Kuaishou

4 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Mar 28, 2025 by Jordan Schneider · said 26 times in 3 episodes since 2025 · across every show →

Mentions by year

brought up most by John Coogan (25), Jordan Schneider (1)

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2026 24 mentions in 1 episode

Kling AI reaches 12M MAU, China's aging tech worker crisis, drama at ThinkingMachine | Diet TBPN Jan 22, 2026 · 24 mentions · from 0:19
every mention in 2026, scene by scene →

2025 2 mentions in 2 episodes 1 per episode

Jordan Schneider (ChinaTalk) On the US-China Power Struggle Mar 28, 2025 · 1 mention · from 9:04
The END of TikTok? Jan 18, 2025 · 1 mention · from 31:49
every mention in 2025, scene by scene →

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Everything said about Kuaishou, oldest first

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

Jan 22, 2026 neutral

Assertion Supported

Coogan: Kuaishou generates $2.6B in net profit on $20B revenue

“So, forty billion market cap, twenty billion revenue, eleven billion gross profit, net profit, 2.6 billion.”

John Coogan Jan 22, 2026 ▶ 4:38 Kling AI reaches 12M MAU, China's aging tech worker crisis, drama at ThinkingMachine | Diet TBPN

Jan 22, 2026 positive

Assertion Supported

Kuaishou claims its Kling AI video platform is gross margin positive

“Interestingly, Kwai Show claims that Kling is gross margin positive.”

John Coogan Jan 22, 2026 ▶ 5:43 Kling AI reaches 12M MAU, China's aging tech worker crisis, drama at ThinkingMachine | Diet TBPN

Jan 22, 2026 negative

Assertion Supported

Coogan: Alibaba, Baidu, Kuaishou, and Tencent Downsized Headcounts Across 2021–2023

“Big tech groups in China have been downsizing in the past few years. So this is 20, 21, 20, 22 and 20, 23 for Alibaba, Baidu, Kuaishou and Tencent. And they're all downsizing across those three years.”

John Coogan Jan 22, 2026 ▶ 11:34 Kling AI reaches 12M MAU, China's aging tech worker crisis, drama at ThinkingMachine | Diet TBPN

Kuaishou

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