ByteDance

14 statements across 11 episodes · 3 bullish · 3 bearish · 6 people on the record · first statement Jan 18, 2025 by Jordi Hays · said 82 times in 20 episodes since 2024 · across every show →

Mentions by year

brought up most by John Coogan (38), Jordi Hays (30), Justine Moore (6), Jordan Schneider (2), Dylan Patel (1)

tap a year for its mentions
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2026 25 mentions in 10 episodes 3 per episode
2025 56 mentions in 9 episodes 6 per episode
2024 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about ByteDance, oldest first

Jan 18, 2025 negative
Opinion
Hayes: Ramaswamy is unfit for office after taking Jeff Yass donations
“I truly believe that anybody that's taking donations. From a major ByteDance shareholder. And then going out and saying that they will That TikTok should only stay in the control of ByteDance, which we've now determined through this entire last hour is ultimat…”
Jordi Hays Jan 18, 2025 ▶ 1:35:17 The END of TikTok?
Jan 18, 2025
Assertion Supported
Hayes: Jeff Yass Holds Over $30B Stake in ByteDance
“His name is Jeff Yass, a major GOP donor and an investor in ByteDance, therefore TikTok. Presently sitting on a stake in the company worth over thirty billion dollars.”
Jordi Hays Jan 18, 2025 ▶ 1:25:12 The END of TikTok?
Mar 17, 2025 negative
Opinion
Steinman: ByteDance's prize is algorithm control to influence US youth
“Yeah, they absolutely want to retain control of the algorithm because that's like the prize is the ability to like inject ideas into the youth of the United States or elsewhere.”
Joshua Steinman Mar 17, 2025 ▶ 14:38 Joshua Steinman talks cybersecurity and the vulnerabilities of a digital world.
Mar 28, 2025 neutral
Assertion Supported
Schneider: Kuaishou Pioneered Short Video Before ByteDance Overtook It
“I think I was at Kwai show which was actually the first company to do short video and got completely blown out of the water by dance.”
Jordan Schneider Mar 28, 2025 ▶ 9:04 Jordan Schneider (ChinaTalk) On the US-China Power Struggle
Apr 25, 2025 negative
Opinion
Srinivas: Google's siloed product teams fail to share lessons
“I think Google is actually the closest to ByteDance of America. If you think about it, they have so many different apps in one umbrella, but they don't share lessons. Like the YouTube team is so different from the Gmail team, sort of from the Chrome team, and …”
Aravind Srinivas Apr 25, 2025 ▶ 33:44 Perplexity Founder Explains What Comes Next - Aravind Srinivas on TBPN April 23rd
Apr 25, 2025 positive
Assertion Supported
Srinivas: ByteDance centralizes infra, growth, and mobile dev across apps
“They do have their own growth teams, but that's one team by dance that takes our infrastructure for all their companies. One team that takes their growth for all their companies. One team that takes their front end mobile development for all their apps. And so…”
Aravind Srinivas Apr 25, 2025 ▶ 33:22 Perplexity Founder Explains What Comes Next - Aravind Srinivas on TBPN April 23rd
Jun 21, 2025 positive
Assertion Supported
Moore: ByteDance's SeedDance video model is already outperforming Google's Veo 3
“The new Minimax model, the new ByteDance model, SeedDance, which is in the arena, already outperforming VO-three.”
Justine Moore Jun 21, 2025 ▶ 1:16:18 Weekly Recap: Elon's Starship Explodes, OpenAI's Defense Contract, Nvidia's Robots, We Test Cluely
Dec 20, 2025 neutral
Assertion Supported
Coogan: Oracle, Silver Lake, and MGX to own 45% of TikTok US
“TikTok has signed a deal for the sale of the United States unit. The deal should close January 20 22nd. This is from Sarah Fisher, the media correspondent at Axios. Oracle, Silver Lake, and MGX will collectively own 45% of the U.S. Entity, 30% We'll be held by…”
John Coogan Dec 20, 2025 ▶ 10:53 TBPN Year in Review
Dec 20, 2025 bullish
Assertion Contradicted
Coogan: ByteDance is on track for $50B in profit in 2025
“TikTok owner ByteDance is on track for fifty billion in profit in 2025.”
John Coogan Dec 20, 2025 ▶ 9:29 TBPN Year in Review
Jan 24, 2026 neutral
Assertion Supported
Hays: TikTok US deal includes a perpetual revenue share to ByteDance
“There's a huge revenue share that's going back to ByteDance in perpetuity that is obviously reflected in the valuation.”
Jordi Hays Jan 24, 2026 ▶ 8:52 China’s acquisition spree, TikTok reaches U.S survival deal, Tech Giants hit by spying | Diet TBPN
Feb 18, 2026
Assertion Supported
Hays: Disney sends cease-and-desist letter to ByteDance over Seedance 2.0
“Disney, as expected, sent a cease and desist letter to ByteDance over C-dance two point O.”
Jordi Hays Feb 18, 2026 ▶ 27:36 The Cournot Equation, Micron’s $200B Bet, Hollywood vs. Seedance 2.0 | Diet TBPN
Mar 14, 2026 neutral
Assertion Supported
Coogan: ByteDance securing 36,000 Nvidia Blackwell chips via Alawani Cloud
“ByteDance is working with a Southeast Asian company called Alawani Cloud on plans to use some 500 Blackwell computing systems totaling around 36,000 B-two hundred chips.”
John Coogan Mar 14, 2026 ▶ 19:37 Tall Poppy Syndrome, Bytedance Gets Blackwell Chips, WSJ Mansion Section | Diet TBPN
Jul 21, 2026
Assertion Supported
Hays: China's MOFCOM Discussed Restricting AI Weights and Overseas Training Data
“Moffcom. Talk to AI companies including Alibaba, ByteDance, and Zipu on limiting the transfer of key data for the training of their models overseas, as well as allowing their model weights to be downloaded by foreign users.”
Jordi Hays Jul 21, 2026 ▶ 15:46 U.S. AI Execs Warn as China’s AI Push Grows, Substack Adds AI Detection Tool | Diet TBPN
Aug 5, 2026 neutral
Assertion Supported
ByteDance founder bans company employees from distilling US frontier AI models
“The founder of ByteDance apparently just banned his employees from distilling U.S. Frontier models”
John Coogan Aug 5, 2026 ▶ 28:23 Demis Is Out as DeepMind CEO, Revolut Founder Yacht Drama, AI’s Great Reverse Bank Run | Diet TBPN
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