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TikTok US

part of TikTok

3 statements across 2 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Mar 21, 2024 by Brad Gerstner · said 8 times in 1 episodes since 2025 · across every show →

Mentions by year

brought up most by Brad Gerstner (8)

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2025 8 mentions in 1 episode

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Everything said about TikTok US, oldest first

Mar 21, 2024 bearish
Prediction Not checkable as stated
Gerstner: There is a real chance TikTok shuts down within 18 months
“So I think there's a real chance that when we're looking at this, 12 to 18 months from now, that it's an absolute no go, that they can't find a middle ground and that the app is shut down.”
Brad Gerstner Mar 21, 2024 ▶ 1:07:29 Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob Mylod · Bg2 Pod
Mar 21, 2024
Prediction Not checkable as stated
Gerstner: China will retaliate if TikTok US is shut down or banned
“It's hard for me to see a world where TikTok US is shut down or banned, where there's not some response by China.”
Brad Gerstner Mar 21, 2024 ▶ 1:08:05 Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob Mylod · Bg2 Pod
Apr 4, 2025 neutral
Assertion Not checkable as stated
Gerstner: 90% of ByteDance's Business Is Outside TikTok US
“About 90% of ByteDance's business is not TikTok US. 90% of the value of the company is things like Doyan, which is the Chinese version of TikTok, and Daobao, which is the Chinese version of ChatGPT, and TikTok around the world, and so there's a huge and profit…”
Brad Gerstner Apr 4, 2025 ▶ 1:10:21 Liberation Day, Tariffs, US v China Open Source, OpenAI, $CRWV, TikTok | BG2 · Bg2 Pod
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