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TikTok

includes TikTok US

4 statements across 3 episodes · 1 bullish · 1 bearish · 3 people on the record · first statement Jan 23, 2025 by Bill Gurley · said 51 times in 10 episodes since 2024 · across every show →

Mentions by year, the whole family

brought up most by Bill Gurley (33), Brad Gerstner (16), Jensen Huang (1), Dylan Patel (1)

tap a year for its mentions
0020340620242025episodesmentions
03620242025episodes it came up in
00438620242025episodesmentions per episode
2025 39 mentions in 6 episodes 7 per episode
2024 12 mentions in 4 episodes 3 per episode

every mention, scene by scene, with the transcript →

Everything said about TikTok, oldest first

Jan 23, 2025 bearish
Prediction Not checkable as stated
Gurley: Odds of ByteDance Agreeing to Sell TikTok Are Low
“Well, and they've had a 180 days to do it. So the odds that they actually want to do it, I think are low because they could have done it already.”
Bill Gurley Jan 23, 2025 ▶ 1:04:16 Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
Jan 23, 2025 neutral
Prediction Not checkable as stated
Gurley: Banning TikTok Would Shift Most of Its Value to Meta
“If this law is, is enforced, goes away. And most of that equity value probably goes to meta, right? And maybe a little bit to snap or if someone else pops up, but it just melts away.”
Bill Gurley Jan 23, 2025 ▶ 1:01:52 Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
Mar 2, 2025 bullish
Prediction Not checkable as stated
Gerstner: Meta Will Overcome Slow Start in AI and Deliver Products
“I think they will come through, and remember, when it comes to almost all product stuff, stories, copy, you know, catching up with Snapchat, or whether it's reels catching up with TikTok, they've always showed up to the party late, but they are grinders, and t…”
Brad Gerstner Mar 2, 2025 ▶ 18:42 Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
Jun 20, 2025 neutral
Insight
Laffont: ChatGPT lacks inherent virality unlike historical consumer apps
“I guess, by the way, those apps had inherent virality, as you know. I mean, you're kind of the expert of that. This doesn't. This has no virality to it.”
Thomas Laffont Jun 20, 2025 ▶ 21:39 Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2 · Bg2 Pod
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