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TikTok

privateNeutral

TikTok is a short-form video sharing platform operated by ByteDance with a global user base.tiktok.com ↗

1 take · first discussed Jan 25, 2025

Net conviction
Neutral
Who's weighed in
Chamath
Takes
1
First discussed
Jan 25, 2025

Private company — no public price to score. We track what they said; valuation-mark tracking is on the roadmap.

Where they stand now

ChamathChamath
Neutral

Chamath believes TikTok's US asset, while intrinsically worth ~$100 billion, will transact at a much lower price approaching zero because the US government controls its ability to exist, making the government the effectively unconstrained price-setter in any deal.

E212 · Jan 25, 20251 call ↓

The discussion

Among the hosts, only Chamath weighed in on TikTok, expressing a neutral but notably cautious view. He acknowledges the US TikTok asset has genuine intrinsic value of roughly $100 billion, but argues that the US government's effective control over its operating permit makes the government an unconstrained price-setter, driving any realistic transaction price far below that intrinsic value — potentially approaching zero. With no other hosts offering theses, there is neither agreement nor disagreement to note across the group.

How they got there

ChamathChamath1 mention since Jan 25, 2025
NeutralE212Jan 25, 2025⚑

Chamath believes TikTok's US asset, while intrinsically worth ~$100 billion, will transact at a much lower price approaching zero because the US government controls its ability to exist, making the government the effectively unconstrained price-setter in any deal.

I believe it. I do think it's about a $100 billion asset. But at the end of the day, the president was very clear that it is completely and entirely worthless without his permit... I find it very hard to see how it gets to the actual value”46:59
iAbout these quotes
Quotes are machine-transcribed from the episode audio — use the Listen links to verify any take against the source, or the ⚑ link to report a problem. Takes marked unverified, low-conviction, or commentary-only never move stances, the index, or the funds.