ByteDance

3 statements across 2 episodes · 0 bullish · 2 bearish · 2 people on the record · first statement Apr 16, 2025 by Grace Shao · said 14 times in 5 episodes since 2022 · across every show →

Mentions by year

brought up most by Grace Shao (7), Alex Kantrowitz (6), Ranjan Roy (1)

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2026 1 mention in 1 episode

Is OpenAI Ready To IPO?, The Datacenters in Space Myth, The Kids Boo AI May 25, 2026 · 1 mention · from 55:38
every mention in 2026, scene by scene →

2025 10 mentions in 2 episodes 5 per episode

Why China's AI Strategy Just Might Work — With Grace Shao Apr 16, 2025 · 7 mentions · from 8:01
OpenAI’s & NVIDIA's $100 Billion Marriage, Meta’s Sloppy Vibes, TikTok Deal Arrives? Sep 29, 2025 · 3 mentions · from 51:17
every mention in 2025, scene by scene →

2024 2 mentions in 1 episode

OpenAI Raising At $100 Billion Valuation Aug 30, 2024 · 2 mentions · from 6:25
every mention in 2024, scene by scene →

2022 1 mention in 1 episode

Saagar Enjeti and Marshall Kosloff on Midterms, Trump, Economy, and Ukraine Nov 6, 2022 · 1 mention · from 55:22
every mention in 2022, scene by scene →

every mention, scene by scene, with the transcript →

Everything said about ByteDance, oldest first

Apr 16, 2025 bearish

Opinion

Shao: DeepSeek on WeChat was 'game over' for ByteDance's Doubao

“Once Tencent integrated Deepseek into their WeChat product, it was like game over for them.”

Grace Shao Apr 16, 2025 ▶ 15:44 Why China's AI Strategy Just Might Work — With Grace Shao

Apr 16, 2025 neutral

Assertion Supported

Shao: Enterprise software is a minor business for Alibaba and ByteDance

“Even the companies that have enterprise softwares like Alibaba or ByteDance, those products are their minor businesses. So it's the whole internet economy is so dependent and reliant on consumer facing applications.”

Grace Shao Apr 16, 2025 ▶ 8:01 Why China's AI Strategy Just Might Work — With Grace Shao

Sep 29, 2025 bearish

Prediction Didn’t hold up

Roy: Proposed $14B TikTok US buyout will not go through

“I don't think it's going to happen. Fourteen billion versus forty billion. And we don't actually have confirmation from Xi Jinping or from any one on the Chinese side.”

Ranjan Roy Sep 29, 2025 ▶ 52:37 OpenAI’s & NVIDIA's $100 Billion Marriage, Meta’s Sloppy Vibes, TikTok Deal Arrives?

ByteDance

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Everything said about ByteDance, oldest first

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