TikTok, every mention
15 scenes, the whole family · ← back to TikTok
tap a year for its mentions
every year anyone Bill Gurley 33Brad Gerstner 16Jensen Huang 1Dylan Patel 1
Verbatim, from the transcripts: the passages where TikTok comes up
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 12:30 Brad Gerstner And because that may be four billion people on the planet today, if you take TikTok,
- ▶ 20:44 Jensen Huang Uh, you can't do TikTok without AI.
China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 12:21 Bill Gurley I mean, TikTok was there first, right? 2 times in the scene
Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2 · Bg2 Pod
- ▶ 21:23 Bill Gurley Yeah, for listeners that don't have the slides, we're looking at ChatGPT adoption against Twitter, Instagram, Facebook, and TikTok, and it's just,
Liberation Day, Tariffs, US v China Open Source, OpenAI, $CRWV, TikTok | BG2 · Bg2 Pod
- ▶ 9:17 Brad Gerstner There are a lot of things that go into that negotiation, everything from, um, you know, the Panama Canal to the tick tock stuff.
- ▶ 1:04:09 Bill Gurley The, uh, the TikTok thing, there's new information as we speak. 10 times in the scene
- ▶ 1:05:16 Brad Gerstner And, and, and that's what this whole legislative unwind was about, you know, the forced sale of spin out TikTok US. 8 times in the scene
Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 18:42 Brad Gerstner Um, I think they will come through, and remember, when it comes to almost all product stuff, stories, copy, you know, catching up with, with, with Snapchat, or, or whether it's reels catching up with TikTok, they've always showed up to the…
- ▶ 34:13 Brad Gerstner And they've been using AI to drive TikTok globally, um, for a very long period of time.
Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 1:01:08 Bill Gurley Before we leave Washington, I gotta make a few comments about the TikTok stuff that kind of popped up in his initial, you know, press conference, Trump's initial press conference. 13 times in the scene
AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 5:02 Dylan Patel You know, the only things that are even comparable are like TikTok and, and, and metas, right?
Ep12. Tech Stocks vs the Rest; AI VC Bubble, Calcium CT Scan | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 22:21 Brad Gerstner It's one of the most profitable AI companies in the world, as is ByteDance TikTok. 2 times in the scene
Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob Mylod · Bg2 Pod
- ▶ 1:54 Brad Gerstner Some of these Google Apple rumors we're going to talk a little bit more about, the TikTok fallout, etc.
- ▶ 1:04:03 Bill Gurley So, um, there's been a lot of conversation, um, in the past few weeks about TikTok and ByteDance, um, and obviously it very quickly moved, um, to the center of almost all, um, 7 times in the scene
BG2 w/ Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, AI Impact on Big Tech | E03 · Bg2 Pod
- ▶ 54:10 Brad Gerstner We're starting to see this out of, out of TikTok as well, where they're turning into an e-commerce business.