▶ 1:34:31 Ben Thompson It appears that they've done a good job limiting the sort of the TikTok threat.
- ▶ 1:34:35 Ben Thompson TikTok's growth has sort of flattened out over the last few years, so I think they're actually
The Playbook: Lessons from 200+ Company Stories · Acquired
- ▶ 1:02:55 David Rosenthal That's the last, you know, cool thing about this, which is that thanks to Substack, podcasting, YouTube, TikTok, Instagram, it's never been easier.
Platforms and Power (with Hamilton Helmer and Chenyi Shi) · Acquired
- ▶ 15:41 David Rosenthal I mean, TikTok using AI, that getting cheap enough and good enough to have that drive the algorithm.
Taylor Swift (Acquired’s Version) · Acquired
- ▶ 2:17:41 unnamed speaker You have the opportunity by going viral to get an insane amount of free marketing on places like TikTok, where she's always commenting back and forth with fans, or Spotify playlists, or Tumblr, Twitter, yeah.