TikTok

“No, it's basically, no, but basically the whole like political movement to ban TikTok is completely dead. Seemingly evaporated.”

“The next generation of successful capital allocators are really, really not watching, you know, TikToks.”

“There is a law that's passed that should ban TikTok. It's happening unless Trump overrides it.”

“It's absolutely insane that, you know, we wouldn't want China directly controlling, you know, one of the top three largest media companies and that it's in tech talk is objectively one of the biggest media companies, even though it's a social media platform.”

“Project Texas was developed by TikTok, not the government. It was not developed under Trump's tenure, but President Biden's.”

“The law doesn't require TikTok to turn off the app. Instead, the law requires App Store operators like Apple and Google to stop making TikTok available for downloads. It also requires Oracle, TikTok's cloud provider, to stop hosting the app's U.S. Data user da…”

“If you look at, you know, a podcaster who has an RSS feed and someone listens to every single episode, well, the downloads are not, we talked to David Center about this, like his downloads might fluctuate by like, 10%. Episode to episode, but it's always in th…”

“Divestiture is way too moderate, ban the app. That's Solana's position, which I agree with.”

“The thing that will kill TikTok is not, oh, be real, take one picture per day. It's actually the thing that gets someone to lock in on TikTok for three hours instead of one hour.”

“I really think like 99% of the tech talk. Time spent on that app will flow to Meta, YouTube Shorts, and then Snapchat, I do think will be a beneficiary, but maybe they capture five percent of like the bleed over.”

“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…”

“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.”

“Users spend an average of 52 minutes a day on the app, which is significantly higher than any other social network.”

“I'll go out on a limb to say this is China's next attempt at a DJI TikTok type. Product where, hey, let's basically sell this product in America for way less than it costs. Give it away for free. Try to get a bunch of important, you know, companies using it or…”

“I just, this is a different scenario because if you just download the Git repo for deep seek and you host it on Amazon or, you know, Google cloud or whatever, like there's no data feeding back. Like you're not helping them improve the model at all. Like that's…”

“The Chinese companies coordinate to use TikTok as a channel to influence activity in the U S.”

“Frank McCourt's the big dog here. He called me up and was like, Hey, I'd love to get you involved. And he already had his instincts were around building something on chain, you know, using this and the massive user base of tick tock to, you know, basically ove…”

“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.”

“China has very strong expert controls. Like the reason TikTok can't sell is because algorithms in general are expert controlled. And so they would be able to buy the brand name and like the offices, but they'd have to completely re revamp the algorithm, which …”

“We have this thing called Discover and we're trying to increase the volume of content on Discover, and once we do that in an automatic way with curation to users interest. Like we're going to let some of the users pub try to like publish it to discover on thei…”

“We, we've submitted our bid. We never expected to be the leading candidate or anything.”

“I think they've delayed the decision and it's probably going to be coupled with the tariff situation too.”

“Larry Ellison is in the conversation to buy TikTok now.”

“They were running, like, a hundred million dollars a month of ads on Snapchat, right? Initially, right? When they were not, there was no presence.”

“I'm actually surprised it is in productivity because X is famously in news, not in social networking. And so X will typically be at the top of the news subcategory because it would be much harder to compete in the product in the social networking category agai…”

“Perplexity was also bidding on Tik Tok earlier this year.”

“By default, I don't see TikTok as like a uniquely a uniquely Chinese cultural export. It's a technology.”

“The ship has sailed on starting like new platforms for the most part, in my opinion.”

“I've been publicly talking about how problematic TikTok was for years and years and years as a vehicle of the CCP. So I'm happy it's an American possession now.”

“Like, say, TikTok, amazing product, but people are going there to, like, watch videos, not necessarily shop, and I think that pattern's really hard. So we've always believed there's opportunity for a player who's purpose built to be world class at shopping and…”

“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…”

“TikTok owner ByteDance is on track for fifty billion in profit in 2025.”

“You got Oracle, you got private equity firm Silverlake, you got Abu Dhabi-based MGX. They will each own 15% of the new entity, while TikTok investors will own about 30%.”

“TikTok said it had two hundred million users in the U.S., up from its twenty-twenty-four estimate of about a hundred and seventy million users”

“There's a huge revenue share that's going back to ByteDance in perpetuity that is obviously reflected in the valuation.”

“Their monetization on a per minute basis is, I think, like five times lower than other platforms, like if you comp it to TikTok or Instagram”

“There's people making TikToks about it now. And also it's on the cover of the Wall Street Journal.”

“They built two extra data centers to be able to do the Reels algorithm, because if they didn't have that compute capacity, they could not have launched a competitor to TikTok on any normal time frame, because it was actually a compute intensive project, not ju…”

“So, I think that affected music more sonically and creatively than, ah, streaming did, personally.”