ByteDance
3 statements across 3 episodes · 3 bullish · 0 bearish · 3 people on the record · first statement Dec 27, 2023 by Sarah Tavel · said 1 times in 1 episodes since 2025 · across every show →
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Everything said about ByteDance, oldest first
Dec 27, 2023 positive
Tavel: TikTok spent over $1B on UA only after achieving retention
“There's one example that we have so far, which is TikTok of spending, you know, more than a billion dollars. Once they figured out Actually the first two levels in order to grow. So they didn't actually put money, like user acquisition spend behind TikTok unti…”
Apr 26, 2026 positive
Spiegel: TikTok solved distribution by spending billions subsidizing viewers and creators
“TikTok did it with money which I actually thought was really innovative. They spend billions of dollars subsidizing both sides of their video marketplace, right? Acquiring customers to watch videos and then paying creators to make videos. And so they were able…”
Jul 9, 2026 positive
Mosseri: Instagram's recent ranking investments were inspired by TikTok and ByteDance
“So we've invested a lot over the last couple of years in ranking, not just increasing engagement, but increasing originality, increasing the number of pieces of content that break out increasing recency to stay culturally relevant. And so a lot of that has bee…”