TikTok

4 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Feb 20, 2025 by Gaurav Misra · said 43 times in 18 episodes since 2019 · across every show →

Mentions by year

brought up most by Gaurav Misra (10), Benedict Evans (8), Matt Turck (6), Chip Huyen (4), Dylan Patel (3), Richard Socher (2), Victor Riparbelli (1), Tomasz Tunguz (1)

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2026 8 mentions in 3 episodes 3 per episode
2025 18 mentions in 2 episodes 9 per episode
2024 3 mentions in 3 episodes 1 per episode
2023 6 mentions in 5 episodes 1 per episode
2022 1 mention in 1 episode
2021 5 mentions in 2 episodes 3 per episode
2020 1 mention in 1 episode
2019 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about TikTok, oldest first

Feb 20, 2025 neutral
Assertion Supported
Gaurav Misra: TikTok's US growth was heavily fueled by Snap ads
“TikTok spread in the US mostly through Snapchat, and this is like not well known out there today, but a lot of it was they were spending a very, very large amount of money on advertising on Snap, right?”
Gaurav Misra Feb 20, 2025 ▶ 9:35 From Selfie to Studio: Captions CEO on AI Video for 10M Creators
Feb 20, 2025 bearish
Opinion
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.”
Gaurav Misra Feb 20, 2025 ▶ 18:00 From Selfie to Studio: Captions CEO on AI Video for 10M Creators
Feb 20, 2025 neutral
Disclosure
Snap A/B tests showed TikTok ads initially had no effect on Snapchat engagement
“We ran A-B tests actually Within the advertising groups to see like, oh, like let's segment some users out, not show them TikTok ads, see if they behave differently in the long run, right? In terms of engagement on Snapchat and stuff like that. And there was n…”
Gaurav Misra Feb 20, 2025 ▶ 10:00 From Selfie to Studio: Captions CEO on AI Video for 10M Creators
May 22, 2025 neutral
Assertion Partly supported
Evans: OpenAI lacks visibility into user search, purchases, and social media activity
“Back to open AI, they've got a partial view on you, but like, they don't know what you've bought. They don't know what you've searched for. They don't know where you go. They don't know what Instagram you look at and what TikTok you look at and what YouTube yo…”
Benedict Evans May 22, 2025 ▶ 55:06 AI Eats the World: Benedict Evans on What Really Matters Now
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