ByteDance
5 statements across 3 episodes · 1 bullish · 1 bearish · 3 people on the record · first statement Mar 15, 2021 by Chip Huyen · said 7 times in 3 episodes since 2021 · across every show →
Mentions by year
brought up most by Dylan Patel (5), Gaurav Misra (1), Chip Huyen (1)
tap a year for its mentions
2026 5 mentions in 1 episode
2025 1 mention in 1 episode
2021 1 mention in 1 episode
Everything said about ByteDance, oldest first
Mar 15, 2021 positive
Huyen: Alibaba and ByteDance lead US firms in online ML scale
“When I was looking into online learning and I realized it's like on the examples I felt were by Chinese companies. And it could be I think I've heard some American companies doing that, but they are doing a much smaller scale, like a lot less complex models th…”
Feb 20, 2025 bearish
Misra: CapCut relies on simple UI and TikTok distribution rather than AI
“Whereas I think Capco's approach is much more traditional. They're actually just trying to do exactly what Canva did, which is, okay, let's make the UI simpler and add a few more buttons and essentially bootstrap it to TikTok and distribute it like crazy.”
Feb 5, 2026 neutral
Feb 5, 2026
OpenAI surpassed ByteDance as the largest GPU renter globally
“And so when you look at who rents the most GPUs in the world, it's three companies, right? So one of them is obviously OpenAI. Second one, actually they were bigger than OpenAI. They are bigger than OpenAI today, or no, they were bigger than OpenAI than OpenAI…”