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TikTok

3 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Jan 6, 2026 by Reed Hastings · said 64 times in 14 episodes since 2025 · across every show →

Mentions by year

brought up most by Patrick O'Shaughnessy (14), Tom Deegan (7), Reed Hastings (6), Joe Liemandt (6), Ben Thompson (6), Gokul Rajaram (4), Gustav Söderström (3), David Senra (3)

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2026 43 mentions in 5 episodes 9 per episode
2025 21 mentions in 9 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about TikTok, oldest first

Jan 6, 2026 negative
Opinion
Hastings: TikTok functions like numb channel-surfing on old cable TV
“It's like old cable used to be, and you'd change channels, and you'd just be there numb, changing channels looking for something to watch, but really it was the numbness of the new, or the Endorphin hit on the new thing constantly. So it's hitting that part of…”
Reed Hastings Jan 6, 2026 ▶ 44:00 The Netflix Culture Code That Changed Entertainment Forever | Reed Hastings Interview · Invest Like The Best
Jan 6, 2026
Disclosure
Hastings: Netflix's social experiments led him to join Facebook's board
“Probably eight solid years, and that's part of what got me on the Facebook board, which is trying to figure out more of this, of, you know, how is social going to be, and ultimately that probably got solved by TikTok.”
Reed Hastings Jan 6, 2026 ▶ 43:44 The Netflix Culture Code That Changed Entertainment Forever | Reed Hastings Interview · Invest Like The Best
Jan 29, 2026 positive
Opinion
TikTok Has Become a Better Local Search Engine Than Google Maps
“Somebody said that TikTok is the best local search engine, and I think that's right. My kids have discovered crazy when you go traveling, crazy restaurants on TikTok that Google Maps would not really show or Yelp doesn't show, etc.”
Gokul Rajaram Jan 29, 2026 ▶ 1:11:27 He Built The Revenue Engines for Google, Facebook & Square · Invest Like The Best
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