ByteDance

3 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Feb 20, 2025 by Jeff Wang · said 10 times in 2 episodes since 2025 · across every show →

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brought up most by Jeff Wang (4), Pablo Srugo (3), Alex Mashrabov (3)

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Everything said about ByteDance, oldest first

Feb 20, 2025
Assertion Not checkable as stated
Amplitude signed ByteDance as a customer for $20K/month in 2016
“As a customer in 2016 for 20,000 dollars a month, and they were sending yeah, not Douyin, not the TikTok equivalent, because that was too big, but like they had a couple of other apps that were quite large in China, and they became one of our largest customers…”
Jeff Wang Feb 20, 2025 ▶ 47:52 Amplitude is now a $1.5B public company. Here's how they beat competitors with a 10x cheaper prod... · PMF Show
Dec 4, 2025 bullish
Assertion Supported
Mashrabov: CapCut ranks among the top 10 applications globally
“Surprisingly, CapCut, I think, is top 10 applications in the world. It was never possible to achieve that if you're just a near tool.”
Alex Mashrabov Dec 4, 2025 ▶ 13:46 He exited to Snap for $166M— built an AI video startup, then raised $50M. | Alex Mashrabov, Found... · PMF Show
Dec 4, 2025 positive
Assertion Not checkable as stated
Mashrabov: AI face filters meaningfully grew Snap's daily active users
“So we enabled these net new capabilities, and Bydance and Instagram, they didn't have those. So it contributed meaningfully to Snap daily active users' growth.”
Alex Mashrabov Dec 4, 2025 ▶ 2:57 He exited to Snap for $166M— built an AI video startup, then raised $50M. | Alex Mashrabov, Found... · PMF Show
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